Big Sur Wealth Management LLC Portfolio Holdings

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025

Big Sur Wealth Management LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $378 Million distributed in 155 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $32.4M, Berkshire Hathaway Inc with a value of $27.7M, Vanguard Ftse Europe ETF Ftse with a value of $15M, Nvidia Corp with a value of $14.2M, and Jpmorgan Chase & CO with a value of $11.2M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $356M to 378M.

Big Sur Wealth Management LLC is based out at Miami, FL

Below you can find more details about Big Sur Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $378 Million
ETFs: $172 Million
Financial Services: $72.7 Million
Technology: $45.4 Million
Industrials: $26.3 Million
Consumer Cyclical: $17.5 Million
Healthcare: $17 Million
Communication Services: $16.1 Million
Energy: $4.25 Million
Other: $5.71 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 155
  • Current Value $378 Million
  • Prior Value $356 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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