Big Sur Wealth Management LLC Portfolio Holdings

Big Sur Wealth Management LLC

  • $356 Million
  • Q1 2025

Big Sur Wealth Management LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $356 Million distributed in 154 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $34.3M, Spdr S&P 500 ETF Trust with a value of $29.3M, Vanguard Ftse Europe ETF Ftse with a value of $13.3M, Ishares Russell 3000 ETF with a value of $11.1M, and Apple Inc. with a value of $9.85M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $341M to 356M.

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 $356 Million
ETFs: $161 Million
Financial Services: $74.5 Million
Technology: $38.8 Million
Industrials: $23.6 Million
Consumer Cyclical: $18.3 Million
Healthcare: $16.4 Million
Communication Services: $12.2 Million
Energy: $6.03 Million
Other: $4.71 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$734M
$815,000 0.23% of portfolio
19,982
Q1 2025 Reduced 37.52%

Summary

  • Portfolio
  • No. of Stocks 154
  • Current Value $356 Million
  • Prior Value $341 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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