Big Sur Wealth Management LLC Portfolio Holdings

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

Big Sur Wealth Management LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $378 Million distributed in 159 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 $35M, Berkshire Hathaway Inc with a value of $24.1M, Nvidia Corp with a value of $15.7M, Vanguard Ftse Europe ETF Ftse with a value of $15.4M, and Ishares Russell 3000 ETF with a value of $12M.

Examining the 13F form we can see an increase of $490K in the current position value, from $378M 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: $177 Million
Financial Services: $67.1 Million
Technology: $48.3 Million
Industrials: $25.4 Million
Communication Services: $18.5 Million
Consumer Cyclical: $17.2 Million
Healthcare: $14.8 Million
Energy: $3.93 Million
Other: $5.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$35 Million 9.26% of portfolio
52,554
Q3 2025 Added 0.25%
$431B
$24.1 Million 6.38% of portfolio
32
Q3 2025 Reduced 15.79%
$506B
$15.7 Million 4.14% of portfolio
83,896
Q3 2025 Reduced 6.63%
$0
$15.4 Million 4.07% of portfolio
193,010
Q3 2025 Reduced 0.31%
$0
$12 Million 3.18% of portfolio
31,700
Q2 2025 Reduced 9.43%
$908B
$11.5 Million 3.05% of portfolio
36,576
Q3 2025 Reduced 5.47%
$105B
$9.65 Million 2.55% of portfolio
56,487
Q3 2025 Reduced 18.22%
$4.36T
$9.03 Million 2.39% of portfolio
35,453
Q3 2025 Reduced 16.38%
$65.3B
$8.79 Million 2.32% of portfolio
43,160
Q3 2025 Reduced 0.69%
$0
$7.65 Million 2.02% of portfolio
27,132
Q2 2025 Reduced 1.34%
$1.5T
$7.54 Million 1.99% of portfolio
31,036
Q3 2025 Reduced 4.61%
$0
$6.64 Million 1.75% of portfolio
100,090
Q3 2025 Reduced 10.31%
$646B
$6.53 Million 1.73% of portfolio
12,994
Q3 2025 Reduced 10.99%
$2.27T
$6.43 Million 1.7% of portfolio
29,263
Q3 2025 Reduced 19.32%
$1.72T
$6.14 Million 1.62% of portfolio
25,215
Q3 2025 Reduced 20.41%
$0
$5.34 Million 1.41% of portfolio
38,360
Q3 2025 Reduced 4.96%
$128B
$5.16 Million 1.36% of portfolio
14,515
Q3 2025 Added 10.67%
$270B
$4.98 Million 1.32% of portfolio
6,259
Q3 2025 Reduced 10.66%
$0
$4.8 Million 1.27% of portfolio
22,943
Q3 2025 Reduced 17.92%
$1.65T
$4.77 Million 1.26% of portfolio
6,500
Q2 2025 Added 170.83%
$340B
$4.64 Million 1.23% of portfolio
15,437
Q2 2025 Added 0.32%
$18.7B
$4.51 Million 1.19% of portfolio
21,955
Q3 2025 Reduced 0.9%
$0
$4.34 Million 1.15% of portfolio
32,000
Q4 2020 Added 100.0%
$3.92T
$4.1 Million 1.08% of portfolio
7,913
Q3 2025 Added 0.15%
$261B
$4.01 Million 1.06% of portfolio
23,935
Q3 2025 Reduced 29.91%
$0
$3.82 Million 1.01% of portfolio
70,870
Q3 2024 Added 5.98%
$460B
$3.78 Million 1.0% of portfolio
21,130
Q3 2025 Reduced 17.56%
$219B
$3.61 Million 0.96% of portfolio
43,050
Q3 2025 Reduced 22.31%
$389B
$3.48 Million 0.92% of portfolio
8,597
Q3 2025 Reduced 17.57%
$152B
$3.4 Million 0.9% of portfolio
10,297
Q3 2025 Added 28.41%
$0
$3.4 Million 0.9% of portfolio
34,232
Q3 2025 Reduced 13.3%
$0
$3.35 Million 0.88% of portfolio
37,455
Q3 2025 Reduced 5.14%
$322B
$3.26 Million 0.86% of portfolio
9,444
Q3 2025 Reduced 18.8%
$4.36B
$3.15 Million 0.83% of portfolio
120,979
Q3 2025 Reduced 0.82%
$0
$2.9 Million 0.77% of portfolio
15,284
Q3 2025 Reduced 3.78%
$0
$2.86 Million 0.76% of portfolio
6,169
Q3 2025 Added 0.8%
$407B
$2.86 Million 0.76% of portfolio
3,092
Q3 2025 Reduced 0.67%
$0
$2.71 Million 0.72% of portfolio
50,100
Q3 2025 Reduced 7.9%
$0
$2.7 Million 0.71% of portfolio
35,400
Q2 2025 Reduced 13.62%
$0
$2.7 Million 0.71% of portfolio
17,500
Q3 2025 Reduced 21.82%
$257B
$2.61 Million 0.69% of portfolio
11,000
Q3 2025 Reduced 11.29%
$0
$2.52 Million 0.67% of portfolio
20,000
Q2 2023 Reduced 50.0%
$0
$2.52 Million 0.67% of portfolio
12,395
Q3 2025 Reduced 1.63%
$0
$2.52 Million 0.66% of portfolio
26,938
Q3 2025 Reduced 1.46%
$0
$2.46 Million 0.65% of portfolio
59,180
Q3 2025 Added 13.42%
$0
$2.33 Million 0.62% of portfolio
12,000
Q2 2023 New
$157B
$2.2 Million 0.58% of portfolio
11,115
Q3 2025 Reduced 9.74%
$0
$2.14 Million 0.57% of portfolio
23,000
Q4 2022 Reduced 46.51%
$426B
$2.11 Million 0.56% of portfolio
40,850
Q1 2024 Added 191.79%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $378 Million
  • Prior Value $378 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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