You're signed outSign in or to get full access.
Bigsur Wealth Management LLC
Bigsur Wealth Management LLC is a registered investment adviser that manages investment portfolios for high net worth individuals, offering financial planning and investment management services.
Investment Strategy
Details not found; firm is a registered investment adviser primarily serving high net worth individuals, suggesting discretionary asset management with exposure to equities (e.g., Nvidia, JPMorgan, Apple, Amazon, etc.), some crypto (iShares Bitcoin Trust), and other large-cap and tech stocks.
Latest 13F Filing Activity
Bigsur Wealth Management LLC filed their most recent 13F report on Sep 30, 2025 disclosing 157 equity positions with a total 13F market value of $408M. The fund increased holdings in Ishares Bitcoin Trust Etf, SPDR S&P 500 Etf TR, Alphabet Inc. among other positions. Bigsur Wealth Management LLC reduced exposure to Berkshire Hathaway Inc. Del, Amazon Com Inc., Listed FDS TR among others.
Top Holdings
Equity Positions (157)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 8.60% | $35.1M | 52,554 | $280.51 | $666.18 | +$2.6M |
| BERKSHIRE HATHAWAY INC DEL | 5.91% | $24.1M | 32 | $530756.13 | $754200.00 | -$3.6M | |
I IBIT | ISHARES BITCOIN TRUST ETF | 4.16% | $17.0M | 261,483 | $56.90 | $65.00 | +$9.8M |
N NVDA | NVIDIA CORPORATION | 3.83% | $15.7M | 83,896 | $52.56 | $186.58 | +$1.5M |
V VGK | VANGUARD INTL EQUITY INDEX F | 3.77% | $15.4M | 193,010 | $55.87 | $79.80 | +$397.4K |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
R Rene Negron | Analyst | New York, NY , United States | |
 | Analyst | Miami, FL , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more