Bigsur Wealth Management LLC
CIK:0001659171
Investment Adviser
$1B AUM
158 holdings
Miami, FL, United States
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.
Top Buys
I
IBITISHARES BITCOIN TRUST ETF+$9.8M
S
SPYSPDR S&P 500 ETF TR+$2.6M
G
GOOGLALPHABET INC+$1.8M
N
NVDANVIDIA CORPORATION+$1.5M
A
AVGOBROADCOM INC+$1.2M
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL-$3.6M
A
AMZNAMAZON COM INC-$1.5M
M
MAGSLISTED FDS TR-$996.7K
R
RTXRTX CORPORATION-$981.4K
M
MRKMERCK & CO INC-$779.0K
Top Holdings
S
SPYSPDR S&P 500 ETF TR+8.6%$35.1M
B
BRK-ABERKSHIRE HATHAWAY INC DEL+5.9%$24.1M
I
IBITISHARES BITCOIN TRUST ETF+4.2%$17.0M
N
NVDANVIDIA CORPORATION+3.8%$15.7M
V
VGKVANGUARD INTL EQUITY INDEX F+3.8%$15.4M
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 |
B BRK-A | 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
FIRE, MARINE & CASUALTY INSURANCE
+7.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.0%
COMMODITY CONTRACTS BROKERS & DEALERS
+5.7%
SEMICONDUCTORS & RELATED DEVICES
+5.1%
NATIONAL COMMERCIAL BANKS
+3.5%