Fund HoldingsBigSur Wealth Management LLC

Total Portfolio Value
$412.25M
Total Bought
$35.80M
Total Sold
$38.33M
Net Transaction
-$2.53M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR CARE ETF
046,299+46,29907,1671.74%+7,167
SELECT SECTOR SPDR TR
ST STR TECHN ETF
044,864+44,86406,4591.57%+6,459
SELECT SECTOR SPDR TR
ST STR FINL ETF
070,770+70,77003,8760.94%+3,876
SELECT SECTOR SPDR TR
ST STR ENERG ETF
070,040+70,04003,1310.76%+3,131
SELECT SECTOR SPDR TR
ST STR INDL ETF
017,500+17,50002,7150.66%+2,715
BITMINE IMMERSION TECNOLOGIE(BMNP)5,50095,600+90,1002862,5960.63%+2,310
ALPHABET INC(GOOG)25,21524,215-1,0006,1417,5991.84%+1,458
ALPHABET INC(GOOG)31,03627,336-3,7007,5458,5562.08%+1,011
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
15,28420,284+5,0002,8993,8860.94%+986
SELECT SECTOR SPDR TR
ST STR MATER ETF
020,820+20,82009440.23%+944
MERCK & CO INC(MRK)043,050+43,05004,5681.11%+4,568
SPDR SERIES TRUST
ST STR SP BIOT
06,500+6,50007930.19%+793
VANGUARD INTL EQUITY INDEX F193,010193,010015,40216,1383.91%+735
ELI LILLY & CO(LLY)2,3402,34001,7852,5150.61%+729
BERKSHIRE HATHAWAY INC DEL014,284+14,28407,1801.74%+7,180
ESTABLISHMENT LABS HLDGS INC(ESTA)019,982+19,98201,4560.35%+1,456
APPLE INC(AAPL)35,45335,458+59,0279,6402.34%+612
GOLDMAN SACHS GROUP INC(GS)6,2596,25904,9845,5021.33%+517
RTX CORPORATION(RTX)024,024+24,02404,4061.07%+4,406
FREEPORT-MCMORAN INC(FCX)032,500+32,50001,6510.40%+1,651
MICRON TECHNOLOGY INC(MU)01,300+1,30003710.09%+371
WESTERN DIGITAL CORP(WDC)02,000+2,00003450.08%+345
DANAHER CORPORATION(DHR)011,115+11,11502,5480.62%+2,548
VANECK ETF TRUST
GOLD MINERS ETF
35,40035,40002,7053,0360.74%+332
SPDR GOLD TR(GLD)14,51513,793-7225,1605,4661.33%+307
SALESFORCE INC(CRM)011,000+11,00002,9190.71%+2,919
GE VERNOVA INC(GEV)7,8537,85304,8295,1321.24%+304
ISHARES INC
CORE MSCI EMKT
8,65012,375+3,7255708320.20%+262
SPDR INDEX SHS FDS
ST STR EU 50 ETF
04,000+4,00002580.06%+258
ISHARES TR31,70031,700012,01212,2632.97%+251
ISHARES TR03,565+3,56504280.10%+428
SOLSTICE ADVANCED MATLS INC(SOLS)05,149+5,14902500.06%+250
JPMORGAN CHASE & CO.(JPM)36,57636,576011,53711,7862.86%+248
J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
0103,955+103,95506,8521.66%+6,852
ISHARES TR8,2508,25001,1911,3920.34%+201
SPDR SERIES TRUST
ST STR SP BANK
02,925+2,92501780.04%+178
NEWMONT CORP(NEM)11,40011,40009611,1380.28%+177
VANECK ETF TRUST
OIL SERVICES ETF
5,7785,77801,5021,6450.40%+144
BRISTOL-MYERS SQUIBB CO(BMY)016,200+16,20008740.21%+874
BANK AMERICA CORP40,85040,85002,1072,2470.54%+139
TAIWAN SEMICONDUCTOR MFG LTD(TSM)6,7126,630-821,8812,0200.49%+139
CISCO SYS INC(CSCO)08,461+8,46106520.16%+652
JOHNSON & JOHNSON(JNJ)05,608+5,60801,1610.28%+1,161
ISHARES TR022,957+22,95704,9291.20%+4,929
BLACKSTONE SECD LENDING FD(BXSL)0124,349+124,34903,3700.82%+3,370
ISHARES TR32,00032,00004,3414,4591.08%+118
AMAZON COM INC(AMZN)028,345+28,34506,5431.59%+6,543
GE AEROSPACE(GE)15,43715,43704,6494,7611.15%+111
VANGUARD WORLD FD
HEALTH CAR ETF
3,7003,70009611,0650.26%+105
TOYOTA MOTOR CORP(TM)4,4704,47008549570.23%+103
VANGUARD WHITEHALL FDS18,10118,171+701,5331,6350.40%+103
SPDR DOW JONES INDL AVERAGE(DIA)6,1696,16902,8692,9710.72%+102
UNITED STS COMMODITY INDEX F(CPER)020,339+20,33907110.17%+711
PACER FDS TR
DEVELOPED MRKT
51,97850,578-1,4001,8931,9820.48%+88
ISHARES TR12,39512,39502,5232,6070.63%+84
AMERICAN EXPRESS CO(AXP)02,153+2,15307970.19%+797
STRATEGY INC(MSTR)0500+5000760.02%+76
SLB LIMITED(SLB)23,30022,800-5008078820.21%+74
EXXON MOBIL CORP013,355+13,35501,6070.39%+1,607
ISHARES TR26,93826,93802,5152,5870.63%+72
WELLS FARGO CO NEW(WFC)7,5507,55006337040.17%+71
ROCKWELL AUTOMATION INC(ROK)1,6641,66405826470.16%+66
PACER FDS TR
US CASH COWS 100
019,155+19,15501,1640.28%+1,164
FEDEX CORP(FDX)1,1201,12002663250.08%+59
ISHARES S&P 500 UCITS ETF DI24,57024,57001,6271,6860.41%+59
ISHARES TR20,00020,00002,5192,5770.63%+58
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
11,25011,25008489030.22%+55
ISHARES INC59,18059,18002,4622,5150.61%+53
ISHARES TR
MSCI USA QLT FCT
12,00012,00002,3342,3830.58%+49
ISHARES TR
ESG AW MSCI EAFE
23,00023,00002,1392,1870.53%+49
ISHARES TR8,5008,50001,7551,8030.44%+47
VANGUARD INTL EQUITY INDEX F18,00018,00001,5811,6270.39%+46
APOLLO GLOBAL MGMT INC(APO)4,0004,00005335790.14%+46
INVESCO QQQ TR2,5852,604+191,5541,6000.39%+46
SCHWAB CHARLES CORP(SCHW)10,00010,00009559990.24%+44
VISA INC(V)04,310+4,31001,5120.37%+1,512
AMERICAN CENTY ETF TR016,069+16,06901,6390.40%+1,639
VANGUARD TAX-MANAGED FDS14,10014,10008458810.21%+36
ISHARES TR5,0765,07606096430.16%+34
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
033,229+33,22903,4350.83%+3,435
ISHARES INC3,0003,00003013300.08%+29
VANGUARD INDEX FDS4,6534,65301,5311,5600.38%+29
GE HEALTHCARE TECHNOLOGIES I(GEHC)04,000+4,00003280.08%+328
NEXTERA ENERGY INC(NEE)8,0527,883-1696086330.15%+25
MCDONALDS CORP(MCD)5,2915,340+491,6081,6320.40%+24
ISHARES TR18,30018,30009771,0010.24%+24
ISHARES TR
MSCI INDIA ETF
012,000+12,00006490.16%+649
ISHARES TR31,75031,75002,0722,0960.51%+23
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
22,50022,50001,0031,0240.25%+21
WISDOMTREE TR(WT)010,000+10,00004630.11%+463
GLOBAL X FDS
US INFR DEV ETF
030,855+30,85501,4850.36%+1,485
VANGUARD INDEX FDS7,4667,46601,5651,5810.38%+16
TKO GROUP HOLDINGS INC(TKO)2,2502,25004544700.11%+16
LINDE PLC(LIN)651761+1103093240.08%+15
WISDOMTREE TR(WT)5,6005,60002822970.07%+15
LISTED FDS TR
ROUN MA SEVE ETF
012,000+12,00007920.19%+792
SHELL PLC(SHEL)6,5866,58604714840.12%+13
ISHARES INC750750060730.02%+13
ISHARES TR02,000+2,00001300.03%+130
INNOVATOR ETFS TRUST
US EQTY PWR BUF
16,00016,00006876990.17%+12
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