BigSur Wealth Management LLC
BigSur Wealth Management LLC reported 170 holdings worth US$415M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
BigSur Wealth Management LLC reported 170 holdings worth US$415M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 170
- Value as reported
- US$415M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 53,258 | US$26.6M | 6.4% |
| Alphabet Inc (google) Class C | 46,825 | US$16.7M | 4.0% |
| Nvidia Corporation | 79,531 | US$15.9M | 3.8% |
| Jp Morgan Chase & Co. | 37,290 | US$12.2M | 2.9% |
| Palo Alto Networks, Inc. | 33,150 | US$11.3M | 2.7% |
| Apple Inc | 26,516 | US$7.67M | 1.8% |
| Ge Vernova Inc. | 6,283 | US$7.38M | 1.8% |
| Goldman Sachs Group, Inc. (the) | 5,709 | US$5.77M | 1.4% |
| Ge Aerospace | 15,100 | US$5.64M | 1.4% |
| Blackstone Inc. | 45,905 | US$5.4M | 1.3% |
| Amazon.com, Inc. | 18,245 | US$4.35M | 1.0% |
| Rtx Corporation | 20,922 | US$3.97M | 0.96% |
| Danaher Corporation | 19,895 | US$3.8M | 0.91% |
| Microsoft Corp. | 10,049 | US$3.75M | 0.90% |
| Merck & Company, Inc. | 27,960 | US$3.62M | 0.87% |
| Unitedhealth Group Incorporated | 8,694 | US$3.61M | 0.87% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,307 | US$3.5M | 0.84% |
| Broadcom Inc. | 9,156 | US$3.46M | 0.83% |
| Meta Platforms, Inc. | 6,000 | US$3.38M | 0.81% |
| Cintas Corporation | 15,132 | US$2.57M | 0.62% |
| Blackstone Secured Lending Fund | 90,148 | US$2.21M | 0.53% |
| Freeport-mcmoran, Inc. | 32,500 | US$2.04M | 0.49% |
| Bank Of America Corporation | 31,850 | US$1.81M | 0.44% |
| Home Depot, Inc. (the) | 4,890 | US$1.72M | 0.42% |
| Costco Wholesale Corporation | 1,800 | US$1.68M | 0.41% |
| General Dynamics Corporation | 4,700 | US$1.66M | 0.40% |
| Eli Lilly And Company | 1,340 | US$1.61M | 0.39% |
| Johnson & Johnson | 6,277 | US$1.59M | 0.38% |
| Lockheed Martin Corporation | 3,065 | US$1.56M | 0.38% |
| Visa Inc. | 4,310 | US$1.48M | 0.36% |
| Tko Group Holdings, Inc. | 7,250 | US$1.46M | 0.35% |
| Exxon Mobil Corporation | 9,360 | US$1.28M | 0.31% |
| Bitmine Immersion Technologies, Inc. | 84,100 | US$1.12M | 0.27% |
| Cisco Systems, Inc. | 8,373 | US$983K | 0.24% |
| Newmont Corporation | 10,000 | US$934K | 0.22% |
| Charles Schwab Corporation (the) | 10,000 | US$923K | 0.22% |
| Bristol-myers Squibb Company | 15,200 | US$876K | 0.21% |
| Rockwell Automation, Inc. | 1,664 | US$824K | 0.20% |
| Mcdonald's Corporation | 2,994 | US$809K | 0.19% |
| Nextera Energy, Inc. | 9,049 | US$794K | 0.19% |
| Toyota Motor Corp. | 4,470 | US$753K | 0.18% |
| Boeing Company (the) | 3,180 | US$688K | 0.17% |
| Salesforce, Inc. | 3,617 | US$570K | 0.14% |
| Wells Fargo & Company | 6,800 | US$562K | 0.14% |
| Sony Group Corporation | 25,925 | US$520K | 0.13% |
| Shell Plc | 6,586 | US$511K | 0.12% |
| Abbvie Inc. | 1,911 | US$481K | 0.12% |
| Establishment Labs Holdings Inc. | 5,590 | US$480K | 0.12% |
| Hercules Capital, Inc. | 26,500 | US$418K | 0.10% |
| Tesla, Inc. | 991 | US$417K | 0.10% |
| Palantir Technologies Inc. | 3,500 | US$408K | 0.10% |
| Space Exploration Technologies Corp | 2,100 | US$359K | 0.09% |
| Fedex Corporation | 1,120 | US$352K | 0.08% |
| Chevron Corporation | 2,053 | US$340K | 0.08% |
| Caterpillar, Inc. | 310 | US$330K | 0.08% |
| Northrop Grumman Corporation | 600 | US$306K | 0.07% |
| Netflix, Inc. | 4,000 | US$286K | 0.07% |
| Asml Holding Nv | 143 | US$284K | 0.07% |
| Kla Corporation | 913 | US$275K | 0.07% |
| Waste Connections, Inc. | 1,548 | US$258K | 0.06% |
| Ge Healthcare Technologies Inc. | 4,000 | US$256K | 0.06% |
| American Express Company | 744 | US$252K | 0.06% |
| Union Pacific Corporation | 917 | US$249K | 0.06% |
| Intercontinental Hotels Group Plc | 1,379 | US$239K | 0.06% |
| Solstice Advanced Materials Inc. | 2,627 | US$233K | 0.06% |
| Texas Instruments Incorporated | 768 | US$229K | 0.06% |
| D.r. Horton, Inc. | 1,400 | US$228K | 0.05% |
| Applied Materials, Inc. | 303 | US$219K | 0.05% |
| Amphenol Corporation | 1,236 | US$218K | 0.05% |
| Figure Technology Solutions, Inc. | 6,566 | US$202K | 0.05% |
| Digitalbridge Group, Inc. | 10,000 | US$158K | 0.04% |
| Strategy Inc | 500 | US$43,465 | 0.01% |
| Adobe Inc. | 0 | US$0 | 0.00% |
| Apollo Global Management, Inc. (new) | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Micron Technology, Inc. | 0 | US$0 | 0.00% |
| Western Digital Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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