BigSur Wealth Management LLC
BigSur Wealth Management LLC reported 167 holdings worth US$423M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
BigSur Wealth Management LLC reported 167 holdings worth US$423M as of Sep 30, 2026. Largest: Berkshire Hathaway Inc., Nvidia Corporation and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 167
- Value as reported
- US$423M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 13,800 | US$26.3M | 6.2% |
| Nvidia Corporation | 82,231 | US$18.8M | 4.4% |
| Alphabet Inc (google) Class C | 47,055 | US$16.1M | 3.8% |
| Palo Alto Networks, Inc. | 33,010 | US$13.1M | 3.1% |
| Jp Morgan Chase & Co. | 36,823 | US$12.2M | 2.9% |
| Apple Inc | 26,516 | US$8.83M | 2.1% |
| Ge Vernova Inc. | 7,186 | US$6.83M | 1.6% |
| Space Exploration Technologies Corp | 34,400 | US$5.19M | 1.2% |
| Blackstone Inc. | 45,905 | US$5.15M | 1.2% |
| Goldman Sachs Group, Inc. (the) | 5,709 | US$5.14M | 1.2% |
| Microsoft Corp. | 10,013 | US$5.14M | 1.2% |
| Ge Aerospace | 15,100 | US$4.72M | 1.1% |
| Meta Platforms, Inc. | 6,000 | US$4.35M | 1.0% |
| Merck & Company, Inc. | 27,960 | US$4.09M | 0.97% |
| Amazon.com, Inc. | 16,245 | US$4.05M | 0.96% |
| Rtx Corporation | 20,850 | US$3.87M | 0.92% |
| Broadcom Inc. | 10,156 | US$3.57M | 0.84% |
| Danaher Corporation | 15,295 | US$3.39M | 0.80% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 7,307 | US$3.34M | 0.79% |
| Unitedhealth Group Incorporated | 8,694 | US$3.19M | 0.75% |
| Cintas Corporation | 15,017 | US$2.93M | 0.69% |
| Freeport-mcmoran, Inc. | 32,500 | US$2.27M | 0.54% |
| Blackstone Secured Lending Fund | 90,148 | US$2.23M | 0.53% |
| Bitmine Immersion Technologies, Inc. | 84,100 | US$2.22M | 0.53% |
| Micron Technology, Inc. | 1,700 | US$1.81M | 0.43% |
| Johnson & Johnson | 6,189 | US$1.64M | 0.39% |
| General Dynamics Corporation | 4,700 | US$1.56M | 0.37% |
| Eli Lilly And Company | 1,340 | US$1.55M | 0.37% |
| Visa Inc. | 4,310 | US$1.55M | 0.37% |
| Costco Wholesale Corporation | 1,700 | US$1.55M | 0.37% |
| Lockheed Martin Corporation | 3,030 | US$1.54M | 0.36% |
| Bank Of America Corporation | 26,850 | US$1.46M | 0.35% |
| Home Depot, Inc. (the) | 4,890 | US$1.39M | 0.33% |
| Tko Group Holdings, Inc. | 7,250 | US$1.3M | 0.31% |
| Newmont Corporation | 10,000 | US$1.15M | 0.27% |
| Charles Schwab Corporation (the) | 10,000 | US$977K | 0.23% |
| Bristol-myers Squibb Company | 15,200 | US$948K | 0.22% |
| Cisco Systems, Inc. | 8,512 | US$916K | 0.22% |
| Salesforce, Inc. | 3,317 | US$763K | 0.18% |
| Toyota Motor Corp. | 4,095 | US$750K | 0.18% |
| Rockwell Automation, Inc. | 1,664 | US$724K | 0.17% |
| Mcdonald's Corporation | 2,933 | US$677K | 0.16% |
| Palantir Technologies Inc. | 3,500 | US$655K | 0.15% |
| Sony Group Corporation | 25,925 | US$610K | 0.14% |
| Boeing Company (the) | 3,180 | US$592K | 0.14% |
| Shell Plc | 5,786 | US$550K | 0.13% |
| Wells Fargo & Company | 6,800 | US$544K | 0.13% |
| Abbvie Inc. | 1,911 | US$500K | 0.12% |
| Morgan Stanley | 2,459 | US$462K | 0.11% |
| Sk Hynix Inc. | 2,500 | US$460K | 0.11% |
| Hercules Capital, Inc. | 26,300 | US$442K | 0.10% |
| Equipmentshare.com Inc | 25,000 | US$434K | 0.10% |
| Chevron Corporation | 1,953 | US$399K | 0.09% |
| Establishment Labs Holdings Inc. | 5,590 | US$359K | 0.08% |
| Tesla, Inc. | 991 | US$352K | 0.08% |
| Fedex Corporation | 1,120 | US$321K | 0.08% |
| Northrop Grumman Corporation | 600 | US$290K | 0.07% |
| Netflix, Inc. | 4,000 | US$278K | 0.07% |
| Ge Healthcare Technologies Inc. | 4,000 | US$261K | 0.06% |
| Caterpillar, Inc. | 310 | US$251K | 0.06% |
| Texas Instruments Incorporated | 881 | US$247K | 0.06% |
| Asml Holding Nv | 134 | US$243K | 0.06% |
| Waste Connections, Inc. | 1,548 | US$238K | 0.06% |
| Union Pacific Corporation | 865 | US$235K | 0.06% |
| American Express Company | 744 | US$226K | 0.05% |
| Strategy Inc | 500 | US$76,545 | 0.02% |
| Amphenol Corporation | 0 | US$0 | 0.00% |
| Applied Materials, Inc. | 0 | US$0 | 0.00% |
| Digitalbridge Group, Inc. | 0 | US$0 | 0.00% |
| D.r. Horton, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Figure Technology Solutions, Inc. | 0 | US$0 | 0.00% |
| Intercontinental Hotels Group Plc | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Nextera Energy, Inc. | 0 | US$0 | 0.00% |
| Solstice Advanced Materials Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related