BigSur Wealth Management LLC

13F filer, CIK 1659171, MIAMI, FL

BigSur Wealth Management LLC reported $369,167,209 across 152 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-16. Its ten largest share positions make up 38.16% of the portfolio.

Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001398344-25-007207

Period: 2025-03-31
Reported value: $369M
Holdings: 152
Top 10 weight: 38.16%
New: 8
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BRK-Aadded	+15	$12M
MAGSnew	+45,000	$2.06M
IBITadded	+42,560	$1.99M
VGKadded	+26,155	$1.84M
METAnew	+2,400	$1.38M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
AAPLreduced	-5,600	-$1.24M
CSCOreduced	-12,500	-$771K
VISTexited	-14,000	-$758K
BURexited	-50,000	-$638K
MELIexited	-350	-$595K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001398344-25-007207, largest first. % of portfolio is the value over $369,167,209, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	43	$34.3M	9.3%	+15	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	52,445	$29.4M	7.97%	-852	Timeline
VGKVANGUARD INTL EQUITY INDEX F	187,610	$13.2M	3.57%	+26,155	Timeline
IWVISHARES TR	35,000	$11.1M	3.01%	0	Timeline
AAPLAPPLE INC	44,327	$9.85M	2.67%	-5,600	Timeline
NVDANVIDIA CORPORATION	88,933	$9.64M	2.61%	+8,940	Timeline
BXBLACKSTONE INC	68,396	$9.56M	2.59%	+6,091	Timeline
JPMJPMORGAN CHASE & CO	38,696	$9.49M	2.57%	+5,340	Timeline
PANWPALO ALTO NETWORKS INC	43,380	$7.4M	2.01%	-2,400	Timeline
AMZNAMAZON COM INC	36,270	$6.9M	1.87%	+60	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	11,894	$6.33M	1.72%	+454	Timeline
BBJPJ P MORGAN EXCHANGE TRADED F	108,590	$6.1M	1.65%	+8,885	Timeline
XLVSELECT SECTOR SPDR TR	40,333	$5.89M	1.6%	+5,050	Timeline
XLKSELECT SECTOR SPDR TR	27,500	$5.68M	1.54%	0	Timeline
GOOGLALPHABET INC	35,326	$5.46M	1.48%	+2,226	Timeline
HONHONEYWELL INTL INC	24,598	$5.21M	1.41%	-1,700	Timeline
MRKMERCK & CO INC	55,410	$5.02M	1.36%	-300	Timeline
GLDSPDR GOLD TR	16,915	$4.87M	1.32%	0	Timeline
GOOGALPHABET INC	30,630	$4.79M	1.3%	+3,000	Timeline
CTASCINTAS CORP	22,400	$4.6M	1.25%	0	Timeline
RTXRTX CORPORATION	33,894	$4.49M	1.22%	+80	Timeline
ITAISHARES TR	28,753	$4.4M	1.19%	-142	Timeline
IBITISHARES BITCOIN TRUST ETF	90,595	$4.24M	1.15%	+42,560	Timeline
BXSLBLACKSTONE SECD LENDING FD	122,329	$4.05M	1.1%	+448	Timeline
XLESELECT SECTOR SPDR TR	41,085	$3.84M	1.04%	-500	Timeline
GSGOLDMAN SACHS GROUP INC	6,996	$3.82M	1.04%	-159	Timeline
HDHOME DEPOT INC	10,357	$3.8M	1.03%	-83	Timeline
RPVINVESCO EXCHANGE TRADED FD T	40,416	$3.73M	1.01%	-550	Timeline
SUSAISHARES TR	32,000	$3.68M	1%	0	Timeline
XLFSELECT SECTOR SPDR TR	70,870	$3.53M	0.96%	0	Timeline
BABAALIBABA GROUP HLDG LTD	24,730	$3.27M	0.89%	+1,400	Timeline
CRMSALESFORCE INC	11,700	$3.14M	0.85%	+1,700	Timeline
GEGE AEROSPACE	15,387	$3.09M	0.84%	0	Timeline
DHRDANAHER CORP DEL	14,675	$3.01M	0.82%	0	Timeline
MSFTMICROSOFT CORP	7,972	$2.99M	0.81%	+1,002	Timeline
XLISELECT SECTOR SPDR TR	22,385	$2.93M	0.79%	-3,000	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,083	$2.92M	0.79%	-427	Timeline
RSPINVESCO EXCHANGE TRADED FD T	14,884	$2.58M	0.7%	-766	Timeline
DIASTATE STR SPDR DOW JONES IND	6,120	$2.57M	0.7%	-84	Timeline
UNHUNITEDHEALTH GROUP INC	4,743	$2.48M	0.67%	+25	Timeline
VWOVANGUARD INTL EQUITY INDEX F	54,400	$2.46M	0.67%	0	Timeline
IWDISHARES TR	12,601	$2.37M	0.64%	0	Timeline
SLBSLB LIMITED	54,420	$2.29M	0.62%	+9,500	Timeline
AVUVAMERICAN CENTY ETF TR	26,108	$2.28M	0.62%	-479	Timeline
EFAISHARES TR	27,338	$2.23M	0.61%	0	Timeline
GEVGE VERNOVA INC	7,003	$2.14M	0.58%	+3,441	Timeline
MCDMCDONALDS CORP	6,829	$2.13M	0.58%	+7	Timeline
XOMEXXON MOBIL CORP	17,368	$2.07M	0.56%	0	Timeline
MAGSLISTED FDS TR	45,000	$2.06M	0.56%	new	Timeline
COWZPACER FDS TR	37,605	$2.06M	0.56%	-850	Timeline
QUALISHARES TR	12,000	$2.05M	0.56%	0	Timeline
DSIISHARES TR	20,000	$2.05M	0.55%	0	Timeline
EWGISHARES INC	52,180	$1.93M	0.52%	+14,680	Timeline
GDXVANECK ETF TRUST	40,980	$1.88M	0.51%	+5,580	Timeline
IJHISHARES TR	32,250	$1.88M	0.51%	0	Timeline
ESGDISHARES TR	23,000	$1.88M	0.51%	0	Timeline
ICOWPACER FDS TR	54,500	$1.71M	0.46%	-3,800	Timeline
BACBANK OF AMER CORP	40,850	$1.7M	0.46%	0	Timeline
LMTLOCKHEED MARTIN CORP	3,780	$1.69M	0.46%	0	Timeline
PAVEGLOBAL X FDS	44,410	$1.68M	0.45%	0	Timeline
IVEISHARES TR	8,500	$1.62M	0.44%	0	Timeline
DYNFBLACKROCK ETF TRUST	32,573	$1.59M	0.43%	0	Timeline
IGFISHARES TR	28,550	$1.56M	0.42%	0	Timeline
MCHIISHARES TR	28,420	$1.55M	0.42%	0	Timeline
OIHVANECK ETF TRUST	5,878	$1.54M	0.42%	0	Timeline
VVISA INC	4,310	$1.51M	0.41%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	23,900	$1.46M	0.39%	0	Timeline
JNJJOHNSON & JOHNSON	8,418	$1.4M	0.38%	+79	Timeline
VBRVANGUARD INDEX FDS	7,466	$1.39M	0.38%	0	Timeline
METAMETA PLATFORMS INC	2,400	$1.38M	0.37%	new	Timeline
PPAINVESCO EXCHANGE TRADED FD T	11,782	$1.37M	0.37%	+1,500	Timeline
IHPCFISHARES CORE S&P 500	24,570	$1.36M	0.37%	0	Timeline
VYMIVANGUARD WHITEHALL FDS	18,000	$1.33M	0.36%	0	Timeline
VPLVANGUARD INTL EQUITY INDEX F	18,000	$1.3M	0.35%	0	Timeline
GDGENERAL DYNAMICS CORP	4,700	$1.28M	0.35%	0	Timeline
VTIVANGUARD INDEX FDS	4,653	$1.28M	0.35%	+600	Timeline
AXPAMERICAN EXPRESS CO	4,655	$1.25M	0.34%	+52	Timeline
FCXFREEPORT MCMORAN INC	32,500	$1.23M	0.33%	0	Timeline
BABOEING CO	7,180	$1.22M	0.33%	0	Timeline
QQQINVESCO QQQ TR	2,535	$1.19M	0.32%	-1,100	Timeline
AVGOBROADCOM INC	7,105	$1.19M	0.32%	+2,393	Timeline
CPERUNITED STS COMMODITY INDEX F	36,939	$1.17M	0.32%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	6,961	$1.16M	0.31%	+1,992	Timeline
IBBISHARES TR	8,250	$1.06M	0.29%	+2,030	Timeline
ADBEADOBE INC	2,700	$1.04M	0.28%	0	Timeline
XLBSELECT SECTOR SPDR TR	11,910	$1.02M	0.28%	0	Timeline
RSPTINVESCO EXCHANGE TRADED FD T	29,500	$1.01M	0.27%	0	Timeline
VHTVANGUARD WORLD FD	3,700	$980K	0.27%	0	Timeline
TSLATESLA INC	3,491	$905K	0.25%	new	Timeline
ESTAESTABLISHMENT LABS HLDGS INC	19,982	$815K	0.22%	-12,000	Timeline
EEMISHARES TR	18,300	$800K	0.22%	+1,750	Timeline
QCOMQUALCOMM INC	5,200	$799K	0.22%	0	Timeline
TMTOYOTA MOTOR CORP	4,470	$789K	0.21%	0	Timeline
SCHWCHARLES SCHWAB CORP (THE)	10,000	$783K	0.21%	0	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	1,440	$770K	0.21%	0	Timeline
MDTMEDTRONIC PLC	8,400	$761K	0.21%	0	Timeline
HTGCHERCULES CAPITAL INC	39,500	$759K	0.21%	+15,000	Timeline
VEAVANGUARD TAX-MANAGED FDS	14,100	$717K	0.19%	0	Timeline
UNPUNION PAC CORP	3,002	$709K	0.19%	-61	Timeline
ABBVABBVIE INC	3,352	$702K	0.19%	+51	Timeline
IWMISHARES TR	3,400	$678K	0.18%	0	Timeline
SONYSONY GROUP CORP	25,925	$658K	0.18%	0	Timeline
KBESPDR SERIES TRUST	12,325	$653K	0.18%	0	Timeline
CVXCHEVRON CORPORATION	3,900	$652K	0.18%	0	Timeline
SDYSPDR SERIES TRUST	4,750	$644K	0.17%	0	Timeline
INDAISHARES TR	12,000	$618K	0.17%	0	Timeline
PSEPINNOVATOR ETFS TRUST	16,000	$615K	0.17%	0	Timeline
DBEUDBX ETF TR	13,470	$595K	0.16%	0	Timeline
DISDISNEY WALT CO	5,950	$587K	0.16%	0	Timeline
CALFPACER FDS TR	15,440	$579K	0.16%	-860	Timeline
NEMNEWMONT CORP	11,800	$570K	0.15%	new	Timeline
ETENERGY TRANSFER L P	30,000	$558K	0.15%	0	Timeline
PKWINVESCO EXCHANGE TRADED FD T	4,900	$552K	0.15%	0	Timeline
WFCWELLS FARGO & CO	7,550	$542K	0.15%	new	Timeline
XBISPDR SERIES TRUST	6,500	$527K	0.14%	0	Timeline
FXIISHARES TR	14,575	$522K	0.14%	+13,575	Timeline
LLYELI LILLY & CO	600	$496K	0.13%	0	Timeline
IOOISHARES TR	5,076	$489K	0.13%	0	Timeline
SHELSHELL PLC	6,536	$479K	0.13%	0	Timeline
IJRISHARES TR	4,500	$471K	0.13%	0	Timeline
CSCOCISCO SYS INC	7,500	$463K	0.13%	-12,500	Timeline
BLKBLACKROCK INC	476	$451K	0.12%	0	Timeline
EPIWISDOMTREE TR	10,000	$437K	0.12%	0	Timeline
ROKROCKWELL AUTOMATION INC	1,664	$430K	0.12%	new	Timeline
QDPLPACER FDS TR	11,000	$408K	0.11%	+5,000	Timeline
AAXJISHARES TR	5,260	$389K	0.11%	0	Timeline
PYPLPAYPAL HLDGS INC	5,425	$354K	0.1%	-900	Timeline
TKOTKO GROUP HOLDINGS INC	2,250	$344K	0.09%	0	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	4,000	$323K	0.09%	0	Timeline
NOCNORTHROP GRUMMAN CORP	600	$307K	0.08%	0	Timeline
ETNEATON CORP PLC	1,121	$305K	0.08%	+165	Timeline
VTVVANGUARD INDEX FDS	1,600	$276K	0.07%	0	Timeline
FDXFEDEX CORP	1,120	$275K	0.07%	0	Timeline
ABTABBOTT LABORATORIES	2,017	$268K	0.07%	-102	Timeline
HEDJWISDOMTREE TR	5,600	$266K	0.07%	0	Timeline
NKENIKE INC	4,000	$256K	0.07%	-1,550	Timeline
LINLINDE PLC	548	$255K	0.07%	0	Timeline
IYHISHARES TR	4,000	$244K	0.07%	0	Timeline
DHID R HORTON INC	1,800	$229K	0.06%	0	Timeline
ASMLASML HLDG NV	341	$226K	0.06%	+32	Timeline
EISISHARES INC	3,000	$223K	0.06%	0	Timeline
ORCLORACLE CORP	1,523	$213K	0.06%	+110	Timeline
EWZISHARES INC	8,000	$207K	0.06%	new	Timeline
VTVANGUARD INTL EQUITY INDEX F	1,597	$185K	0.05%	0	Timeline
PNOVINNOVATOR ETFS TRUST	4,324	$161K	0.04%	new	Timeline
SANBANCO SANTANDER SA	18,565	$124K	0.03%	-13,364	Timeline
KXIISHARES TR	1,600	$102K	0.03%	0	Timeline
EPPISHARES INC	1,730	$76.3K	0.02%	0	Timeline
ACWIISHARES TR	600	$69.8K	0.02%	0	Timeline
PMAYINNOVATOR ETFS TRUST	1,500	$53.7K	0.01%	0	Timeline
EWYISHARES INC	750	$40.5K	0.01%	0	Timeline
MOOVANECK ETF TRUST	350	$23.8K	0.01%	-75	Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VISTVISTA ENERGY S.A.B. DE C.V.	14,000	$758K	shares
BURBURFORD CAPITAL LIMITED	50,000	$638K	shares
MELIMERCADOLIBRE INC	350	$595K	shares
DOWDOW HLDGS INC	7,118	$286K	shares
XLGINVESCO EXCHANGE TRADED FD T	5,390	$269K	shares
NIXTEA SERIES TRUST	9,630	$247K	shares
YUMCYUM CHINA HLDGS INC	4,505	$217K	shares
AGROADECOAGRO S A	18,000	$170K	shares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001398344-25-007207	base		2025-04-16	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC