BigSur Wealth Management LLC - Portfolio overview

BigSur Wealth Management LLC has 174 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 7.13%
2. BRKA - BERKSHIRE HATHAWAY INC DEL, 4.82%
3. VGK - VANGUARD INTL EQUITY INDEX F, 3.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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