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Portfolio (Quarterly) Guide ↗

BigSur Wealth Management LLC

· CIK 0001659171
13F Portfolio $415M AUM 170 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 25 New 33 Added 67 Reduced 16 Exited
Page 2 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 9,156.0 $3.5M 0.83% -241.0 -2.6% $377.75 -2.2%
22 META META PLATFORMS INC Communication Services 6,000.0 $3.4M 0.81% -500.0 -7.7% $563.29 +1.1%
23 XLF SELECT SECTOR SPDR TR 61,820.0 $3.3M 0.80% -9K -12.7% $53.61 +7.9%
24 CTAS CINTAS CORP Industrials 15,132.0 $2.6M 0.62% -6K -29.1% $170.08 +20.1%
25 XLE SELECT SECTOR SPDR TR 48,280.0 $2.6M 0.62% -22K -31.1% $53.11 +17.4%
26 IWD ISHARES TR 9,180.0 $2.2M 0.54% -3K -25.9% $242.43 +6.3%
27 BXSL BLACKSTONE SECD LENDING FD Financial Services 90,148.0 $2.2M 0.53% -34K -27.5% $24.48 +0.8%
28 EWG ISHARES INC 49,000.0 $2.0M 0.49% -10K -17.2% $41.37 +7.7%
29 AVUV AMERICAN CENTY ETF TR 15,077.0 $1.9M 0.45% -992.0 -6.2% $124.76 +1.1%
30 EFA ISHARES TR 17,938.0 $1.9M 0.45% -9K -33.4% $103.88 +3.9%
31 IJH ISHARES TR 23,750.0 $1.8M 0.44% -8K -25.2% $77.11 -0.6%
32 BAC BANK OF AMER CORP Financial Services 31,850.0 $1.8M 0.44% -9K -22.0% $56.98 +7.5%
33 HD HOME DEPOT INC Consumer Cyclical 4,890.0 $1.7M 0.41% -4K -43.1% $352.68 -7.0%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,800.0 $1.7M 0.41% -1K -41.8% $935.47 +0.1%
35 LLY ELI LILLY & CO Healthcare 1,340.0 $1.6M 0.39% -1K -42.7% $1199.43 -2.1%
36 LMT LOCKHEED MARTIN CORP Industrials 3,065.0 $1.6M 0.38% -1K -28.4% $509.46 +11.0%
37 OIH VANECK ETF TRUST 4,155.0 $1.5M 0.37% -2K -28.1% $372.03 +12.3%
38 XOM EXXON MOBIL CORP Energy 9,360.0 $1.3M 0.31% -4K -29.9% $136.72 +14.5%
39 BMNR BITMINE IMMERSION TECHS INC Financial Services 84,100.0 $1.1M 0.27% -12K -12.0% $13.31 +94.6%
40 MCHI ISHARES TR 21,820.0 $1.1M 0.27% -1K -4.4% $51.02 +7.6%
Page 2 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.4%
Technology 23.1%
Industrials 8.6%
Healthcare 7.8%
Communication Services 7.3%
Consumer Cyclical 5.0%
Utilities 3.8%
Basic Materials 1.6%
Energy 1.5%
Consumer Defensive 0.8%