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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 744.0 $252K 0.06% -1K -65.4% $338.25 -1.5%
62 UNP UNION PAC CORP Industrials 917.0 $249K 0.06% -2K -73.0% $272.00 +13.2%
63 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,627.0 $233K 0.06% -3K -49.0% $88.60 -36.3%
64 DHI D R HORTON INC Consumer Cyclical 1,400.0 $228K 0.06% -400.0 -22.2% $162.88 -10.6%
65 PNOV INNOVATOR ETFS TRUST 4,060.0 $180K 0.04% -94.0 -2.3% $44.35 +2.5%
66 KBE SPDR SERIES TRUST 1,925.0 $131K 0.03% -1K -34.2% $68.22 +0.4%
67 FXI ISHARES TR 1,000.0 $32K 0.01% -14K -93.1% $31.59 +11.6%
Page 4 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%