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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BX BLACKSTONE INC Financial Services 45,905.0 $5.4M 1.30% -6K -11.0% $117.67 +21.7%
22 SUSA ISHARES TR 32,000.0 $4.9M 1.19% $154.30 +2.4%
23 AMZN AMAZON COM INC Consumer Cyclical 18,245.0 $4.3M 1.05% -10K -35.6% $238.34 +9.2%
24 ITA ISHARES TR 17,564.0 $4.3M 1.02% -5K -23.5% $242.42 -2.5%
25 RTX RTX CORPORATION Industrials 20,922.0 $4.0M 0.95% -3K -12.9% $189.73 +11.7%
26 DHR DANAHER CORP DEL Healthcare 19,895.0 $3.8M 0.91% +9K +79.0% $190.88 +12.8%
27 MSFT MICROSOFT CORP Technology 10,049.0 $3.7M 0.90% +2K +26.4% $373.02 +33.1%
28 MRK MERCK & CO INC Healthcare 27,960.0 $3.6M 0.87% -15K -35.0% $129.35 +18.4%
29 UNH UNITEDHEALTH GROUP INC Healthcare 8,694.0 $3.6M 0.87% -200.0 -2.2% $415.63 -3.5%
30 RPV INVESCO EXCHANGE TRADED FD T 31,699.0 $3.6M 0.87% -2K -4.6% $113.82 +7.9%
31 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,307.0 $3.5M 0.84% +677.0 +10.2% $478.53 -12.7%
32 AVGO BROADCOM INC Technology 9,156.0 $3.5M 0.83% -241.0 -2.6% $377.75 -5.9%
33 META META PLATFORMS INC Communication Services 6,000.0 $3.4M 0.81% -500.0 -7.7% $563.29 +2.3%
34 XLF SELECT SECTOR SPDR TR 61,820.0 $3.3M 0.80% -9K -12.7% $53.61 +8.7%
35 XLI SELECT SECTOR SPDR TR 17,570.0 $3.3M 0.78% $185.23 -2.6%
36 DIA STATE STR SPDR DOW JONES IND Financial Services 6,169.0 $3.2M 0.78% $523.80 +2.0%
37 HONEYWELL INTL INC 13,555.0 $3.0M 0.73% NEW $223.90
38 HONEYWELL AEROSPACE INC 13,555.0 $3.0M 0.72% NEW $221.08
39 VWO VANGUARD INTL EQUITY INDEX F 50,100.0 $3.0M 0.72% $59.69 +1.6%
40 IWB ISHARES TR 7,100.0 $2.9M 0.70% NEW $409.50 +2.5%
Page 2 of 9  ·  169 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%