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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 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGF ISHARES TR 20,000.0 $1.3M 0.32% +2K +12.7% $66.60 -1.9%
82 HEDJ WISDOMTREE TR 23,200.0 $1.3M 0.32% +18K +314.3% $57.00 +0.6%
83 CPER UNITED STS COMMODITY INDEX F Financial Services 34,839.0 $1.3M 0.32% +14K +71.3% $37.73 +5.9%
84 XOM EXXON MOBIL CORP Energy 9,360.0 $1.3M 0.31% -4K -29.9% $136.72 +14.9%
85 IEMG ISHARES INC 15,365.0 $1.3M 0.31% +3K +24.2% $82.84 -0.7%
86 EEM ISHARES TR 18,300.0 $1.3M 0.30% $68.41 -1.4%
87 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,740.0 $1.2M 0.29% +300.0 +20.8% $705.04 -1.0%
88 VTV VANGUARD INDEX FDS 5,600.0 $1.2M 0.29% +4K +250.0% $217.93 +3.6%
89 COWZ PACER FDS TR 19,155.0 $1.2M 0.29% $62.20 +16.2%
90 IJR ISHARES TR 7,965.0 $1.2M 0.28% +4K +123.4% $148.31 -1.0%
91 BMNR BITMINE IMMERSION TECHS INC Financial Services 84,100.0 $1.1M 0.27% -12K -12.0% $13.31 +99.7%
92 MCHI ISHARES TR 21,820.0 $1.1M 0.27% -1K -4.4% $51.02 +7.6%
93 IBB ISHARES TR 5,800.0 $1.1M 0.27% -2K -29.7% $190.19 +13.0%
94 SAMT ADVISORS INNER CIRCLE FD III 22,560.0 $1.1M 0.26% NEW $47.73 -9.4%
95 SLB SLB LIMITED Energy 22,800.0 $1.1M 0.26% $46.78 +14.9%
96 ACWI ISHARES TR 6,600.0 $1.0M 0.25% +6K +1000.0% $156.97 +2.8%
97 JIVE J P MORGAN EXCHANGE TRADED F 11,250.0 $1.0M 0.25% $91.95 +6.3%
98 EIS ISHARES INC 8,400.0 $1.0M 0.24% +5K +180.0% $120.71 +3.6%
99 VEA VANGUARD TAX-MANAGED FDS 14,100.0 $1.0M 0.24% $71.25 +2.9%
100 CSCO CISCO SYS INC Technology 8,373.0 $983K 0.24% -88.0 -1.0% $117.46 -4.9%
Page 5 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%