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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INDA ISHARES TR 19,000.0 $938K 0.23% +7K +58.3% $49.39 +0.3%
102 NEM NEWMONT CORP Basic Materials 10,000.0 $934K 0.23% -1K -12.3% $93.40 +41.8%
103 XLB SELECT SECTOR SPDR TR 18,200.0 $925K 0.22% -3K -12.6% $50.83 +4.9%
104 SCHW SCHWAB CHARLES CORP Financial Services 10,000.0 $923K 0.22% $92.27 +17.0%
105 BMY BRISTOL-MYERS SQUIBB CO Healthcare 15,200.0 $876K 0.21% -1K -6.2% $57.62 +16.3%
106 ROK ROCKWELL AUTOMATION INC Industrials 1,664.0 $824K 0.20% $495.08 -12.7%
107 MCD MCDONALDS CORP Consumer Cyclical 2,994.0 $809K 0.20% -2K -43.9% $270.31 -3.7%
108 QQQ INVESCO QQQ TR Financial Services 1,084.0 $799K 0.19% -2K -58.4% $736.63 -2.3%
109 PPA INVESCO EXCHANGE TRADED FD T 4,500.0 $795K 0.19% -4K -45.0% $176.65 -2.9%
110 NEE NEXTERA ENERGY INC Utilities 9,049.0 $794K 0.19% +1K +14.8% $87.77 -4.6%
111 XBI SPDR SERIES TRUST 5,000.0 $791K 0.19% -2K -23.1% $158.25 +6.5%
112 TM TOYOTA MOTOR CORP Consumer Cyclical 4,470.0 $753K 0.18% $168.42 +14.3%
113 BA BOEING CO Industrials 3,180.0 $688K 0.17% -2K -32.0% $216.47 -3.1%
114 CALF PACER FDS TR 13,100.0 $663K 0.16% -1K -9.3% $50.61 +14.1%
115 SLV ISHARES SILVER TR Financial Services 12,000.0 $642K 0.15% NEW $53.47 +17.4%
116 AAXJ ISHARES TR 5,260.0 $628K 0.15% $119.33 -1.8%
117 ACWX ISHARES TR 7,500.0 $571K 0.14% NEW $76.11 +2.3%
118 CRM SALESFORCE INC Technology 3,617.0 $570K 0.14% -7K -67.1% $157.47 +61.3%
119 WFC WELLS FARGO & CO Financial Services 6,800.0 $562K 0.14% -750.0 -9.9% $82.64 +2.7%
120 EPI WISDOMTREE TR 12,550.0 $537K 0.13% +3K +25.5% $42.78 +0.3%
Page 6 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%