BigSur Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Miami, FL
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
160
Total value ($000)
$412,253
Net value change ($000)
+3,974 (1.0%)
New positions
5
Sold out positions
3
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BMNR 2,310 807.7%
XLV 1,828 34.2%
GOOGL 1,458 23.7%
GOOGL 1,011 13.4%
RSP 987 34.0%
MRK 916 25.1%
VGK 736 4.8%
LLY 730 40.9%
BRK-B 647 9.9%
ESTA 637 77.8%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -2,276 -13.4%
SPY -2,225 -6.3%
BX -1,699 -17.6%
XLK -1,188 -15.5%
HON -1,160 -22.4%
DYNF -920 -47.7%
PANW -838 -9.5%
BRK-B -735 -3.0%
BABA -680 -18.0%
SHLD -667 -71.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type