BigSur Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Miami, FL
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
163
Total value ($000)
$356,477
Net value change ($000)
-55,776 (-13.5%)
New positions
12
Sold out positions
9
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
IWB 2,532 NEW
RSP 2,263 58.2%
PJAN 1,499 NEW
ICOW 822 41.5%
SLV 818 NEW
TKO 790 168.1%
GLD 703 12.9%
VYMI 596 36.5%
FIGR 552 NEW
XOM 551 34.3%
Top Reduces (Value $000, Stocks/ETFs)
SPY -7,408 -22.5%
BRK-B -6,164 -26.3%
IBIT -4,408 -29.9%
VGK -3,079 -19.1%
IWV -2,922 -23.8%
JPM -2,906 -24.7%
GOOGL -2,890 -38.0%
AAPL -2,869 -29.8%
NVDA -2,806 -17.9%
AMZN -2,743 -41.9%
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