BigSur Wealth Management LLC
All 13F Filings
- Location
- Miami, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 415,497
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 169 | 415,497 | 13F-HR | BigSur Wealth Management LLC |
| Q1 2026 | 4/22/2026 | 163 | 356,477 | 13F-HR | BigSur Wealth Management LLC |
| Q4 2025 | 1/27/2026 | 160 | 412,253 | 13F-HR | BigSur Wealth Management LLC |
| Q3 2025 | 10/14/2025 | 158 | 408,279 | 13F-HR | BigSur Wealth Management LLC |
| Q2 2025 | 7/15/2025 | 154 | 396,129 | 13F-HR | BigSur Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 213.7 K | 51.4% | 33.49 K | 0 | 33.49 K |
| ETFs | 201.8 K | 48.6% | 25.53 K | 0 | 25.53 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
415,497
Holdings
169
QoQ value change ($000)
59,020
(16.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.