Notify me when BigSur Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 160 | $412,253,462 | +$13,911,820 | -$11,873,060 | +$2,038,760 | SPY, BRKA, VGK, NVDA, IBIT | 13F-HR | 27 Jan 2026, 11:18 |
| Q3 2025 | 158 | $408,279,433 | +$14,609,884 | -$34,946,723 | -$20,336,839 | SPY, BRKA, IBIT, NVDA, VGK | 13F-HR | 14 Oct 2025, 11:18 |
| Q2 2025 | 154 | $396,128,512 | +$16,360,301 | -$17,128,128 | -$767,827 | SPY, BERKSHIRE HATHAWAY INC DEL, VGK, NVDA, JPM | 13F-HR | 15 Jul 2025, 15:53 |
| Q1 2025 | 152 | $369,167,209 | +$33,295,304 | -$9,196,889 | +$24,098,415 | BERKSHIRE HATHAWAY INC DEL, SPY, VGK, IWV, AAPL | 13F-HR | 16 Apr 2025, 12:57 |
| Q4 2024 | 152 | $349,940,864 | +$16,335,432 | -$28,231,242 | -$11,895,810 | SPY, BRKA, AAPL, IWV, BX | 13F-HR | 16 Jan 2025, 12:30 |
| Q3 2024 | 161 | $363,020,843 | +$26,982,638 | -$7,919,855 | +$19,062,783 | SPY, BRKA, VGK, AAPL, IWV | 13F-HR | 16 Oct 2024, 11:46 |
| Q2 2024 | 153 | $326,308,109 | +$23,594,979 | -$12,492,427 | +$11,102,552 | SPY, BRKA, VGK, AAPL, IWV | 13F-HR | 22 Jul 2024, 10:47 |
| Q1 2024 | 148 | $319,130,903 | +$94,984,028 | -$4,765,978 | +$90,218,050 | SPY, BRKA, VGK, IWV, AAPL | 13F-HR | 21 May 2024, 18:25 |
| Q4 2023 | 116 | $210,088,691 | +$6,959,413 | -$13,139,003 | -$6,179,590 | SPY, BRKA, VGK, IWV, BX | 13F-HR | 12 Feb 2024, 08:11 |
| Q3 2023 | 114 | $198,375,349 | +$4,132,176 | -$8,055,409 | -$3,923,233 | SPY, BRKA, VGK, IWV, BX | 13F-HR | 13 Nov 2023, 14:41 |
| Q2 2023 | 122 | $209,243,655 | +$7,562,164 | -$23,417,821 | -$15,855,657 | SPY, BRKA, VGK, IWV, AAPL | 13F-HR | 14 Aug 2023, 13:27 |
| Q1 2023 | 125 | $213,134,443 | +$11,533,333 | -$16,779,272 | -$5,245,939 | SPY, BRKA, VGK, IWV, RPV | 13F-HR | 12 May 2023, 16:35 |
| Q4 2022 | 124 | $207,540,376 | +$6,347,536 | -$15,222,095 | -$8,874,559 | SPY, BRKA, VGK, IWV, RPV | 13F-HR | 09 Feb 2023, 09:56 |
| Q3 2022 | 122 | $197,730,000 | +$14,079,440 | -$13,834,360 | +$245,080 | SPY, BRKA, IWV, VGK, BXSL | 13F-HR | 08 Nov 2022, 18:33 |
| Q2 2022 | 136 | $212,282,000 | +$6,669,205 | -$6,242,379 | +$426,826 | SPY, BRKA, IWV, VGK, RPV | 13F-HR | 09 Aug 2022, 18:25 |
| Q1 2022 | 140 | $256,660,000 | +$14,925,267 | -$7,861,862 | +$7,063,405 | SPY, BRKA, IWV, VGK, RPV | 13F-HR | 05 May 2022, 10:27 |
| Q4 2021 | 134 | $255,613,000 | +$22,299,662 | -$4,287,740 | +$18,011,922 | SPY, BRKA, IWV, VGK, XLK | 13F-HR | 07 Feb 2022, 12:46 |
| Q3 2021 | 123 | $222,641,000 | +$14,386,851 | -$9,063,964 | +$5,322,887 | SPY, BRKA, IWV, VGK, ESTA | 13F-HR | 01 Nov 2021, 10:02 |
| Q2 2021 | 121 | $221,601,000 | +$19,754,098 | -$8,884,192 | +$10,869,906 | SPY, BRKA, IWV, VGK, DIA | 13F-HR | 29 Jul 2021, 12:17 |
| Q1 2021 | 129 | $194,852,000 | +$19,115,443 | -$15,019,259 | +$4,096,184 | SPY, BRKA, IWV, VGK, DIA | 13F-HR | 05 May 2021, 18:07 |
| Q4 2020 | 110 | $177,098,000 | +$9,059,923 | -$6,781,738 | +$2,278,185 | SPY, BRKA, VGK, IWV, GLD | 13F-HR | 22 Jan 2021, 10:54 |
| Q3 2020 | 104 | $156,993,000 | +$22,483,295 | -$13,119,933 | +$9,363,362 | SPY, BRKA, VGK, IWV, GLD | 13F-HR | 30 Oct 2020, 10:23 |
| Q2 2020 | 103 | $139,865,000 | +$10,496,521 | -$27,050,886 | -$16,554,365 | SPY, BRKA, VGK, IWV, AAPL | 13F-HR | 31 Jul 2020, 16:14 |
| Q1 2020 | 107 | $133,408,000 | +$12,641,365 | -$17,445,032 | -$4,803,667 | SPY, BRKA, VGK, IWV, AAPL | 13F-HR | 05 May 2020, 10:23 |
| Q4 2019 | 119 | $176,976,000 | +$22,013,268 | -$7,046,744 | +$14,966,524 | SPY, BRKA, VGK, RPV, IWV | 13F-HR | 30 Jan 2020, 15:20 |
| Q3 2019 | 102 | $148,401,000 | +$8,569,426 | -$3,039,113 | +$5,530,313 | SPY, BRKA, VGK, IWV, AAPL | 13F-HR | 05 Nov 2019, 09:15 |
| Q2 2019 | 100 | $143,331,000 | +$4,805,813 | -$21,120,071 | -$16,314,258 | SPY, BRKA, VGK, IWV, DIA | 13F-HR | 05 Jul 2019, 17:28 |
| Q1 2019 | 106 | $152,474,000 | +$15,099,552 | -$19,339,024 | -$4,239,472 | SPY, BRKA, VGK, IWV, DIA | 13F-HR | 05 Apr 2019, 16:05 |
| Q4 2018 | 97 | $140,726,000 | +$5,398,028 | -$2,833,381 | +$2,564,647 | SPY, BRKA, IEV, MDY, DIA | 13F-HR | 01 Feb 2019, 12:25 |
| Q3 2018 | 103 | $159,827,000 | +$20,011,767 | -$6,039,521 | +$13,972,246 | SPY, BRKA, IEV, MDY, DIA | 13F-HR | 23 Oct 2018, 11:21 |
| Q2 2018 | 99 | $137,309,000 | +$8,174,945 | -$11,511,230 | -$3,336,285 | SPY, BRKA, IEV, DIA, XLF | 13F-HR | 01 Aug 2018, 12:03 |
| Q1 2018 | 108 | $140,256,000 | +$42,484,619 | -$1,747,966 | +$40,736,653 | SPY, BRKA, IEV, DIA, XLF | 13F-HR | 02 May 2018, 18:19 |
| Q4 2017 | 94 | $100,606,000 | +$6,258,400 | -$10,173,529 | -$3,915,129 | SPY, BRKA, DIA, EWG, VGK | 13F-HR | 01 Feb 2018, 15:13 |
| Q3 2017 | 91 | $99,491,000 | +$4,501,451 | -$5,200,132 | -$698,681 | SPY, BRKA, DIA, EWG, IEV | 13F-HR | 02 Nov 2017, 16:46 |
| Q2 2017 | 89 | $97,577,000 | +$3,723,285 | -$1,515,329 | +$2,207,956 | SPY, BRKA, DIA, EWG, IEV | 13F-HR | 14 Aug 2017, 17:09 |
| Q1 2017 | 86 | $92,356,000 | +$16,291,903 | -$4,407,479 | +$11,884,424 | SPY, BRKA, DIA, EWG, AAPL | 13F-HR | 12 May 2017, 19:32 |
| Q4 2016 | 78 | $74,755,000 | $0 | $0 | $0 | SPY, BRKA, DIA, EWG, AAPL | 13F-HR | 09 Feb 2017, 16:17 |