BigSur Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 16, 2024
Value $
$363M
Signature - Title
Pablo Brezman - Chief Compliance Officer
Location
Miami, FL
Summary
This page shows a list of all the recent 13F filings made by BigSur Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BigSur Wealth Management LLC reported 161 stock holdings with total value $363M as of Q3 2024. Top holdings included SPY, BRKA, VGK, AAPL, and IWV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 161 $363M +$27M -$7.92M +$19.1M SPY, BRKA, VGK, AAPL, IWV 13F-HR 10/16/2024, 11:46 AM
Q2 2024 153 $326M +$23.6M -$12.5M +$11.1M SPY, BRKA, VGK, AAPL, IWV 13F-HR 7/22/2024, 10:47 AM
Q1 2024 148 $319M +$95M -$4.77M +$90.2M SPY, BRKA, VGK, IWV, AAPL 13F-HR 5/21/2024, 06:25 PM
Q4 2023 116 $210M +$6.96M -$13.1M -$6.18M SPY, BRKA, VGK, IWV, BX 13F-HR 2/12/2024, 08:11 AM
Q3 2023 114 $198M +$4.13M -$8.06M -$3.92M SPY, BRKA, VGK, IWV, BX 13F-HR 11/13/2023, 02:41 PM
Q2 2023 122 $209M +$7.56M -$23.4M -$15.9M SPY, BRKA, VGK, IWV, AAPL 13F-HR 8/14/2023, 01:27 PM
Q1 2023 125 $213M +$11.5M -$16.8M -$5.25M SPY, BRKA, VGK, IWV, RPV 13F-HR 5/12/2023, 04:35 PM
Q4 2022 124 $208M +$6.35M -$15.2M -$8.87M SPY, BRKA, VGK, IWV, RPV 13F-HR 2/9/2023, 09:56 AM
Q3 2022 122 $198M +$14.1M -$13.8M +$245K SPY, BRKA, IWV, VGK, BXSL 13F-HR 11/8/2022, 06:33 PM
Q2 2022 136 $212M +$6.67M -$6.24M +$427K SPY, BRKA, IWV, VGK, RPV 13F-HR 8/9/2022, 06:25 PM
Q1 2022 140 $257M +$14.9M -$7.86M +$7.06M SPY, BRKA, IWV, VGK, RPV 13F-HR 5/5/2022, 10:27 AM
Q4 2021 134 $256M +$22.3M -$4.29M +$18M SPY, BRKA, IWV, VGK, XLK 13F-HR 2/7/2022, 12:46 PM
Q3 2021 123 $223M +$14.4M -$9.06M +$5.32M SPY, BRKA, IWV, VGK, ESTA 13F-HR 11/1/2021, 10:02 AM
Q2 2021 121 $222M +$19.8M -$8.88M +$10.9M SPY, BRKA, IWV, VGK, DIA 13F-HR 7/29/2021, 12:17 PM
Q1 2021 129 $195M +$19.1M -$15M +$4.1M SPY, BRKA, IWV, VGK, DIA 13F-HR 5/5/2021, 06:07 PM
Q4 2020 110 $177M +$9.06M -$6.78M +$2.28M SPY, BRKA, VGK, IWV, GLD 13F-HR 1/22/2021, 10:54 AM
Q3 2020 104 $157M +$22.5M -$13.1M +$9.36M SPY, BRKA, VGK, IWV, GLD 13F-HR 10/30/2020, 10:23 AM
Q2 2020 103 $140M +$10.5M -$27.1M -$16.6M SPY, BRKA, VGK, IWV, AAPL 13F-HR 7/31/2020, 04:14 PM
Q1 2020 107 $133M +$12.6M -$17.4M -$4.8M SPY, BRKA, VGK, IWV, AAPL 13F-HR 5/5/2020, 10:23 AM
Q4 2019 119 $177M +$22M -$7.05M +$15M SPY, BRKA, VGK, RPV, IWV 13F-HR 1/30/2020, 03:20 PM
Q3 2019 102 $148M +$8.57M -$3.04M +$5.53M SPY, BRKA, VGK, IWV, AAPL 13F-HR 11/5/2019, 09:15 AM
Q2 2019 100 $143M +$4.81M -$21.1M -$16.3M SPY, BRKA, VGK, IWV, DIA 13F-HR 7/5/2019, 05:28 PM
Q1 2019 106 $152M +$15.1M -$19.3M -$4.24M SPY, BRKA, VGK, IWV, DIA 13F-HR 4/5/2019, 04:05 PM
Q4 2018 97 $141M +$5.4M -$2.83M +$2.56M SPY, BRKA, IEV, MDY, DIA 13F-HR 2/1/2019, 12:25 PM
Q3 2018 103 $160M +$20M -$6.04M +$14M SPY, BRKA, IEV, MDY, DIA 13F-HR 10/23/2018, 11:21 AM
Q2 2018 99 $137M +$8.17M -$11.5M -$3.34M SPY, BRKA, IEV, DIA, XLF 13F-HR 8/1/2018, 12:03 PM
Q1 2018 108 $140M +$42.5M -$1.75M +$40.7M SPY, BRKA, IEV, DIA, XLF 13F-HR 5/2/2018, 06:19 PM
Q4 2017 94 $101M +$6.26M -$10.2M -$3.92M SPY, BRKA, DIA, EWG, VGK 13F-HR 2/1/2018, 03:13 PM
Q3 2017 91 $99.5M +$4.5M -$5.2M -$699K SPY, BRKA, DIA, EWG, IEV 13F-HR 11/2/2017, 04:46 PM
Q2 2017 89 $97.6M +$3.72M -$1.52M +$2.21M SPY, BRKA, DIA, EWG, IEV 13F-HR 8/14/2017, 05:09 PM
Q1 2017 86 $92.4M +$16.3M -$4.41M +$11.9M SPY, BRKA, DIA, EWG, AAPL 13F-HR 5/12/2017, 07:32 PM
Q4 2016 78 $74.8M $0 $0 SPY, BRKA, DIA, EWG, AAPL 13F-HR 2/9/2017, 04:17 PM