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Home > Institutional Investor > Bigsur Wealth Management Llc > Profile

Instuitional Investor - Bigsur Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bigsur Wealth Management Llc
Portfolio Value $408,279,433
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 52,554 $35,099,551 8.6%
2.
Berkshire Hathaway Inc
 BRK.A 32 $24,134,400 5.91%
3.
Ishares Bitcoin Trust Etf
 261,483 $16,996,395 4.16%
4.
Nvidia Corp
 NVDA 83,896 $15,654,225 3.83%
5.
Vanguard Intl Equity Index Funds
 VWO 193,010 $15,402,198 3.77%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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