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CIK: 0001659171
Total reported value
$415.5M
$415.5M
152 檔
23.6%
As reported in its official Q1 2025 Form 13F filing, BigSur Wealth Management LLC's tracked investment portfolio stood at $415.5M with 152 total positions.
In Q1 2025, BigSur Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 9.30% | +0.04% | +53.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.97% | +0.27% | -1.60% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 3.57% | -0.54% | +16.20% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 3.01% | -0.03% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.67% | -0.05% | -11.22% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.61% | +0.23% | +11.18% | |
| 7 | BX | Blackstone Inc | Stock-Financials | 2.59% | -0.35% | +9.78% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.57% | +0.45% | +16.01% | |
| 9 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.01% | +0.89% | -5.24% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.02% | +0.17% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.72% | -0.02% | +3.97% | |
| 12 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.65% | -0.13% | +8.91% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.60% | +0.04% | +14.31% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.54% | +0.57% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.42% | +6.73% | |
| 16 | HON | Honeywell International Inc | Stock-Industrials | 1.41% | -1.13% | EXIT | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | -0.18% | -0.54% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.32% | -0.31% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.18% | +10.86% | |
| 20 | CTAS | Cintas CORP | Stock-Industrials | 1.25% | -0.06% | — | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 1.22% | -0.17% | +0.24% | |
| 22 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.19% | -0.06% | -0.49% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.15% | -0.51% | +88.60% | |
| 24 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.10% | -0.09% | +0.37% | |
| 25 | XLE | Ss Energy Select Sector | ETF-Other | 1.04% | -0.38% | -1.20% | |
| 26 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.04% | +0.11% | -2.22% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.03% | -0.09% | -0.80% | |
| 28 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 1.01% | -0.11% | -1.34% | |
| 29 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.00% | — | — | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.96% | -0.05% | — | |
| 31 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.89% | -0.25% | +6.00% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.85% | -0.24% | +17.00% | |
| 33 | GE | General Electric | Stock-Industrials | 0.84% | +0.14% | — | |
| 34 | DHR | Danaher CORP | Stock-Healthcare | 0.82% | +0.33% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.02% | +14.38% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.79% | -0.01% | -11.82% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.36% | -12.17% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.70% | -0.02% | -4.89% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.70% | -0.02% | -1.35% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.67% | +0.36% | +0.53% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.04% | — | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.64% | -0.02% | — | |
| 43 | SLB | Slb LTD | Stock-Energy | 0.62% | -0.07% | +21.15% | |
| 44 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.62% | -0.02% | -1.80% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.61% | -0.04% | — | |
| 46 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | +0.31% | +96.60% | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.07% | +0.10% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.30% | — | |
| 49 | MAGS | Roundhill Magnificent Seven | ETF-Other | 0.56% | — | — | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.56% | -0.05% | -2.21% |
According to official SEC Form 13F filings, BigSur Wealth Management LLC reported a total U.S. public equity portfolio value of $415.5M across 152 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, SPY, VGK) accounted for 23.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $34.3M
During Q1 2025, BigSur Wealth Management LLC's top holdings by market value included BRK-A (9.3%)、SPY (8.0%)、VGK (3.6%). The largest single position, BRK-A, represented 9.3% of total portfolio value.
In Q1 2025, BigSur Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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