• 13F History

BigSur Wealth Management LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$369M
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 152 stock holdings with total value $369M as of Q1 2025. Top holdings included SPY, VGK, IWV, AAPL, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 152 $369M +$33.3M -$9.2M +$24.1M SPY, VGK, IWV, AAPL, NVDA 13F-HR 4/16/2025, 12:57 PM
Q4 2024 152 $350M +$16.3M -$28.2M -$11.9M SPY, BRKA, AAPL, IWV, BX 13F-HR 1/16/2025, 12:30 PM
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 147 $319M +$94.8M -$4.77M +$90M 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 126 $198M +$4.13M -$8.06M -$3.92M SPY, BRKA, VGK, IWV, BX 13F-HR 11/13/2023, 02:41 PM
Q2 2023 134 $209M +$7.56M -$23.4M -$15.9M SPY, BRKA, VGK, IWV, AAPL 13F-HR 8/14/2023, 02:27 PM
Q1 2023 125 $213M +$11.5M -$12M -$488K SPY, BRKA, VGK, IWV, RPV 13F-HR 5/12/2023, 04:35 PM
Q4 2022 124 $208M +$6.35M -$6.63M -$285K SPY, BRKA, VGK, IWV, RPV 13F-HR 2/9/2023, 08:56 AM
Q3 2022 122 $198M +$14.1M -$5.14M +$8.94M SPY, BRKA, IWV, VGK, BXSL 13F-HR 11/8/2022, 05:33 PM
Q2 2022 136 $212M +$6.67M -$3.35M +$3.32M SPY, BRKA, IWV, VGK, RPV 13F-HR 8/9/2022, 06:25 PM
Q1 2022 140 $257M +$14.9M -$5.42M +$9.5M SPY, BRKA, IWV, VGK, RPV 13F-HR 5/5/2022, 10:27 AM
Q4 2021 134 $254M +$21.3M -$3.52M +$17.8M SPY, BRKA, IWV, VGK, XLK 13F-HR 2/7/2022, 11:46 AM
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 109 $177M +$9.04M -$6.78M +$2.26M SPY, BRKA, VGK, IWV, GLD 13F-HR 1/22/2021, 09:54 AM
Q3 2020 104 $157M +$22.5M -$10.4M +$12.1M SPY, BRKA, VGK, IWV, GLD 13F-HR 10/30/2020, 10:23 AM
Q2 2020 103 $140M +$10.5M -$24.4M -$13.9M SPY, BRKA, VGK, IWV, AAPL 13F-HR 7/31/2020, 04:14 PM
Q1 2020 106 $133M +$12.6M -$9.1M +$3.55M SPY, BRKA, VGK, IWV, AAPL 13F-HR 5/5/2020, 10:23 AM
Q4 2019 119 $177M +$22M -$6.59M +$15.4M SPY, BRKA, VGK, RPV, IWV 13F-HR 1/30/2020, 02:20 PM
Q3 2019 102 $148M +$8.57M -$2.1M +$6.47M SPY, BRKA, VGK, IWV, AAPL 13F-HR 11/5/2019, 08:15 AM
Q2 2019 100 $143M +$4.81M -$17.9M -$13.1M SPY, BRKA, VGK, IWV, DIA 13F-HR 7/5/2019, 05:28 PM
Q1 2019 106 $152M +$15.1M -$19.1M -$4.02M SPY, BRKA, VGK, IWV, DIA 13F-HR 4/5/2019, 04:05 PM
Q4 2018 97 $141M +$5.4M -$809K +$4.59M SPY, BRKA, IEV, MDY, DIA 13F-HR 2/1/2019, 11:25 AM
Q3 2018 103 $160M +$20M -$3.61M +$16.4M SPY, BRKA, IEV, MDY, DIA 13F-HR 10/23/2018, 11:21 AM
Q2 2018 99 $137M +$8.17M -$3.68M +$4.49M SPY, BRKA, IEV, DIA, XLF 13F-HR 8/1/2018, 12:03 PM
Q1 2018 108 $140M +$42.5M -$821K +$41.7M SPY, BRKA, IEV, DIA, XLF 13F-HR 5/2/2018, 06:19 PM
Q4 2017 94 $101M +$6.26M -$5.89M +$366K SPY, BRKA, DIA, EWG, VGK 13F-HR 2/1/2018, 02:13 PM
Q3 2017 91 $99.5M +$4.5M -$4.69M -$184K SPY, BRKA, DIA, EWG, IEV 13F-HR 11/2/2017, 04:46 PM
Q2 2017 84 $95.8M +$1.96M -$13.5M -$11.5M SPY, BRKA, DIA, EWG, IEV 13F-HR 8/14/2017, 05:09 PM
Q1 2017 83 $64.6M +$7.65M -$3.47M +$4.18M BRKA, DIA, EWG, AAPL, XLK 13F-HR 5/12/2017, 07:32 PM
Q4 2016 78 $74.8M SPY, BRKA, DIA, EWG, AAPL 13F-HR 2/9/2017, 03:17 PM