Skip to main content
Livermore
Livermore
ZHEN

BigSur Wealth Management LLC

SEC CIK
0001659171
Latest filing
Jul 14, 2026

The latest 13F from BigSur Wealth Management LLC covers Q2 2026 (filed Jul 14, 2026): 169 long positions worth $415.5M. The top 10 holdings make up 34.6% of the portfolio, and the largest is SPDR S&P 500 ETF Trust (SPY) at 7.4%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
16
Est. +$10.8M
Added
43
Est. +$29.9M
Reduced
40
Est. −$12.2M
Sold out
10
Est. −$7.59M

Top 5 holdings

Share of this quarter's portfolio value

  1. SPYSPDR S&P 500 ETF Trust
    7.4%$30.8MHistory
  2. BRK.ABerkshire Hathaway Inc
    4.9%$20.2MHistory
  3. NVDANVIDIA Corp
    3.8%$15.9MHistory
  4. Vanguard Intl Equity Index F922042874
    3.1%$13.0M
  5. JPMJPMorgan Chase & Co
    2.9%$12.2MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. HONHoneywell International Inc
    +$3.03MNewHistory
  2. HONAHoneywell Aerospace Inc.
    +$3.00MNewHistory
  3. JPMJPMorgan Chase & Co
    +$2.33MAddedHistory
  4. BRK.ABerkshire Hathaway Inc
    +$2.25MAddedHistory
  5. iShares Tr464287572
    +$2.05MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. HONHoneywell International Inc
    +0.73 pp0.0% → 0.7%History
  2. HONAHoneywell Aerospace Inc.
    +0.72 pp0.0% → 0.7%History
  3. State Street Technology Select Sector SPDR ETF81369Y803
    +0.57 pp1.7% → 2.2%
  4. iShares Tr464287572
    +0.49 pp0.2% → 0.7%
  5. JPMJPMorgan Chase & Co
    +0.45 pp2.5% → 2.9%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. HONHoneywell International Inc
    −$4.03MSold outHistory
  2. PANWPalo Alto Networks Inc
    −$2.60MReducedHistory
  3. ESTAEstablishment Labs Holdings Inc.
    −$1.23MReducedHistory
  4. Vanguard Intl Equity Index F922042874
    −$1.07MReduced
  5. COSTCostco Wholesale Corp
    −$879.3KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. HONHoneywell International Inc
    −1.13 pp1.1% → 0.0%History
  2. Vanguard Intl Equity Index F922042874
    −0.54 pp3.7% → 3.1%
  3. State Street Energy Select Sector SPDR ETF81369Y506
    −0.38 pp1.0% → 0.6%
  4. COSTCostco Wholesale Corp
    −0.36 pp0.8% → 0.4%History
  5. BXBlackstone Inc.
    −0.35 pp1.6% → 1.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$415.5M
+$59.0M (+16.6%) vs. prior quarter
Positions
169
+6 vs. prior quarter
Top 10 concentration
34.6%
Top 10 as share of value
Turnover
5.1%
Q2 2026, one quarter
Average holding period
17.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $415.5M (Q2 2026)

Q1 2021: $194.9MQ2 2021: $221.6MQ3 2021: $222.6MQ4 2021: $255.6MQ1 2022: $256.7MQ2 2022: $212.3MQ3 2022: $197.7MQ4 2022: $207.5MQ1 2023: $213.1MQ2 2023: $209.2MQ3 2023: $198.4MQ4 2023: $210.1MQ1 2024: $319.1MQ2 2024: $326.3MQ3 2024: $363.0MQ4 2024: $349.9MQ1 2025: $369.2MQ2 2025: $396.1MQ3 2025: $408.3MQ4 2025: $412.3MQ1 2026: $356.5MQ2 2026: $415.5M
Q1 2021Q2 2026
13F filings of BigSur Wealth Management LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 14, 2026169$415.5MSPYBRK.ANVDAvs. Q1 2026SEC
Q1 2026Apr 22, 2026163$356.5MSPYBRK.AVanguard Intl Equity Index Fvs. Q4 2025SEC
Q4 2025Jan 27, 2026160$412.3MSPYBRK.AVanguard Intl Equity Index Fvs. Q3 2025SEC
Q3 2025Oct 14, 2025158$408.3MSPYBRK.AIBITvs. Q2 2025SEC
Q2 2025Jul 15, 2025154$396.1MSPYBRK.AVanguard Intl Equity Index Fvs. Q1 2025SEC
Q1 2025Apr 16, 2025152$369.2MBRK.ASPYVanguard Intl Equity Index Fvs. Q4 2024SEC
Q4 2024Jan 16, 2025152$349.9MSPYBRK.AAAPLvs. Q3 2024SEC
Q3 2024Oct 16, 2024161$363.0MSPYBRK.AVanguard Intl Equity Index Fvs. Q2 2024SEC
Q2 2024Jul 22, 2024153$326.3MSPYBRK.AVanguard Intl Equity Index Fvs. Q1 2024SEC
Q1 2024May 22, 2024148$319.1MSPYBRK.AVanguard Intl Equity Index Fvs. Q4 2023SEC
Q4 2023Feb 12, 2024116$210.1MSPYBRK.AVanguard Intl Equity Index Fvs. Q3 2023SEC
Q3 2023Nov 13, 2023114$198.4MSPYBRK.AVanguard Intl Equity Index Fvs. Q2 2023SEC
Q2 2023Aug 14, 2023122$209.2MSPYBRK.AVanguard Intl Equity Index Fvs. Q1 2023SEC
Q1 2023May 12, 2023125$213.1MSPYBRK.AVanguard Intl Equity Index Fvs. Q4 2022SEC
Q4 2022Feb 9, 2023124$207.5MSPYBRK.AVanguard Intl Equity Index Fvs. Q3 2022SEC
Q3 2022Nov 9, 2022122$197.7MSPYBRK.AiShares Trvs. Q2 2022SEC
Q2 2022Aug 10, 2022136$212.3MSPYBRK.AiShares Trvs. Q1 2022SEC
Q1 2022May 5, 2022140$256.7MSPYBRK.AiShares Trvs. Q4 2021SEC
Q4 2021Feb 7, 2022134$255.6MSPYBRK.AiShares Trvs. Q3 2021SEC
Q3 2021Nov 1, 2021123$222.6MSPYBRK.AiShares Trvs. Q2 2021SEC
Q2 2021Jul 29, 2021121$221.6MSPYBRK.AiShares Trvs. Q1 2021SEC
Q1 2021May 6, 2021129$194.9MSPYBRK.AiShares Tr–SEC