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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 $349,940,864
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 53,297 $31,341,064 8.95%
2.
Berkshire Hathaway Inc
 BRK.A 28 $19,065,760 5.44%
3.
Apple Inc.
 AAPL 49,927 $12,502,719 3.57%
4.
Ishares Trust
 IEF 35,000 $11,698,750 3.34%
5.
Blackstone Inc.
 BX 62,305 $10,742,628 3.06%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)