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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 $369,167,209
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 43 $34,332,989 9.3%
2.
Spdr S & P 500 Etf Trust
 SPY 52,445 $29,426,131 7.97%
3.
Vanguard Intl Equity Index Funds
 VWO 187,610 $13,172,098 3.57%
4.
Ishares Trust
 IEF 35,000 $11,117,400 3.01%
5.
Apple Inc.
 AAPL 44,327 $9,846,357 2.67%
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)