BigSur Wealth Management LLC ETF holdings
Miami, FL
Reported $214.6M in 87 ETFs in its Form 13F for June 30, 2026.
ETF value
$214.6M
ETFs held
87
Change from prior quarter
+16.6%
With price moves
ETFs as a share of its 13F
51.6%
of $415.5M
Top 10 of 87 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $30.8M | 41,135 | +2,084 shares |
| VGK | Vanguard FTSE Europe ETF | $13.0M | 146,390 | −12,040 shares |
| IWV | iShares Russell 3000 ETF | $10.7M | 25,200 | No change |
| IBIT | iShares Bitcoin Trust ETF | $9.9M | 297,451 | +29,050 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $9.3M | 48,864 | +4,000 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $7.6M | 48,203 | +4,414 shares |
| BBJP | JPMorgan BetaBuilders Japan ETF | $7.3M | 96,920 | −840 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $7.1M | 33,229 | +1,190 shares |
| GLD | SPDR Gold Shares | $5.9M | 16,038 | +1,700 shares |
| SUSA | iShares ESG Optimized MSCI USA ETF | $4.9M | 32,000 | No change |
77 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001659171. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does BigSur Wealth Management LLC own?
BigSur Wealth Management LLC reported 87 ETF positions worth $214.6M in its Form 13F for June 30, 2026. The largest was SPY, at $30.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.