Long-term investor
Bigsur Wealth Management LLC @bigsurwealthmanagementll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001659171).
Record
- Tracked since 2025-12-31 (249 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days +9.0% · 6 months n/a · 1 year n/a · all +5.1%
- Max drawdown n/a · win rate 32% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 7.4% · long · since 2025-12-31
- 084670108 · 4.9% · long · since 2025-12-31
- NVDA · 3.8% · long · since 2025-12-31
- 922042874 · 3.1% · long · since 2025-12-31
- JPM · 2.9% · long · since 2025-12-31
- PANW · 2.7% · long · since 2025-12-31
- 464287689 · 2.6% · long · since 2025-12-31
- GOOGL · 2.5% · long · since 2025-12-31
- IBIT · 2.4% · long · since 2025-12-31
- 81369Y803 · 2.2% · long · since 2025-12-31
- AAPL · 1.8% · long · since 2025-12-31
- 81369Y209 · 1.8% · long · since 2025-12-31
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