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Pablo Brezman

@Bigsur Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$349.941MTotal holdings152
Assets growth rate-3.6%Assets growth rate (2-Q avg)3.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bigsur Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Bigsur Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 349.941M in assets, with a quarterly growth rate of -3.6% and a 2-quarter average growth rate of 3.78%. The portfolio is managed by Pablo Brezman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.4%
8.96%
$31.341M
53,297 shares@ $588.05 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
Decreased -12.5%
5.45%
$19.066M
28 shares@ $680920.0 avg price
AAPLApple Inc
Recent Activity
Decreased -4.22%
3.58%
$12.503M
49,927 shares@ $250.42 avg price
BXBlackstone Inc
Recent Activity
Decreased -3.99%
3.07%
$10.743M
62,305 shares@ $172.42 avg price
NVDANvidia Corporation
Recent Activity
Decreased -4.56%
3.07%
$10.742M
79,993 shares@ $134.3 avg price
VGKVanguard Intl Equity Index F
Recent Activity
Decreased -8.29%
2.93%
$10.248M
161,455 shares@ $63.48 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -5.48%
2.29%
$7.996M
33,356 shares@ $239.72 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.13%
2.28%
$7.944M
36,210 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.35%
1.8%
$6.266M
33,100 shares@ $189.3 avg price
BBJPJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.33%
1.57%
$5.473M
99,705 shares@ $54.89 avg price