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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
SLBSchlumberger Ltd
Recent Activity
New Position
0.5%
$1.722M
44,920 shares@ $38.35 avg price
CALFPacer Fds Tr
Recent Activity
New Position
0.21%
$719,678
16,300 shares@ $44.16 avg price
VEAVanguard Tax-managed Fds
Recent Activity
New Position
0.2%
$674,262
14,100 shares@ $47.82 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.14%
$487,952
476 shares@ $1025.11 avg price
EPIWisdomtree Tr
Recent Activity
New Position
0.13%
$452,700
10,000 shares@ $45.27 avg price
TKOTko Group Holdings Inc
Recent Activity
New Position
0.1%
$319,748
2,250 shares@ $142.12 avg price