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Pablo Brezman

Bigsur Wealth Management Llc

Assets Managed
$415.497M
Holdings
169
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
16.56%(2Q avg: 1.52%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bigsur Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 169 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 415.497M in assets, with a quarterly growth rate of 16.56% and a 2-quarter average growth rate of 1.52%. The portfolio is managed by Pablo Brezman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 5.34%
7.42%
$30.796M
41,135 shares@ $748.67 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
Increased 12.5%
4.87%
$20.219M
27 shares@ $748850.0 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 8.03%
3.83%
$15.913M
79,531 shares@ $200.1 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -7.59%
3.12%
$12.961M
146,390 shares@ $88.55 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 23.53%
2.94%
$12.206M
37,290 shares@ $327.34 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -18.67%
2.73%
$11.305M
33,150 shares@ $341.02 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
2.59%
$10.745M
25,200 shares@ $426.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 12.7%
2.53%
$10.51M
29,409 shares@ $357.37 avg price
IBIT
Ishares Bitcoin Trust Etf
Recent Activity
Increased 10.83%
2.39%
$9.902M
297,451 shares@ $33.3 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Increased 8.92%
2.25%
$9.31M
48,864 shares@ $190.52 avg price

1-10 of 169