| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2012 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 31 | Q2 2024 | 31.4% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q2 2024 | 8.2% |
| VANGUARD INTL EQUITY INDEX F | 31 | Q2 2024 | 5.2% |
| SPDR DOW JONES INDL AVRG ETF | 31 | Q2 2024 | 4.4% |
| APPLE INC | 31 | Q2 2024 | 3.4% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 2.8% |
| ALPHABET INC | 31 | Q2 2024 | 2.2% |
| ISHARES INC | 31 | Q2 2024 | 3.3% |
| SELECT SECTOR SPDR TR | 31 | Q2 2024 | 2.9% |
| MERCK & CO. INC | 31 | Q2 2024 | 1.9% |
View BigSur Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-22 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
View BigSur Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.