BigSur Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 14, 2026), BigSur Wealth Management LLC reported 169 stock positions worth $415.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.4% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 4.9%) and Nvidia (NVDA, 3.8%). Compared with Q1 2026, it opened 14 new positions, sold out of 9, added to 45 and reduced 40. The biggest buy was SS Technology Select Sector (XLK, shares +9%) and the biggest sale Vanguard Ftse Europe ETF (VGK, shares −8%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001659171
Portfolio Value
$415.5M (Q2 2026)
SEC Filing
0001398344-26-012137 ↗ filed Jul 14, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $319.1M Q1 2024 Q2 2024: $326.6M Q2 2024 Q3 2024: $363.0M Q3 2024 Q4 2024: $349.9M Q4 2024 Q1 2025: $369.2M Q1 2025 Q2 2025: $396.1M Q2 2025 Q3 2025: $408.3M Q3 2025 Q4 2025: $412.3M Q4 2025 Q1 2026: $356.5M Q1 2026 Q2 2026: $415.5M $415.5M Q2 2026

Holdings 169 stocks · $415.5M
SPY SS SPDR S&P 500 ETF Trust-US 7.41% 41,135 $30.8M Add +5.3%
BRK.A Berkshire Hathaway Inc. Class A 4.87% 27 $20.2M Add +12.5%
NVDA Nvidia Corp. 3.83% 79,531 $15.9M Add +8.0%
VGK Vanguard Ftse Europe ETF 3.12% 146,390 $13.0M Reduce -7.6%
JPM JPMorgan Chase & Co. 2.94% 37,290 $12.2M Add +23.5%
PANW Palo Alto Networks Inc. 2.72% 33,150 $11.3M Reduce -18.7%
IWV iShares Russell 3000 ETF 2.59% 25,200 $10.7M No change
GOOGL Alphabet Inc. Class A 2.53% 29,409 $10.5M Add +12.7%
IBIT iShares Bitcoin Trust ETF 2.38% 297,451 $9.9M Add +10.8%
XLK SS Technology Select Sector 2.24% 48,864 $9.3M Add +8.9%
AAPL Apple Inc. 1.85% 26,516 $7.7M Reduce -0.6%
XLV SS Health Care Select Sector 1.84% 48,203 $7.6M Add +10.1%
GEV GE Vernova Inc. 1.78% 6,283 $7.4M Add +5.0%
BBJP JPMorgan Betabuilders Japan 1.76% 96,920 $7.3M Reduce -0.9%
RSP Invesco S&P 500 Equal Weight 1.70% 33,229 $7.1M Add +3.7%
BRK.B Berkshire Hathaway Inc. Class B 1.55% 12,852 $6.4M Add +10.0%
GOOG Alphabet Inc. Class C 1.50% 17,615 $6.2M Add +7.3%
GLD SPDR Gold Shares 1.42% 16,038 $5.9M Add +11.9%
GS Goldman Sachs Group Inc. 1.39% 5,709 $5.8M Add +5.5%
GE General Electric filed as GE AEROSPACE 1.36% 15,100 $5.6M Reduce -1.0%
BX Blackstone Inc. 1.30% 45,905 $5.4M Reduce -10.0%
SUSA iShares ESG Optimized MSCI U 1.19% 32,000 $4.9M No change
AMZN Amazon.com Inc. 1.05% 18,245 $4.3M No change
ITA iShares U.S. Aerospace & Def 1.02% 17,564 $4.3M Reduce -0.2%
RTX RTX Corp. 0.96% 20,922 $4.0M Add +0.4%
DHR Danaher Corp. 0.91% 19,895 $3.8M Add +84.0%
MSFT Microsoft Corp. 0.90% 10,049 $3.7M Add +13.6%
MRK Merck & Co. Inc. 0.87% 27,960 $3.6M Reduce -9.7%
UNH Unitedhealth Group Inc. 0.87% 8,694 $3.6M Add +29.9%
RPV Invesco S&P 500 Pure Value E 0.87% 31,699 $3.6M Reduce -2.7%
TSM Taiwan Semiconductor-SP ADR 0.84% 7,307 $3.5M Reduce -1.7%
AVGO Broadcom Inc. 0.83% 9,156 $3.5M Add +11.7%
META Meta Platforms Inc. Class A 0.81% 6,000 $3.4M No change
XLF SS Financial Select Sector 0.80% 61,820 $3.3M Add +1.3%
XLI SS Industrial Select Sector 0.78% 17,570 $3.3M Add +0.4%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.78% 6,169 $3.2M No change
HON Honeywell International Inc. 0.73% 13,555 $3.0M Add +52.2%
HONA Honeywell Aerospace Inc. 0.72% 13,555 $3.0M Add +52.2%
VWO Vanguard Ftse Emerging Marke 0.72% 50,100 $3.0M No change
IWB iShares Russell 1000 ETF 0.70% 7,100 $2.9M No change
DSI iShares ESG MSCI KLD 400 ETF 0.69% 20,000 $2.8M No change
ICOW Pacer Developed Markets Inte 0.66% 66,078 $2.8M No change
IOO iShares Global 100 ETF 0.66% 20,076 $2.7M Add +295.5%
GDX Vaneck Gold Miners ETF 0.64% 35,400 $2.7M No change
QUAL iShares MSCI USA Quality Fac 0.63% 12,000 $2.6M No change
IVE iShares S&P 500 Value ETF 0.63% 11,500 $2.6M Add +35.3%
CTAS Cintas Corp. 0.62% 15,132 $2.6M Add +5.4%
XLE SS Energy Select Sector 0.62% 48,280 $2.6M Reduce -16.8%
ESGD iShares Trust iShares ESG Aw 0.57% 23,000 $2.4M No change
VYMI Vanguard Int High DVD YLD Inc. 0.56% 23,630 $2.3M Reduce -0.2%
IWD iShares Russell 1000 Value E 0.54% 9,180 $2.2M Reduce -2.3%
BXSL Blackstone Secured Lending F 0.53% 90,148 $2.2M Reduce -0.8%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.53% 44,500 $2.2M Add +493.3%
RSPT Invesco S&P 500 Equal Weight 0.50% 32,300 $2.1M Add +43.6%
VPL Vanguard Ftse Pacific ETF 0.50% 18,000 $2.1M No change
BABA Alibaba Group Holding-SP ADR 0.49% 21,130 $2.1M No change
FCX Freeport-McMoran Inc. 0.49% 32,500 $2.0M No change
EWG iShares MSCI Germany ETF 0.49% 49,000 $2.0M No change
AVUV Avantis US Small Cap Value 0.45% 15,077 $1.9M Reduce -1.3%
EFA iShares MSCI Eafe ETF 0.45% 17,938 $1.9M No change
IJH iShares Core S&P Midcap ETF 0.44% 23,750 $1.8M No change
IHPCF iShares Core S&P 500 0.44% 24,570 $1.8M No change
PAVE Global X US Infrastructure 0.44% 30,855 $1.8M No change
BAC Bank of America Corp. 0.44% 31,850 $1.8M No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.44% 7,466 $1.8M No change
PSEP Innovator U.S. Equity Power 0.42% 38,000 $1.7M Add +137.5%
HD Home Depot Inc. 0.42% 4,890 $1.7M Reduce -11.9%
VTI VG Morningstar TS MKT ETF-US 0.41% 4,653 $1.7M No change
COST Costco Wholesale Corp. 0.41% 1,800 $1.7M Reduce -34.3%
GD General Dynamics Corp. 0.40% 4,700 $1.7M No change
DYNF Ishrs US E F R A ETF-Usd Inc. 0.40% 24,173 $1.6M Add +45.9%
PJAN Innovator U.S. Equity Power 0.39% 32,500 $1.6M No change
LLY Eli Lilly & Co. 0.39% 1,340 $1.6M Reduce -13.0%
JNJ Johnson & Johnson 0.38% 6,277 $1.6M Add +25.2%
LMT Lockheed Martin Corp. 0.38% 3,065 $1.6M Reduce -2.1%
OIH Vaneck Oil Services ETF 0.37% 4,155 $1.5M Reduce -0.6%
V Visa Inc. Class A 0.36% 4,310 $1.5M No change
TKO Tko Group Holdings Inc. 0.35% 7,250 $1.5M Add +16.0%
IWM iShares Russell 2000 ETF 0.34% 4,700 $1.4M Add +74.1%
VHT Vanguard Health Care ETF 0.34% 4,700 $1.4M No change
IGF iShares Global Infrastructur 0.32% 20,000 $1.3M Add +12.7%
HEDJ Wisdomtree Europe Hedged Equ 0.32% 23,200 $1.3M Add +314.3%
CPER United States Copper Index 0.32% 34,839 $1.3M Add +106.9%
XOM Exxon Mobil Corp. 0.31% 9,360 $1.3M Reduce -26.4%
IEMG iShares Core MSCI Emerging 0.31% 15,365 $1.3M Add +24.2%
EEM iShares MSCI Emerging Market 0.30% 18,300 $1.3M No change
MDY State Street SPDR S&P Midcap 0.30% 1,740 $1.2M No change
VTV Vanguard Mrngstr Val ETF-Aui 0.29% 5,600 $1.2M Add +250.0%
COWZ Pacer US Cash Cows 100 ETF 0.29% 19,155 $1.2M No change
IJR iShares Core S&P Small-Cap E 0.28% 7,965 $1.2M Add +34.7%
BMNR Bitmine Immersion Technologi 0.27% 84,100 $1.1M Reduce -1.8%
MCHI iShares MSCI China ETF 0.27% 21,820 $1.1M Reduce -4.4%
IBB iShares Biotechnology ETF 0.27% 5,800 $1.1M Reduce -27.9%
SAMT Strategas Macro Them Opps 0.26% 22,560 $1.1M New
SLB SLB Ltd. filed as SLB LIMITED 0.26% 22,800 $1.1M No change
ACWI iShares MSCI Acwi ETF 0.25% 6,600 $1.0M Add +1000.0%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 0.25% 11,250 $1.0M No change
EIS iShares MSCI Israel ETF 0.24% 8,400 $1.0M Add +180.0%
VEA Vanguard Ftse Developed ETF 0.24% 14,100 $1.0M No change
CSCO Cisco Systems Inc. 0.24% 8,373 $983K Reduce -3.6%
INDA iShares MSCI India ETF 0.23% 19,000 $938K No change
NEM Newmont Corp. 0.22% 10,000 $934K No change
XLB SS Materials Select Sector 0.22% 18,200 $925K No change
SCHW Schwab (charles) Corp. 0.22% 10,000 $923K No change
BMY Bristol-Myers Squibb Co. 0.21% 15,200 $876K No change
ROK Rockwell Automation Inc. 0.20% 1,664 $824K No change
MCD McDonald's Corp. 0.19% 2,994 $809K Add +1.8%
QQQ Invesco QQQ Trust Series 1 0.19% 1,084 $799K Reduce -8.4%
PPA Invesco Aerospace & Defense 0.19% 4,500 $795K Reduce -45.0%
NEE Nextera Energy Inc. 0.19% 9,049 $794K Add +14.8%
XBI SS SPDR S&P Biotech ETF 0.19% 5,000 $791K No change
TM Toyota Motor Corp. -Spon ADR 0.18% 4,470 $753K No change
BA The Boeing Co. 0.17% 3,180 $688K Reduce -32.0%
CALF PCR US SM CP CSH CWS ETF-Usd 0.16% 13,100 $663K No change
SLV iShares Silver Trust 0.15% 12,000 $642K No change
AAXJ iShares MSCI All Country Asi 0.15% 5,260 $628K No change
ACWX iShares MSCI Acwi Ex US ETF 0.14% 7,500 $571K No change
CRM Salesforce Inc. 0.14% 3,617 $570K Reduce -50.5%
WFC Wells Fargo & Co. 0.14% 6,800 $562K No change
EPI Wisdomtree India Earnings 0.13% 12,550 $537K Reduce -8.9%
SONY Sony Group Corp. - SP ADR 0.13% 25,925 $520K No change
SHEL Shell PLC-ADR 0.12% 6,586 $511K No change
IALT Ishrs SYS Alt Act ETF 0.12% 17,800 $499K New
PEJ Invesco Leisure & Entertainm 0.12% 7,470 $497K New
QDPL Pacer Met US LRG Cap DVD 400 0.12% 10,670 $484K Add +0.0%
ABBV Abbvie Inc. 0.12% 1,911 $481K No change
ESTA Establishment Labs Holdings 0.12% 5,590 $480K Reduce -72.0%
DBEU Xtrackers MSCI Europe Hedged 0.11% 8,545 $461K No change
HTGC Hercules Capital Inc. 0.10% 26,500 $418K Reduce -10.2%
TSLA Tesla Inc. 0.10% 991 $417K No change
PLTR Palantir Technologies Inc. Class A 0.10% 3,500 $408K No change
SPCX Space Exploration Techn Class A 0.09% 2,100 $359K New
PAUG Innovator U.S. Equity Power 0.09% 7,752 $354K Reduce -2.2%
FDX FedEx Corp. 0.08% 1,120 $352K No change
CVX Chevron Corp. 0.08% 2,053 $340K Reduce -48.0%
CAT Caterpillar Inc. 0.08% 310 $330K No change
NOC Northrop Grumman Corp. 0.07% 600 $306K No change
NFLX Netflix Inc. 0.07% 4,000 $286K No change
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.07% 143 $284K New
MDT Medtronic PLC 0.07% 3,600 $284K No change
LIN Linde PLC 0.07% 546 $283K Reduce -28.3%
KLAC KLA Corp. 0.07% 913 $275K New
FEZ State Street SPDR Euro Stoxx 0.07% 4,000 $275K No change
WCN Waste Connections Inc. 0.06% 1,548 $258K Add +6.0%
GEHC GE Healthcare Technology 0.06% 4,000 $256K No change
AXP American Express Co. 0.06% 744 $252K No change
UNP Union Pacific Corp. 0.06% 917 $249K Reduce -19.6%
DBMF Imgp Dbi MFT STR ETF-Usd Inc. 0.06% 8,080 $247K New
IHG Intercontinental Hotels-ADR 0.06% 1,379 $239K New
SOLS Solstice Adv Materials Inc. 0.06% 2,627 $233K Reduce -0.9%
EMXC iShares MSCI Emr MRK Ex Chna 0.06% 2,240 $229K No change
TXN Texas Instruments Inc. 0.06% 768 $229K New
DHI D.R. Horton Inc. 0.05% 1,400 $228K New
MGNR Amer Beac GLG NTRL Rsrcs ETF filed as AMERICAN BEACON SELECT FUNDS 0.05% 4,650 $226K New
AMAT Applied Materials Inc. 0.05% 303 $219K New
APH Amphenol Corp. Class A 0.05% 1,236 $218K New
FIGR Figure Technology Solut Class A 0.05% 6,566 $202K Reduce -59.6%
VT Vanguard Tot World STK ETF 0.05% 1,240 $195K No change
PNOV Innovator U.S. Equity Power 0.04% 4,060 $180K Reduce -2.3%
DBRG Digitalbridge Group Inc. 0.04% 10,000 $158K New
ETHA iShares Ethereum Trust ETF 0.04% 13,237 $157K No change
IYH iShares U.S. Healthcare ETF 0.03% 2,000 $134K No change
KBE SS SPDR S&P Bank ETF 0.03% 1,925 $131K No change
EPP iShares MSCI Pacific Ex Japa 0.01% 980 $52K No change
MSTR Strategy Inc. 0.01% 500 $43K No change
FXI iShares China Large-Cap ETF 0.01% 1,000 $32K Reduce -93.1%
DXJ Wisdomtree Japan Hedged Eq 0.01% 180 $31K No change
MOO Vaneck Agribusiness ETF 0.01% 350 $28K No change
PFEB Innovator U.S. Equity Power 0.00% 190 $8K No change

Portfolio Sells Q1 2026 → Q2 2026
VGK Vanguard Ftse Europe ETF Reduce -7.6% 3.12% −0.54
XLE SS Energy Select Sector Reduce -16.8% 0.62% −0.38
COST Costco Wholesale Corp. Reduce -34.3% 0.41% −0.36
BX Blackstone Inc. Reduce -10.0% 1.30% −0.35
XOM Exxon Mobil Corp. Reduce -26.4% 0.31% −0.30
CRM Salesforce Inc. Reduce -50.5% 0.14% −0.25
BMNR Bitmine Immersion Technologi Reduce -1.8% 0.27% −0.21
ESTA Establishment Labs Holdings Reduce -72.0% 0.12% −0.20
PPA Invesco Aerospace & Defense Reduce -45.0% 0.19% −0.19
MRK Merck & Co. Inc. Reduce -9.7% 0.87% −0.18
PKW Invesco Buyback Achievers Et Sold out 0.00% −0.18
LMT Lockheed Martin Corp. Reduce -2.1% 0.38% −0.15
WDC Western Digital Corp. Sold out 0.00% −0.15
CVX Chevron Corp. Reduce -48.0% 0.08% −0.15
FXI iShares China Large-Cap ETF Reduce -93.1% 0.01% −0.14
ADBE Adobe Inc. Sold out 0.00% −0.14
BBJP JPMorgan Betabuilders Japan Reduce -0.9% 1.76% −0.13
APO Apollo Global Management Inc. Sold out 0.00% −0.13
MU Micron Technology Inc. Sold out 0.00% −0.12
IBB iShares Biotechnology ETF Reduce -27.9% 0.27% −0.12
RPV Invesco S&P 500 Pure Value E Reduce -2.7% 0.87% −0.11
FIGR Figure Technology Solut Class A Reduce -59.6% 0.05% −0.11
OIH Vaneck Oil Services ETF Reduce -0.6% 0.37% −0.10
HD Home Depot Inc. Reduce -11.9% 0.42% −0.10
BA The Boeing Co. Reduce -32.0% 0.17% −0.10
EWY iShares MSCI South Korea ETF Sold out 0.00% −0.09
BXSL Blackstone Secured Lending F Reduce -0.8% 0.53% −0.09
MCHI iShares MSCI China ETF Reduce -4.4% 0.27% −0.09
KRE SS SPDR S&P Regional Bank Sold out 0.00% −0.09
SHLD Global X Defense Tech ETF Sold out 0.00% −0.08
VYMI Vanguard Int High DVD YLD Inc. Reduce -0.2% 0.56% −0.07
ITA iShares U.S. Aerospace & Def Reduce -0.2% 1.02% −0.06
AAPL Apple Inc. Reduce -0.6% 1.85% −0.05
LIN Linde PLC Reduce -28.3% 0.07% −0.04
EPI Wisdomtree India Earnings Reduce -8.9% 0.13% −0.03
IWD iShares Russell 1000 Value E Reduce -2.3% 0.54% −0.03
HTGC Hercules Capital Inc. Reduce -10.2% 0.10% −0.02
AVUV Avantis US Small Cap Value Reduce -1.3% 0.45% −0.02
UNP Union Pacific Corp. Reduce -19.6% 0.06% −0.02
PMAY Innovator U.S. Equity Power Sold out 0.00% −0.02
LLY Eli Lilly & Co. Reduce -13.0% 0.39% −0.01
PAUG Innovator U.S. Equity Power Reduce -2.2% 0.09% −0.01
PNOV Innovator U.S. Equity Power Reduce -2.3% 0.04% −0.00
SOLS Solstice Adv Materials Inc. Reduce -0.9% 0.06% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -8.4% 0.19% +0.00
CSCO Cisco Systems Inc. Reduce -3.6% 0.24% +0.05
TSM Taiwan Semiconductor-SP ADR Reduce -1.7% 0.84% +0.14
GE General Electric Reduce -1.0% 1.36% +0.14
PANW Palo Alto Networks Inc. Reduce -18.7% 2.72% +0.89

Portfolio Buys Q1 2026 → Q2 2026
XLK SS Technology Select Sector Add +8.9% 2.24% +0.57
IOO iShares Global 100 ETF Add +295.5% 0.66% +0.49
JPM JPMorgan Chase & Co. Add +23.5% 2.94% +0.45
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +493.3% 0.53% +0.44
GOOGL Alphabet Inc. Class A Add +12.7% 2.53% +0.42
UNH Unitedhealth Group Inc. Add +29.9% 0.87% +0.36
DHR Danaher Corp. Add +84.0% 0.91% +0.34
GEV GE Vernova Inc. Add +5.0% 1.78% +0.31
SPY SS SPDR S&P 500 ETF Trust-US Add +5.3% 7.41% +0.27
SAMT Strategas Macro Them Opps New 0.26% +0.26
HEDJ Wisdomtree Europe Hedged Equ Add +314.3% 0.32% +0.24
NVDA Nvidia Corp. Add +8.0% 3.83% +0.23
PSEP Innovator U.S. Equity Power Add +137.5% 0.42% +0.23
ACWI iShares MSCI Acwi ETF Add +1000.0% 0.25% +0.23
RSPT Invesco S&P 500 Equal Weight Add +43.6% 0.50% +0.22
VTV Vanguard Mrngstr Val ETF-Aui Add +250.0% 0.29% +0.21
GOOG Alphabet Inc. Class C Add +7.3% 1.50% +0.18
HONA Honeywell Aerospace Inc. Add +52.2% 0.72% +0.17
CPER United States Copper Index Add +106.9% 0.32% +0.15
IWM iShares Russell 2000 ETF Add +74.1% 0.34% +0.15
EIS iShares MSCI Israel ETF Add +180.0% 0.24% +0.15
DYNF Ishrs US E F R A ETF-Usd Inc. Add +45.9% 0.40% +0.13
IVE iShares S&P 500 Value ETF Add +35.3% 0.63% +0.13
AVGO Broadcom Inc. Add +11.7% 0.83% +0.12
IALT Ishrs SYS Alt Act ETF New 0.12% +0.12
PEJ Invesco Leisure & Entertainm New 0.12% +0.12
GS Goldman Sachs Group Inc. Add +5.5% 1.39% +0.11
SPCX Space Exploration Techn Class A New 0.09% +0.09
IJR iShares Core S&P Small-Cap E Add +34.7% 0.28% +0.08
ASML ASML Holding NV-NY Reg SHS New 0.07% +0.07
KLAC KLA Corp. New 0.07% +0.07
IEMG iShares Core MSCI Emerging Add +24.2% 0.31% +0.06
DBMF Imgp Dbi MFT STR ETF-Usd Inc. New 0.06% +0.06
IHG Intercontinental Hotels-ADR New 0.06% +0.06
TXN Texas Instruments Inc. New 0.06% +0.06
DHI D.R. Horton Inc. New 0.05% +0.05
MGNR Amer Beac GLG NTRL Rsrcs ETF New 0.05% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
APH Amphenol Corp. Class A New 0.05% +0.05
JNJ Johnson & Johnson Add +25.2% 0.38% +0.04
XLV SS Health Care Select Sector Add +10.1% 1.84% +0.04
DBRG Digitalbridge Group Inc. New 0.04% +0.04
BRK.A Berkshire Hathaway Inc. Class A Add +12.5% 4.87% +0.03
TKO Tko Group Holdings Inc. Add +16.0% 0.35% −0.00
QDPL Pacer Met US LRG Cap DVD 400 Add +0.0% 0.12% −0.00
WCN Waste Connections Inc. Add +6.0% 0.06% −0.00
XLI SS Industrial Select Sector Add +0.4% 0.78% −0.01
IGF iShares Global Infrastructur Add +12.7% 0.32% −0.01
NEE Nextera Energy Inc. Add +14.8% 0.19% −0.01
MSFT Microsoft Corp. Add +13.6% 0.90% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 169$415.5MSPY, BRK.A, NVDA, VGK, JPM
Q1 2026 163$356.5MSPY, BRK.A, VGK, NVDA, IBIT
Q4 2025 160$412.3MSPY, BRK.A, VGK, NVDA, IBIT
Q3 2025 158$408.3MSPY, BRK.A, IBIT, NVDA, VGK
Q2 2025 154$396.1MSPY, BRK.A, VGK, NVDA, JPM
Q1 2025 152$369.2MBRK.A, SPY, VGK, IWV, AAPL
Q4 2024 152$349.9MSPY, BRK.A, AAPL, IWV, BX
Q3 2024 161$363.0MSPY, BRK.A, VGK, AAPL, IWV
Q2 2024 153$326.6MSPY, BRK.A, VGK, AAPL, IWV
Q1 2024 148$319.1MSPY, BRK.A, VGK, IWV, AAPL