First seen by DFX
Sep 13, 2026
date not stated
Bigsur Partners, LLC: OUTSOURCED_FAMILY_OFFICE -> CONFIRMED_MFO (Miami firm describing itself as a multi-family office platform serving 25 core families.)
First seen by DFX
Sep 12, 2026
date not stated
Bigsur Partners, LLC found on the SEC adviser roster (services_description)
BigSur Wealth Management LLC reported $356,476,686 across 164 13(f) positions for the quarter ended 2026-03-31
BigSur Wealth Management LLC reduced Alphabet Inc 24,215 -> 16,415 shares ($7,598,667 -> $4,708,807)
BigSur Wealth Management LLC reduced Amazon Com Inc 28,345 -> 18,245 shares ($6,542,593 -> $3,799,886)
BigSur Wealth Management LLC reduced Blackstone Secd Lending Fd 124,349 -> 90,915 shares ($3,369,858 -> $2,223,781)
BigSur Wealth Management LLC reduced Ishares Tr 31,750 -> 23,750 shares ($2,095,500 -> $1,603,838)
BigSur Wealth Management LLC opened a $2,531,576 position in Ishares Tr (7,100 shares)
BigSur Wealth Management LLC increased Invesco Exchange Traded Fd T 20,284 -> 32,039 shares ($3,885,603 -> $6,148,925)
BigSur Wealth Management LLC increased Pacer Fds Tr 50,578 -> 66,078 shares ($1,981,535 -> $2,804,350)
BigSur Wealth Management LLC increased Vanguard Whitehall Fds 18,171 -> 23,672 shares ($1,635,379 -> $2,230,818)
BigSur Wealth Management LLC reduced Cintas Corp 21,355 -> 14,355 shares ($4,016,235 -> $2,428,005)
BigSur Wealth Management LLC reduced ELI Lilly & Co 2,340 -> 1,540 shares ($2,514,751 -> $1,416,446)
BigSur Wealth Management LLC reduced Home Depot Inc 8,597 -> 5,549 shares ($2,958,228 -> $1,825,011)
BigSur Wealth Management LLC reduced Ishares Tr 26,938 -> 17,938 shares ($2,586,856 -> $1,742,318)
BigSur Wealth Management LLC reduced Lockheed Martin Corp 4,280 -> 3,130 shares ($2,070,108 -> $1,891,741)
BigSur Wealth Management LLC reduced Merck & Co Inc 43,050 -> 30,960 shares ($4,568,036 -> $3,750,494)
BigSur Wealth Management LLC reduced Salesforce Inc 11,000 -> 7,300 shares ($2,918,586 -> $1,362,691)
BigSur Wealth Management LLC reported $412,253,462 across 161 13(f) positions for the quarter ended 2025-12-31
BigSur Wealth Management LLC increased Bitmine Immersion Tecnologie 5,500 -> 95,600 shares ($285,615 -> $2,595,540)
BigSur Wealth Management LLC increased Select Sector Spdr Tr 37,455 -> 70,040 shares ($3,346,230 -> $3,131,488)
BigSur Wealth Management LLC increased Invesco Exchange Traded Fd T 15,284 -> 20,284 shares ($2,899,375 -> $3,885,603)
BigSur Wealth Management LLC increased Select Sector Spdr Tr 27,132 -> 44,864 shares ($7,647,426 -> $6,459,070)
BigSur Wealth Management LLC reported $408,279,433 across 159 13(f) positions for the quarter ended 2025-09-30
BigSur Wealth Management LLC reduced American Centy Etf Tr 25,863 -> 16,067 shares ($2,356,122 -> $1,599,129)
BigSur Wealth Management LLC increased Broadcom Inc 8,019 -> 10,297 shares ($2,210,437 -> $3,397,083)
BigSur Wealth Management LLC increased Ishares Bitcoin Trust Etf 117,595 -> 261,483 shares ($7,197,990 -> $16,996,395)
BigSur Wealth Management LLC reduced RTX Corporation 34,149 -> 23,935 shares ($4,986,437 -> $4,005,044)
BigSur Wealth Management LLC reported $396,128,512 across 155 13(f) positions for the quarter ended 2025-06-30
BigSur Wealth Management LLC reduced Listed Fds Tr 45,000 -> 32,000 shares ($2,063,700 -> $1,775,040)
BigSur Wealth Management LLC increased Ishares Bitcoin Trust Etf 90,595 -> 117,595 shares ($4,240,752 -> $7,197,990)
BigSur Wealth Management LLC increased Meta Platforms Inc 2,400 -> 6,500 shares ($1,383,264 -> $4,797,585)
BigSur Wealth Management LLC increased Unitedhealth Group Inc 4,743 -> 11,630 shares ($2,484,146 -> $3,628,211)
BigSur Wealth Management LLC reduced Schlumberger Ltd 54,420 -> 23,300 shares ($2,287,558 -> $794,181)
BigSur Wealth Management LLC reported $369,167,209 across 154 13(f) positions for the quarter ended 2025-03-31
BigSur Wealth Management LLC increased Berkshire Hathaway Inc Del 28 -> 43 shares ($19,065,760 -> $34,332,989)
BigSur Wealth Management LLC increased GE Vernova Inc 3,562 -> 7,003 shares ($1,172,539 -> $2,137,876)
BigSur Wealth Management LLC increased Ishares Bitcoin Trust Etf 48,035 -> 90,595 shares ($2,548,257 -> $4,240,752)
BigSur Wealth Management LLC opened a $2,063,700 position in Roundhill Magnificent Seven (45,000 shares)
BigSur Wealth Management LLC reported $349,940,864 across 154 13(f) positions for the quarter ended 2024-12-31