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BigSur Wealth Management LLC

Family Office

BigSur Wealth Management LLC is a Family Office based in Miami, FL led by Ignacio Gabriel Pakciarz, reporting $1.3B in AUM as of Q3 2025 with 47% ETF concentration.

CEOIgnacio Gabriel Pakciarz
Portfolio Value
$406.7M
Positions
157
Top Holding
SPY at 8.63%
Last Reported
Q3 2025
Address1441 Brickell Avenue, Suite 1410, Miami, FL, 33131, United States

Top Holdings

Largest long holdings in BigSur Wealth Management LLC's portfolio (38.9% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$35.1M
8.63%
+$87.5K
Bought
52.6K shares
Insurance - Diversified
Financial Services
$24.1M
5.93%
-$4.5M
Sold
0.00%
32.0 shares
ETF
ETF
$17.0M
4.18%
+$9.4M
Bought
261.5K shares
4
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$15.7M
3.85%
-$1.1M
Sold
0.00%
83.9K shares
ETF
ETF
$15.4M
3.79%
-$47.9K
Sold
193.0K shares
ETF
ETF
$12.0M
2.95%
31.7K shares
Banks - Diversified
Financial Services
$11.5M
2.84%
-$667.1K
Sold
0.00%
36.6K shares
Asset Management
Financial Services
$9.7M
2.37%
-$2.2M
Sold
0.01%
56.5K shares
9
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$9.0M
2.22%
-$1.8M
Sold
0.00%
35.5K shares
Software - Infrastructure
Technology
$8.8M
2.16%
-$61.1K
Sold
0.01%
43.2K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BigSur Wealth Management LLC's latest filing

See all changes
Market Value
$406.7M
Prior: $396.1M
Q/Q Change
+2.66%
+$10.5M
Net Flows % of MV
-5.57%
Turnover Ratio
5.89%
New Purchases
3 stocks
$879.5K
Added To
16 stocks
+$11.4M
Sold Out Of
3 stocks
$666.4K
Reduced Holdings
56 stocks
-$34.3M

Increased Positions

PositionShares Δ
New
New
New
+122.36%
+33.33%

Decreased Positions

PositionShares Δ
Sold
Sold
Sold
-76.27%
-66.67%

Analytics

Portfolio insights and performance metrics for BigSur Wealth Management LLC

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Sector Allocation

ETF: 46.90%ETFFinancial Services: 16.50%Financial ServicesTechnology: 11.60%TechnologyIndustrials: 6.30%Communication Services: 4.70%Healthcare: 3.70%Consumer Cyclical: 3.10%Utilities: 1.30%Energy: 0.90%Consumer Defensive: 0.70%Basic Materials: 0.60%
ETF
46.90%
Financial Services
16.50%
Technology
11.60%
Industrials
6.30%
Communication Services
4.70%
Healthcare
3.70%
Consumer Cyclical
3.10%
Utilities
1.30%
Energy
0.90%
Consumer Defensive
0.70%
Basic Materials
0.60%

Market Cap Distribution

Mega Cap (> $200B): 35.15%Mega Cap (> $200B)Large Cap ($10B - $200B): 12.62%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.94%Small Cap ($300M - $2B): 0.20%N/A (ETF or Unknown): 51.09%N/A (ETF or Unknown)
Mega Cap (> $200B)
35.15%
Large Cap ($10B - $200B)
12.62%
Mid Cap ($2B - $10B)
0.94%
Small Cap ($300M - $2B)
0.20%
N/A (ETF or Unknown)
51.09%

Portfolio Concentration

Top 10 Holdings %
38.93%
Top 20 Holdings %
54.07%
Top 50 Holdings %
78.99%
Top 100 Holdings %
94.73%

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