§ 13F · FUND PROFILE
CONSULTIVA WEALTH MANAGEMENT, CORP..
AUM · $44M (13F)Positions · 282Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 8K | $5M | 11.8% | +31% |
| 2 | NVDA | NVIDIA CORPORATION | 20K | $4M | 9.0% | ±0% |
| 3 | VXUS | VANGUARD STAR FDS | 45K | $4M | 8.7% | +50% |
| 4 | VYM | VANGUARD WHITEHALL FDS | 23K | $4M | 8.1% | ±0% |
| 5 | GOOGL | ALPHABET INC | 7K | $2M | 5.4% | −2% |
| 6 | VB | VANGUARD INDEX FDS | 6K | $2M | 4.1% | +37% |
| 7 | AAPL | APPLE INC | 5K | $1M | 3.0% | ±0% |
| 8 | URI | UNITED RENTALS INC | 1K | $1M | 2.6% | ±0% |
| 9 | QAI | NEW YORK LIFE INVESTMENTS ET | 28K | $1M | 2.3% | −14% |
| 10 | VGT | VANGUARD WORLD FD | 8K | $942K | 2.1% | +1518% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONSULTIVA SIGNAL
AC read
CONSULTIVA WEALTH MANAGEMENT, CORP. is a Other fund managing $44 million in assets. The fund runs a broad portfolio of 282 positions.
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