§ 13F · FUND PROFILE
CONSULTIVA WEALTH MANAGEMENT, CORP..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $32M (13F)Positions · 268Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$174K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 6K | $3M | 10.1% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION | 20K | $3M | 10.0% | ±0% |
| 3 | VYM | VANGUARD WHITEHALL FDS | 23K | $3M | 9.8% | −4% |
| 4 | VXUS | VANGUARD STAR FDS | 30K | $2M | 6.7% | −4% |
| 5 | GOOGL | ALPHABET INC | 7K | $2M | 5.8% | ±0% |
| 6 | AAPL | APPLE INC | 5K | $1M | 3.4% | ±0% |
| 7 | VB | VANGUARD INDEX FDS | 4K | $1M | 3.3% | ±0% |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | 33K | $1M | 3.3% | ±0% |
| 9 | URI | UNITED RENTALS INC | 1K | $729K | 2.1% | ±0% |
| 10 | AXP | AMERICAN EXPRESS CO | 2K | $684K | 2.0% | ±0% |
§ 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 $32 million in assets. The fund runs a broad portfolio of 268 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed