account_balance
Investment manager · 13F filer · SEC CIK 1845849
Consultiva Wealth Management, Corp.
Reported value$44.4Mas of Jun 30, 2026
Positions282 23 new, 2 sold out
Top 10 weight57.1%VOO alone is 12%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.8%Added +31%
NVDANVIDIA Corp
9.0%
VXUSVanguard Star FDS
8.7%Added +50%
VYMVanguard Whitehall FDS
8.1%
GOOGLAlphabet Inc.
5.4%Trimmed −2%
VBVanguard Index FDS
4.1%Added +37%
AAPLApple Inc.
3.0%
URIUnited Rentals, Inc.
2.6%
QAINew York Life Investments Et
2.3%
VGTVanguard World Fd
2.1%
AXPAmerican Express Co
1.7%
GEVGE Vernova Inc.
1.6%
VOOVanguard Index FDS
11.8%Added +31%
NVDANVIDIA Corp
9.0%
VXUSVanguard Star FDS
8.7%Added +50%
VYMVanguard Whitehall FDS
8.1%
GOOGLAlphabet Inc.
5.4%
VBVanguard Index FDS
4.1%
QAI
VGT
AXPGEVBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.8% Added +31%
NVDA NVIDIA Corp 9.0% HeldVXUS Vanguard Star FDS 8.7% Added +50%
VYM Vanguard Whitehall FDS 8.1% Held
GOOGL Alphabet Inc. 5.4% Trimmed −2%VB Vanguard Index FDS 4.1% Added +37%
AAPL Apple Inc. 3.0% HeldURI United Rentals, Inc. 2.6% HeldQAI New York Life Investments Et 2.3% Trimmed −14%
VGT Vanguard World Fd 2.1% Added +102%
AXP American Express Co 1.7% HeldGEV GE Vernova Inc. 1.6% HeldWhat changed
Biggest moves since Mar 31, 2026
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