Consultiva Wealth Management, Corp. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $31.7 Million distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $3.51M, Nvidia Corp with a value of $3.14M, Vanguard Whitehall Fds (Vangua with a value of $2.21M, Vanguard Star Fd Vanguard Tota with a value of $2.16M, and Alphabet Inc. with a value of $1.31M.
Examining the 13F form we can see an decrease of $29.1B in the current position value, from $29.1B to 31.7M.
Consultiva Wealth Management, Corp. is based out at San Juan, PR
Below you can find more details about Consultiva Wealth Management, Corp. portfolio as well as his latest detailed transactions.