Consultiva Wealth Management, Corp. Portfolio Holdings

Consultiva Wealth Management, Corp.

  • $31.7 Million
  • Q2 2025

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.

Portfolio value $31.7 Million
ETFs: $15.4 Million
Technology: $5.85 Million
Financial Services: $2.62 Million
Industrials: $2.43 Million
Communication Services: $2.1 Million
Consumer Cyclical: $1.11 Million
Consumer Defensive: $818,000
Basic Materials: $612,000
Other: $572,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $31.7 Million
  • Prior Value $29.1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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