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Consultiva Wealth Management, Corp.
Consultiva Wealth Management, Corp. is a Registered Investment Advisory firm that provides risk management and performance reporting advice including segregated portfolios in liquid and absolute return/income-oriented strategies.
Investment Strategy
Offers risk management and performance reporting advice with a focus on liquid and absolute return/income-oriented strategies
Latest 13F Filing Activity
Consultiva Wealth Management, Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 266 equity positions with a total 13F market value of $32M. The fund increased holdings in Nvidia Corporation, Vanguard Index FDS, Alphabet Inc. among other positions. Consultiva Wealth Management, Corp. reduced exposure to Apple Inc., Vanguard Whitehall FDS, Dow Inc. among others.
Top Holdings
Equity Positions (266)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 10.82% | $3.5M | 6,172 | $481.38 | $568.03 | +$272.4K |
N NVDA | NVIDIA CORPORATION | 9.67% | $3.1M | 19,850 | $110.60 | $157.99 | +$984.8K |
V VYM | VANGUARD WHITEHALL FDS | 6.82% | $2.2M | 16,572 | $120.53 | $133.31 | -$43.5K |
V VXUS | VANGUARD STAR FDS | 6.65% | $2.2M | 31,205 | $60.19 | $69.09 | +$154.0K |
| ALPHABET INC | 4.03% | $1.3M | 7,420 | $171.13 | $176.23 | +$160.2K |
Industry Allocation
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