Institutional Fund
Consultiva Wealth Management, Corp.
San Juan, PRCIK 18458496 filings on record
Portfolio Value
$34.48M
Q1 2026
Holdings
261
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-3.2%
from $35.61M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds10.1%
- Nvidia Corporation10.0%
- Vanguard Whitehall Fds9.8%
- Vanguard Star Fds6.7%
- Alphabet Inc5.8%
- Apple Inc3.4%
- Other54.2%
Portfolio Holdings
261 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 5.8K | $3.49M | 10.1% | 0 | Held |
| 2 | Nvidia Corporation | 19.9K | $3.46M | 10.0% | 0 | Held |
| 3 | Vanguard Whitehall Fds | 22.8K | $3.37M | 9.8% | −1.0K | Reduced |
| 4 | Vanguard Star Fds | 30.0K | $2.31M | 6.7% | −1.2K | Reduced |
| 5 | Alphabet Inc | 6.9K | $1.98M | 5.8% | 0 | Held |
| 6 | Apple Inc | 4.6K | $1.16M | 3.4% | 0 | Held |
| 7 | Vanguard Index Fds | 4.4K | $1.14M | 3.3% | 0 | Held |
| 8 | New York Life Investments Et | 33.3K | $1.14M | 3.3% | +20 | Added |
| 9 | United Rentals Inc | 1.0K | $728.6K | 2.1% | 0 | Held |
| 10 | American Express Co | 2.3K | $684.2K | 2.0% | 0 | Held |
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