CONSULTIVA WEALTH MANAGEMENT, CORP. - Portfolio overview

CONSULTIVA WEALTH MANAGEMENT, CORP. has 278 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 10.03%
2. NVDA - NVIDIA CORPORATION, 9.96%
3. VYM - VANGUARD WHITEHALL FDS, 9.69%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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