CONSULTIVA WEALTH MANAGEMENT, CORP. 13F Holdings

CIK 0001845849 · SAN JUAN, PR

As of Sep 30, 2025, CONSULTIVA WEALTH MANAGEMENT, CORP. reported 257 positions worth $35.4M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—6,128$3.8M10.62%
NVIDIA CORPNVDATechnology19,850$3.7M10.48%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVYM—23,725$3.3M9.46%
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUNDVXUS—30,794$2.3M6.40%
ALPHABET INCGOOGLEquity7,420 .8M5.10%
APPLE INCAAPLTechnology4,932 .3M3.55%
NEW YORK LIFE INVESTMENTS ET——33,271 .1M3.16%
VANGUARD SMALL-CAP INDEX FUNDVB—4,355 .1M3.13%
UNITED RENTALS INCURIIndustrials1,000$954.7K2.70%
AMERICAN EXPRESS COAXPFinancial Services2,382$791.2K2.24%
JPMORGAN CHASE & COJPMFinancial Services1,974$622.7K1.76%
GE AEROSPACEGEIndustrials1,963$590.5K1.67%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—643$480.1K1.36%
AMAZON.COM INCAMZNEquity1,803$395.9K1.12%
GE VERNOVA INCGEVUtilities635$390.5K1.10%
ISHARES AAA - A RATED CORPORATE BOND ETFQLTA—7,997$387.6K1.10%
BOEING COBAIndustrials1,735$374.5K1.06%
PALANTIR TECHNOLOGIES INCPLTRTechnology1,800$328.4K0.93%
SPDR GOLD TRUSTGQ9—850$302.2K0.85%
MICROSOFT CORPMSFTTechnology552$285.9K0.81%
WALMART INCWMTConsumer Defensive2,444$251.9K0.71%
SPDR S&P 500 ETF TRUSTSPY—355$236.5K0.67%
MASTERCARD INCMAFinancial Services400$227.5K0.64%
META PLATFORMS INCMETACommunication Services295$216.6K0.61%
ALPHABET INCGOOGEquity880$214.3K0.61%