13F Insight
DOSSIER · 13F-HR · Q2 2026

CONSULTIVA WEALTH MANAGEMENT, CORP.

$44M in tracked AUM across 282 positions as of Q2 2026.

CW
CIK 0001845849 · last filed Jun 30, 2026
Total AUM
$44M
as of Q2 2026
Holdings
282
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CONSULTIVA WEALTH MANAGEMENT, CORP. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$5M8K11.8%02
NVDA
NVIDIA CORPORATION
$4M20K9.0%03
VXUS
VANGUARD STAR FDS
$4M45K8.7%04
VYM
VANGUARD WHITEHALL FDS
$4M23K8.1%05
GOOGL
ALPHABET INC
$2M7K5.4%06
VB
VANGUARD INDEX FDS
$2M6K4.1%07
AAPL
APPLE INC
$1M5K3.0%08
URI
UNITED RENTALS INC
$1M1K2.6%09
QAI
NEW YORK LIFE INVESTMENTS ET
$1M28K2.3%10
VGT
VANGUARD WORLD FD
$942K8K2.1%

Filing history

2026Q2Jun 30
$44M▲ 28.7%
282 positionsView →2026Q1Mar 31
$34M▼ 3.2%
261 positionsView →2025Q4Dec 31
$36M▼ 0.1%
254 positionsView →2025Q3Sep 30
$36M▲ 10.0%
257 positionsView →2025Q2Jun 30
$32M▲ 161.0%
268 positionsLocked2025Q1Mar 31
$12M▲ 92.3%
144 positionsLocked2024Q4Dec 31
$6M▼ 48.6%
76 positionsLocked2024Q3Sep 30
$13M▲ 14.5%
26 positionsLocked2024Q2Jun 30
$11M▲ 2.8%
25 positionsLocked2024Q1Mar 31
$11M▲ 173.7%
21 positionsLocked2023Q3Sep 30
$4M▼ 1.5%
27 positionsLocked2023Q2Jun 30
$4M▲ 1.5%
32 positionsLocked
Showing 12 of 21