Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CONSULTIVA WEALTH MANAGEMENT, CORP. (CIK 1845849) reported $34.5M across 257 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($3.5M, 10.12%), NVDA ($3.5M, 10.04%), VYM ($3.4M, 9.78%), VXUS ($2.3M, 6.71%), GOOGL ($2.0M, 5.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $3.5M | 10.12% | 5,838 | Hold |
| 2 | NVDA | NVIDIA CORPORATION | $3.5M | 10.04% | 19,850 | Hold |
| 3 | VYM | VANGUARD WHITEHALL FDS | $3.4M | 9.78% | 22,757 | Trimmed |
| 4 | VXUS | VANGUARD STAR FDS | $2.3M | 6.71% | 29,997 | Trimmed |
| 5 | GOOGL | ALPHABET INC | $2.0M | 5.75% | 6,900 | Hold |
| 6 | AAPL | APPLE INC | $1.2M | 3.37% | 4,574 | Hold |
| 7 | VB | VANGUARD INDEX FDS | $1.1M | 3.31% | 4,355 | Hold |
| 8 | QAI | NEW YORK LIFE INVESTMENTS ET | $1.1M | 3.29% | 33,290 | Added |
| 9 | URI | UNITED RENTALS INC | $728,560 | 2.11% | 1,000 | Hold |
| 10 | AXP | AMERICAN EXPRESS CO | $684,210 | 1.98% | 2,262 | Hold |
| 11 | JPM | JPMORGAN CHASE & CO | $551,256 | 1.60% | 1,874 | Hold |
| 12 | GEV | GE VERNOVA INC | $541,198 | 1.57% | 620 | Hold |
| 13 | GE | GE AEROSPACE | $539,447 | 1.56% | 1,901 | Hold |
| 14 | QLTA | ISHARES TR | $380,577 | 1.10% | 7,997 | Hold |
| 15 | GLD | SPDR GOLD TR | $365,747 | 1.06% | 850 | Hold |
| 16 | VGT | VANGUARD WORLD FD | $339,790 | 0.99% | 487 | Hold |
| 17 | PLTR | PALANTIR TECHNOLOGIES INC | $336,444 | 0.98% | 2,300 | Hold |
| 18 | AMZN | AMAZON COM INC | $333,857 | 0.97% | 1,603 | Hold |
| 19 | BA | BOEING CO | $325,414 | 0.94% | 1,635 | Hold |
| 20 | META | META PLATFORMS INC | $251,737 | 0.73% | 440 | Hold |
| 21 | GOOG | ALPHABET INC | $243,831 | 0.71% | 850 | Hold |
| 22 | SPY | SPDR S&P 500 ETF TR | $230,871 | 0.67% | 355 | Hold |
| 23 | WMT | WALMART INC | $217,987 | 0.63% | 1,754 | Hold |
| 24 | RTX | RTX CORPORATION | $199,073 | 0.58% | 1,032 | Hold |
| 25 | MA | MASTERCARD INCORPORATED | $199,864 | 0.58% | 400 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31