CONSULTIVA WEALTH MANAGEMENT, CORP.
•CIK: 1845849•Filing: Q4 2025
**CONSULTIVA WEALTH MANAGEMENT, CORP.** manages $36M across a diversified portfolio of 254 positions. The fund exhibits significant concentration in technology and broad market exposure, highlighted by top holdings in NVDA ($3.7M) and VOO ($3.7M). Further allocations include VYM ($3.4M) and VXUS ($2.4M), suggesting a core strategy balancing high-growth tech names with established equity indices. This positioning reflects a tactical allocation across mega-cap growth and broad market diversification.
Total AUM
$35.6M
QoQ Performance
-0.1%
Positions
198
Top 10 Concentration
57.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
VOO
VYM
VXUS
GOOGL
NVDA10.4%
VOO10.3%
VYM9.6%
VXUS6.6%
GOOGL6.1%
AAPL3.5%
VB3.2%
QAI3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.0%
Technology23.9%
ETF11.0%
Financial5.4%
Industrial3.8%
Consumer3.6%
Healthcare0.7%
Communication0.7%
🚪 Exited Positionssold since Q3 2025
+60 more exited positions
Changes from Q3 2025
NEW8 new positions
↑15 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024