StockDriftsStockDriftsTop 50 Consultiva Wealth Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 11.79% | 7.6K | $5.2M | +30.51%(+1.78K) | $499.64(+42.64%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 8.95% | 19.9K | $4.0M | +0.00%(+0) | $121.89(+85.46%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 8.7% | 45.1K | $3.9M | +50.47%(+15.14K) | $66.28(+32.96%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 8.12% | 22.8K | $3.6M | +0.20%(+46) | $122.62(+35.60%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.44% | 6.8K | $2.4M | -2.17%(-150) | $174.64(+97.39%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 4.06% | 5.9K | $1.8M | +36.51%(+1.59K) | $235.38(+31.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.98% | 4.6K | $1.3M | +0.00%(+0) | $231.25(+32.06%) | 2026-06-30 | |
| URI | UNITED RENTALS INC | 2.55% | 1.0K | $1.1M | +0.00%(+0) | $665.57(+73.70%) | 2026-06-30 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 2.35% | 28.5K | $1.0M | -14.47%(-4.82K) | $31.38(+17.12%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.12% | 7.9K | $942K | +102.28%(+3.98K) | $87.32(+40.38%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.62% | +46.67% | +6.28% | +35.58% |
| Top 20 Holdings Unweighted | +9.13% | +29.96% | +2.39% | +12.53% |
Consultiva Wealth Management CORP reports $44.37M in US-listed equity holdings across 282 positions in its most recent 13F filing. Its largest disclosed positions are VOO (11.8%), NVDA (8.9%) and VXUS (8.7%). The top 20 holdings account for 68.91% of reported assets. Its disclosed equity book has returned +46.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Consultiva Wealth Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845849). View Consultiva Wealth Management CORP’s 13F filings on SEC