Consultiva Wealth Management, Corp.

Business address
250 Ave Munoz Rivera, Suite 1420, San Juan, PR, 00918
Top securities (13F)
VOO, NVDA, VYM, VXUS, GOOGL, AAPL, QAI, VB, URI, AXP, JPM, GE, VGT, AMZN, GEV, QLTA, BA, PLTR, GLD, and MSFT
State of incorporation
PR
Fiscal year end
December 31
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Consultiva Wealth Management, Corp. has filed 19 SEC EDGAR filings since 16 Feb 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-20984
13F-HR Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-20984
13F-HR Open Document Open Filing 14 May 2025 31 Dec 2024 028-20984
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-20984
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-20984
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-20984
13F-HR Open Document Open Filing 16 May 2024 31 Mar 2024 028-20984
13F-HR Open Document Open Filing 15 Nov 2023 30 Sep 2023 028-20984
13F-HR Open Document Open Filing 15 Aug 2023 30 Jun 2023 028-20984
13F-HR Open Document Open Filing 16 May 2023 31 Mar 2023 028-20984
13F-HR Open Document Open Filing 13 Feb 2023 31 Dec 2022 028-20984
13F-HR Open Document Open Filing 15 Nov 2022 30 Sep 2022 028-20984
13F-HR Open Document Open Filing 15 Aug 2022 30 Jun 2022 028-20984
13F-HR Open Document Open Filing 17 May 2022 31 Mar 2022 028-20984
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-20984
13F-HR Open Document Open Filing 16 Nov 2021 30 Sep 2021 028-20984
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2019 028-20984
13F-HR Open Document Open Filing 17 May 2021 31 Mar 2021 028-20984
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-20984