13F Filings History of CONSULTIVA WEALTH MANAGEMENT, CORP.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$35,611,583
Signature - Title
Diana Torres - CCO
Location
San Juan, PR
Summary
This page shows a list of all the recent 13F filings made by CONSULTIVA WEALTH MANAGEMENT, CORP.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CONSULTIVA WEALTH MANAGEMENT, CORP. reported 254 stock holdings with total value $35,611,583 as of Q4 2025. Top holdings included NVDA, VOO, VYM, VXUS, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 254 $35,611,583 +$628,362 -$1,472,281 -$843,919 NVDA, VOO, VYM, VXUS, GOOGL 13F-HR 17 Feb 2026, 14:29
Q3 2025 257 $35,652,548 +$1,082,536 -$1,093,731 -$11,195 VOO, NVDA, VYM, VXUS, GOOGL 13F-HR 13 Nov 2025, 18:34
Q2 2025 268 $32,416,492 +$293,814 -$377,462 -$83,648 VOO, NVDA, VYM, VXUS, GOOGL 13F-HR 12 Aug 2025, 17:31
Q1 2025 269 $29,082,354 +$11,064,958 -$1,418,423 +$9,646,535 VOO, VYM, NVDA, VXUS, GOOGL 13F-HR 13 May 2025, 21:00
Q4 2024 163 $19,935,233 +$7,714,222 -$153,699 +$7,560,523 VOO, VYM, VXUS, VB, QAI 13F-HR 13 May 2025, 21:10
Q3 2024 26 $12,570,108 +$1,416,356 -$151,214 +$1,265,142 VOO, VYM, VXUS, VB, QAI 13F-HR 14 Nov 2024, 10:30
Q2 2024 25 $10,681,174 +$348,545 -$364,218 -$15,673 VOO, VYM, VXUS, QAI, VB 13F-HR 14 Aug 2024, 17:02
Q1 2024 21 $10,675,582 +$8,677,746 -$2,063,812 +$6,613,934 VOO, VYM, VXUS, VB, QAI 13F-HR 15 May 2024, 19:01
Q3 2023 27 $3,900,879 +$673,463 -$699,564 -$26,101 QAI, GRES, VIG, SPHD, VYMI 13F-HR 14 Nov 2023, 19:02
Q2 2023 32 $3,961,714 +$28,861 $0 +$28,861 QAI, GRES, QUAL, VIG, IEI 13F-HR 14 Aug 2023, 21:16
Q1 2023 31 $3,902,566 +$55,617 -$73,638 -$18,021 QAI, GRES, QUAL, VIG, IEI 13F-HR 15 May 2023, 20:34
Q4 2022 32 $3,842,422 +$6,328 -$125 +$6,203 QAI, GRES, QUAL, VIG, IEI 13F-HR 13 Feb 2023, 15:29
Q3 2022 32 $3,565,000 +$8,508 $0 +$8,508 QAI, GRES, QUAL, VIG, IEI 13F-HR 14 Nov 2022, 20:03
Q2 2022 32 $2,098,900 +$15,937 $0 +$15,937 GRES, QUAL, VIG, IEI, SPHD 13F-HR 15 Aug 2022, 11:31
Q1 2022 30 $4,166,000 +$20,263 -$157,857 -$137,594 QAI, GRES, QUAL, VIG, IEI 13F-HR 16 May 2022, 18:45
Q4 2021 31 $4,383,000 +$7,317 $0 +$7,317 QAI, GRES, QUAL, VIG, MUB 13F-HR 14 Feb 2022, 10:01
Q3 2021 30 $4,347,000 +$361,471 -$818,144 -$456,673 QAI, GRES, QUAL, MRNA, VIG 13F-HR 15 Nov 2021, 17:34
Q1 2021 27 $4,609,000 +$36,038 -$114,000 -$77,962 QAI, GRES, MUB, QLTA, QUAL 13F-HR 17 May 2021, 12:31
Q4 2020 29 $4,084,000 $0 $0 $0 QAI, MUB, QLTA, QUAL, MBB 13F-HR 16 Feb 2021, 16:29
Q2 2019 31 $4,254,000 $0 $0 $0 QAI, GRES, MUB, QLTA, MBB 13F-HR 16 Aug 2021, 15:52