CONSULTIVA WEALTH MANAGEMENT, CORP.
All 13F Filings
- Location
- San Juan, PR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 44,373
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 282 | 44,373 | 13F-HR | CONSULTIVA WEALTH MANAGEMENT, CORP. |
| Q1 2026 | 5/13/2026 | 261 | 34,478 | 13F-HR | CONSULTIVA WEALTH MANAGEMENT, CORP. |
| Q4 2025 | 2/17/2026 | 254 | 35,612 | 13F-HR | CONSULTIVA WEALTH MANAGEMENT, CORP. |
| Q3 2025 | 11/14/2025 | 257 | 35,653 | 13F-HR | CONSULTIVA WEALTH MANAGEMENT, CORP. |
| Q2 2025 | 8/13/2025 | 268 | 32,416 | 13F-HR | CONSULTIVA WEALTH MANAGEMENT, CORP. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 22.98 K | 51.8% | 3.605 K | 0 | 3.605 K |
| ETFs | 21.26 K | 47.9% | 6.251 K | 0 | 6.251 K |
| Debt | 130 | 0.3% | 33 | 0 | 33 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
44,373
Holdings
282
QoQ value change ($000)
9,895
(28.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.