CONSULTIVA WEALTH MANAGEMENT, CORP.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
San Juan, Puerto Rico
CIK
0001845849
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 25 10,979 VOO, VYM, VXUS, QAI 13F-HR 8/14/2024 000184584924000004
Q1 2024 21 10,675 VOO, VYM, VXUS, VB 13F-HR 5/15/2024 000184584924000001
Q3 2023 27 3,900 QAI, GRES, VIG, SPHD 13F-HR 11/14/2023 000184584923000004
Q2 2023 32 3,961 QAI, GRES, QUAL, VIG 13F-HR 8/14/2023 000184584923000003
Q1 2023 31 3,902 QAI, GRES, QUAL, VIG 13F-HR 5/15/2023 000184584923000002
Q4 2022 32 3,842 QAI, GRES, QUAL, VIG 13F-HR 2/13/2023 000184584923000001
Q3 2022 32 3,565 QAI, GRES, QUAL, VIG 13F-HR 11/14/2022 000184584922000004
Q2 2022 32 3,568 ANGL, GRES, QAI, QUAL 13F-HR 8/15/2022 000184584922000003
Q1 2022 30 4,166 QAI, GRES, QUAL, VIG 13F-HR 5/16/2022 000184584922000002
Q4 2021 31 4,383 QAI, GRES, QUAL, VIG 13F-HR 2/14/2022 000184584922000001
Q3 2021 30 4,347 QAI, GRES, QUAL, MRNA 13F-HR 11/15/2021 000184584921000004
Q1 2021 27 4,609 QAI, GRES, MUB, QLTA 13F-HR 5/17/2021 000184584921000002
Q4 2020 29 4,285 QAI, MUB, GRES, QLTA 13F-HR 2/16/2021 000184584921000001
Q2 2019 31 4,911 QAI, GRES, MUB, QUAL 13F-HR 8/16/2021 000184584921000003