Consultiva Wealth Management
Consultiva Wealth Management reported 282 stocks worth $44.4M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VOO (11.8%), NVDA (8.9%) and VXUS (8.7%). Compared with Q1 2026, the fund opened new positions in RAAX, SCHD and DD, added to VOO, VXUS and VYM, trimmed GOOGL, QAI and GEV and sold out of NANR, DD and MBB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $5.2M | 11.8% | 7,619 | +1,781 (+31%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $4M | 8.9% | 20K | No change | 7 of 8 | |
| 3 |  VXUS Vanguard Star Fds | $3.9M | 8.7% | 45K | +15K (+50%) | 8 of 8 | |
| 4 |  VYM Vanguard Whitehall Fds | $3.6M | 8.1% | 23K | +46 (+0%) | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $2.4M | 5.4% | 6,750 | −150 (−2%) | 7 of 8 | |
| 6 |  VB Vanguard Index Fds | $1.8M | 4.1% | 5,945 | +1,590 (+37%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $1.3M | 3.0% | 4,574 | No change | 8 of 8 | |
| 8 |  URI United Rentals Inc | $1.1M | 2.5% | 1,000 | No change | 6 of 8 | |
| 9 |  QAI New York Life Investments ET | $1M | 2.4% | 28K | −4,817 (−14%) | 8 of 8 | |
| 10 |  VGT Vanguard World FD | $942K | 2.1% | 7,881 | +7,394 (+1518%) | 6 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Consultiva Wealth Management 13F FAQ
What does Consultiva Wealth Management own?
Consultiva Wealth Management reported 282 stocks worth $44.4M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are VOO (11.8%), NVDA (8.9%) and VXUS (8.7%). The table above lists every position in the filing (the top 10 without an account).
What did Consultiva Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 24 new positions, 29 added to, 19 trimmed and 3 sold out. New positions include RAAX, SCHD and DD. It sold all of NANR, DD and MBB.
When will Consultiva Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Consultiva Wealth Management's portfolio worth?
The Q2 2026 filing reports $44.4M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.