CONSULTIVA WEALTH MANAGEMENT, CORP.
Top Portfolio Positions
157 positions ·
$18,854,028 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
|
19,850 | $3,702,025 | 19.64% |
| GOOGL |
Alphabet Inc.
|
6,900 | $2,159,700 | 11.45% |
| AAPL |
Apple Inc.
|
4,574 | $1,243,487 | 6.60% |
| AXP |
American Express Co
|
2,262 | $836,826 | 4.44% |
| URI |
United Rentals, Inc.
|
1,000 | $809,320 | 4.29% |
| JPM |
Jpmorgan Chase & Co
|
1,874 | $603,840 | 3.20% |
| GE |
General Electric Co
|
1,901 | $585,565 | 3.11% |
| PLTR |
Palantir Technologies Inc.
|
2,300 | $408,825 | 2.17% |
| GEV |
GE Vernova Inc.
|
620 | $405,213 | 2.15% |
| AMZN |
Amazon Com Inc
|
1,603 | $370,004 | 1.96% |
Portfolio Trend
Holdings in UUP
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $7,189 | 266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,317 | 266 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,150 | 266 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,591 | 266 | Shares | Sole | 2025-05-14 | |
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