Long-term investor
Consultiva Wealth Management, Corp. @consultivawealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845849).
Record
- Tracked since 2025-06-30 (484 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +11.0% · 1 year +13.2% · all +13.2%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 11.8% · long · since 2025-06-30
- NVDA · 9.0% · long · since 2025-06-30
- 921909768 · 8.7% · long · since 2025-06-30
- 921946406 · 8.1% · long · since 2025-06-30
- GOOGL · 5.4% · long · since 2025-06-30
- 922908751 · 4.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- URI · 2.6% · long · since 2025-06-30
- 45409B107 · 2.3% · long · since 2025-06-30
- 92204A702 · 2.1% · long · since 2025-06-30
- AXP · 1.7% · long · since 2025-06-30
- GEV · 1.6% · long · since 2025-06-30