Diana Torres

Consultiva Wealth Management, Corp.

Assets Managed

$34.478M

Holdings

261

Last Quarter

2026 - Q1

Filed Date

1mo 19d ago

Growth Rate

-3.18%(2Q avg: -1.64%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Consultiva Wealth Management, Corp.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 261 positions.

Assets under management

The assets under management (AUM) of Consultiva Wealth Management, Corp. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 34.478M in assets, with a quarterly growth rate of -3.18% and a 2-quarter average growth rate of -1.64%. The portfolio is managed by Diana Torres, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VOO Vanguard S&p 500 Etf Recent Activity	10.12%	$3.488M 5,838 shares@ $597.56 avg price
NVDA Nvidia Corp Recent Activity	10.05%	$3.462M 19,850 shares@ $174.4 avg price
VYM Vanguard High Dvd Yield Etf Recent Activity Decreased -4.27%	9.78%	$3.37M 22,757 shares@ $148.1 avg price	Decreased -4.27%
VXUS Vanguard Total Intl Stock Recent Activity Decreased -3.86%	6.71%	$2.313M 29,997 shares@ $77.12 avg price	Decreased -3.86%
GOOGL Alphabet Inc-cl A Recent Activity	5.76%	$1.984M 6,900 shares@ $287.56 avg price
AAPL Apple Inc Recent Activity	3.37%	$1.161M 4,574 shares@ $253.79 avg price
VB Vanguard Small-cap Etf Recent Activity	3.31%	$1.141M 4,355 shares@ $261.93 avg price
QAI Nyli Hdg Mlt-str Trc Etf-usd Recent Activity Increased 0.07%	3.3%	$1.136M 33,290 shares@ $34.12 avg price	Increased 0.07%
URI United Rentals Inc Recent Activity	2.12%	$728,560 1,000 shares@ $728.56 avg price
AXP American Express Co Recent Activity	1.99%	$684,210 2,262 shares@ $302.49 avg price

1-10 of 261