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Asset Manager ← All Institutions

CONSULTIVA WEALTH MANAGEMENT, CORP.

Q4 2025 · Filed 2026-02-17
Market Value
$3.5B
+1.6%
Holdings
263
-5
New Purchases
10
Added To
15
Closed
14
Reduced
35
Top 10 Concentration
74.0%
Turnover
9.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DD 1.57% 0.00% +1.57% $54M
VBNK 5.64% 4.67% +0.97% $195M
NOK 2.45% 1.85% +0.60% $85M
XLE 0.52% 0.00% +0.52% $18M
SOXL 0.36% 0.00% +0.36% $13M
USAR 0.34% 0.00% +0.34% $12M
NBCM 0.28% 0.00% +0.28% $10M
SHYG 0.81% 0.53% +0.27% $28M
AAL 0.89% 0.66% +0.23% $31M
TLRY 0.13% 0.00% +0.13% $5M
ACIO 5.17% 5.08% +0.10% $179M
HAL 0.57% 0.50% +0.07% $20M
MRNA 0.43% 0.38% +0.05% $15M
INTC 0.53% 0.49% +0.04% $18M
GUNR 1.33% 1.29% +0.04% $46M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AA 0.00% 0.97% -0.97% $53K
HPQ 0.00% 0.80% -0.80% $0
QAI 32.27% 32.90% -0.64% $1.1B
CMCSA 0.18% 0.64% -0.46% $6M
QLTA 11.13% 11.40% -0.27% $385M
RCI 0.00% 0.26% -0.26% $0
2HQ.DE 0.00% 0.25% -0.25% $0
NBR 0.00% 0.24% -0.24% $11K
MMLG 5.13% 5.33% -0.20% $177M
BCE 0.00% 0.18% -0.18% $0
TTD 0.55% 0.72% -0.17% $19M
SPHD 3.57% 3.74% -0.17% $124M
PGX 2.63% 2.76% -0.13% $91M
CMG 1.61% 1.73% -0.12% $56M
FALN 3.12% 3.23% -0.11% $108M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 49 $38M 1.1%
Large Cap 144 $521M 15.1%
Mid Cap 39 $727M 21.0%
Small Cap 22 $1.9B 55.5%
Micro Cap 9 $251M 7.3%

Portfolio Analytics

Avg Market Cap
$213.8B
Median Market Cap
$41.2B
Avg P/E
30.8
Median P/E
22.2
Avg Dividend Yield
0.02%
Avg Beta
1.04
# Stocks
170
# ETFs / Funds
93

Top Holdings (263 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QAI 32.27% 33,270 $1.1B $33,510.79 -$4M -1
2 QLTA 11.13% 7,997 $385M $48,089.91 -$3M
3 VBNK 5.64% 13,000 $195M $14,980.00 $36M
4 ACIO 5.17% 4,090 $179M $43,700.00 $6M +115 +2.9%
5 MMLG 5.13% 5,000 $177M $35,430.00 -$4M
6 SPHD 3.57% 2,573 $124M $48,000.00 -$4M
7 FALN 3.12% 3,951 $108M $27,299.92 -$2M
8 FTSL 2.89% 2,173 $100M $45,879.89 $87K
9 PGX 2.63% 8,093 $91M $11,239.96 -$3M
10 NOK 2.45% 13,089 $85M $6,469.94 $22M
11 DOW 2.21% 3,261 $76M $23,379.94 $1M
12 CMG 1.61% 1,500 $56M $37,000.00 -$3M
13 DD 1.57% 1,353 $54M $40,199.56 $54M
14 GUNR 1.33% 1,000 $46M $45,850.00 $2M
15 ARKX 1.26% 1,500 $43M $28,980.00 $645K
16 HPE 0.92% 1,321 $32M $24,019.68 -$714K
17 BEN 0.91% 1,316 $31M $23,902.74 $1M +17 +1.3%
18 AAL 0.89% 2,003 $31M $15,330.00 $8M
19 FVD 0.87% 650 $30M $46,080.00 -$104K
20 KHC 0.84% 1,200 $29M $24,250.00 -$2M
21 SHYG 0.81% 650 $28M $42,869.23 $10M +230 +54.8%
22 PDBC 0.72% 1,880 $25M $13,250.00 -$338K
23 PAVE 0.69% 500 $24M $47,790.00 $80K
24 EVF 0.65% 4,238 $22M $5,269.94 -$890K
25 VVR 0.60% 6,338 $21M $3,269.96 -$1M
26 XSHD 0.57% 1,545 $20M $12,809.71 -$943K
27 HAL 0.57% 695 $20M $28,258.99 $3M
28 DVYE 0.57% 630 $20M $31,158.73 $925K
29 TTD 0.55% 500 $19M $37,960.00 -$6M
30 ANGL 0.54% 634 $19M $29,364.35 -$232K
31 INTC 0.53% 500 $18M $36,900.00 $2M
32 XLE 0.52% 400 $18M $44,710.00 $18M +100 +33.3%
33 OXY 0.44% 366 $15M $41,117.49 -$2M
34 MRNA 0.43% 500 $15M $29,490.00 $2M
35 TNA 0.40% 300 $14M $45,540.00 $90K
36 SOXL 0.36% 300 $13M $42,030.00 +300 NEW
37 RWX 0.36% 450 $13M $28,000.00 $85K
38 USAR 0.34% 1,000 $12M $11,900.00 +1,000 NEW
39 HEFA 0.34% 286 $12M $41,356.64 $500K
40 NBCM 0.28% 425 $10M $22,623.53 +425 NEW
41 BRW 0.27% 1,350 $9M $7,009.63 -$1M
42 FVRR 0.23% 400 $8M $19,760.00 -$2M
43 UUP 0.21% 266 $7M $27,026.32 -$129K
44 CMCSA 0.18% 208 $6M $29,889.42 -$15M -480 -69.8%
45 AQN 0.18% 1,000 $6M $6,157.00 $781K
46 LUV 0.17% 140 $6M $41,328.57 $1M
47 BRBR 0.15% 189 $5M $26,724.87 -$2M
48 PFE 0.14% 201 $5M $24,895.52 -$117K
49 TLRY 0.13% 500 $5M $9,030.00 +500 NEW
50 BP 0.12% 123 $4M $34,731.71 $33K
51 DBX 0.12% 150 $4M $27,800.00 -$362K
52 NVDA 0.11% 19,850 $4M $186.50 -$2K
53 VOO 0.11% 5,838 $4M $627.13 -$91K -290 -4.7%
54 VYM 0.10% 23,773 $3M $143.52 $68K +48 +0.2%
55 PIN 0.08% 115 $3M $24,304.35 -$88K
56 CC 0.07% 218 $3M $11,788.99 -$883K
57 KD 0.07% 90 $2M $26,555.56 -$313K
58 VXUS 0.07% 31,204 $2M $75.44 $92K +410 +1.3%
59 BAX 0.06% 116 $2M $19,103.45 -$425K
60 GOOGL 0.06% 6,900 $2M $313.00 $356K -520 -7.0%
61 BITO 0.06% 175 $2M $12,160.00 -$1M
62 COMT 0.06% 77 $2M $24,883.12 -$151K
63 WBD 0.05% 54 $2M $28,814.81 $501K
64 AAPL 0.04% 4,574 $1M $271.86 -$12K -358 -7.3%
65 VB 0.03% 4,355 $1M $257.95 $16K
66 OXY-WT 0.03% 45 $867K $19,266.67 -$281K
67 AXP 0.02% 2,262 $837K $369.95 $46K -120 -5.0%
68 URI 0.02% 1,000 $809K $809.32 -$145K
69 JPM 0.02% 1,874 $604K $322.22 -$19K -100 -5.1%
70 GE 0.02% 1,901 $586K $308.03 -$5K -62 -3.2%
71 FMC 0.01% 31 $429K $13,838.71 -$614K
72 PLTR 0.01% 2,300 $409K $177.75 $80K +500 +27.8%
73 GEV 0.01% 620 $405K $653.57 $15K -15 -2.4%
74 AMZN 0.01% 1,603 $370K $230.82 -$26K -200 -11.1%
75 VGT 0.01% 487 $367K $753.78 -$113K -156 -24.3%
76 BA 0.01% 1,635 $355K $217.12 -$19K -100 -5.8%
77 GLD 0.01% 850 $337K $396.31 $35K
78 VTRS 0.01% 24 $298K $12,416.67 $60K
79 META 0.01% 440 $290K $660.09 $74K +145 +49.1%
80 GOOG 0.01% 850 $267K $313.80 $52K -30 -3.4%
81 SPY 0.01% 355 $242K $681.92 $6K
82 MA 0.01% 400 $228K $570.88 $828
83 WMT 0.01% 1,754 $195K $111.41 -$56K -690 -28.2%
84 GM 0.01% 2,338 $190K $81.32 $35K -200 -7.9%
85 RTX 0.01% 1,032 $189K $183.40 $17K
86 MSFT 0.01% 377 $182K $483.62 -$104K -175 -31.7%
87 OGN 0.01% 25 $179K $7,160.00 -$88K
88 QQQ —% 270 $166K $614.31 $4K
89 DXJ —% 1,147 $165K $144.16 $19K
90 LQD —% 1,488 $164K $110.19 -$2K
91 DIS —% 1,387 $158K $113.77 -$12K -100 -6.7%
92 NANR —% 2,316 $157K $67.85 $8K +3 +0.1%
93 BAC —% 2,850 $157K $55.00 $10K
94 TSLA —% 345 $155K $449.72 $2K
95 SDY —% 1,078 $150K $139.16 -$960
96 COST —% 173 $149K $862.34 -$11K
97 PYPL —% 2,456 $143K $58.38 -$21K
98 IBM —% 480 $142K $296.21 -$7K -50 -9.4%
99 HD —% 410 $141K $344.10 -$37K -30 -6.8%
100 AMD —% 650 $139K $214.16 $34K

New Positions

SymbolValue% Port
SOXL $13M 0.36%
USAR $12M 0.34%
NBCM $10M 0.28%
TLRY $5M 0.13%
Q $55K —%
REMX $37K —%
VONV $16K —%
VONG $15K —%
CRWV $14K —%
IYW $3K —%

Sold Out Positions

SymbolValue% Port
LOW —%
HPQ —%
BCE —%
TJX —%
BNS —%
CNI —%
RY —%
RCI —%
NVS —%
GIS —%
DEO —%
TD —%
PEP —%
2HQ.DE —%
View SEC EDGAR Filings for CONSULTIVA WEALTH MANAGEMENT, CORP. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms