Olistico Wealth, LLC Portfolio Holdings

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025

Olistico Wealth, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $180 Billion distributed in 366 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $18.5B, Vanguard Total Stock Market Et with a value of $14.6B, Apple Inc. with a value of $12B, Vanguard Information Technolog with a value of $11.1B, and Vanguard Value ETF with a value of $7.88B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $162B to 180B.

Olistico Wealth, LLC is based out at Tulsa, OK

Below you can find more details about Olistico Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $180 Billion
ETFs: $100 Billion
Technology: $31.3 Billion
Consumer Cyclical: $9.43 Billion
Financial Services: $8.39 Billion
Energy: $7.86 Billion
Communication Services: $5.01 Billion
Consumer Defensive: $4.5 Billion
Industrials: $4.48 Billion
Other: $5.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 10.29% of portfolio
42,277
Q2 2025 Added 9.48%
$0
$14.6 Billion 8.13% of portfolio
48,170
Q2 2025 Added 4.94%
$3.45T
$12 Billion 6.69% of portfolio
58,718
Q2 2025 Added 0.49%
$0
$11.1 Billion 6.15% of portfolio
16,703
Q2 2025 Added 2.69%
$0
$7.88 Billion 4.37% of portfolio
44,559
Q2 2025 Reduced 3.02%
$0
$6.92 Billion 3.84% of portfolio
175,150
Q2 2025 Added 6.78%
$416B
$6.79 Billion 3.77% of portfolio
43,000
Q2 2025 Added 2.74%
$2.32T
$5.95 Billion 3.3% of portfolio
27,120
Q2 2025 Added 1.71%
$0
$5.33 Billion 2.96% of portfolio
131,219
Q2 2025 Added 14.61%
$3.77T
$3.78 Billion 2.1% of portfolio
7,605
Q2 2025 Added 1.51%
$0
$3.45 Billion 1.92% of portfolio
127,201
Q2 2025 Added 43.82%
$36.1B
$3.41 Billion 1.9% of portfolio
41,832
Q2 2025 Added 11.44%
$113B
$3.16 Billion 1.75% of portfolio
11,461
Q2 2025 Added 6.46%
$0
$3 Billion 1.67% of portfolio
27,452
Q2 2025 Added 13.56%
$0
$2.91 Billion 1.61% of portfolio
4,703
Q2 2025 Reduced 0.02%
$0
$2.52 Billion 1.4% of portfolio
68,256
Q2 2025 Added 0.02%
$1.14T
$2 Billion 1.11% of portfolio
11,325
Q2 2025 Added 5.74%
$738B
$1.95 Billion 1.08% of portfolio
2,504
Q2 2025 Reduced 29.9%
$0
$1.77 Billion 0.98% of portfolio
49,437
Q2 2025 Reduced 4.9%
$417B
$1.74 Billion 0.97% of portfolio
1,760
Q2 2025 Added 0.34%
$855B
$1.74 Billion 0.96% of portfolio
5,987
Q2 2025 Added 11.14%
$0
$1.56 Billion 0.87% of portfolio
5,474
Q2 2025 Reduced 0.07%
$1.58T
$1.57 Billion 0.87% of portfolio
2,126
Q2 2025 Added 9.98%
$0
$1.55 Billion 0.86% of portfolio
4,269
Q2 2025 Reduced 3.02%
$0
$1.47 Billion 0.81% of portfolio
34,628
Q2 2025 Reduced 0.37%
$227B
$1.41 Billion 0.78% of portfolio
4,427
Q2 2025 Added 12.96%
$4.04B
$1.32 Billion 0.73% of portfolio
17,903
Q2 2025 Added 0.31%
$0
$1.31 Billion 0.73% of portfolio
9,437
Q2 2025 Reduced 57.54%
$220B
$1.32 Billion 0.73% of portfolio
4,529
Q2 2025 Added 0.4%
$253B
$1.22 Billion 0.68% of portfolio
4,135
Q2 2025 Added 1.72%
$575B
$1.2 Billion 0.67% of portfolio
3,381
Q2 2025 Added 14.03%
$16.5B
$1.16 Billion 0.64% of portfolio
19,106
Q1 2025 Reduced 52.52%
$0
$1.15 Billion 0.64% of portfolio
2,026
Q2 2025 Reduced 11.53%
$0
$1.14 Billion 0.63% of portfolio
4,605
Q2 2025 Reduced 2.89%
$0
$1.09 Billion 0.6% of portfolio
7,384
Q2 2025 Added 0.27%
$0
$1.07 Billion 0.59% of portfolio
16,734
Q2 2025 Reduced 1.82%
$239B
$1.05 Billion 0.58% of portfolio
1,480
Q2 2025 Added 33.09%
$53.5B
$1.05 Billion 0.58% of portfolio
57,686
Q2 2025 Added 2.78%
$68.2B
$1.04 Billion 0.58% of portfolio
33,634
Q2 2025 Added 16.82%
$293B
$892 Million 0.5% of portfolio
6,547
Q2 2025 Added 38.12%
$622B
$862 Million 0.48% of portfolio
1,775
Q2 2025 Added 0.57%
$220B
$868 Million 0.48% of portfolio
2,235
Q2 2025 Added 46.08%
$1.17T
$832 Million 0.46% of portfolio
4,690
Q2 2025 Reduced 4.48%
$19.5B
$823 Million 0.46% of portfolio
1,613
Q2 2025 Reduced 25.6%
$260B
$778 Million 0.43% of portfolio
7,958
Q2 2025 Added 0.57%
$452B
$779 Million 0.43% of portfolio
7,230
Q2 2025 Added 17.27%
$301B
$741 Million 0.41% of portfolio
10,480
Q2 2025 Added 0.57%
$0
$722 Million 0.4% of portfolio
22,597
Q2 2025 Added 0.0%
$0
$713 Million 0.4% of portfolio
13,221
Q2 2025 Reduced 0.38%

Summary

  • Portfolio
  • No. of Stocks 366
  • Current Value $180 Billion
  • Prior Value $162 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 50 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 59 stocks
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