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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$12 Billion 6.69% of portfolio
58,718
Q2 2025 Added 0.49%
$433B
$6.79 Billion 3.77% of portfolio
43,000
Q2 2025 Added 2.74%
$2.37T
$5.95 Billion 3.3% of portfolio
27,120
Q2 2025 Added 1.71%
$3.81T
$3.78 Billion 2.1% of portfolio
7,605
Q2 2025 Added 1.51%
$36.6B
$3.41 Billion 1.9% of portfolio
41,832
Q2 2025 Added 11.44%
$117B
$3.16 Billion 1.75% of portfolio
11,461
Q2 2025 Added 6.46%
$1.14T
$2 Billion 1.11% of portfolio
11,325
Q2 2025 Added 5.74%
$765B
$1.95 Billion 1.08% of portfolio
2,504
Q2 2025 Reduced 29.9%
$413B
$1.74 Billion 0.97% of portfolio
1,760
Q2 2025 Added 0.34%
$870B
$1.74 Billion 0.96% of portfolio
5,987
Q2 2025 Added 11.14%
$1.58T
$1.57 Billion 0.87% of portfolio
2,126
Q2 2025 Added 9.98%
$230B
$1.41 Billion 0.78% of portfolio
4,427
Q2 2025 Added 12.96%
$4.12B
$1.32 Billion 0.73% of portfolio
17,903
Q2 2025 Added 0.31%
$217B
$1.32 Billion 0.73% of portfolio
4,529
Q2 2025 Added 0.4%
$234B
$1.22 Billion 0.68% of portfolio
4,135
Q2 2025 Added 1.72%
$579B
$1.2 Billion 0.67% of portfolio
3,381
Q2 2025 Added 14.03%
$245B
$1.05 Billion 0.58% of portfolio
1,480
Q2 2025 Added 33.09%
$54.7B
$1.05 Billion 0.58% of portfolio
57,686
Q2 2025 Added 2.78%
$69.2B
$1.04 Billion 0.58% of portfolio
33,634
Q2 2025 Added 16.82%
$304B
$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%
$227B
$868 Million 0.48% of portfolio
2,235
Q2 2025 Added 46.08%
$1.18T
$832 Million 0.46% of portfolio
4,690
Q2 2025 Reduced 4.48%
$19.6B
$823 Million 0.46% of portfolio
1,613
Q2 2025 Reduced 25.6%
$262B
$778 Million 0.43% of portfolio
7,958
Q2 2025 Added 0.57%
$462B
$779 Million 0.43% of portfolio
7,230
Q2 2025 Added 17.27%
$299B
$741 Million 0.41% of portfolio
10,480
Q2 2025 Added 0.57%
$228B
$708 Million 0.39% of portfolio
4,848
Q2 2025 Added 17.9%
$376B
$570 Million 0.32% of portfolio
3,575
Q2 2024 Added 5.93%
$110B
$569 Million 0.32% of portfolio
1,228
Q2 2025 Added 19.46%
$305B
$490 Million 0.27% of portfolio
3,420
Q2 2025 Reduced 1.7%
$177B
$443 Million 0.25% of portfolio
2,133
Q2 2025 Added 0.47%
$147B
$454 Million 0.25% of portfolio
3,678
Q1 2025 Added 0.22%
$268B
$446 Million 0.25% of portfolio
1,637
Q2 2025 Added 0.92%
$382B
$428 Million 0.24% of portfolio
1,168
Q2 2025 Added 0.09%
$177B
$419 Million 0.23% of portfolio
1,401
Q2 2025 Added 81.95%
$33.3B
$380 Million 0.21% of portfolio
3,100
Q2 2025 New
$262B
$364 Million 0.2% of portfolio
2,566
Q1 2025 Added 0.16%
$213B
$339 Million 0.19% of portfolio
4,284
Q2 2025 Reduced 29.34%
$443B
$302 Million 0.17% of portfolio
1,974
Q2 2025 Reduced 44.49%
$181B
$243 Million 0.13% of portfolio
5,615
Q2 2025 Added 15.42%
$280B
$227 Million 0.13% of portfolio
3,267
Q2 2025 Added 30.78%
$175B
$237 Million 0.13% of portfolio
2,594
Q2 2025 Reduced 51.78%
$537B
$225 Million 0.12% of portfolio
400
Q2 2024 New
$655B
$224 Million 0.12% of portfolio
1,024
Q2 2025 Added 34.21%
$185B
$217 Million 0.12% of portfolio
2,545
Q2 2025 Added 938.78%
$199B
$220 Million 0.12% of portfolio
7,612
Q2 2025 Added 43.79%
$61.5B
$194 Million 0.11% of portfolio
855
Q2 2025 Reduced 61.05%
$261B
$199 Million 0.11% of portfolio
639
Q2 2025 Reduced 5.19%

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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