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
$1.05T
$200 Million 0.11% of portfolio
631
Q2 2025 Added 1,137.25%
$69.1B
$199 Million 0.11% of portfolio
1,661
Q2 2025 Reduced 53.33%
$6.65B
$202 Million 0.11% of portfolio
2,872
Q4 2024 Added 93.53%
$1.68B
$183 Million 0.1% of portfolio
12,065
Q2 2025 Reduced 3.98%
$27.2B
$157 Million 0.09% of portfolio
1,970
Q2 2024 New
$69.9B
$161 Million 0.09% of portfolio
2,558
Q2 2025 Reduced 16.21%
$152B
$162 Million 0.09% of portfolio
2,334
Q2 2025 Added 655.34%
$201B
$163 Million 0.09% of portfolio
1,232
Q2 2025 Added 0.16%
$331B
$158 Million 0.09% of portfolio
849
Q2 2025 Added 6.66%
$18.8B
$147 Million 0.08% of portfolio
5,800
Q2 2024 New
$67.9B
$147 Million 0.08% of portfolio
659
Q2 2025 Added 640.45%
$283B
$136 Million 0.08% of portfolio
530
Q2 2025 Added 6.0%
$159B
$144 Million 0.08% of portfolio
620
Q3 2024 Reduced 1.9%
$383B
$135 Million 0.07% of portfolio
2,843
Q2 2025 New
$173B
$110 Million 0.06% of portfolio
285
Q1 2025 Reduced 34.18%
$118B
$101 Million 0.06% of portfolio
1,122
Q2 2025 Added 317.1%
$141B
$108 Million 0.06% of portfolio
470
Q2 2024 New
$256B
$115 Million 0.06% of portfolio
629
Q2 2025 Added 86.09%
$161B
$101 Million 0.06% of portfolio
550
Q4 2024 Reduced 0.9%
$0
$110 Million 0.06% of portfolio
11,700
Q2 2025 New
$0
$107 Million 0.06% of portfolio
7,734
Q1 2025 Reduced 7.93%
$60.7B
$87 Million 0.05% of portfolio
729
Q2 2025 Added 192.77%
$66.1B
$84.6 Million 0.05% of portfolio
300
Q1 2025 Reduced 74.79%
$126B
$83.7 Million 0.05% of portfolio
271
Q3 2024 Reduced 19.35%
$20B
$90.3 Million 0.05% of portfolio
1,137
Q2 2025 Added 0.98%
$104B
$84.7 Million 0.05% of portfolio
922
Q2 2025 Added 27.7%
$30.3B
$67.8 Million 0.04% of portfolio
470
Q2 2025 New
$48.5B
$68.2 Million 0.04% of portfolio
1,400
Q2 2024 New
$111B
$72.3 Million 0.04% of portfolio
789
Q4 2024 Added 193.31%
$220B
$72.9 Million 0.04% of portfolio
536
Q2 2025 Reduced 0.74%
$43.5B
$77.4 Million 0.04% of portfolio
600
Q2 2024 New
$35.7B
$78 Million 0.04% of portfolio
1,585
Q2 2025 Added 46.08%
$0
$65.4 Million 0.04% of portfolio
3,450
Q2 2025 New
$77.5B
$77.4 Million 0.04% of portfolio
700
Q2 2024 New
$2.99B
$61.4 Million 0.03% of portfolio
2,500
Q2 2024 New
$93B
$60.2 Million 0.03% of portfolio
510
Q2 2025 Added 96.15%
$13.2B
$45.8 Million 0.03% of portfolio
735
Q2 2025 New
$97B
$51 Million 0.03% of portfolio
756
Q2 2025 Reduced 75.52%
$24.5B
$51.5 Million 0.03% of portfolio
2,190
Q2 2025 New
$56.6B
$62.3 Million 0.03% of portfolio
600
Q2 2024 New
$221B
$61.3 Million 0.03% of portfolio
494
Q2 2025 Reduced 81.74%
$82.6B
$45.4 Million 0.03% of portfolio
429
Q1 2025 Added 3.13%
$151B
$52.1 Million 0.03% of portfolio
755
Q2 2025 Reduced 74.51%
$7.11B
$48.8 Million 0.03% of portfolio
500
Q2 2024 New
-
$53.8 Million 0.03% of portfolio
-
Q2 2025 Added 18.86%
$116B
$57.9 Million 0.03% of portfolio
200
Q2 2025 Reduced 81.63%
$6.98B
$46.5 Million 0.03% of portfolio
1,000
Q2 2024 New
$138B
$56.1 Million 0.03% of portfolio
284
Q2 2025 Reduced 5.02%
$102B
$55.5 Million 0.03% of portfolio
1,200
Q2 2024 New

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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