Olistico Wealth, LLC Portfolio Holdings

Olistico Wealth, LLC

  • $189 Billion
  • Q3 2025

Olistico Wealth, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20.4B, Apple Inc. with a value of $16.1B, Vanguard Total Stock Market Et with a value of $16B, Vanguard Information Technolog with a value of $12.3B, and Nvidia Corp with a value of $8.43B.

Examining the 13F form we can see an increase of $9.09B in the current position value, from $180B to 189B.

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 $189 Billion
ETFs: $106 Billion
Technology: $37.2 Billion
Consumer Cyclical: $9.56 Billion
Financial Services: $7.33 Billion
Energy: $7.06 Billion
Communication Services: $5.67 Billion
Industrials: $4.05 Billion
Consumer Defensive: $3.6 Billion
Other: $5.43 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 10.77% of portfolio
42,480
Q3 2025 Added 0.48%
$0
$16 Billion 8.45% of portfolio
48,735
Q3 2025 Added 1.17%
$0
$12.3 Billion 6.52% of portfolio
16,523
Q3 2025 Reduced 1.08%
$0
$8.22 Billion 4.34% of portfolio
44,079
Q3 2025 Reduced 1.08%
$0
$7.59 Billion 4.01% of portfolio
180,693
Q3 2025 Added 3.16%
$0
$5.86 Billion 3.1% of portfolio
133,459
Q3 2025 Added 1.71%
$0
$3.96 Billion 2.09% of portfolio
133,611
Q3 2025 Added 5.04%
$0
$3.36 Billion 1.78% of portfolio
28,305
Q3 2025 Added 3.11%
$0
$3.17 Billion 1.68% of portfolio
4,759
Q3 2025 Added 1.19%
$0
$2.7 Billion 1.43% of portfolio
68,267
Q3 2025 Added 0.02%
$0
$2.52 Billion 1.33% of portfolio
92,418
Q3 2025 Added 16.99%
$0
$1.89 Billion 1.0% of portfolio
49,092
Q3 2025 Reduced 0.7%
$0
$1.69 Billion 0.89% of portfolio
5,476
Q3 2025 Added 0.04%
$0
$1.66 Billion 0.88% of portfolio
4,199
Q3 2025 Reduced 1.64%
$0
$1.59 Billion 0.84% of portfolio
34,696
Q3 2025 Added 0.2%
$0
$1.26 Billion 0.67% of portfolio
8,841
Q3 2025 Reduced 6.32%
$0
$1.15 Billion 0.61% of portfolio
16,734
Q2 2025 Reduced 1.82%
$0
$1.14 Billion 0.6% of portfolio
7,410
Q3 2025 Added 0.35%
$0
$882 Million 0.47% of portfolio
3,398
Q3 2025 Reduced 26.21%
$0
$770 Million 0.41% of portfolio
13,221
Q2 2025 Reduced 0.38%
$0
$774 Million 0.41% of portfolio
22,638
Q3 2025 Added 0.18%
$0
$745 Million 0.39% of portfolio
2,516
Q3 2025 Added 0.2%
$0
$620 Million 0.33% of portfolio
8,458
Q3 2025 Reduced 10.6%
$0
$595 Million 0.31% of portfolio
1,284
Q3 2025 Reduced 4.11%
$0
$569 Million 0.3% of portfolio
4,132
Q2 2025 Added 0.02%
$0
$502 Million 0.27% of portfolio
6,835
Q3 2024 Reduced 13.01%
$0
$466 Million 0.25% of portfolio
1,588
Q3 2025 Reduced 1.31%
$0
$481 Million 0.25% of portfolio
2,299
Q2 2025 Added 0.04%
$0
$410 Million 0.22% of portfolio
1,918
Q3 2025 Reduced 10.12%
$0
$418 Million 0.22% of portfolio
3,321
Q3 2025 Added 0.76%
$0
$389 Million 0.21% of portfolio
1,624
Q3 2025 Reduced 0.98%
$0
$377 Million 0.2% of portfolio
4,320
Q2 2025 Added 4.1%
$0
$340 Million 0.18% of portfolio
2,415
Q2 2025 Added 2,315.0%
$0
$339 Million 0.18% of portfolio
1,333
Q3 2025 Reduced 5.33%
$0
$329 Million 0.17% of portfolio
3,145
Q3 2025 Reduced 8.5%
$0
$310 Million 0.16% of portfolio
517
Q3 2025 Added 28.93%
$0
$281 Million 0.15% of portfolio
2,871
Q2 2025 Added 0.7%
$0
$265 Million 0.14% of portfolio
1,863
Q3 2025 Reduced 2.36%
$0
$240 Million 0.13% of portfolio
852
Q3 2025 Reduced 9.55%
$0
$244 Million 0.13% of portfolio
1,300
Q2 2025 Reduced 20.44%
$0
$248 Million 0.13% of portfolio
3,423
Q3 2025 Added 0.09%
$0
$232 Million 0.12% of portfolio
495
Q2 2025 Reduced 4.07%
$0
$213 Million 0.11% of portfolio
785
Q3 2025 Reduced 0.51%
$0
$204 Million 0.11% of portfolio
2,108
Q3 2025 Reduced 7.75%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $189 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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