Olistico Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 347 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $15.1B, Vanguard Total Stock Market Et with a value of $13.1B, Apple Inc. with a value of $13B, Vanguard Information Technolog with a value of $9.05B, and Vanguard Value ETF with a value of $7.94B.
Examining the 13F form we can see an decrease of $10.2B in the current position value, from $172B to 162B.
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
$162 Billion
ETFs: $87.4 Billion
Technology: $25.7 Billion
Energy: $8.53 Billion
Consumer Cyclical: $8.5 Billion
Financial Services: $7.23 Billion
Healthcare: $5.93 Billion
Consumer Defensive: $4.78 Billion
Communication Services: $4.67 Billion
Other: $6.01 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
