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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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