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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
Vanguard Core Bond ETF
-
$156 Million 0.09% of portfolio
-
Q2 2025 Added 18.36%
$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%
$0
$151 Million 0.08% of portfolio
3,173
Q2 2025 Added 0.13%
$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%
$0
$145 Million 0.08% of portfolio
6,440
Q2 2025 Added 20.46%
$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%
$0
$120 Million 0.07% of portfolio
4,905
Q4 2024 Added 200.0%
$383B
$135 Million 0.07% of portfolio
2,843
Q2 2025 New
$0
$135 Million 0.07% of portfolio
475
Q2 2024 New
$118B
$101 Million 0.06% of portfolio
1,122
Q2 2025 Added 317.1%
$0
$115 Million 0.06% of portfolio
1,050
Q2 2024 New
$45.7B
$111 Million 0.06% of portfolio
2,120
Q3 2024 Reduced 8.5%
$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
$111 Million 0.06% of portfolio
1,611
Q1 2025 Added 60.94%
$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%
$0
$109 Million 0.06% of portfolio
824
Q2 2025 Added 0.12%
$0
$91.3 Million 0.05% of portfolio
423
Q4 2024 Reduced 22.95%
$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%
$0
$91.4 Million 0.05% of portfolio
1,023
Q1 2025 Reduced 4.84%
$104B
$84.7 Million 0.05% of portfolio
922
Q2 2025 Added 27.7%
$0
$97.4 Million 0.05% of portfolio
1,708
Q3 2024 Added 13.87%
$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
$0
$73.3 Million 0.04% of portfolio
1,954
Q2 2025 Reduced 0.46%
$77.5B
$77.4 Million 0.04% of portfolio
700
Q2 2024 New
$0
$70.7 Million 0.04% of portfolio
430
Q2 2024 New
$2.99B
$61.4 Million 0.03% of portfolio
2,500
Q2 2024 New
$0
$54.7 Million 0.03% of portfolio
645
Q2 2025 Reduced 8.51%
$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%

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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