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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.5 Billion 10.29% of portfolio
42,277
Q2 2025 Added 9.48%
$0
$14.6 Billion 8.13% of portfolio
48,170
Q2 2025 Added 4.94%
$0
$11.1 Billion 6.15% of portfolio
16,703
Q2 2025 Added 2.69%
$0
$7.88 Billion 4.37% of portfolio
44,559
Q2 2025 Reduced 3.02%
$0
$6.92 Billion 3.84% of portfolio
175,150
Q2 2025 Added 6.78%
$0
$5.33 Billion 2.96% of portfolio
131,219
Q2 2025 Added 14.61%
$0
$3.45 Billion 1.92% of portfolio
127,201
Q2 2025 Added 43.82%
$0
$3 Billion 1.67% of portfolio
27,452
Q2 2025 Added 13.56%
$0
$2.91 Billion 1.61% of portfolio
4,703
Q2 2025 Reduced 0.02%
$0
$2.52 Billion 1.4% of portfolio
68,256
Q2 2025 Added 0.02%
$0
$2.09 Billion 1.16% of portfolio
78,996
Q2 2025 Added 292.74%
$0
$1.77 Billion 0.98% of portfolio
49,437
Q2 2025 Reduced 4.9%
$0
$1.56 Billion 0.87% of portfolio
5,474
Q2 2025 Reduced 0.07%
$0
$1.55 Billion 0.86% of portfolio
4,269
Q2 2025 Reduced 3.02%
$0
$1.47 Billion 0.81% of portfolio
34,628
Q2 2025 Reduced 0.37%
$0
$1.31 Billion 0.73% of portfolio
9,437
Q2 2025 Reduced 57.54%
$0
$1.14 Billion 0.63% of portfolio
4,605
Q2 2025 Reduced 2.89%
$0
$1.09 Billion 0.6% of portfolio
7,384
Q2 2025 Added 0.27%
$0
$1.07 Billion 0.59% of portfolio
16,734
Q2 2025 Reduced 1.82%
$0
$722 Million 0.4% of portfolio
22,597
Q2 2025 Added 0.0%
$0
$713 Million 0.4% of portfolio
13,221
Q2 2025 Reduced 0.38%
$0
$703 Million 0.39% of portfolio
2,511
Q2 2025 Reduced 6.9%
$0
$674 Million 0.37% of portfolio
9,461
Q2 2025 Reduced 0.24%
$0
$590 Million 0.33% of portfolio
1,339
Q2 2025 Added 17.66%
$0
$531 Million 0.29% of portfolio
4,132
Q2 2025 Added 0.02%
$0
$498 Million 0.28% of portfolio
6,835
Q3 2024 Reduced 13.01%
$0
$467 Million 0.26% of portfolio
2,134
Q2 2025 Reduced 9.04%
$0
$443 Million 0.25% of portfolio
2,299
Q2 2025 Added 0.04%
$0
$450 Million 0.25% of portfolio
1,609
Q2 2025 Reduced 2.01%
$0
$393 Million 0.22% of portfolio
3,296
Q2 2025 Reduced 9.18%
$0
$356 Million 0.2% of portfolio
1,640
Q1 2025 Reduced 0.06%
$0
$361 Million 0.2% of portfolio
4,320
Q2 2025 Added 4.1%
$0
$334 Million 0.19% of portfolio
1,408
Q1 2025 Reduced 32.24%
$0
$322 Million 0.18% of portfolio
2,415
Q2 2025 Added 2,315.0%
$0
$328 Million 0.18% of portfolio
3,437
Q2 2025 Reduced 0.23%
$0
$253 Million 0.14% of portfolio
1,908
Q2 2025 Added 169.49%
$0
$250 Million 0.14% of portfolio
2,871
Q2 2025 Added 0.7%
$0
$229 Million 0.13% of portfolio
3,420
Q2 2025 Added 209.78%
$0
$234 Million 0.13% of portfolio
1,141
Q1 2025 Reduced 12.7%
$0
$239 Million 0.13% of portfolio
942
Q2 2025 Added 0.64%
$0
$210 Million 0.12% of portfolio
2,285
Q2 2025 Reduced 0.13%
$0
$221 Million 0.12% of portfolio
401
Q1 2025 Reduced 22.44%
$0
$210 Million 0.12% of portfolio
495
Q2 2025 Reduced 4.07%
$0
$222 Million 0.12% of portfolio
1,300
Q2 2025 Reduced 20.44%
$0
$188 Million 0.1% of portfolio
789
Q2 2025 Added 0.13%
$0
$151 Million 0.08% of portfolio
3,173
Q2 2025 Added 0.13%
$0
$145 Million 0.08% of portfolio
6,440
Q2 2025 Added 20.46%
$0
$120 Million 0.07% of portfolio
4,905
Q4 2024 Added 200.0%
$0
$135 Million 0.07% of portfolio
475
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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