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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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