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
$0
$703 Million 0.39% of portfolio
2,511
Q2 2025 Reduced 6.9%
$219B
$708 Million 0.39% of portfolio
4,848
Q2 2025 Added 17.9%
$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%
$375B
$570 Million 0.32% of portfolio
3,575
Q2 2024 Added 5.93%
$108B
$569 Million 0.32% of portfolio
1,228
Q2 2025 Added 19.46%
$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%
$294B
$490 Million 0.27% of portfolio
3,420
Q2 2025 Reduced 1.7%
$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%
$177B
$443 Million 0.25% of portfolio
2,133
Q2 2025 Added 0.47%
$0
$450 Million 0.25% of portfolio
1,609
Q2 2025 Reduced 2.01%
$145B
$454 Million 0.25% of portfolio
3,678
Q1 2025 Added 0.22%
$264B
$446 Million 0.25% of portfolio
1,637
Q2 2025 Added 0.92%
$380B
$428 Million 0.24% of portfolio
1,168
Q2 2025 Added 0.09%
Linde PLC Shs
-
$418 Million 0.23% of portfolio
-
Q2 2025 Added 32.84%
$0
$393 Million 0.22% of portfolio
3,296
Q2 2025 Reduced 9.18%
$33.4B
$380 Million 0.21% of portfolio
3,100
Q2 2025 New
$0
$356 Million 0.2% of portfolio
1,640
Q1 2025 Reduced 0.06%
$253B
$364 Million 0.2% of portfolio
2,566
Q1 2025 Added 0.16%
$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%
$207B
$339 Million 0.19% of portfolio
4,284
Q2 2025 Reduced 29.34%
$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%
$439B
$302 Million 0.17% of portfolio
1,974
Q2 2025 Reduced 44.49%
$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%
$180B
$243 Million 0.13% of portfolio
5,615
Q2 2025 Added 15.42%
$0
$239 Million 0.13% of portfolio
942
Q2 2025 Added 0.64%
$280B
$227 Million 0.13% of portfolio
3,267
Q2 2025 Added 30.78%
$173B
$237 Million 0.13% of portfolio
2,594
Q2 2025 Reduced 51.78%
$0
$210 Million 0.12% of portfolio
2,285
Q2 2025 Reduced 0.13%
$533B
$225 Million 0.12% of portfolio
400
Q2 2024 New
$0
$221 Million 0.12% of portfolio
401
Q1 2025 Reduced 22.44%
$642B
$224 Million 0.12% of portfolio
1,024
Q2 2025 Added 34.21%
$179B
$217 Million 0.12% of portfolio
2,545
Q2 2025 Added 938.78%
$0
$210 Million 0.12% of portfolio
495
Q2 2025 Reduced 4.07%
$195B
$220 Million 0.12% of portfolio
7,612
Q2 2025 Added 43.79%
$0
$222 Million 0.12% of portfolio
1,300
Q2 2025 Reduced 20.44%
$60.3B
$194 Million 0.11% of portfolio
855
Q2 2025 Reduced 61.05%
$267B
$199 Million 0.11% of portfolio
639
Q2 2025 Reduced 5.19%
$1.05T
$200 Million 0.11% of portfolio
631
Q2 2025 Added 1,137.25%
$68.3B
$199 Million 0.11% of portfolio
1,661
Q2 2025 Reduced 53.33%
$6.61B
$202 Million 0.11% of portfolio
2,872
Q4 2024 Added 93.53%
$0
$188 Million 0.1% of portfolio
789
Q2 2025 Added 0.13%

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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