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
$24.3B
$51.5 Million 0.03% of portfolio
2,190
Q2 2025 New
$0
$45.2 Million 0.03% of portfolio
1,540
Q2 2025 New
$0
$53.3 Million 0.03% of portfolio
576
Q2 2025 Added 9.71%
$55.8B
$62.3 Million 0.03% of portfolio
600
Q2 2024 New
$221B
$61.3 Million 0.03% of portfolio
494
Q2 2025 Reduced 81.74%
$84.3B
$45.4 Million 0.03% of portfolio
429
Q1 2025 Added 3.13%
Blackrock Inc Com
-
$52.5 Million 0.03% of portfolio
-
Q4 2024 Reduced 25.37%
$151B
$52.1 Million 0.03% of portfolio
755
Q2 2025 Reduced 74.51%
$7.18B
$48.8 Million 0.03% of portfolio
500
Q2 2024 New
-
$53.8 Million 0.03% of portfolio
-
Q2 2025 Added 18.86%
$0
$52 Million 0.03% of portfolio
2,486
Q2 2025 Added 19.0%
Ge Vernova Inc Com
-
$45.5 Million 0.03% of portfolio
-
Q2 2025 Reduced 23.89%
$114B
$57.9 Million 0.03% of portfolio
200
Q2 2025 Reduced 81.63%
$0
$59.3 Million 0.03% of portfolio
1,132
Q2 2024 New
$7.4B
$46.5 Million 0.03% of portfolio
1,000
Q2 2024 New
$138B
$56.1 Million 0.03% of portfolio
284
Q2 2025 Reduced 5.02%
$52.1B
$55.6 Million 0.03% of portfolio
276
Q2 2025 Reduced 87.76%
$79.7B
$50.7 Million 0.03% of portfolio
557
Q2 2025 Added 11.4%
$237B
$49.9 Million 0.03% of portfolio
354
Q2 2025 Added 129.87%
$151B
$61.2 Million 0.03% of portfolio
1,000
Q2 2024 New
$133B
$58.6 Million 0.03% of portfolio
65
Q4 2024 Added 1.56%
$38B
$50.1 Million 0.03% of portfolio
730
Q4 2024 Reduced 5.44%
$0
$53.2 Million 0.03% of portfolio
14,000
Q2 2025 New
$68B
$47.2 Million 0.03% of portfolio
1,043
Q2 2025 Added 4.3%
$137B
$62.9 Million 0.03% of portfolio
300
Q3 2024 Added 5.26%
$0
$44.3 Million 0.02% of portfolio
516
Q2 2024 New
$20B
$37.9 Million 0.02% of portfolio
1,430
Q2 2025 Added 72.29%
$44.7B
$38 Million 0.02% of portfolio
3,500
Q2 2025 Added 75.0%
$26.2B
$38 Million 0.02% of portfolio
300
Q2 2024 New
$23.6B
$38.9 Million 0.02% of portfolio
1,058
Q2 2024 New
$0
$34.6 Million 0.02% of portfolio
124
Q4 2024 Added 3.33%
$0
$34.2 Million 0.02% of portfolio
1,236
Q4 2024 Added 200.0%
$106B
$30.3 Million 0.02% of portfolio
516
Q2 2025 Reduced 19.25%
$5.35B
$35.6 Million 0.02% of portfolio
989
Q2 2024 New
$23.5B
$44.3 Million 0.02% of portfolio
1,100
Q2 2025 Added 120.0%
$34.2B
$38.8 Million 0.02% of portfolio
372
Q2 2024 New
$0
$41.1 Million 0.02% of portfolio
305
Q2 2025 Added 0.33%
$1.22T
$34.2 Million 0.02% of portfolio
151
Q2 2025 Reduced 2.58%
Te Connectivity PLC Ord Shs
-
$33.7 Million 0.02% of portfolio
-
Q3 2024 New
$0
$36.2 Million 0.02% of portfolio
372
Q2 2024 New
$0
$29.8 Million 0.02% of portfolio
276
Q2 2024 New
$105B
$29.4 Million 0.02% of portfolio
133
Q4 2024 Reduced 25.7%
$0
$31.4 Million 0.02% of portfolio
2,393
Q2 2025 Added 1.14%
$8.28B
$36.6 Million 0.02% of portfolio
1,093
Q2 2025 Added 0.37%
$549B
$34.8 Million 0.02% of portfolio
26
Q2 2025 Added 23.81%
$103B
$30 Million 0.02% of portfolio
59
Q2 2025 Added 51.28%
$52.5B
$44.3 Million 0.02% of portfolio
595
Q1 2025 Reduced 39.47%
$137B
$33.3 Million 0.02% of portfolio
150
Q2 2025 New
Caris Life Sciences Inc Com
-
$27.6 Million 0.02% of portfolio
-
Q2 2025 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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