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
$253B
$3.15 Million 0.0% of portfolio
45
Q2 2025 Added 2.27%
$0
$2.48 Million 0.0% of portfolio
100
Q2 2024 New
$98.8B
$4.19 Million 0.0% of portfolio
140
Q2 2025 New
$39.1B
$4.84 Million 0.0% of portfolio
71
Q1 2025 New
$0
$7.77 Million 0.0% of portfolio
151
Q2 2025 Added 655.0%
$2.29B
$523,000 0.0% of portfolio
39
Q2 2025 New
Lam Research Corp Com New
-
$8.76 Million 0.0% of portfolio
-
Q4 2024 New
$95.4B
$4.48 Million 0.0% of portfolio
200
Q2 2025 Reduced 60.0%
$19.2B
$6.11 Million 0.0% of portfolio
300
Q2 2025 Added 200.0%
$185B
$3.42 Million 0.0% of portfolio
26
Q2 2025 Added 225.0%
$10.4B
$4.44 Million 0.0% of portfolio
38
Q2 2025 Added 31.03%
Ckx Lds Inc Com
-
$3.63 Million 0.0% of portfolio
-
Q2 2024 New
$6.39B
$1.16 Million 0.0% of portfolio
32
Q2 2025 New
Net Lease Office Properties Com
-
$1.6 Million 0.0% of portfolio
-
Q2 2025 New
$26.2B
$1.83 Million 0.0% of portfolio
10
Q3 2024 New
$2.99B
$634,000 0.0% of portfolio
12
Q1 2025 New
$19.4B
$980,000 0.0% of portfolio
19
Q2 2025 New
$17.7B
$2 Million 0.0% of portfolio
24
Q2 2025 New
$31B
$555,000 0.0% of portfolio
36
Q2 2024 New
$1.45B
$2.53 Million 0.0% of portfolio
45
Q3 2024 Reduced 97.75%
$0
$5.55 Million 0.0% of portfolio
14
Q2 2025 New
Wk Kellogg CO Com Shs
-
$8.97 Million 0.0% of portfolio
-
Q2 2024 New
$19.4B
$4.56 Million 0.0% of portfolio
50
Q2 2025 New
$60.9B
$6.59 Million 0.0% of portfolio
82
Q2 2024 New
$173B
$1.11 Million 0.0% of portfolio
18
Q2 2025 New
$50.6B
$4.95 Million 0.0% of portfolio
96
Q2 2025 New
$0
$539,000 0.0% of portfolio
30
Q2 2025 New
$17.2B
$7.39 Million 0.0% of portfolio
72
Q2 2024 New
$0
$3.01 Million 0.0% of portfolio
57
Q1 2025 New
$0
$1.64 Million 0.0% of portfolio
6
Q2 2025 New
$44.5B
$1.04 Million 0.0% of portfolio
100
Q2 2025 New
$194B
$1.03 Million 0.0% of portfolio
1
Q1 2025 New
$0
$9.01 Million 0.0% of portfolio
150
Q2 2025 New
$0
$2.97 Million 0.0% of portfolio
22
Q3 2024 New
Canadian Pacific Kansas City Com
-
$3.41 Million 0.0% of portfolio
-
Q2 2024 New
$19.9B
$4.93 Million 0.0% of portfolio
115
Q3 2024 New
$0
$8.46 Million 0.0% of portfolio
120
Q2 2025 Added 207.69%
$0
$1 Million 0.0% of portfolio
41
Q1 2025 New
$11.5B
$2.1 Million 0.0% of portfolio
137
Q2 2025 New
$21B
$1.59 Million 0.0% of portfolio
23
Q2 2025 New
$0
$1.52 Million 0.0% of portfolio
27
Q1 2025 New
$0
$1.59 Million 0.0% of portfolio
27
Q2 2025 New
$0
$3.14 Million 0.0% of portfolio
29
Q2 2025 Added 3.57%
$63.2M
$8.72 Million 0.0% of portfolio
-
Q2 2025 Added 0.06%
$581M
$2.17 Million 0.0% of portfolio
113
Q2 2025 Reduced 10.32%
$15.9B
$2.83 Million 0.0% of portfolio
41
Q1 2025 New
$12.9B
$3.88 Million 0.0% of portfolio
71
Q2 2025 New
$35.3B
$5.4 Million 0.0% of portfolio
172
Q2 2025 Added 79.17%
$31.2B
$5.52 Million 0.0% of portfolio
482
Q2 2025 Added 18.14%

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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