Institutions / Olistico Wealth, LLC
Olistico Wealth, LLC
CIK 1962695 · Institution · as of Dec 31, 2025
Portfolio value
$204.96M
Positions
340
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 340 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Growth ETF | $20.78M | 10.1% |
| Apple Inc. | $16.88M | 8.2% |
| Vanguard Total Stock Market ETF | $16.23M | 7.9% |
| Vanguard Information Technology ETF | $12.69M | 6.2% |
| Vanguard Value ETF | $8.73M | 4.3% |
| NVIDIA Corp | $8.65M | 4.2% |
| Capital Group Dividend Value ETF | $8.31M | 4.1% |
| Capital Group Growth ETF | $6.37M | 3.1% |
| Amazon.com Inc | $6.32M | 3.1% |
| Broadcom Inc. | $4.03M | 2.0% |
| Microsoft Corp | $3.73M | 1.8% |
| Alphabet Inc. | $3.52M | 1.7% |
| Capital Group International Focus Equity ETF | $3.50M | 1.7% |
| Schwab US Dividend Equity ETF | $3.36M | 1.6% |
| ONEOK Inc | $3.35M | 1.6% |
| SPDR S&P 500 ETF Trust | $3.20M | 1.6% |
| Capital Group Core Equity ETF | $2.75M | 1.3% |
| Alliant Energy Corp | $2.62M | 1.3% |
| ELI LILLY & Co | $2.58M | 1.3% |
| Dimensional U.S. Core Equity 2 ETF | $1.94M | 0.9% |
| JPMorgan Chase & Co | $1.89M | 0.9% |
| Dimensional U.S. Small Cap ETF | $1.87M | 0.9% |
| American Express Co | $1.79M | 0.9% |
| Vanguard Large-Cap ETF | $1.70M | 0.8% |
| iShares Core S&P Small Cap ETF | $1.64M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.