Olistico Wealth, LLC Portfolio Holdings

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025

Olistico Wealth, LLC has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $205 Billion distributed in 341 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20.8B, Apple Inc. with a value of $16.9B, Vanguard Total Stock Market Et with a value of $16.2B, Vanguard Information Technolog with a value of $12.7B, and Vanguard Value ETF with a value of $8.73B.

Examining the 13F form we can see an increase of $15.8B in the current position value, from $189B to 205B.

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 $205 Billion
ETFs: $112 Billion
Technology: $39.1 Billion
Consumer Cyclical: $9.77 Billion
Financial Services: $9.07 Billion
Energy: $7.88 Billion
Communication Services: $7.08 Billion
Industrials: $4.9 Billion
Healthcare: $4.16 Billion
Other: $7.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Billion 10.14% of portfolio
42,604
Q4 2025 Added 0.29%
$4.3T
$16.9 Billion 8.23% of portfolio
62,074
Q4 2025 Reduced 1.59%
$0
$16.2 Billion 7.92% of portfolio
48,411
Q4 2025 Reduced 0.66%
$0
$12.7 Billion 6.19% of portfolio
16,841
Q4 2025 Added 1.92%
$0
$8.73 Billion 4.26% of portfolio
45,729
Q4 2025 Added 3.74%
$465B
$8.65 Billion 4.22% of portfolio
46,402
Q4 2025 Added 2.74%
$0
$8.31 Billion 4.05% of portfolio
190,401
Q4 2025 Added 5.37%
$0
$6.37 Billion 3.11% of portfolio
143,158
Q4 2025 Added 7.27%
$2.39T
$6.32 Billion 3.08% of portfolio
27,369
Q4 2025 Added 0.16%
$139B
$4.03 Billion 1.97% of portfolio
11,639
Q4 2025 Added 2.2%
$3.78T
$3.73 Billion 1.82% of portfolio
7,704
Q4 2025 Added 1.3%
$1.65T
$3.52 Billion 1.72% of portfolio
11,261
Q4 2025 Reduced 0.43%
$0
$3.5 Billion 1.71% of portfolio
118,579
Q4 2025 Reduced 11.25%
$0
$3.36 Billion 1.64% of portfolio
122,625
Q4 2025 Added 32.69%
$31.5B
$3.35 Billion 1.64% of portfolio
45,625
Q4 2025 Reduced 3.11%
$0
$3.2 Billion 1.56% of portfolio
4,685
Q4 2025 Reduced 1.55%
$16.9B
$2.62 Billion 1.28% of portfolio
40,238
Q3 2025 Added 110.6%
$971B
$2.58 Billion 1.26% of portfolio
2,398
Q3 2025 Reduced 4.23%
$0
$1.94 Billion 0.95% of portfolio
49,092
Q3 2025 Reduced 0.7%
$881B
$1.89 Billion 0.92% of portfolio
5,874
Q4 2025 Reduced 1.64%
$0
$1.87 Billion 0.91% of portfolio
26,799
Q4 2025 Added 60.15%
$255B
$1.79 Billion 0.87% of portfolio
4,839
Q4 2025 Added 9.18%
$0
$1.7 Billion 0.83% of portfolio
5,393
Q4 2025 Reduced 1.52%
$0
$1.64 Billion 0.8% of portfolio
13,668
Q4 2025 Reduced 51.71%
$0
$1.63 Billion 0.79% of portfolio
34,764
Q4 2025 Added 0.2%
$0
$1.6 Billion 0.78% of portfolio
4,054
Q4 2025 Reduced 3.45%
$404B
$1.52 Billion 0.74% of portfolio
1,760
Q2 2025 Added 0.34%
$1.74T
$1.47 Billion 0.72% of portfolio
4,690
Q2 2025 Reduced 4.48%
$0
$1.46 Billion 0.71% of portfolio
24,495
Q4 2025 Added 85.27%
$1.37T
$1.41 Billion 0.69% of portfolio
2,139
Q4 2025 Added 0.61%
$224B
$1.38 Billion 0.68% of portfolio
4,529
Q2 2025 Added 0.4%
$0
$1.37 Billion 0.67% of portfolio
35,987
Q4 2025 New
$5B
$1.37 Billion 0.67% of portfolio
17,903
Q2 2025 Added 0.31%
$342B
$1.3 Billion 0.64% of portfolio
7,333
Q4 2025 Added 6.38%
$265B
$1.32 Billion 0.64% of portfolio
1,502
Q4 2025 Added 1.01%
$0
$1.27 Billion 0.62% of portfolio
2,025
Q4 2025 Reduced 0.1%
$266B
$1.23 Billion 0.6% of portfolio
4,160
Q4 2025 Added 0.6%
$533B
$1.19 Billion 0.58% of portfolio
3,381
Q2 2025 Added 14.03%
$0
$1.15 Billion 0.56% of portfolio
7,431
Q4 2025 Added 0.28%
$291B
$1.09 Billion 0.53% of portfolio
1,907
Q3 2025 Reduced 14.68%
$70.2B
$1.08 Billion 0.52% of portfolio
33,552
Q3 2025 Reduced 0.24%
$0
$983 Million 0.48% of portfolio
3,416
Q4 2025 Added 0.53%
$490B
$947 Million 0.46% of portfolio
7,868
Q4 2025 Added 11.02%
$52.5B
$927 Million 0.45% of portfolio
56,246
Q4 2025 Reduced 2.5%
$662B
$892 Million 0.44% of portfolio
1,775
Q2 2025 Added 0.57%
$258B
$889 Million 0.43% of portfolio
4,848
Q2 2025 Added 17.9%
$20.1B
$878 Million 0.43% of portfolio
1,588
Q3 2025 Reduced 1.55%
$279B
$887 Million 0.43% of portfolio
7,958
Q2 2025 Added 0.57%
$0
$816 Million 0.4% of portfolio
5,958
Q4 2025 Reduced 32.61%

Summary

  • Portfolio
  • No. of Stocks 341
  • Current Value $205 Billion
  • Prior Value $189 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 244 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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