Olistico Wealth, LLC Incresed Positions in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.2K
+ 32.69%
$26.44 - $27.53 $799K - $832K
123K $3.36B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
+ 60.15%
$66.04 - $69.67 $665K - $701K
26.8K $1.87B
CGDV
Capital Group Divid Value ETF

ETFs
9.71K
+ 5.37%
$41.33 - $43.47 $401K - $422K
190K $8.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.3K
+ 85.27%
$55.75 - $58.83 $629K - $663K
24.5K $1.46B
VTV
Vanguard Value ETF

ETFs
1.65K
+ 3.74%
$182.87 - $189.72 $302K - $313K
45.7K $8.73B
CGGR
Capital Group Growth ETF Shs C

ETFs
9.7K
+ 7.27%
$43.04 - $45.68 $417K - $443K
143K $6.37B
VUG
Vanguard Growth ETF

ETFs
124
+ 0.29%
$470.44 - $504.26 $58.3K - $62.5K
42.6K $20.8B
VGT
Vanguard Information Technolog

ETFs
318
+ 1.92%
$736.33 - $801.52 $234K - $255K
16.8K $12.7B
AXP
American Express CO

Financial Services
407
+ 9.18%
$316.26 - $372.77 $129K - $152K
4.84K $1.79B
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.16%
$213.04 - $254.0 $9.16K - $10.9K
27.4K $6.32B
NVDA
Nvidia Corp

Technology
1.24K
+ 2.74%
$179.83 - $207.04 $223K - $257K
46.4K $8.65B
XOM
Exxon Mobil Corp

Energy
781
+ 11.02%
$110.64 - $119.78 $86.4K - $93.5K
7.87K $947M
AMD
Advanced Micro Devices Inc

Technology
5
+ 0.18%
$164.01 - $264.33 $820 - $1.32K
2.73K $584M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 1.01%
$744.6 - $838.97 $11.2K - $12.6K
1.5K $1.32B
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.53%
$264.7 - $283.93 $4.76K - $5.11K
3.42K $983M
CVX
Chevron Corp

Energy
625
+ 18.76%
$148.9 - $157.72 $93.1K - $98.6K
3.96K $603M
IBM
International Business Machines Corp

Technology
25
+ 0.6%
$275.97 - $314.98 $6.9K - $7.87K
4.16K $1.23B
C
Citigroup Inc

Financial Services
132
+ 5.06%
$93.93 - $102.87 $12.4K - $13.6K
2.74K $320M
CGUS
Capital Group Core Equity ETF
21
+ 0.03%
$38.81 - $40.67 $815 - $854
68.3K $2.75B
PLTR
Palantir Technologies Inc.

Technology
440
+ 6.38%
$172.14 - $207.18 $75.7K - $91.2K
7.33K $1.3B
DFAU
Dimensional ETF Tr

ETFs
68
+ 0.2%
$44.77 - $47.01 $3.04K - $3.2K
34.8K $1.63B
VIS
Vanguard Industrial ETF

ETFs
45
+ 1.79%
$289.12 - $301.69 $13K - $13.6K
2.56K $764M
CGGO
Capital Group Global Growth Eq

ETFs
51
+ 0.23%
$33.63 - $35.51 $1.72K - $1.81K
22.7K $786M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.08%
$91.91 - $97.71 $184 - $195
2.6K $259M
XLI
Industrial Sector Spdr

ETFs
21
+ 0.28%
$149.9 - $155.79 $3.15K - $3.27K
7.43K $1.15B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25
+ 0.73%
$71.0 - $74.64 $1.78K - $1.87K
3.45K $256M
XLK
Technology Sector Spdr

ETFs
852
+ 100.0%
$278.39 - $304.13 $237K - $259K
1.7K $245M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.2%
$459.47 - $491.71 $459 - $492
496 $235M
DELL
Dell Technologies Inc.

Technology
407
+ 13.13%
$133.76 - $164.88 $54.4K - $67.1K
3.51K $441M
DVY
Ishares Tr

ETFs
15
+ 0.81%
$138.1 - $143.11 $2.07K - $2.15K
1.88K $265M
XLY
Select Sector Spdr Consumer Di

ETFs
1.62K
+ 100.0%
$228.75 - $242.18 $371K - $393K
3.25K $388M
META
Meta Platforms, Inc.

Communication Services
13
+ 0.61%
$609.01 - $751.67 $7.92K - $9.77K
2.14K $1.41B
MSFT
Microsoft Corp

Technology
99
+ 1.3%
$496.82 - $542.07 $49.2K - $53.7K
7.7K $3.73B
Activity Summary
Buys All Purchases 278 New Holdings 244 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 1
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