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 ETFs Only

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%
$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%
$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%
$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%
$0
$3.2 Billion 1.56% of portfolio
4,685
Q4 2025 Reduced 1.55%
$0
$2.75 Billion 1.34% of portfolio
68,288
Q4 2025 Added 0.03%
$0
$1.94 Billion 0.95% of portfolio
49,092
Q3 2025 Reduced 0.7%
$0
$1.87 Billion 0.91% of portfolio
26,799
Q4 2025 Added 60.15%
$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%
$0
$1.37 Billion 0.67% of portfolio
35,987
Q4 2025 New
$0
$1.27 Billion 0.62% of portfolio
2,025
Q4 2025 Reduced 0.1%
$0
$1.15 Billion 0.56% of portfolio
7,431
Q4 2025 Added 0.28%
$0
$983 Million 0.48% of portfolio
3,416
Q4 2025 Added 0.53%
$0
$816 Million 0.4% of portfolio
5,958
Q4 2025 Reduced 32.61%
$0
$786 Million 0.38% of portfolio
22,689
Q4 2025 Added 0.23%
$0
$764 Million 0.37% of portfolio
2,561
Q4 2025 Added 1.79%
$0
$635 Million 0.31% of portfolio
8,458
Q3 2025 Reduced 10.6%
$0
$617 Million 0.3% of portfolio
1,284
Q3 2025 Reduced 4.11%
$0
$583 Million 0.28% of portfolio
4,132
Q2 2025 Added 0.02%
$0
$488 Million 0.24% of portfolio
6,835
Q3 2024 Reduced 13.01%
$0
$468 Million 0.23% of portfolio
2,238
Q4 2025 Reduced 2.65%
$0
$388 Million 0.19% of portfolio
3,248
Q4 2025 Added 100.0%
$0
$347 Million 0.17% of portfolio
2,415
Q2 2025 Added 2,315.0%
$0
$354 Million 0.17% of portfolio
1,221
Q4 2025 Reduced 23.11%
$0
$336 Million 0.16% of portfolio
3,145
Q3 2025 Reduced 8.5%
$0
$320 Million 0.16% of portfolio
1,239
Q4 2025 Reduced 7.05%
$0
$318 Million 0.15% of portfolio
517
Q3 2025 Added 28.93%
$0
$316 Million 0.15% of portfolio
3,532
Q4 2025 Reduced 18.24%
$0
$273 Million 0.13% of portfolio
1,292
Q4 2025 Reduced 32.64%
$0
$265 Million 0.13% of portfolio
1,878
Q4 2025 Added 0.81%
$0
$269 Million 0.13% of portfolio
2,707
Q4 2025 Reduced 5.71%
$0
$256 Million 0.12% of portfolio
3,448
Q4 2025 Added 0.73%
$0
$252 Million 0.12% of portfolio
1,300
Q2 2025 Reduced 20.44%
$0
$236 Million 0.12% of portfolio
785
Q3 2025 Reduced 0.51%
$0
$245 Million 0.12% of portfolio
1,704
Q4 2025 Added 100.0%
$0
$235 Million 0.11% of portfolio
496
Q4 2025 Added 0.2%
$0
$164 Million 0.08% of portfolio
1,708
Q4 2025 Reduced 18.98%
$0
$154 Million 0.08% of portfolio
6,804
Q4 2025 New
$0
$152 Million 0.07% of portfolio
3,161
Q4 2025 New
$0
$116 Million 0.06% of portfolio
1,050
Q4 2025 New
$0
$133 Million 0.06% of portfolio
475
Q4 2025 New
$0
$132 Million 0.06% of portfolio
4,905
Q4 2025 New

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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