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
$118 Million 0.06% of portfolio
938
Q4 2025 Reduced 71.76%
$0
$122 Million 0.06% of portfolio
1,611
Q4 2025 New
$0
$98.2 Million 0.05% of portfolio
1,023
Q4 2025 New
$0
$107 Million 0.05% of portfolio
1,708
Q4 2025 New
$0
$104 Million 0.05% of portfolio
423
Q4 2025 New
$0
$76.3 Million 0.04% of portfolio
430
Q4 2025 New
$0
$72.4 Million 0.04% of portfolio
1,936
Q4 2025 New
$0
$51.3 Million 0.03% of portfolio
1,566
Q4 2025 New
$0
$62 Million 0.03% of portfolio
1,132
Q4 2025 New
$0
$55.5 Million 0.03% of portfolio
576
Q4 2025 New
$0
$67.8 Million 0.03% of portfolio
309
Q4 2025 New
$0
$57.7 Million 0.03% of portfolio
1,290
Q4 2025 New
$0
$71.1 Million 0.03% of portfolio
504
Q4 2025 New
$0
$45.3 Million 0.02% of portfolio
480
Q4 2025 New
$0
$36.2 Million 0.02% of portfolio
372
Q4 2025 New
$0
$39.6 Million 0.02% of portfolio
2,412
Q4 2025 New
$0
$35 Million 0.02% of portfolio
276
Q4 2025 New
$0
$50.6 Million 0.02% of portfolio
2,410
Q4 2025 New
$0
$51.1 Million 0.02% of portfolio
330
Q4 2025 New
$0
$11.7 Million 0.01% of portfolio
88
Q4 2025 New
$0
$18.2 Million 0.01% of portfolio
225
Q4 2025 New
$0
$21.9 Million 0.01% of portfolio
484
Q4 2025 New
$0
$13 Million 0.01% of portfolio
502
Q4 2025 New
$0
$29.5 Million 0.01% of portfolio
1,114
Q4 2025 New
$0
$12.1 Million 0.01% of portfolio
20
Q4 2025 New
$0
$10.9 Million 0.01% of portfolio
57
Q4 2025 New
$0
$24.8 Million 0.01% of portfolio
300
Q4 2025 New
$0
$10.7 Million 0.01% of portfolio
325
Q4 2025 New
$0
$11.5 Million 0.01% of portfolio
155
Q4 2025 New
$0
$19.5 Million 0.01% of portfolio
211
Q4 2025 New
$0
$15.2 Million 0.01% of portfolio
73
Q4 2025 New
$0
$7.82 Million 0.0% of portfolio
151
Q4 2025 New
$0
$6.11 Million 0.0% of portfolio
33
Q4 2025 New
$0
$2.72 Million 0.0% of portfolio
35
Q4 2025 New
$0
$2.47 Million 0.0% of portfolio
30
Q4 2025 New
$0
$1.8 Million 0.0% of portfolio
6
Q4 2025 New
$0
$7.38 Million 0.0% of portfolio
72
Q4 2025 New
$0
$6.1 Million 0.0% of portfolio
70
Q4 2025 New
$0
$10.1 Million 0.0% of portfolio
150
Q4 2025 New
$0
$3.47 Million 0.0% of portfolio
43
Q4 2025 New
$0
$5.14 Million 0.0% of portfolio
75
Q4 2025 New
$0
$2.49 Million 0.0% of portfolio
100
Q4 2025 New
$65.3B
$4.63 Million 0.0% of portfolio
57
Q4 2025 New
$0
$3.42 Million 0.0% of portfolio
80
Q4 2025 New
$0
$3.01 Million 0.0% of portfolio
57
Q4 2025 New
$0
$3.14 Million 0.0% of portfolio
33
Q4 2025 New
$0
$6.22 Million 0.0% of portfolio
14
Q4 2025 New
$0
$9.45 Million 0.0% of portfolio
34
Q4 2025 New
$0
$5.36 Million 0.0% of portfolio
44
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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