Olistico Wealth, LLC Portfolio Holdings

Olistico Wealth, LLC

  • $189 Billion
  • Q3 2025

Olistico Wealth, LLC has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $20.4B, Apple Inc. with a value of $16.1B, Vanguard Total Stock Market Et with a value of $16B, Vanguard Information Technolog with a value of $12.3B, and Nvidia Corp with a value of $8.43B.

Examining the 13F form we can see an increase of $9.09B in the current position value, from $180B to 189B.

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 $189 Billion
ETFs: $106 Billion
Technology: $37.2 Billion
Consumer Cyclical: $9.56 Billion
Financial Services: $7.33 Billion
Energy: $7.06 Billion
Communication Services: $5.67 Billion
Industrials: $4.05 Billion
Consumer Defensive: $3.6 Billion
Other: $5.43 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 10.77% of portfolio
42,480
Q3 2025 Added 0.48%
$4.3T
$16.1 Billion 8.49% of portfolio
63,079
Q3 2025 Added 7.43%
$0
$16 Billion 8.45% of portfolio
48,735
Q3 2025 Added 1.17%
$0
$12.3 Billion 6.52% of portfolio
16,523
Q3 2025 Reduced 1.08%
$465B
$8.43 Billion 4.45% of portfolio
45,163
Q3 2025 Added 5.03%
$0
$8.22 Billion 4.34% of portfolio
44,079
Q3 2025 Reduced 1.08%
$0
$7.59 Billion 4.01% of portfolio
180,693
Q3 2025 Added 3.16%
$2.39T
$6 Billion 3.17% of portfolio
27,326
Q3 2025 Added 0.76%
$0
$5.86 Billion 3.1% of portfolio
133,459
Q3 2025 Added 1.71%
$0
$3.96 Billion 2.09% of portfolio
133,611
Q3 2025 Added 5.04%
$3.78T
$3.94 Billion 2.08% of portfolio
7,605
Q2 2025 Added 1.51%
$139B
$3.76 Billion 1.99% of portfolio
11,389
Q3 2025 Reduced 0.63%
$31.5B
$3.44 Billion 1.82% of portfolio
47,088
Q3 2025 Added 12.56%
$0
$3.36 Billion 1.78% of portfolio
28,305
Q3 2025 Added 3.11%
$0
$3.17 Billion 1.68% of portfolio
4,759
Q3 2025 Added 1.19%
$1.65T
$2.75 Billion 1.45% of portfolio
11,310
Q3 2025 Reduced 0.13%
$16.9B
$2.71 Billion 1.43% of portfolio
40,238
Q3 2025 Added 110.6%
$0
$2.52 Billion 1.33% of portfolio
92,418
Q3 2025 Added 16.99%
$881B
$1.88 Billion 1.0% of portfolio
5,972
Q3 2025 Reduced 0.25%
$0
$1.89 Billion 1.0% of portfolio
49,092
Q3 2025 Reduced 0.7%
$971B
$1.83 Billion 0.97% of portfolio
2,398
Q3 2025 Reduced 4.23%
$0
$1.69 Billion 0.89% of portfolio
5,476
Q3 2025 Added 0.04%
$5B
$1.67 Billion 0.88% of portfolio
17,903
Q2 2025 Added 0.31%
$0
$1.66 Billion 0.88% of portfolio
4,199
Q3 2025 Reduced 1.64%
$404B
$1.63 Billion 0.86% of portfolio
1,760
Q2 2025 Added 0.34%
$0
$1.59 Billion 0.84% of portfolio
34,696
Q3 2025 Added 0.2%
$1.37T
$1.56 Billion 0.83% of portfolio
2,126
Q2 2025 Added 9.98%
$255B
$1.47 Billion 0.78% of portfolio
4,432
Q3 2025 Added 0.11%
$224B
$1.38 Billion 0.73% of portfolio
4,529
Q2 2025 Added 0.4%
$0
$1.26 Billion 0.67% of portfolio
8,841
Q3 2025 Reduced 6.32%
$0
$1.24 Billion 0.66% of portfolio
2,027
Q3 2025 Added 0.05%
$342B
$1.26 Billion 0.66% of portfolio
6,893
Q3 2025 Added 5.28%
$265B
$1.18 Billion 0.63% of portfolio
1,487
Q3 2025 Added 0.47%
$266B
$1.17 Billion 0.62% of portfolio
4,135
Q2 2025 Added 1.72%
$533B
$1.15 Billion 0.61% of portfolio
3,381
Q2 2025 Added 14.03%
$0
$1.15 Billion 0.61% of portfolio
16,734
Q2 2025 Reduced 1.82%
$1.74T
$1.14 Billion 0.6% of portfolio
4,690
Q2 2025 Reduced 4.48%
$0
$1.14 Billion 0.6% of portfolio
7,410
Q3 2025 Added 0.35%
$70.2B
$1.05 Billion 0.55% of portfolio
33,552
Q3 2025 Reduced 0.24%
$52.5B
$990 Million 0.52% of portfolio
57,686
Q2 2025 Added 2.78%
$291B
$910 Million 0.48% of portfolio
1,907
Q3 2025 Reduced 14.68%
$662B
$892 Million 0.47% of portfolio
1,775
Q2 2025 Added 0.57%
$0
$882 Million 0.47% of portfolio
3,398
Q3 2025 Reduced 26.21%
$20.1B
$898 Million 0.47% of portfolio
1,588
Q3 2025 Reduced 1.55%
$279B
$820 Million 0.43% of portfolio
7,958
Q2 2025 Added 0.57%
$258B
$811 Million 0.43% of portfolio
4,848
Q2 2025 Added 17.9%
$490B
$799 Million 0.42% of portfolio
7,087
Q3 2025 Reduced 1.98%
$0
$770 Million 0.41% of portfolio
13,221
Q2 2025 Reduced 0.38%
$0
$774 Million 0.41% of portfolio
22,638
Q3 2025 Added 0.18%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $189 Billion
  • Prior Value $180 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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