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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.1 Billion 8.49% of portfolio
63,079
Q3 2025 Added 7.43%
$465B
$8.43 Billion 4.45% of portfolio
45,163
Q3 2025 Added 5.03%
$2.39T
$6 Billion 3.17% of portfolio
27,326
Q3 2025 Added 0.76%
$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%
$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%
$881B
$1.88 Billion 1.0% of portfolio
5,972
Q3 2025 Reduced 0.25%
$971B
$1.83 Billion 0.97% of portfolio
2,398
Q3 2025 Reduced 4.23%
$5B
$1.67 Billion 0.88% of portfolio
17,903
Q2 2025 Added 0.31%
$404B
$1.63 Billion 0.86% of portfolio
1,760
Q2 2025 Added 0.34%
$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%
$342B
$1.26 Billion 0.66% of portfolio
6,893
Q3 2025 Added 5.28%
$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%
$1.74T
$1.14 Billion 0.6% of portfolio
4,690
Q2 2025 Reduced 4.48%
$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%
$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%
$306B
$689 Million 0.36% of portfolio
10,391
Q3 2025 Reduced 0.85%
$123B
$658 Million 0.35% of portfolio
1,319
Q3 2025 Added 7.41%
$170B
$532 Million 0.28% of portfolio
3,678
Q1 2025 Added 0.22%
$303B
$517 Million 0.27% of portfolio
3,332
Q3 2025 Reduced 2.57%
$367B
$471 Million 0.25% of portfolio
1,164
Q3 2025 Reduced 0.34%
$346B
$460 Million 0.24% of portfolio
2,993
Q3 2025 Reduced 16.28%
$388B
$440 Million 0.23% of portfolio
2,721
Q3 2025 Added 6.04%
$34.7B
$439 Million 0.23% of portfolio
3,100
Q2 2025 New
$237B
$389 Million 0.21% of portfolio
1,641
Q3 2025 Added 0.24%
$177B
$384 Million 0.2% of portfolio
2,091
Q3 2025 Reduced 1.97%
$593B
$360 Million 0.19% of portfolio
1,279
Q3 2025 Added 24.9%
$522B
$361 Million 0.19% of portfolio
1,946
Q3 2025 Reduced 1.42%
$152B
$334 Million 0.18% of portfolio
1,356
Q3 2025 Reduced 3.21%
$235B
$314 Million 0.17% of portfolio
3,745
Q3 2025 Reduced 12.58%
$1.29T
$281 Million 0.15% of portfolio
631
Q2 2025 Added 1,137.25%
$190B
$265 Million 0.14% of portfolio
2,610
Q3 2025 Added 2.55%
$2.93B
$267 Million 0.14% of portfolio
12,065
Q2 2025 Reduced 3.98%
$167B
$248 Million 0.13% of portfolio
2,595
Q3 2025 Added 0.04%
$512B
$228 Million 0.12% of portfolio
400
Q2 2024 New
$319B
$206 Million 0.11% of portfolio
3,005
Q3 2025 Reduced 8.02%
$172B
$214 Million 0.11% of portfolio
4,865
Q3 2025 Reduced 13.36%
$300B
$209 Million 0.11% of portfolio
606
Q3 2025 Reduced 5.16%

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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