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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.9 Billion 8.23% of portfolio
62,074
Q4 2025 Reduced 1.59%
$465B
$8.65 Billion 4.22% of portfolio
46,402
Q4 2025 Added 2.74%
$2.39T
$6.32 Billion 3.08% of portfolio
27,369
Q4 2025 Added 0.16%
$139B
$4.03 Billion 1.97% of portfolio
11,639
Q4 2025 Added 2.2%
$3.78T
$3.73 Billion 1.82% of portfolio
7,704
Q4 2025 Added 1.3%
$1.65T
$3.52 Billion 1.72% of portfolio
11,261
Q4 2025 Reduced 0.43%
$31.5B
$3.35 Billion 1.64% of portfolio
45,625
Q4 2025 Reduced 3.11%
$16.9B
$2.62 Billion 1.28% of portfolio
40,238
Q3 2025 Added 110.6%
$971B
$2.58 Billion 1.26% of portfolio
2,398
Q3 2025 Reduced 4.23%
$881B
$1.89 Billion 0.92% of portfolio
5,874
Q4 2025 Reduced 1.64%
$255B
$1.79 Billion 0.87% of portfolio
4,839
Q4 2025 Added 9.18%
$404B
$1.52 Billion 0.74% of portfolio
1,760
Q2 2025 Added 0.34%
$1.74T
$1.47 Billion 0.72% of portfolio
4,690
Q2 2025 Reduced 4.48%
$1.37T
$1.41 Billion 0.69% of portfolio
2,139
Q4 2025 Added 0.61%
$224B
$1.38 Billion 0.68% of portfolio
4,529
Q2 2025 Added 0.4%
$5B
$1.37 Billion 0.67% of portfolio
17,903
Q2 2025 Added 0.31%
$265B
$1.32 Billion 0.64% of portfolio
1,502
Q4 2025 Added 1.01%
$266B
$1.23 Billion 0.6% of portfolio
4,160
Q4 2025 Added 0.6%
$533B
$1.19 Billion 0.58% of portfolio
3,381
Q2 2025 Added 14.03%
$291B
$1.09 Billion 0.53% of portfolio
1,907
Q3 2025 Reduced 14.68%
$70.2B
$1.08 Billion 0.52% of portfolio
33,552
Q3 2025 Reduced 0.24%
$490B
$947 Million 0.46% of portfolio
7,868
Q4 2025 Added 11.02%
$52.5B
$927 Million 0.45% of portfolio
56,246
Q4 2025 Reduced 2.5%
$662B
$892 Million 0.44% of portfolio
1,775
Q2 2025 Added 0.57%
$258B
$889 Million 0.43% of portfolio
4,848
Q2 2025 Added 17.9%
$20.1B
$878 Million 0.43% of portfolio
1,588
Q3 2025 Reduced 1.55%
$279B
$887 Million 0.43% of portfolio
7,958
Q2 2025 Added 0.57%
$306B
$726 Million 0.35% of portfolio
10,391
Q3 2025 Reduced 0.85%
$123B
$638 Million 0.31% of portfolio
1,319
Q3 2025 Added 7.41%
$303B
$603 Million 0.29% of portfolio
3,957
Q4 2025 Added 18.76%
$388B
$584 Million 0.28% of portfolio
2,726
Q4 2025 Added 0.18%
$170B
$565 Million 0.28% of portfolio
3,678
Q1 2025 Added 0.22%
$49.1B
$472 Million 0.23% of portfolio
5,038
Q4 2025 New
$34.7B
$441 Million 0.22% of portfolio
3,507
Q4 2025 Added 13.13%
$346B
$429 Million 0.21% of portfolio
2,993
Q3 2025 Reduced 16.28%
$367B
$400 Million 0.2% of portfolio
1,164
Q3 2025 Reduced 0.34%
$522B
$403 Million 0.2% of portfolio
1,946
Q3 2025 Reduced 1.42%
$235B
$380 Million 0.19% of portfolio
3,607
Q4 2025 Reduced 3.68%
$177B
$363 Million 0.18% of portfolio
2,091
Q3 2025 Reduced 1.97%
$2.93B
$346 Million 0.17% of portfolio
12,065
Q2 2025 Reduced 3.98%
$190B
$320 Million 0.16% of portfolio
2,742
Q4 2025 Added 5.06%
$167B
$259 Million 0.13% of portfolio
2,597
Q4 2025 Added 0.08%
$237B
$255 Million 0.12% of portfolio
961
Q4 2025 Reduced 41.44%
$593B
$249 Million 0.12% of portfolio
1,279
Q3 2025 Added 24.9%
$512B
$228 Million 0.11% of portfolio
400
Q2 2024 New
$319B
$231 Million 0.11% of portfolio
3,005
Q3 2025 Reduced 8.02%
$152B
$195 Million 0.1% of portfolio
727
Q4 2025 Reduced 46.39%
$300B
$200 Million 0.1% of portfolio
606
Q3 2025 Reduced 5.16%
$6.09B
$198 Million 0.1% of portfolio
2,872
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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