Olistico Wealth, LLC
Q3 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
96
- Value ($000)
$189,228
- Date Filed10/24/2025
- Form type13F-HR
- CIK0001962695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $20.37 M | 11 % | 42,480 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $16.06 M | 9 % | 63,079 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $15.99 M | 9 % | 48,735 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $12.34 M | 7 % | 16,523 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $8.43 M | 5 % | 45,163 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $8.22 M | 4 % | 44,079 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $7.59 M | 4 % | 180,693 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $6.00 M | 3 % | 27,326 | ||
CGGR CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | $5.86 M | 3 % | 133,459 | ||
CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | ETF | 14019W109 | $3.96 M | 2 % | 133,611 |
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