Olistico Wealth, LLC
Q4 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
341
- Value ($000)
$204,986
- Date Filed01/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETF | ETF | 922908736 | $20.78M | 10 % | 42,604 | ||
APPLE INC COM | STOCK | 037833100 | $16.88M | 8 % | 62,074 | ||
VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $16.23M | 8 % | 48,411 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $12.69M | 6 % | 16,841 | ||
VANGUARD VALUE ETF | ETF | 922908744 | $8.73M | 4 % | 45,729 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $8.65M | 4 % | 46,402 | ||
CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $8.31M | 4 % | 190,401 | ||
CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | $6.37M | 3 % | 143,158 | ||
AMAZON COM INC COM | STOCK | 023135106 | $6.32M | 3 % | 27,369 | ||
BROADCOM INC COM | STOCK | 11135F101 | $4.03M | 2 % | 11,639 |
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