Olistico Wealth, LLC

Q4 2025 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    341

  • Value ($000)

    $204,986

  • Date Filed
    01/12/2026
  • Form type
    13F-HR
  • CIK
    0001962695
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$20.78M
10 %

42,604

A
AAPL

APPLE INC COM

STOCK
037833100
$16.88M
8 %

62,074

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$16.23M
8 %

48,411

---

VANGUARD INFORMATION TECHNOLOGY ETF

ETF
92204A702
$12.69M
6 %

16,841

V
VTV

VANGUARD VALUE ETF

ETF
922908744
$8.73M
4 %

45,729

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$8.65M
4 %

46,402

C
CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

ETF
14020W106
$8.31M
4 %

190,401

C
CGGR

CAPITAL GROUP GROWTH ETF

ETF
14020G101
$6.37M
3 %

143,158

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.32M
3 %

27,369

A
AVGO

BROADCOM INC COM

STOCK
11135F101
$4.03M
2 %

11,639

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 341