CIK 1962695
Olistico Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
341
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 43K | $1M+ | SH |
| AAPL | APPLE INC COM | 62K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 48K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 17K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 46K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 46K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 190K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 143K | $1M+ | SH |
| AMZN | AMAZON COM INC COM | 27K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 12K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 8K | $1M+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 11K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 119K | $1M+ | SH |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 123K | $1M+ | SH |
| OKE | ONEOK INC NEW COM | 46K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 5K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ETF | 68K | $1M+ | SH |
| LNT | ALLIANT ENERGY CORP COM | 40K | $1M+ | SH |
| LLY | ELI LILLY & CO COM | 2K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 49K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. COM | 6K | $1M+ | SH |
| DFAS | DIMENSIONAL U.S. SMALL CAP ETF | 27K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO COM | 5K | $1M+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 5K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 14K | $1M+ | SH |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 35K | $1M+ | SH |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW COM | 2K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 5K | $1M+ | SH |
| DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | 24K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 2K | $1M+ | SH |
| MCD | MCDONALDS CORP COM | 5K | $1M+ | SH |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 36K | $1M+ | SH |
| AAON | AAON INC COM PAR $0.004 | 18K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 2K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 7K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 4K | $1M+ | SH |
| V | VISA INC COM CL A | 3K | $1M+ | SH |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 7K | $1M+ | SH |
| CAT | CATERPILLAR INC COM | 2K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | 34K | $1M+ | SH |
| VHT | VANGUARD HEALTH CARE ETF | 3K | $500K+ | SH |
| XOM | EXXON MOBIL CORP COM | 8K | $500K+ | SH |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | 56K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 2K | $500K+ | SH |
| RTX | RTX CORPORATION COM | 5K | $500K+ | SH |
| WMT | WALMART INC COM | 8K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC COM | 2K | $500K+ | SH |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | 6K | $500K+ | SH |