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 51–100 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 23K | $500K+ | SH |
| VIS | VANGUARD INDUSTRIALS ETF | 3K | $500K+ | SH |
| KO | COCA COLA CO COM | 10K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 1K | $500K+ | SH |
| SPHQ | INVESCO S&P 500 QUALITY ETF | 8K | $500K+ | SH |
| DIA | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1K | $500K+ | SH |
| CVX | CHEVRON CORP NEW COM | 4K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 3K | $500K+ | SH |
| VT | VANGUARD TOTAL WORLD STOCK ETF | 4K | $500K+ | SH |
| TJX | TJX COS INC NEW COM | 4K | $500K+ | SH |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | 7K | $100K–$500K | SH |
| NFLX | NETFLIX INC COM | 5K | $100K–$500K | SH |
| VXF | VANGUARD EXTENDED MARKET ETF | 2K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC CL C | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO COM | 3K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 2K | $100K–$500K | SH |
| HD | HOME DEPOT INC COM | 1K | $100K–$500K | SH |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC COM | 4K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC COM | 2K | $100K–$500K | SH |
| VO | VANGUARD MID-CAP ETF | 1K | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2K | $100K–$500K | SH |
| HP | HELMERICH & PAYNE INC COM | 12K | $100K–$500K | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 3K | $100K–$500K | SH |
| C | CITIGROUP INC COM NEW | 3K | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 1K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 517 | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4K | $100K–$500K | SH |
| LIN | LINDE PLC SHS | 670 | $100K–$500K | SH |
| VDC | VANGUARD CONSUMER STAPLES ETF | 1K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 3K | $100K–$500K | SH |
| DVY | ISHARES SELECT DIVIDEND ETF | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 3K | $100K–$500K | SH |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 961 | $100K–$500K | SH |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | 1K | $100K–$500K | SH |
| ORCL | ORACLE CORP COM | 1K | $100K–$500K | SH |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2K | $100K–$500K | SH |
| SOXX | ISHARES SEMICONDUCTOR ETF | 785 | $100K–$500K | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 496 | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED CL A | 400 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 606 | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC COM | 3K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 727 | $100K–$500K | SH |
| ABBV | ABBVIE INC COM | 827 | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 2K | $100K–$500K | SH |
| GLW | CORNING INC COM | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC COM | 3K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 769 | $100K–$500K | SH |