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 101–150 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWR | ISHARES RUSSELL MIDCAP ETF | 2K | $100K–$500K | SH |
| VCRB | VANGUARD CORE BOND ETF | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 530 | $100K–$500K | SH |
| CGCP | CAPITAL GROUP CORE PLUS INCOME ETF | 7K | $100K–$500K | SH |
| SPHD | INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | 3K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC COM | 6K | $100K–$500K | SH |
| PEP | PEPSICO INC COM | 1K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 1K | $100K–$500K | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 475 | $100K–$500K | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 480 | $100K–$500K | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 2K | $100K–$500K | SH |
| VDE | VANGUARD ENERGY ETF | 938 | $100K–$500K | SH |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC COM | 571 | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL COM NEW | 2K | $100K–$500K | SH |
| UNP | UNION PAC CORP COM | 470 | $100K–$500K | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2K | $100K–$500K | SH |
| IWM | ISHARES RUSSELL 2000 ETF | 423 | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | 1K | $100K–$500K | SH |
| GEV | GE VERNOVA INC COM | 153 | $50K–$100K | SH |
| EFA | ISHARES MSCI EAFE ETF | 1K | $50K–$100K | SH |
| T | AT&T INC COM | 4K | $50K–$100K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- W COM | 6K | $50K–$100K | SH |
| BMO | BANK MONTREAL QUE COM | 700 | $50K–$100K | SH |
| PM | PHILIP MORRIS INTL INC COM | 560 | $50K–$100K | SH |
| KLAC | KLA CORP COM NEW | 66 | $50K–$100K | SH |
| TRP | TC ENERGY CORP COM | 1K | $50K–$100K | SH |
| BAC | BANK AMERICA CORP COM | 1K | $50K–$100K | SH |
| VOE | VANGUARD MID-CAP VALUE ETF | 430 | $50K–$100K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 250 | $50K–$100K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | 1K | $50K–$100K | SH |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 2K | $50K–$100K | SH |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | 504 | $50K–$100K | SH |
| ALL | ALLSTATE CORP COM | 336 | $50K–$100K | SH |
| ADP | AUTOMATIC DATA PROCESSING INC COM | 271 | $50K–$100K | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 309 | $50K–$100K | SH |
| ABT | ABBOTT LABS COM | 536 | $50K–$100K | SH |
| BA | BOEING CO COM | 300 | $50K–$100K | SH |
| DHR | DANAHER CORPORATION COM | 284 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1K | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC COM | 221 | $50K–$100K | SH |
| SO | SOUTHERN CO COM | 722 | $50K–$100K | SH |
| CB | CHUBB LIMITED COM | 200 | $50K–$100K | SH |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| KMB | KIMBERLY-CLARK CORP COM | 600 | $50K–$100K | SH |
| BOKF | BOK FINL CORP COM NEW | 500 | $50K–$100K | SH |
| FDX | FEDEX CORP COM | 205 | $50K–$100K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 888 | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 500 | $50K–$100K | SH |