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 151–200 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 1K | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 119 | $50K–$100K | SH |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 576 | $50K–$100K | SH |
| CGMS | CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF | 2K | $50K–$100K | SH |
| BLK | BLACKROCK INC COM | 50 | $50K–$100K | SH |
| USB | US BANCORP DEL COM NEW | 1K | $50K–$100K | SH |
| RF | REGIONS FINANCIAL CORP NEW COM | 2K | $50K–$100K | SH |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2K | $50K–$100K | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 330 | $50K–$100K | SH |
| BKLN | INVESCO SENIOR LOAN ETF | 2K | $50K–$100K | SH |
| BWA | BORGWARNER INC COM | 1K | $15K–$50K | SH |
| APD | AIR PRODS & CHEMS INC COM | 200 | $15K–$50K | SH |
| DIS | DISNEY WALT CO COM | 421 | $15K–$50K | SH |
| MO | ALTRIA GROUP INC COM | 816 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP COM | 550 | $15K–$50K | SH |
| NVO | NOVO-NORDISK A S ADR | 901 | $15K–$50K | SH |
| TEL | TE CONNECTIVITY PLC ORD SHS | 200 | $15K–$50K | SH |
| ILCB | ISHARES MORNINGSTAR U.S. EQUITY ETF | 480 | $15K–$50K | SH |
| SMH | VANECK SEMICONDUCTOR ETF | 121 | $15K–$50K | SH |
| CTVA | CORTEVA INC COM | 648 | $15K–$50K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 768 | $15K–$50K | SH |
| NTRS | NORTHERN TR CORP COM | 300 | $15K–$50K | SH |
| CNP | CENTERPOINT ENERGY INC COM | 1K | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC COM SHS | 305 | $15K–$50K | SH |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | 2K | $15K–$50K | SH |
| WEC | WEC ENERGY GROUP INC COM | 372 | $15K–$50K | SH |
| CMI | CUMMINS INC COM | 76 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 326 | $15K–$50K | SH |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 372 | $15K–$50K | SH |
| IOO | ISHARES GLOBAL 100 ETF | 276 | $15K–$50K | SH |
| FTNT | FORTINET INC COM | 429 | $15K–$50K | SH |
| AI | C3 AI INC CL A | 3K | $15K–$50K | SH |
| EOG | EOG RES INC COM | 314 | $15K–$50K | SH |
| AMGN | AMGEN INC COM | 100 | $15K–$50K | SH |
| DD | DUPONT DE NEMOURS INC COM | 784 | $15K–$50K | SH |
| FE | FIRSTENERGY CORP COM | 700 | $15K–$50K | SH |
| CAI | CARIS LIFE SCIENCES INC COM | 1K | $15K–$50K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 841 | $15K–$50K | SH |
| COF | CAPITAL ONE FINL CORP COM | 124 | $15K–$50K | SH |
| FFIN | FIRST FINL BANKSHARES INC COM | 989 | $15K–$50K | SH |
| SCHP | SCHWAB US TIPS ETF | 1K | $15K–$50K | SH |
| SBR | SABINE RTY TR UNIT BEN INT | 427 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 50 | $15K–$50K | SH |
| CMCSA | COMCAST CORP NEW CL A | 961 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 50 | $15K–$50K | SH |
| WPC | WP CAREY INC COM | 435 | $15K–$50K | SH |
| MS | MORGAN STANLEY COM NEW | 154 | $15K–$50K | SH |
| TRGP | TARGA RES CORP COM | 146 | $15K–$50K | SH |
| F | FORD MTR CO COM | 2K | $15K–$50K | SH |
| IMCB | ISHARES MORNINGSTAR MID-CAP ETF | 300 | $15K–$50K | SH |