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 251–300 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FPWR | FIRST TRUST EIP POWER SOLUTIONS ETF | 325 | $1K–$15K | SH |
| AN | AUTONATION INC COM | 50 | $1K–$15K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 125 | $1K–$15K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 150 | $1K–$15K | SH |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 57 | $1K–$15K | SH |
| NTB | BANK OF NT BUTTERFIELD&SON LTD SHS NEW | 200 | $1K–$15K | SH |
| BSX | BOSTON SCIENTIFIC CORP COM | 104 | $1K–$15K | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 163 | $1K–$15K | SH |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 34 | $1K–$15K | SH |
| NOW | SERVICENOW INC COM | 60 | $1K–$15K | SH |
| ECL | ECOLAB INC COM | 35 | $1K–$15K | SH |
| AZN | ASTRAZENECA PLC SPONSORED ADR | 90 | $1K–$15K | SH |
| TIP | ISHARES TIPS BOND ETF | 75 | $1K–$15K | SH |
| WAY | WAYSTAR HLDG CORP COM | 250 | $1K–$15K | SH |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | 120 | $1K–$15K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW COM | 590 | $1K–$15K | SH |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | 151 | $1K–$15K | SH |
| SOBO | SOUTH BOW CORP COM | 280 | $1K–$15K | SH |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | 620 | $1K–$15K | SH |
| BAX | BAXTER INTL INC COM | 400 | $1K–$15K | SH |
| PNR | PENTAIR PLC SHS | 72 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS COM | 80 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 75 | $1K–$15K | SH |
| IUSV | ISHARES CORE S&P US VALUE ETF | 72 | $1K–$15K | SH |
| INTC | INTEL CORP COM | 200 | $1K–$15K | SH |
| KMI | KINDER MORGAN INC DEL COM | 260 | $1K–$15K | SH |
| MET | METLIFE INC COM | 82 | $1K–$15K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 14 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 150 | $1K–$15K | SH |
| VPU | VANGUARD UTILITIES ETF | 33 | $1K–$15K | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 70 | $1K–$15K | SH |
| BHP | BHP GROUP LTD SPONSORED ADS | 100 | $1K–$15K | SH |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | 44 | $1K–$15K | SH |
| ISCV | ISHARES MORNINGSTAR SMALL CAP VALUE ETF | 75 | $1K–$15K | SH |
| WFC | WELLS FARGO CO NEW COM | 55 | $1K–$15K | SH |
| EP | EMPIRE PETE CORP COM | 2K | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 200 | $1K–$15K | SH |
| IAU | ISHARES GOLD TRUST | 57 | $1K–$15K | SH |
| BKR | BAKER HUGHES COMPANY CL A | 100 | $1K–$15K | SH |
| HPQ | HP INC COM | 200 | $1K–$15K | SH |
| ADSK | AUTODESK INC COM | 14 | $1K–$15K | SH |
| LEN | LENNAR CORP CL A | 40 | $1K–$15K | SH |
| XPO | XPO INC COM | 30 | $1K–$15K | SH |
| KGC | KINROSS GOLD CORP COM | 144 | $1K–$15K | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 29 | $1K–$15K | SH |
| EWJ | ISHARES MSCI JAPAN ETF | 43 | $1K–$15K | SH |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 80 | $1K–$15K | SH |
| SHEL | SHELL PLC SPON ADS | 45 | $1K–$15K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 22 | $1K–$15K | SH |
| CNQ | CANADIAN NAT RES LTD COM | 96 | $1K–$15K | SH |