Olistico Wealth, LLC
Q2 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
366
- Value ($000)
$180,141
- Date Filed07/22/2025
- Form type13F-HR
- CIK0001962695
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $18.53M | 10 % | 42,277 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $14.64M | 8 % | 48,170 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $12.05M | 7 % | 58,718 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $11.08M | 6 % | 16,703 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $7.88M | 4 % | 44,559 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $6.92M | 4 % | 175,150 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $6.79M | 4 % | 43,000 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $5.95M | 3 % | 27,120 | ||
CGGR CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | $5.33M | 3 % | 131,219 | ||
MSFT MICROSOFT CORP COM | STOCK | 594918104 | $3.78M | 2 % | 7,605 |
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