Olistico Wealth, LLC

Q3 2025 13F Holdings

  • Location
    tulsa, OK
  • Num holdings

    96

  • Value ($000)

    $189,228

  • Date Filed
    10/24/2025
  • Form type
    13F-HR
  • CIK
    0001962695
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VUG

VANGUARD GROWTH ETF

ETF
922908736
$20.37M
11 %

42,480

A
AAPL

APPLE INC COM

STOCK
037833100
$16.06M
9 %

63,079

V
VTI

VANGUARD TOTAL STOCK MARKET ETF

ETF
922908769
$15.99M
9 %

48,735

---

VANGUARD INFORMATION TECHNOLOGY ETF

ETF
92204A702
$12.34M
7 %

16,523

N
NVDA

NVIDIA CORPORATION COM

STOCK
67066G104
$8.43M
5 %

45,163

V
VTV

VANGUARD VALUE ETF

ETF
922908744
$8.22M
4 %

44,079

C
CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

ETF
14020W106
$7.59M
4 %

180,693

A
AMZN

AMAZON COM INC COM

STOCK
023135106
$6.00M
3 %

27,326

C
CGGR

CAPITAL GROUP GROWTH ETF

ETF
14020G101
$5.86M
3 %

133,459

C
CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

ETF
14019W109
$3.96M
2 %

133,611

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