Olistico Wealth, LLC
Q1 2025 13F Holdings
- Locationtulsa, OK
- Num holdings
347
- Value ($000)
$161,753
- Date Filed04/29/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $15.08M | 9 % | 38,616 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $13.11M | 8 % | 45,902 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $12.98M | 8 % | 58,432 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $9.05M | 6 % | 16,266 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $7.94M | 5 % | 45,946 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $5.85M | 4 % | 164,029 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $5.07M | 3 % | 26,664 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $4.54M | 3 % | 41,855 | ||
CGGR CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | $3.92M | 2 % | 114,494 | ||
OKE ONEOK INC NEW COM | STOCK | 682680103 | $3.80M | 2 % | 37,537 |
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