Olistico Wealth, LLC 13F Holdings
CIK 0001962695 · TULSA, OK
As of Sep 30, 2025, Olistico Wealth, LLC reported 96 positions worth
CIK 0001962695 · TULSA, OK
As of Sep 30, 2025, Olistico Wealth, LLC reported 96 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 42,480 | $20.4M | 10.77% |
| APPLE INC | AAPL | Technology | 63,079 | 6.1M | 8.49% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 48,735 | 6.0M | 8.45% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 16,523 | 2.3M | 6.52% |
| NVIDIA CORP | NVDA | Technology | 45,163 | $8.4M | 4.45% |
| VANGUARD VALUE INDEX FUND | VTV | — | 44,079 | $8.2M | 4.34% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 180,693 | $7.6M | 4.01% |
| AMAZON.COM INC | AMZN | Equity | 27,326 | $6.0M | 3.17% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 133,459 | $5.9M | 3.10% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 133,611 | $4.0M | 2.09% |
| MICROSOFT CORP | MSFT | Technology | 7,605 | $3.9M | 2.08% |
| BROADCOM INC | AVGO | Technology | 11,389 | $3.8M | 1.99% |
| ONEOK INC | OKE | Energy | 47,088 | $3.4M | 1.82% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 28,305 | $3.4M | 1.78% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,759 | $3.2M | 1.68% |
| ALPHABET INC | GOOGL | Equity | 11,310 | $2.7M | 1.45% |
| ALLIANT ENERGY CORP | LNT | Utilities | 40,238 | $2.7M | 1.43% |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | — | 68,267 | $2.7M | 1.43% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 92,418 | $2.5M | 1.33% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 49,092 | .9M | 1.00% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 5,972 | .9M | 1.00% |
| ELI LILLY & CO | LLY | Healthcare | 2,398 | .8M | 0.97% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 5,476 | .7M | 0.89% |
| AAON INC | AAON | Basic Materials | 17,903 | .7M | 0.88% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 4,199 | .7M | 0.88% |