Olistico Wealth, LLC

DOSSIER · 13F-HR · Q3 2026

Olistico Wealth, LLC

$239M in tracked AUM across 354 positions as of Q3 2026.

OW

CIK 0001962695 · last filed Sep 30, 2026

Total AUM

$239M

as of Q3 2026

Holdings

354

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Olistico Wealth, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight

01

VUG

VANGUARD MORNINGSTAR GROWTH ETF

$23M253K9.5%02

AAPL

APPLE INC COM

$20M61K8.5%03

VTI

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

$16M43K6.8%04

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

$15M116K6.1%05

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

$11M217K4.4%06

NVDA

NVIDIA CORPORATION COM

$10M45K4.3%07

VTV

VANGUARD MORNINGSTAR VALUE ETF

$9M43K3.8%08

CGGR

CAPITAL GROUP GROWTH ETF

$8M167K3.3%09

AMZN

AMAZON COM INC COM

$7M26K2.8%10

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF