Olistico Wealth, LLC

DOSSIER · 13F-HR · Q2 2026

Olistico Wealth, LLC

$234M in tracked AUM across 334 positions as of Q2 2026.

OW

CIK 0001962695 · last filed Jun 30, 2026

Total AUM

$234M

as of Q2 2026

Holdings

334

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Olistico Wealth, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

VUG

VANGUARD GROWTH ETF

$22M1.3M9.3%02

AAPL

APPLE INC COM

$18M61K7.5%03

VTI

VANGUARD TOTAL STOCK MARKET ETF

$16M826K6.9%04

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

$14M569K6.0%05

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

$11M215K4.5%06

VTV

VANGUARD VALUE ETF

$9M211K4.0%07

NVDA

NVIDIA CORPORATION COM

$9M45K3.8%08

CGGR

CAPITAL GROUP GROWTH ETF

$8M164K3.3%09

AMZN

AMAZON COM INC COM

$6M26K2.7%10

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF