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Olistico Wealth

Latest statistics and disclosures from Olistico Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, AAPL, VTI, VGT, VTV, and represent 36.74% of Olistico Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAI, SCHD, DFAS, DFAT, NFLX, CGGR, CGDV, VTV, VGT, NVDA.
Started 245 new stock positions in DIS, NTB, BA, GEV, WPC, ISCV, VOE, SCHX, MU, DOV.
Reduced shares in these 10 stocks: IJR, CGXU, IWP, VDE, AAPL, TSLA, VZ, CRM, ACN, VDC.
Olistico Wealth was a net buyer of stock by $11M.
Olistico Wealth has $205M in assets under management (AUM), dropping by 8.33%.
Central Index Key (CIK): 0001962695

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Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 341 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	10.1	$21M		43k	487.86	View chart
Apple Stock (AAPL)	8.2	$17M		62k	271.86	View chart
Vanguard Total Stock Market Etf Etf (VTI)	7.9	$16M		48k	335.27	View chart
Vanguard Information Technology Etf Etf (VGT)	6.2	$13M		17k	753.78	View chart
Vanguard Value Etf Etf (VTV)	4.3	$8.7M	+3%	46k	190.99	View chart
Nvidia Corporation Stock (NVDA)	4.2	$8.7M	+2%	46k	186.50	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.1	$8.3M	+5%	190k	43.64	View chart
Capital Group Growth Etf Etf (CGGR)	3.1	$6.4M	+7%	143k	44.47	View chart
Amazon Stock (AMZN)	3.1	$6.3M		27k	230.82	View chart
Broadcom Stock (AVGO)	2.0	$4.0M	+2%	12k	346.10	View chart
Microsoft Corp Stock (MSFT)	1.8	$3.7M		7.7k	483.61	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.7	$3.5M		11k	312.99	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.7	$3.5M	-11%	119k	29.55	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.6	$3.4M	+32%	123k	27.43	View chart
Oneok Stock (OKE)	1.6	$3.4M	-3%	46k	73.50	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$3.2M		4.7k	681.97	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.3	$2.7M		68k	40.23	View chart
Alliant Energy Corp Stock (LNT)	1.3	$2.6M		40k	65.01	View chart
Eli Lilly & Co Stock (LLY)	1.3	$2.6M		2.4k	1074.77	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$1.9M		49k	39.59	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$1.9M		5.9k	322.22	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.9	$1.9M	+60%	27k	69.67	View chart
American Express Stock (AXP)	0.9	$1.8M	+9%	4.8k	369.96	View chart
Vanguard Large-cap Etf Etf (VV)	0.8	$1.7M		5.4k	314.81	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$1.6M	-51%	14k	120.18	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$1.6M		35k	46.80	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.8	$1.6M	-3%	4.1k	393.91	View chart
Costco Whsl Corp Stock (COST)	0.7	$1.5M		1.8k	862.18	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.7	$1.5M		4.7k	313.77	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.7	$1.5M	+85%	25k	59.54	View chart
Meta Platforms Inc Cl A Stock (META)	0.7	$1.4M		2.1k	660.09	View chart
Mcdonalds Corp Stock (MCD)	0.7	$1.4M		4.5k	305.62	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.7	$1.4M	NEW	36k	38.11	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	0.7	$1.4M		18k	76.25	View chart
Goldman Sachs Group Stock (GS)	0.6	$1.3M		1.5k	879.11	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$1.3M	+6%	7.3k	177.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$1.3M		2.0k	627.28	View chart
International Business Machs Stock (IBM)	0.6	$1.2M		4.2k	296.21	View chart
Visa Inc Com Cl A Stock (V)	0.6	$1.2M		3.4k	350.71	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.6	$1.2M		7.4k	155.12	View chart
Caterpillar Stock (CAT)	0.5	$1.1M		1.9k	572.87	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$1.1M		34k	32.06	View chart
Vanguard Health Care Etf Etf (VHT)	0.5	$983k		3.4k	287.86	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$947k	+11%	7.9k	120.34	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.5	$928k	-2%	56k	16.49	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.4	$892k		1.8k	502.65	View chart
Rtx Corporation Stock (RTX)	0.4	$889k		4.8k	183.38	View chart
Walmart Stock (WMT)	0.4	$887k		8.0k	111.41	View chart
Caseys Gen Stores Stock (CASY)	0.4	$878k		1.6k	552.83	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.4	$816k	-32%	6.0k	136.95	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$786k		23k	34.65	View chart
Vanguard Industrials Etf Etf (VIS)	0.4	$764k		2.6k	298.37	View chart
Coca Cola Stock (KO)	0.4	$726k		10k	69.91	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$638k		1.3k	483.67	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$635k		8.5k	75.05	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$617k		1.3k	480.40	View chart
Chevron Corp Stock (CVX)	0.3	$603k	+18%	4.0k	152.41	View chart
Advanced Micro Devices Stock (AMD)	0.3	$584k		2.7k	214.16	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$583k		4.1k	141.05	View chart
Tjx Cos Stock (TJX)	0.3	$565k		3.7k	153.61	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.2	$488k		6.8k	71.42	View chart
Netflix Stock (NFLX)	0.2	$472k	NEW	5.0k	93.76	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$468k	-2%	2.2k	209.16	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.2	$442k	+13%	3.5k	125.88	View chart
Procter And Gamble Stock (PG)	0.2	$429k		3.0k	143.31	View chart
Johnson & Johnson Stock (JNJ)	0.2	$403k		1.9k	206.95	View chart
Home Depot Stock (HD)	0.2	$400k		1.2k	343.99	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$388k	+100%	3.2k	119.42	View chart
Merck & Co Stock (MRK)	0.2	$380k	-3%	3.6k	105.25	View chart
Texas Instrs Stock (TXN)	0.2	$363k		2.1k	173.49	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$354k	-23%	1.2k	290.22	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$347k		2.4k	143.52	View chart
Helmerich & Payne Stock (HP)	0.2	$346k		12k	28.68	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$336k		3.1k	106.70	View chart
Citigroup Stock (C)	0.2	$320k	+5%	2.7k	116.69	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$320k	-7%	1.2k	257.99	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$318k		517.00	614.51	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$316k	-18%	3.5k	89.47	View chart
Linde Stock (LIN)	0.1	$286k	-24%	670.00	426.39	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$273k	-32%	1.3k	211.24	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$269k	-5%	2.7k	99.50	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$265k		1.9k	141.14	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$259k		2.6k	99.89	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$256k		3.4k	74.16	View chart
Salesforce Stock (CRM)	0.1	$255k	-41%	961.00	264.91	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$252k		1.3k	193.63	View chart
Oracle Corp Stock (ORCL)	0.1	$249k		1.3k	194.91	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$245k	+100%	1.7k	143.97	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$237k		785.00	301.26	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$235k		496.00	472.91	View chart
Cisco Sys Stock (CSCO)	0.1	$232k		3.0k	77.03	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$228k		400.00	570.88	View chart
Unitedhealth Group Stock (UNH)	0.1	$200k		606.00	330.11	View chart
Prosperity Bancshares Stock (PB)	0.1	$199k	NEW	2.9k	69.11	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$195k	-46%	727.00	268.27	View chart
Abbvie Stock (ABBV)	0.1	$189k	NEW	827.00	228.56	View chart
Nextera Energy Stock (NEE)	0.1	$188k	NEW	2.3k	80.28	View chart
Corning Stock (GLW)	0.1	$186k	NEW	2.1k	87.56	View chart
Williams Cos Stock (WMB)	0.1	$186k	NEW	3.1k	60.10	View chart
Snowflake Stock (SNOW)	0.1	$169k	NEW	769.00	219.36	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$164k	-18%	1.7k	96.27	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.1	$164k	NEW	2.1k	77.90	View chart
Ge Aerospace Stock (GE)	0.1	$163k	NEW	530.00	308.03	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$154k	NEW	6.8k	22.64	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$152k	NEW	3.2k	48.00	View chart
Coterra Energy Stock (CTRA)	0.1	$151k	NEW	5.8k	26.32	View chart
Pepsico Stock (PEP)	0.1	$149k	NEW	1.0k	143.58	View chart
American Elec Pwr Stock (AEP)	0.1	$136k	NEW	1.2k	115.31	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$133k	NEW	475.00	279.14	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$132k	NEW	4.9k	26.91	View chart
Applied Matls Stock (AMAT)	0.1	$123k	NEW	480.00	256.99	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$122k	NEW	1.6k	75.44	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$118k	-71%	938.00	125.88	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$116k	NEW	1.1k	110.19	View chart
Honeywell Intl Stock (HON)	0.1	$111k	NEW	571.00	195.17	View chart
Delta Air Lines Inc Del Stock (DAL)	0.1	$109k	NEW	1.6k	69.40	View chart
Union Pac Corp Stock (UNP)	0.1	$109k	NEW	470.00	231.43	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$107k	NEW	1.7k	62.47	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$104k	NEW	423.00	246.16	View chart
Principal Financial Group Stock (PFG)	0.0	$102k	NEW	1.2k	88.23	View chart
Ge Vernova Stock (GEV)	0.0	$100k	NEW	153.00	653.57	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$98k	NEW	1.0k	96.03	View chart
At&t Stock (T)	0.0	$97k	NEW	3.9k	24.84	View chart
Eaton Vance Tax-managed Buy- W Cef (ETV)	0.0	$92k	NEW	6.4k	14.36	View chart
Bank Montreal Que Stock (BMO)	0.0	$91k	NEW	700.00	129.79	View chart
Philip Morris Intl Stock (PM)	0.0	$90k	NEW	560.00	160.26	View chart
Kla Corp Stock (KLAC)	0.0	$80k	NEW	66.00	1208.35	View chart
Tc Energy Corp Stock (TRP)	0.0	$77k	NEW	1.4k	55.14	View chart
Bank America Corp Stock (BAC)	0.0	$77k	NEW	1.4k	54.98	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$76k	NEW	430.00	177.37	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$76k	NEW	250.00	303.93	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$76k	NEW	1.0k	75.91	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$72k	NEW	1.9k	37.40	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$71k	NEW	504.00	141.05	View chart
Allstate Corp Stock (ALL)	0.0	$70k	NEW	336.00	208.15	View chart
Automatic Data Processing Stock (ADP)	0.0	$70k	NEW	271.00	257.56	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$68k	NEW	309.00	219.48	View chart
Abbott Labs Stock (ABT)	0.0	$67k	NEW	536.00	125.29	View chart
Boeing Stock (BA)	0.0	$65k	NEW	300.00	217.12	View chart
Danaher Corporation Stock (DHR)	0.0	$65k	NEW	284.00	228.92	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$65k	NEW	1.2k	53.94	View chart
Micron Technology Stock (MU)	0.0	$63k	NEW	221.00	285.41	View chart
Southern Stock (SO)	0.0	$63k	NEW	722.00	87.20	View chart
Chubb Stock (CB)	0.0	$62k	NEW	200.00	312.12	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$62k	NEW	1.1k	54.77	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$61k	NEW	600.00	100.89	View chart
Bok Finl Corp Stock (BOKF)	0.0	$59k	NEW	500.00	118.46	View chart
Fedex Corp Stock (FDX)	0.0	$59k	NEW	205.00	288.86	View chart
Unilever Adr (UL)	0.0	$58k	NEW	888.00	65.40	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$58k	NEW	500.00	116.09	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$58k	NEW	1.3k	44.71	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$56k	NEW	119.00	468.76	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$56k	NEW	576.00	96.28	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.0	$54k	NEW	2.0k	27.62	View chart
Blackrock Stock (BLK)	0.0	$54k	NEW	50.00	1070.34	View chart
Us Bancorp Del Stock (USB)	0.0	$53k	NEW	1.0k	53.36	View chart
Regions Financial Corp Stock (RF)	0.0	$53k	NEW	1.9k	27.10	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$51k	NEW	1.6k	32.73	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$51k	NEW	330.00	154.72	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$51k	NEW	2.4k	21.00	View chart
Borgwarner Stock (BWA)	0.0	$50k	NEW	1.1k	45.05	View chart
Air Prods & Chems Stock (APD)	0.0	$49k	NEW	200.00	247.02	View chart
Disney Walt Stock (DIS)	0.0	$48k	NEW	421.00	113.77	View chart
Altria Group Stock (MO)	0.0	$47k	NEW	816.00	57.66	View chart
Starbucks Corp Stock (SBUX)	0.0	$46k	NEW	550.00	84.21	View chart
Novo-nordisk A S Adr (NVO)	0.0	$46k	NEW	901.00	50.88	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$46k	NEW	200.00	227.51	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$45k	NEW	480.00	94.38	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$44k	NEW	121.00	360.13	View chart
Corteva Stock (CTVA)	0.0	$43k	NEW	648.00	67.03	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$41k	NEW	768.00	53.83	View chart
Northern Tr Corp Stock (NTRS)	0.0	$41k	NEW	300.00	136.59	View chart
Centerpoint Energy Stock (CNP)	0.0	$41k	NEW	1.1k	38.35	View chart
Arista Networks Stock (ANET)	0.0	$40k	NEW	305.00	131.03	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$40k	NEW	2.4k	16.43	View chart
Wec Energy Group Stock (WEC)	0.0	$39k	NEW	372.00	105.46	View chart
Cummins Stock (CMI)	0.0	$39k	NEW	76.00	511.79	View chart
Duke Energy Corp Stock (DUK)	0.0	$38k	NEW	326.00	117.36	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$36k	NEW	372.00	97.21	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$35k	NEW	276.00	126.67	View chart
Fortinet Stock (FTNT)	0.0	$34k	NEW	429.00	79.41	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$34k	NEW	2.5k	13.48	View chart
Eog Res Stock (EOG)	0.0	$33k	NEW	314.00	105.14	View chart
Amgen Stock (AMGN)	0.0	$33k	NEW	100.00	327.31	View chart
Dupont De Nemours Stock (DD)	0.0	$32k	NEW	784.00	40.20	View chart
Firstenergy Corp Stock (FE)	0.0	$31k	NEW	700.00	44.77	View chart
Caris Life Sciences Stock (CAI)	0.0	$31k	NEW	1.2k	26.98	View chart
Devon Energy Corp Stock (DVN)	0.0	$31k	NEW	841.00	36.65	View chart
Capital One Finl Corp Stock (COF)	0.0	$30k	NEW	124.00	242.36	View chart
First Finl Bankshares Stock (FFIN)	0.0	$30k	NEW	989.00	29.87	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$30k	NEW	1.1k	26.49	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.0	$29k	NEW	427.00	68.57	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$29k	NEW	50.00	579.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$29k	NEW	961.00	29.90	View chart
Intuitive Surgical Stock (ISRG)	0.0	$28k	NEW	50.00	566.36	View chart
Wp Carey Reit (WPC)	0.0	$28k	NEW	435.00	64.36	View chart
Morgan Stanley Stock (MS)	0.0	$27k	NEW	154.00	177.53	View chart
Targa Res Corp Stock (TRGP)	0.0	$27k	NEW	146.00	184.50	View chart
Ford Mtr Stock (F)	0.0	$26k	NEW	2.0k	13.12	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$25k	NEW	300.00	82.73	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$25k	NEW	497.00	49.84	View chart
Genuine Parts Stock (GPC)	0.0	$25k	NEW	201.00	123.19	View chart
Western Asset Invt Grade Oppor Cef (IGI)	0.0	$24k	NEW	1.5k	16.50	View chart
Williams Cos Option Put Option	0.0	$24k	NEW	400.00	60.11	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$24k	NEW	200.00	119.75	View chart
Oge Energy Corp Stock (OGE)	0.0	$24k	NEW	553.00	42.70	View chart
American Tower Corp Reit (AMT)	0.0	$23k	NEW	133.00	175.57	View chart
Cvs Health Corp Stock (CVS)	0.0	$23k	NEW	290.00	79.36	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$22k	NEW	484.00	45.35	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$22k	NEW	100.00	217.06	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$21k	NEW	453.00	46.81	View chart
Carrier Global Corporation Stock (CARR)	0.0	$21k	NEW	400.00	52.84	View chart
Yum Brands Stock (YUM)	0.0	$21k	NEW	138.00	151.28	View chart
Constellation Energy Corp Stock (CEG)	0.0	$21k	NEW	59.00	353.27	View chart
Dow Stock (DOW)	0.0	$21k	NEW	883.00	23.38	View chart
Lululemon Athletica Stock (LULU)	0.0	$20k	NEW	98.00	207.81	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$20k	NEW	211.00	92.30	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$19k	NEW	120.00	160.97	View chart
Xcel Energy Stock (XEL)	0.0	$19k	NEW	261.00	73.86	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$18k	NEW	225.00	80.81	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$18k	NEW	200.00	87.35	View chart
Medtronic Stock (MDT)	0.0	$17k	NEW	180.00	96.06	View chart
Tesla Stock (TSLA)	0.0	$17k	-93%	38.00	449.71	View chart
Apollo Global Mgmt Stock (APO)	0.0	$17k	NEW	115.00	144.76	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$16k	NEW	57.00	287.23	View chart
Ingersoll Rand Stock (IR)	0.0	$16k	NEW	201.00	79.22	View chart
One Gas Stock (OGS)	0.0	$16k	NEW	200.00	77.25	View chart
Lam Research Corp Stock (LRCX)	0.0	$15k	NEW	90.00	171.18	View chart
Phillips 66 Stock (PSX)	0.0	$15k	NEW	119.00	129.12	View chart
Occidental Pete Corp Stock (OXY)	0.0	$15k	NEW	370.00	41.12	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$15k	NEW	73.00	207.55	View chart
Truist Finl Corp Stock (TFC)	0.0	$15k	NEW	300.00	49.21	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.0	$15k	NEW	1.0k	14.41	View chart
Trane Technologies Stock (TT)	0.0	$14k	NEW	37.00	389.19	View chart
Halliburton Stock (HAL)	0.0	$14k	NEW	500.00	28.26	View chart
Intercontinental Exchange Stock (ICE)	0.0	$14k	NEW	86.00	161.97	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$14k	NEW	50.00	275.40	View chart
Pfizer Stock (PFE)	0.0	$14k	NEW	550.00	24.90	View chart
Kyndryl Hldgs Stock (KD)	0.0	$14k	NEW	511.00	26.56	View chart
Phinia Stock (PHIN)	0.0	$13k	NEW	212.00	62.69	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$13k	NEW	502.00	25.82	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$13k	NEW	252.00	50.52	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$12k	NEW	20.00	603.30	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$12k	NEW	408.00	28.82	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$12k	NEW	88.00	133.49	View chart
Super Micro Computer Stock (SMCI)	0.0	$12k	NEW	400.00	29.27	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.0	$12k	NEW	155.00	74.09	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$11k	NEW	240.00	47.56	View chart
The Campbells Company Stock (CPB)	0.0	$11k	NEW	400.00	27.87	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$11k	NEW	57.00	191.56	View chart
First Trust Eip Power Solutions Etf Etf (FPWR)	0.0	$11k	NEW	325.00	33.04	View chart
Autonation Stock (AN)	0.0	$10k	NEW	50.00	206.48	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$10k	NEW	125.00	82.02	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$10k	NEW	150.00	67.22	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$10k	NEW	57.00	175.56	View chart
Bank Of Nt Butterfield&son Stock (NTB)	0.0	$10k	NEW	200.00	49.82	View chart
Boston Scientific Corp Stock (BSX)	0.0	$9.9k	NEW	104.00	95.35	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$9.8k	NEW	163.00	59.93	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$9.4k	NEW	34.00	277.79	View chart
Servicenow Stock (NOW)	0.0	$9.2k	NEW	60.00	153.18	View chart
Ecolab Stock (ECL)	0.0	$9.2k	NEW	35.00	262.51	View chart
Astrazeneca Adr	0.0	$8.3k	NEW	90.00	91.93	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$8.2k	NEW	75.00	109.91	View chart
Waystar Hldg Corp Stock (WAY)	0.0	$8.2k	NEW	250.00	32.75	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$8.0k	NEW	120.00	66.92	View chart
Cleveland-cliffs Stock (CLF)	0.0	$7.8k	NEW	590.00	13.28	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$7.8k	NEW	151.00	51.77	View chart
South Bow Corp Stock (SOBO)	0.0	$7.7k	NEW	280.00	27.54	View chart
Kayne Anderson Energy Infrstr Cef (KYN)	0.0	$7.7k	NEW	620.00	12.38	View chart
Baxter Intl Stock (BAX)	0.0	$7.6k	NEW	400.00	19.11	View chart
Pentair Stock (PNR)	0.0	$7.5k	NEW	72.00	104.14	View chart
Conocophillips Stock (COP)	0.0	$7.4k	NEW	80.00	93.09	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$7.4k	NEW	75.00	99.19	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$7.4k	NEW	72.00	102.54	View chart
Intel Corp Stock (INTC)	0.0	$7.4k	NEW	200.00	36.90	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$7.1k	NEW	260.00	27.49	View chart
Metlife Stock (MET)	0.0	$6.5k	NEW	82.00	78.94	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$6.2k	NEW	14.00	444.57	View chart
Verizon Communications Stock (VZ)	0.0	$6.1k	-96%	150.00	40.73	View chart
Vanguard Utilities Etf Etf (VPU)	0.0	$6.1k	NEW	33.00	185.03	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$6.1k	NEW	70.00	87.16	View chart
Bhp Group Adr (BHP)	0.0	$6.0k	NEW	100.00	60.37	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$5.4k	NEW	44.00	121.75	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.0	$5.1k	NEW	75.00	68.51	View chart
Wells Fargo Stock (WFC)	0.0	$5.1k	NEW	55.00	93.20	View chart
Empire Pete Corp Stock	0.0	$5.0k	NEW	1.7k	3.04	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$4.8k	NEW	200.00	24.02	View chart
Ishares Gold Trust Etf (IAU)	0.0	$4.6k	NEW	57.00	81.18	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$4.6k	NEW	100.00	45.54	View chart
HP Stock (HPQ)	0.0	$4.5k	NEW	200.00	22.28	View chart
Autodesk Stock (ADSK)	0.0	$4.1k	NEW	14.00	296.00	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$4.1k	NEW	40.00	102.80	View chart
Xpo Stock (XPO)	0.0	$4.1k	NEW	30.00	135.90	View chart
Kinross Gold Corp Stock (KGC)	0.0	$4.1k	NEW	144.00	28.16	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$3.5k	NEW	29.00	120.17	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.0	$3.5k	NEW	43.00	80.74	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$3.4k	NEW	80.00	42.69	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.3k	NEW	45.00	73.11	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$3.3k	NEW	22.00	148.68	View chart
Canadian Nat Res Stock (CNQ)	0.0	$3.3k	NEW	96.00	33.85	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.2k	NEW	43.00	73.72	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.1k	NEW	33.00	95.21	View chart
British Amern Tob Adr (BTI)	0.0	$3.1k	NEW	55.00	56.62	View chart
CKX LDS Stock (CKX)	0.0	$3.1k	NEW	339.00	9.15	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$3.0k	NEW	57.00	52.88	View chart
Evergy Stock (EVRG)	0.0	$3.0k	NEW	41.00	72.49	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$2.7k	NEW	35.00	77.69	View chart
Evolus Stock (EOLS)	0.0	$2.7k	NEW	400.00	6.65	View chart
Expand Energy Corporation Stock (EXE)	0.0	$2.6k	NEW	24.00	110.38	View chart
Invesco Floating Rate Municipal Income Etf Etf (PVI)	0.0	$2.5k	NEW	100.00	24.92	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$2.5k	NEW	30.00	82.47	View chart
Fiserv Stock (FI)	0.0	$2.4k	NEW	35.00	67.17	View chart
Aptiv Stock (APTV)	0.0	$2.3k	NEW	30.00	76.10	View chart
Deluxe Corp Stock (DLX)	0.0	$2.2k	NEW	100.00	22.33	View chart
Generac Hldgs Stock (GNRC)	0.0	$2.0k	NEW	15.00	136.40	View chart
Ershares Private-public Crossover Etf Etf (XOVR)	0.0	$2.0k	NEW	100.00	20.14	View chart
Dover Corp Stock (DOV)	0.0	$2.0k	NEW	10.00	195.20	View chart
Td Synnex Corporation Stock (SNX)	0.0	$1.8k	NEW	12.00	150.25	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$1.8k	NEW	6.00	300.33	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.7k	NEW	45.00	37.00	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$1.6k	NEW	27.00	58.74	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$1.5k	NEW	27.00	55.81	View chart
Mercer Intl Stock (MERC)	0.0	$1.5k	NEW	755.00	1.98	View chart
Abrdn Asia Pacific Income Fund Cef (FAX)	0.0	$1.5k	NEW	97.00	15.34	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.3k	NEW	6.00	219.67	View chart
Kraft Heinz Stock (KHC)	0.0	$1.2k	NEW	50.00	24.26	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$999.001900	NEW	41.00	24.37	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$905.999500	NEW	35.00	25.89	View chart
Viatris Stock (VTRS)	0.0	$821.997000	NEW	66.00	12.45	View chart
Ferrari N V Stock (RACE)	0.0	$749.000000	NEW	2.00	374.50	View chart
Pilgrims Pride Corp Stock (PPC)	0.0	$741.000000	NEW	19.00	39.00	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$626.000100	NEW	3.00	208.67	View chart
Millrose Pptys Inc Com Cl A reit (MRP)	0.0	$597.000000	NEW	20.00	29.85	View chart
Woodside Energy Group Adr (WDS)	0.0	$560.998800	NEW	36.00	15.58	View chart
Concentrix Corp Stock (CNXC)	0.0	$498.999600	NEW	12.00	41.58	View chart
Brighthouse Finl Stock (BHF)	0.0	$453.999700	NEW	7.00	64.86	View chart
United Airls Hldgs Stock (UAL)	0.0	$335.000100	NEW	3.00	111.67	View chart
Gildan Activewear Stock (GIL)	0.0	$312.000000	NEW	5.00	62.40	View chart
Alliancebernstein Global High Cef (AWF)	0.0	$32.000100	NEW	3.00	10.67	View chart
SNDL Stock (SNDL)	0.0	$20.000400	NEW	12.00	1.67	View chart
Obsidian Energy Stock (OBE)	0.0	$18.000000	NEW	3.00	6.00	View chart

Past Filings by Olistico Wealth

SEC 13F filings are viewable for Olistico Wealth going back to 2022

Olistico Wealth 2025 Q4 filed Jan. 13, 2026
Olistico Wealth 2025 Q3 filed Oct. 24, 2025
Olistico Wealth 2025 Q2 filed July 22, 2025
Olistico Wealth 2025 Q1 filed April 29, 2025
Olistico Wealth 2024 Q4 filed Jan. 17, 2025
Olistico Wealth 2024 Q3 filed Oct. 8, 2024
Olistico Wealth 2024 Q2 filed July 9, 2024
Olistico Wealth 2024 Q1 filed April 25, 2024
Olistico Wealth 2023 Q4 filed Feb. 12, 2024
Olistico Wealth 2023 Q3 filed Oct. 19, 2023
Olistico Wealth 2023 Q2 filed July 25, 2023
Olistico Wealth 2023 Q1 filed May 11, 2023
Olistico Wealth 2022 Q4 filed Feb. 2, 2023

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