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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, CGDV, and represent 32.93% of Olistico Wealth's stock portfolio.
Added to shares of these 10 stocks: MGV, DFAI, DFAS, CGDV, CGGR, WMT, PG, PFE, DFAT, KO.
Started 18 new stock positions in SOLS, QQQM, Q, ASTS, LUV, TTE, ULTA, MGV, CLX, CRWV. Corning, SYY, Williams Company, PYPL, CLS, VSNT, STT, MICC.
Reduced shares in these 10 stocks: VTI, VGT, VTV, SPY, VIS, SCHD, AAPL, NVDA, EPD, VCR.
Sold out of its positions in FAX, AWF, AstraZeneca, BTI, DLX, XOVR, RSP, EWJ, KHC, LEN. MRP, OBE, OXY, SNDL, UAL, VPU, Put 100 Williams Co Inc. Exp 11-21-25, APTV.
Olistico Wealth was a net buyer of stock by $4.6M.
Olistico Wealth has $203M in assets under management (AUM), dropping by -0.98%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	9.1	$18M		42k	436.79	View chart
Apple Stock (AAPL)	7.6	$16M		61k	253.79	View chart
Vanguard Total Stock Market Etf Etf (VTI)	6.8	$14M	-11%	43k	320.81	View chart
Vanguard Information Technology Etf Etf (VGT)	5.1	$10M	-12%	15k	697.72	View chart
Capital Group Dividend Value Etf Etf (CGDV)	4.4	$8.9M	+9%	209k	42.54	View chart
Vanguard Value Etf Etf (VTV)	4.1	$8.4M	-6%	43k	196.20	View chart
Nvidia Corporation Stock (NVDA)	3.8	$7.8M	-3%	45k	174.40	View chart
Capital Group Growth Etf Etf (CGGR)	3.2	$6.5M	+12%	161k	40.19	View chart
Amazon Stock (AMZN)	2.7	$5.5M	-3%	27k	208.27	View chart
Oneok Stock (OKE)	2.1	$4.2M	+2%	47k	90.39	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.7	$3.5M		119k	29.49	View chart
Broadcom Stock (AVGO)	1.7	$3.5M	-3%	11k	309.51	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.7	$3.5M	-7%	113k	30.68	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.6	$3.2M		11k	287.56	View chart
Microsoft Corp Stock (MSFT)	1.6	$3.2M	+10%	8.5k	370.17	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	1.4	$2.9M	NEW	20k	144.95	View chart
Alliant Energy Corp Stock (LNT)	1.4	$2.9M		40k	71.76	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	1.4	$2.8M	+45%	39k	71.13	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	1.4	$2.7M	+95%	70k	38.96	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.3	$2.6M		68k	38.42	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.3	$2.6M	-16%	3.9k	650.42	View chart
Eli Lilly & Co Stock (LLY)	1.1	$2.2M		2.4k	919.85	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.9	$1.9M		49k	38.86	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.9	$1.9M	+21%	30k	62.45	View chart
Costco Wholesale Corporation Stock (COST)	0.9	$1.8M	+2%	1.8k	996.25	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$1.8M	+3%	6.1k	294.16	View chart
American Express Stock (AXP)	0.8	$1.7M	+16%	5.6k	302.45	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.8	$1.6M	-3%	13k	124.31	View chart
Exxon Mobil Corp Stock (XOM)	0.8	$1.6M	+20%	9.5k	169.67	View chart
Vanguard Large-cap Etf Etf (VV)	0.8	$1.6M		5.3k	298.85	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$1.6M		35k	45.12	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	0.7	$1.5M		18k	82.75	View chart
Walmart Stock (WMT)	0.7	$1.5M	+48%	12k	124.28	View chart
Mcdonalds Corp Stock (MCD)	0.7	$1.5M	+4%	4.7k	310.78	View chart
Caterpillar Stock (CAT)	0.7	$1.4M		1.9k	708.46	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.6	$1.3M	+22%	9.0k	146.28	View chart
Goldman Sachs Group Stock (GS)	0.6	$1.3M	+3%	1.6k	846.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$1.3M	-4%	4.5k	286.83	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.6	$1.2M	-14%	3.5k	359.06	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$1.2M		2.1k	597.48	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.6	$1.2M		7.5k	161.73	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$1.2M	-2%	2.1k	572.13	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$1.1M	+30%	2.3k	479.20	View chart
International Business Machs Stock (IBM)	0.5	$1.1M	+10%	4.6k	242.39	View chart
Coca Cola Stock (KO)	0.5	$1.1M	+40%	15k	76.05	View chart
Caseys Gen Stores Stock (CASY)	0.5	$1.1M	-4%	1.5k	728.02	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.5	$1.1M		56k	19.30	View chart
Enterprise Prods Partners Stock (EPD)	0.5	$1.0M	-18%	27k	37.84	View chart
Chevron Corporation Stock (CVX)	0.5	$953k	+16%	4.6k	206.91	View chart
Visa Inc Com Cl A Stock (V)	0.5	$939k	-8%	3.1k	302.25	View chart
Rtx Corporation Stock (RTX)	0.5	$935k		4.8k	192.88	View chart
Vanguard Health Care Etf Etf (VHT)	0.4	$911k	-2%	3.3k	272.31	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$815k	+2%	1.3k	604.39	View chart
Procter & Gamble Stock (PG)	0.4	$805k	+86%	5.6k	144.44	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$757k		23k	33.37	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.4	$713k	+23%	4.3k	164.13	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	0.3	$672k	-12%	5.2k	128.13	View chart
Netflix Stock (NFLX)	0.3	$643k	+32%	6.7k	96.15	View chart
Tjx Cos Stock (TJX)	0.3	$639k	+8%	4.0k	159.70	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.3	$616k	-3%	8.2k	75.19	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$595k		1.3k	463.03	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$572k		4.1k	138.31	View chart
Advanced Micro Devices Stock (AMD)	0.3	$559k		2.7k	203.43	View chart
Texas Instrs Stock (TXN)	0.3	$509k	+25%	2.6k	194.14	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.2	$500k		6.8k	73.14	View chart
Linde Stock (LIN)	0.2	$496k	+49%	1.0k	495.76	View chart
Johnson & Johnson Stock (JNJ)	0.2	$476k		1.9k	244.44	View chart
Vanguard Industrials Etf Etf (VIS)	0.2	$460k	-42%	1.5k	312.13	View chart
Vanguard Extended Market Etf Etf (VXF)	0.2	$448k	-2%	2.2k	205.79	View chart
Merck & Co Stock (MRK)	0.2	$434k		3.6k	120.30	View chart
Helmerich & Payne Stock (HP)	0.2	$396k	-8%	11k	36.03	View chart
Home Depot Stock (HD)	0.2	$388k		1.2k	328.79	View chart
Williams Cos Stock (WMB)	0.2	$373k	+65%	5.1k	72.78	View chart
Pfizer Stock (PFE)	0.2	$366k	+2272%	13k	28.08	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.2	$358k		2.4k	148.10	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.2	$354k		3.2k	108.96	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$348k		1.2k	287.18	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$339k	+4%	1.3k	261.96	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$320k		3.5k	90.54	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$299k		517.00	577.37	View chart
Unitedhealth Group Stock (UNH)	0.1	$297k	+80%	1.1k	270.59	View chart
Tesla Stock (TSLA)	0.1	$293k	+1976%	789.00	371.75	View chart
Citigroup Stock (C)	0.1	$293k	-5%	2.6k	113.41	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$284k		1.9k	151.41	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$276k	-10%	2.8k	97.91	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$260k	-4%	2.6k	100.18	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$258k		785.00	328.85	View chart
Corning Stock (GLW)	0.1	$249k	-14%	1.8k	135.97	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$245k		3.5k	70.90	View chart
Schwab Charles Corp Stock (SCHW)	0.1	$244k		2.6k	93.98	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.1	$241k	-17%	1.1k	224.59	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$234k		1.3k	179.84	View chart
Cisco Sys Stock (CSCO)	0.1	$233k		3.0k	77.59	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.1	$228k		1.7k	132.90	View chart
Nextera Energy Stock (NEE)	0.1	$218k		2.3k	92.88	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$211k		496.00	426.28	View chart
Abbvie Stock (ABBV)	0.1	$209k	+15%	959.00	217.56	View chart
Coterra Energy Stock (CTRA)	0.1	$202k		5.8k	35.14	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$200k		400.00	499.66	View chart
Prosperity Bancshares Stock (PB)	0.1	$193k		2.9k	67.18	View chart
Oracle Corp Stock (ORCL)	0.1	$181k	-3%	1.2k	147.11	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.1	$180k	+10%	2.3k	77.38	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$176k	+16%	7.9k	22.34	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$166k		1.7k	97.23	View chart
Applied Matls Stock (AMAT)	0.1	$164k		480.00	341.79	View chart
Pepsico Stock (PEP)	0.1	$161k		1.0k	155.34	View chart
At&t Stock (T)	0.1	$159k	+40%	5.5k	28.99	View chart
Vanguard Energy Etf Etf (VDE)	0.1	$155k	-4%	898.00	173.09	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$154k	+23%	2.0k	77.11	View chart
Ge Aerospace Stock (GE)	0.1	$150k		530.00	283.77	View chart
Union Pac Corp Stock (UNP)	0.1	$148k	+30%	611.00	242.69	View chart
Ge Vernova Stock (GEV)	0.1	$148k	+10%	169.00	872.90	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$139k	-11%	2.8k	49.61	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$137k	-4%	691.00	198.34	View chart
Honeywell Intl Stock (HON)	0.1	$129k		571.00	226.12	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$126k		4.9k	25.64	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$122k		475.00	257.35	View chart
Snowflake Stock (SNOW)	0.1	$119k	+2%	786.00	150.82	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$114k		1.1k	108.99	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$109k		1.7k	64.08	View chart
Principal Financial Group Stock (PFG)	0.1	$105k		1.2k	90.09	View chart
American Elec Pwr Stock (AEP)	0.1	$105k	-32%	802.00	131.08	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$105k		423.00	248.00	View chart
Delta Air Lines Stock (DAL)	0.1	$105k		1.6k	66.48	View chart
Clorox Co Del Stock (CLX)	0.0	$101k	NEW	975.00	103.63	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$99k		1.0k	97.13	View chart
Kla Corp Stock (KLAC)	0.0	$97k		66.00	1466.12	View chart
Bank Montreal Medium Stock (BMO)	0.0	$95k		700.00	135.34	View chart
Williams Company Option	0.0	$93k	NEW	300.00	309.51	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$91k	+7%	268.00	337.99	View chart
Eaton Vance Tax-managed Buy- Cef (ETV)	0.0	$88k		6.4k	13.67	View chart
Tc Energy Corp Stock (TRP)	0.0	$87k		1.4k	62.43	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$85k	+7%	1.4k	61.26	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$84k	+17%	2.3k	36.84	View chart
Corning Option Put Option	0.0	$82k	NEW	600.00	135.97	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$79k		430.00	184.28	View chart
Philip Morris Intl Stock (PM)	0.0	$76k	-17%	460.00	165.29	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.0	$74k		504.00	145.74	View chart
Fedex Corp Stock (FDX)	0.0	$73k		205.00	356.18	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$73k		1.2k	60.65	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$71k		1.0k	70.51	View chart
Southern Stock (SO)	0.0	$70k		722.00	96.52	View chart
Allstate Corp Stock (ALL)	0.0	$70k		336.00	207.34	View chart
Bank America Corp Stock (BAC)	0.0	$68k		1.4k	48.73	View chart
Chubb Ltd Switz Stock (CB)	0.0	$65k		200.00	325.93	View chart
Bok Finl Corp Stock (BOKF)	0.0	$64k		500.00	128.06	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.0	$61k	+13%	2.2k	27.23	View chart
Borgwarner Stock (BWA)	0.0	$60k		1.1k	54.27	View chart
Boeing Stock (BA)	0.0	$60k		300.00	199.03	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$59k		500.00	118.63	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$58k	+18%	2.8k	20.41	View chart
Air Products And Chemicals Stock (APD)	0.0	$58k		200.00	290.49	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$58k		600.00	96.47	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$56k		1.1k	49.37	View chart
Abbott Laboratories Stock (ABT)	0.0	$55k		536.00	102.67	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$54k		576.00	93.93	View chart
Blackrock Stock (BLK)	0.0	$54k	+12%	56.00	961.71	View chart
Danaher Corp Del Stock (DHR)	0.0	$54k		284.00	189.60	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$53k		1.6k	33.97	View chart
Us Bancorp Stock (USB)	0.0	$52k		1.0k	52.01	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$52k	+10%	132.00	390.41	View chart
Unilever Adr (UL)	0.0	$51k		888.00	56.97	View chart
Corteva Stock (CTVA)	0.0	$50k	-8%	595.00	83.71	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.0	$48k		330.00	146.54	View chart
Starbucks Corp Stock (SBUX)	0.0	$47k	-5%	520.00	89.59	View chart
Centerpoint Energy Stock (CNP)	0.0	$46k		1.1k	43.17	View chart
Automatic Data Processing Stock (ADP)	0.0	$45k	-18%	221.00	203.50	View chart
Eog Res Stock (EOG)	0.0	$44k	-2%	306.00	144.47	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$44k		2.4k	18.29	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$44k	-33%	205.00	214.62	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$43k		480.00	89.86	View chart
Northern Tr Corp Stock (NTRS)	0.0	$42k		300.00	139.57	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$42k		200.00	209.02	View chart
Cummins Stock (CMI)	0.0	$41k		76.00	541.32	View chart
Disney Walt Stock (DIS)	0.0	$41k		421.00	96.38	View chart
Micron Technology Stock (MU)	0.0	$40k	-46%	118.00	337.84	View chart
Devon Energy Corp Stock (DVN)	0.0	$38k	-10%	752.00	50.31	View chart
Arista Networks Stock (ANET)	0.0	$37k		305.00	122.78	View chart
Targa Res Corp Stock (TRGP)	0.0	$37k		146.00	250.73	View chart
Altria Group Stock (MO)	0.0	$36k	-33%	541.00	65.99	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$36k		372.00	95.72	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$36k	-19%	616.00	57.64	View chart
Firstenergy Corp Stock (FE)	0.0	$36k		700.00	50.66	View chart
Amgen Stock (AMGN)	0.0	$35k		100.00	351.85	View chart
Fortinet Stock (FTNT)	0.0	$35k		429.00	81.72	View chart
Regions Financial Corp Stock (RF)	0.0	$35k	-31%	1.3k	26.12	View chart
Duke Energy Corp Stock (DUK)	0.0	$34k	-20%	260.00	131.15	View chart
Dupont De Nemours Stock (DD)	0.0	$33k	-6%	730.00	45.80	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$33k		276.00	120.97	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.0	$32k		427.00	75.34	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$30k		1.1k	26.61	View chart
First Finl Bankshares Stock (FFIN)	0.0	$29k		989.00	29.45	View chart
Wec Energy Group Stock (WEC)	0.0	$28k	-34%	245.00	115.77	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$28k		964.00	28.70	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$27k		57.00	474.56	View chart
Intuitive Surgical Stock (ISRG)	0.0	$27k	+16%	58.00	460.98	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$26k		200.00	130.95	View chart
Caris Life Sciences Stock (CAI)	0.0	$25k	+23%	1.4k	17.88	View chart
Morgan Stanley Stock (MS)	0.0	$25k		154.00	164.57	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$25k		300.00	83.43	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$25k		50.00	491.54	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$24k		484.00	49.97	View chart
Ford Mtr Stock (F)	0.0	$23k		2.0k	11.54	View chart
Oge Energy Corp Stock (OGE)	0.0	$23k	-13%	480.00	47.96	View chart
American Tower Corp Reit (AMT)	0.0	$23k		133.00	172.58	View chart
Capital One Finl Corp Stock (COF)	0.0	$23k		124.00	182.43	View chart
Carrier Global Corporation Stock (CARR)	0.0	$23k		400.00	56.31	View chart
Phillips 66 Stock (PSX)	0.0	$22k		119.00	182.29	View chart
Constellation Energy Corp Stock (CEG)	0.0	$22k	+30%	77.00	279.25	View chart
Yum Brands Stock (YUM)	0.0	$22k		138.00	155.48	View chart
Genuine Parts Stock (GPC)	0.0	$21k		201.00	105.95	View chart
Metlife Stock (MET)	0.0	$21k	+265%	300.00	70.72	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$21k		2.5k	8.42	View chart
Fifth Third Bancorp Stock (FITB)	0.0	$21k		453.00	46.46	View chart
Cvs Health Corp Stock (CVS)	0.0	$21k		290.00	71.82	View chart
Totalenergies Se Act Stock (TTE)	0.0	$20k	NEW	218.00	93.22	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$20k	-18%	406.00	49.79	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$20k		211.00	93.74	View chart
Qnity Electronics Stock (Q)	0.0	$20k	NEW	171.00	115.38	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$20k		100.00	196.86	View chart
Halliburton Stock (HAL)	0.0	$20k		500.00	38.99	View chart
Lam Research Corp Stock (LRCX)	0.0	$19k		90.00	213.66	View chart
Dow Hldgs Stock (DOW)	0.0	$18k	-49%	442.00	41.65	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$18k		225.00	79.09	View chart
One Gas Stock (OGS)	0.0	$17k		200.00	86.13	View chart
Western Asset Invt Grade Oppor Cef (IGI)	0.0	$17k	-27%	1.1k	16.09	View chart
Ingersoll Rand Stock (IR)	0.0	$16k		201.00	80.12	View chart
Salesforce Stock (CRM)	0.0	$16k	-91%	86.00	186.67	View chart
Wp Carey Reit (WPC)	0.0	$16k	-45%	235.00	67.96	View chart
Medtronic Stock (MDT)	0.0	$16k		180.00	86.65	View chart
Trane Technologies Stock (TT)	0.0	$15k		37.00	416.73	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$15k		200.00	77.08	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.0	$15k		1.0k	14.24	View chart
Phinia Stock (PHIN)	0.0	$15k		212.00	68.44	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$14k		120.00	118.62	View chart
Truist Finl Corp Stock (TFC)	0.0	$14k		300.00	45.97	View chart
Intercontinental Exchange Stock (ICE)	0.0	$14k		86.00	157.28	View chart
Lululemon Athletica Stock (LULU)	0.0	$14k	-10%	88.00	153.10	View chart
Ulta Beauty Stock (ULTA)	0.0	$13k	NEW	25.00	522.72	View chart
Apollo Global Mgmt Stock (APO)	0.0	$13k		115.00	111.42	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$13k		502.00	25.11	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$12k		20.00	616.75	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$12k		252.00	48.26	View chart
First Trust Eip Power Solutions Etf Etf (FPWR)	0.0	$12k		325.00	37.35	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$12k	-74%	31.00	383.39	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$11k		408.00	27.46	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.0	$11k		155.00	70.14	View chart
Bank Of N T Butterfield & Son Stock (NTB)	0.0	$11k		200.00	52.48	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$11k		150.00	69.75	View chart
State Street Spdr Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$10k		57.00	178.11	View chart
Conocophillips Stock (COP)	0.0	$9.8k	-6%	75.00	131.23	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$9.8k	-50%	25.00	391.76	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$9.8k	+60%	160.00	61.05	View chart
Autonation Stock (AN)	0.0	$9.8k		50.00	195.26	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.0	$9.7k		163.00	59.55	View chart
Sysco Corp Stock (SYY)	0.0	$9.5k	NEW	133.00	71.33	View chart
Ecolab Stock (ECL)	0.0	$9.3k		35.00	266.03	View chart
South Bow Corp Stock (SOBO)	0.0	$9.3k		280.00	33.17	View chart
Super Micro Computer Stock (SMCI)	0.0	$9.1k		400.00	22.77	View chart
The Campbells Company Stock (CPB)	0.0	$8.9k		400.00	22.27	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$8.9k		125.00	71.18	View chart
Kayne Anderson Energy Infrstr Cef (KYN)	0.0	$8.9k		620.00	14.28	View chart
Bitwise Bitcoin Etf Trust Etf (BITB)	0.0	$8.8k		240.00	36.81	View chart
Intel Corp Stock (INTC)	0.0	$8.8k		200.00	44.13	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$8.7k		260.00	33.53	View chart
Ishares U.s. Consumer Staples Etf Etf (IYK)	0.0	$8.4k		120.00	70.03	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$8.3k		75.00	110.36	View chart
Southwest Airls Stock (LUV)	0.0	$7.9k	NEW	210.00	37.57	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$7.7k		151.00	51.23	View chart
Verizon Communications Stock (VZ)	0.0	$7.5k		150.00	50.20	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$7.4k		75.00	98.39	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$7.4k		72.00	102.25	View chart
Bhp Billiton Adr (BHP)	0.0	$7.3k		100.00	72.74	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$6.7k	-20%	27.00	249.78	View chart
Baxter Intl Stock (BAX)	0.0	$6.7k		400.00	16.80	View chart
Kyndryl Hldgs Stock (KD)	0.0	$6.7k		511.00	13.12	View chart
Boston Scientific Corp Stock (BSX)	0.0	$6.5k		104.00	62.75	View chart
State Str Corp Stock (STT)	0.0	$6.4k	NEW	50.00	127.74	View chart
Servicenow Stock (NOW)	0.0	$6.3k		60.00	104.55	View chart
Pentair Stock (PNR)	0.0	$6.3k		72.00	87.11	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$6.1k		70.00	86.69	View chart
Waystar Hldg Corp Stock (WAY)	0.0	$6.0k		250.00	24.11	View chart
Xpo Stock (XPO)	0.0	$5.8k		30.00	194.57	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$5.7k		14.00	407.71	View chart
Xcel Energy Stock (XEL)	0.0	$5.6k	-72%	71.00	79.44	View chart
Vanguard Materials Etf Etf (VAW)	0.0	$5.6k	-65%	25.00	225.36	View chart
Celestica Stock (CLS)	0.0	$5.6k	NEW	20.00	281.20	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.0	$5.2k		75.00	69.51	View chart
Ishares Gold Trust Etf (IAU)	0.0	$5.0k		57.00	88.16	View chart
Cleveland-cliffs Stock (CLF)	0.0	$5.0k		590.00	8.45	View chart
Empire Pete Corp Stock	0.0	$4.9k		1.7k	2.96	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$4.8k		44.00	109.68	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$4.8k		200.00	23.81	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$4.7k	-55%	39.00	120.82	View chart
Canadian Nat Res Ltd Med Term Stock (CNQ)	0.0	$4.7k		96.00	48.73	View chart
Kinross Gold Corp Stock (KGC)	0.0	$4.4k		144.00	30.52	View chart
Wells Fargo & Co Stock (WFC)	0.0	$4.4k		55.00	79.62	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$4.2k		45.00	92.51	View chart
HP Stock (HPQ)	0.0	$3.8k		200.00	19.21	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$3.8k	NEW	16.00	237.62	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.0	$3.7k		80.00	45.89	View chart
CKX LDS Stock (CKX)	0.0	$3.5k		339.00	10.35	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.4k		43.00	78.44	View chart
Evergy Stock (EVRG)	0.0	$3.4k		41.00	81.93	View chart
Autodesk Stock (ADSK)	0.0	$3.4k		14.00	239.43	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$3.2k		29.00	111.83	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.1k		33.00	94.94	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$3.1k		22.00	142.41	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$3.1k	NEW	40.00	77.47	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$3.0k		57.00	52.56	View chart
Generac Hldgs Stock (GNRC)	0.0	$2.9k		15.00	195.33	View chart
Magnum Ice Cream Co Nv Ord Stock (MICC)	0.0	$2.9k	NEW	200.00	14.64	View chart
Ast Spacemobile Inc Com Cl A Stock (ASTS)	0.0	$2.9k	NEW	35.00	82.86	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$2.9k		35.00	81.97	View chart
Expand Energy Corporation Stock (EXE)	0.0	$2.6k		24.00	109.79	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$2.5k		30.00	83.57	View chart
Invesco Floating Rate Municipal Income Etf Etf (PVI)	0.0	$2.5k		100.00	24.87	View chart
Dover Corp Stock (DOV)	0.0	$2.1k		10.00	208.50	View chart
Td Synnex Corporation Stock (SNX)	0.0	$2.0k		12.00	168.75	View chart
Vanguard Russell 3000 Etf Etf (VTHR)	0.0	$1.7k		6.00	287.50	View chart
Evolus Stock (EOLS)	0.0	$1.6k		400.00	4.11	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$1.6k		27.00	58.56	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.0	$1.5k		27.00	55.37	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$1.4k		45.00	32.00	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$1.4k		6.00	229.83	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$1.1k	NEW	30.00	37.03	View chart
Mercer Intl Stock (MERC)	0.0	$1.1k		755.00	1.42	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.0	$995.000300		41.00	24.27	View chart
Woodside Energy Group Adr (WDS)	0.0	$860.000400		36.00	23.89	View chart
Pilgrims Pride Corp Stock (PPC)	0.0	$716.999200		19.00	37.74	View chart
Ferrari N V Stock (RACE)	0.0	$666.000000		2.00	333.00	View chart
Charter Communications Inc Cl A Stock (CHTR)	0.0	$648.000000		3.00	216.00	View chart
Pinterest Inc Cl A Stock (PINS)	0.0	$642.001500		35.00	18.34	View chart
Novo-nordisk A S Adr (NVO)	0.0	$588.000000	-98%	16.00	36.75	View chart
Brighthouse Finl Stock (BHF)	0.0	$418.999700		7.00	59.86	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$381.000000	NEW	5.00	76.20	View chart
Concentrix Corp Stock (CNXC)	0.0	$327.999600		12.00	27.33	View chart
Viatris Stock (VTRS)	0.0	$324.000000	-63%	24.00	13.50	View chart
Paypal Hldgs Stock (PYPL)	0.0	$318.000200	NEW	7.00	45.43	View chart
Fiserv Stock (FI)	0.0	$279.000000	-85%	5.00	55.80	View chart
Gildan Activewear Stock (GIL)	0.0	$278.000000		5.00	55.60	View chart

Past Filings by Olistico Wealth

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

Olistico Wealth 2026 Q1 filed April 9, 2026
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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