Olistico Wealth, LLC - Portfolio overview

Olistico Wealth, LLC has 339 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD GROWTH ETF, 9.08%
2. AAPL - APPLE INC COM, 7.62%
3. VTI - VANGUARD TOTAL STOCK MARKET ETF, 6.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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