§ 13F · FUND PROFILE
Olistico Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $180.1T (13F)Positions · 366Turnover · — · Q4Filed · Jan 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$10.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | 43K | $20.8T | 10.1% | ±0% |
| 2 | AAPL | APPLE INC COM | 62K | $16.9T | 8.2% | −2% |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 48K | $16.2T | 7.9% | −1% |
| 4 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 17K | $12.7T | 6.2% | +2% |
| 5 | VTV | VANGUARD VALUE ETF | 46K | $8.7T | 4.3% | +4% |
| 6 | NVDA | NVIDIA CORPORATION COM | 46K | $8.7T | 4.2% | +3% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 190K | $8.3T | 4.1% | +5% |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | 143K | $6.4T | 3.1% | +7% |
| 9 | AMZN | AMAZON COM INC COM | 27K | $6.3T | 3.1% | ±0% |
| 10 | AVGO | BROADCOM INC COM | 12K | $4.0T | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLISTICO SIGNAL
AC read
Olistico Wealth, LLC is a Other fund managing $180141.0 trillion in assets. The fund runs a broad portfolio of 366 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed