Olistico Wealth, LLC
Olistico Wealth, LLC reported 334 positions worth $233.8M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: VUG (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $21.8M | 9.31% | 1,302,906 | — | — | |
| ▸ 2 | AAPL | SH | $17.6M | 7.54% | 60,934 | — | — | |
| ▸ 3 | VTI | SH | $16.1M | 6.89% | 825,883 | — | — | |
| ▸ 4 | VGT | SH | $14.1M | 6.04% | 568,514 | — | — | |
| ▸ 5 | CGDV | SH | $10.6M | 4.52% | 214,557 | — | — | |
| ▸ 6 | VTV | SH | $9.3M | 3.99% | 210,942 | — | — | |
| ▸ 7 | NVDA | SH | $9.0M | 3.83% | 44,753 | — | — | |
| ▸ 8 | CGGR | SH | $7.7M | 3.31% | 164,137 | — | — | |
| ▸ 9 | AMZN | SH | $6.3M | 2.70% | 26,456 | — | — | |
| ▸ 10 | CGXU | SH | $4.5M | 1.91% | 128,717 | — | — |
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Frequently Asked Questions
What stocks does Olistico Wealth, LLC hold as of Q2 2026?
Olistico Wealth, LLC reported 334 positions worth $233.8M in its Q2 2026 13F filing. Largest positions: VUG (9.3%), AAPL (7.5%), VTI (6.9%), VGT (6.0%) and CGDV (4.5%).
What did Olistico Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Olistico Wealth, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.