Olistico Wealth, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    tulsa, OK
  • CIK
    0001962695
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

347

$161.75 M
VUG, VTI, AAPL, VANGUARD WORLD FDS
13F-HR
Apr 29, 2025
000196565325000005

310

$171.97 M
VUG, AAPL, VTI, VANGUARD WORLD FDS
13F-HR
Jan 17, 2025
000196269525000001

311

$163.65 M
VUG, AAPL, VTI, VANGUARD WORLD FDS
13F-HR
Oct 8, 2024
000196269524000004

302

$156.78 M
VUG, AAPL, VTI, VANGUARD WORLD FDS
13F-HR
Jul 9, 2024
000196269524000003

102

$138.55 M
VUG, AAPL, VTI, VANGUARD WORLD FDS
13F-HR
Apr 25, 2024
000196269524000002

105

$128.03 M
AAPL, VUG, VTI, VTV
13F-HR
Feb 12, 2024
000196269524000001

104

$112.00 M
AAPL, VUG, VTV, VTI
13F-HR
Oct 19, 2023
000196269523000004

108

$116.93 M
AAPL, VUG, VTV, VTI
13F-HR
Jul 25, 2023
000196269523000003

100

$104.27 M
AAPL, VUG, VTI, VTV
13F-HR
May 11, 2023
000196269523000002

97

$92.40 M
AAPL, VUG, VTV, VTI
13F-HR
Feb 2, 2023
000196269523000001