Olistico Wealth, LLC — 13F holdings
Olistico Wealth, LLC reported 354 holdings worth $239M in its 13F filing for Q3 2026, filed October 5, 2026.
Largest positions
- VUG VANGUARD INDEX FDS — $22.8M (9.5%)
- AAPL APPLE INC — $20.3M (8.5%)
- VTI VANGUARD INDEX FDS — $16.3M (6.8%)
- VGT VANGUARD WORLD FD — $14.5M (6.1%)
- CGDV CAPITAL GROUP DIVIDEND VALUE — $10.6M (4.4%)
- NVDA NVIDIA CORPORATION — $10.2M (4.3%)
- VTV VANGUARD INDEX FDS — $9.20M (3.8%)
- CGGR CAPITAL GROUP GROWTH ETF — $7.92M (3.3%)
- AMZN AMAZON COM INC — $6.60M (2.8%)
- CGXU CAPITAL GROUP INTL FOCUS EQT — $4.45M (1.9%)