Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Olistico Wealth, LLC (CIK 1962695) reported $203.0M across 335 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($18.4M, 9.08%), AAPL ($15.5M, 7.62%), VTI ($13.8M, 6.77%), VGT ($10.3M, 5.07%), CGDV ($8.9M, 4.39%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $18.4M | 9.08% | 42,177 | Trimmed |
| 2 | AAPL | APPLE INC COM | $15.5M | 7.62% | 60,927 | Trimmed |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $13.8M | 6.77% | 42,863 | Trimmed |
| 4 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $10.3M | 5.07% | 14,749 | Trimmed |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $8.9M | 4.39% | 209,288 | Added |
| 6 | VTV | VANGUARD VALUE ETF | $8.4M | 4.14% | 42,809 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION COM | $7.8M | 3.85% | 44,753 | Trimmed |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $6.5M | 3.20% | 161,380 | Added |
| 9 | AMZN | AMAZON COM INC COM | $5.5M | 2.71% | 26,456 | Trimmed |
| 10 | OKE | ONEOK INC NEW COM | $4.2M | 2.09% | 46,847 | Added |
| 11 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $3.5M | 1.73% | 119,021 | Added |
| 12 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.5M | 1.71% | 112,826 | Trimmed |
| 13 | AVGO | BROADCOM INC COM | $3.5M | 1.71% | 11,198 | Trimmed |
| 14 | GOOGL | ALPHABET INC CAP STK CL A | $3.2M | 1.59% | 11,251 | Trimmed |
| 15 | MSFT | MICROSOFT CORP COM | $3.2M | 1.56% | 8,537 | Added |
| 16 | MGV | VANGUARD MEGA CAP VALUE ETF | $2.9M | 1.44% | 20,188 | New |
| 17 | LNT | ALLIANT ENERGY CORP COM | $2.9M | 1.42% | 40,238 | Hold |
| 18 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $2.8M | 1.37% | 39,097 | Added |
| 19 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $2.7M | 1.35% | 70,412 | Added |
| 20 | CGUS | CAPITAL GROUP CORE EQUITY ETF | $2.6M | 1.29% | 68,288 | Hold |
| 21 | SPY | STATE STREET SPDR S&P 500 ETF | $2.6M | 1.26% | 3,933 | Trimmed |
| 22 | LLY | ELI LILLY & CO COM | $2.2M | 1.08% | 2,377 | Trimmed |
| 23 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.9M | 0.94% | 49,092 | Hold |
| 24 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $1.9M | 0.91% | 29,712 | Added |
| 25 | COST | COSTCO WHOLESALE CORPORATION COM | $1.8M | 0.89% | 1,810 | Added |
Source: SEC Form 13F filings · as of 2026-03-31