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 $233.8M across 331 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($21.8M, 9.31%), AAPL ($17.6M, 7.54%), VTI ($16.1M, 6.89%), VGT ($14.1M, 6.04%), CGDV ($10.6M, 4.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD GROWTH ETF | $21.8M | 9.31% | 1.3M | Added |
| 2 | AAPL | APPLE INC COM | $17.6M | 7.54% | 60,934 | Added |
| 3 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $16.1M | 6.89% | 825,883 | Added |
| 4 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $14.1M | 6.04% | 568,514 | Added |
| 5 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $10.6M | 4.52% | 214,557 | Added |
| 6 | VTV | VANGUARD VALUE ETF | $9.3M | 3.99% | 210,942 | Added |
| 7 | NVDA | NVIDIA CORPORATION COM | $9.0M | 3.83% | 44,753 | Hold |
| 8 | CGGR | CAPITAL GROUP GROWTH ETF | $7.7M | 3.31% | 164,137 | Added |
| 9 | AMZN | AMAZON COM INC COM | $6.3M | 2.70% | 26,456 | Hold |
| 10 | CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $4.5M | 1.91% | 128,717 | Added |
| 11 | AVGO | BROADCOM INC COM | $4.2M | 1.81% | 11,198 | Hold |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $4.0M | 1.72% | 11,248 | Trimmed |
| 13 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | $3.8M | 1.63% | 120,445 | Added |
| 14 | OKE | ONEOK INC NEW COM | $3.8M | 1.63% | 106,793 | Added |
| 15 | MGV | VANGUARD MEGA CAP VALUE ETF | $3.5M | 1.51% | 21,665 | Added |
| 16 | DFAS | DIMENSIONAL U.S. SMALL CAP ETF | $3.3M | 1.43% | 40,666 | Added |
| 17 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $3.3M | 1.40% | 79,403 | Added |
| 18 | MSFT | MICROSOFT CORP COM | $3.1M | 1.31% | 8,203 | Trimmed |
| 19 | LNT | ALLIANT ENERGY CORP COM | $3.1M | 1.31% | 40,238 | Hold |
| 20 | CGUS | CAPITAL GROUP CORE EQUITY ETF | $3.0M | 1.30% | 68,298 | Added |
| 21 | SPY | STATE STREET SPDR S&P 500 ETF | $2.9M | 1.26% | 3,935 | Added |
| 22 | LLY | ELI LILLY & CO COM | $2.9M | 1.23% | 2,388 | Added |
| 23 | AAON | AAON INC COM PAR $0.004 | $2.3M | 0.97% | 17,903 | Hold |
| 24 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $2.2M | 0.93% | 49,092 | Hold |
| 25 | DFAT | DIMENSIONAL U.S. TARGETED VALUE ETF | $2.2M | 0.93% | 31,036 | Added |
Source: SEC Form 13F filings · as of 2026-06-30