Olistico Wealth, LLC Top Holdings and 13F Report (2025) About Olistico Wealth, LLCInvestment ActivityOlistico Wealth, LLC has $161.75 million in total holdings as of March 31, 2025.Olistico Wealth, LLC owns shares of 347 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 2.61% of the portfolio was purchased this quarter.About 8.44% of the portfolio was sold this quarter.This quarter, Olistico Wealth, LLC has purchased 310 new stocks and bought additional shares in 57 stocks.Olistico Wealth, LLC sold shares of 81 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Growth ETF $15,082,231Vanguard Total Stock Market ETF $13,112,029Apple $12,979,674Vanguard Information Technology ETF $9,053,279Vanguard Value ETF $7,936,868 Largest New Holdings this Quarter 92204A876 - Vanguard Utilities ETF $52,780 Holding92204A405 - Vanguard Financials ETF $51,492 Holding247361702 - Delta Air Lines $47,306 Holding922908553 - Vanguard Real Estate ETF $44,093 Holding92204A801 - Vanguard Materials ETF $42,105 Holding Largest Purchases this Quarter Capital Group Dividend Value ETF 16,679 shares (about $594.44K)Schwab US Dividend Equity ETF 18,996 shares (about $531.14K)Microsoft 834 shares (about $313.11K)Capital Group Growth ETF 8,521 shares (about $291.84K)Capital Group International Focus Equity ETF 10,974 shares (about $268.64K) Largest Sales this Quarter Vanguard High Dividend Yield ETF 2,315 shares (about $7.21M)Alliant Energy 21,132 shares (about $1.36M)Apple 4,300 shares (about $955.17K)Vanguard Growth ETF 1,702 shares (about $664.75K)iShares Select Dividend ETF 1,205 shares (about $436.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlistico Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$15,082,231$664,749 ▼-4.2%38,6169.3%ETFVTIVanguard Total Stock Market ETF$13,112,029$74,841 ▼-0.6%45,9028.1%ETFAAPLApple$12,979,674$955,172 ▼-6.9%58,4328.0%Computer and TechnologyVGTVanguard Information Technology ETF$9,053,279$61,223 ▼-0.7%16,2665.6%ETFVTVVanguard Value ETF$7,936,868$130,421 ▼-1.6%45,9464.9%ETFCGDVCapital Group Dividend Value ETF$5,846,024$594,443 ▲11.3%164,0293.6%ETFAMZNAmazon.com$5,073,093$19,407 ▲0.4%26,6643.1%Retail/WholesaleNVDANVIDIA$4,536,245$18,858 ▼-0.4%41,8552.8%Computer and TechnologyCGGRCapital Group Growth ETF$3,921,429$291,845 ▲8.0%114,4942.4%ETFOKEONEOK$3,797,170$418,289 ▼-9.9%37,5372.3%EnergyLLYEli Lilly and Company$2,950,222$167,664 ▲6.0%3,5721.8%MedicalMSFTMicrosoft$2,812,733$313,110 ▲12.5%7,4921.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,631,678$91,191 ▼-3.3%4,7041.6%FinanceIWPiShares Russell Mid-Cap Growth ETF$2,611,247$64,738 ▼-2.4%22,2251.6%ETFIJRiShares Core S&P Small-Cap ETF$2,527,933$114,402 ▲4.7%24,1741.6%ETFCGUSCapital Group Core Equity ETF$2,279,382$33 ▼0.0%68,2441.4%ETFCGXUCapital Group International Focus Equity ETF$2,165,194$268,645 ▲14.2%88,4471.3%ETFAVGOBroadcom$1,802,551$115,192 ▲6.8%10,7661.1%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$1,714,985$36,289 ▼-2.1%51,9851.1%ETFCOSTCostco Wholesale$1,659,532$33,115 ▲2.0%1,7541.0%Retail/WholesaleGOOGLAlphabet$1,656,235$267,379 ▲19.3%10,7101.0%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$1,433,100$17,580 ▲1.2%4,4020.9%ETFMCDMcDonald's$1,409,306$937 ▲0.1%4,5110.9%Retail/WholesaleVVVanguard Large-Cap ETF$1,408,022$514 ▲0.0%5,4780.9%ETFAAONAAON$1,394,4640.0%17,8480.9%ConstructionDFAUDimensional US Core Equity Market ETF$1,336,022$2,345 ▲0.2%34,7560.8%ETFJPMJPMorgan Chase & Co.$1,321,431$46,607 ▼-3.4%5,3870.8%FinanceVHTVanguard Health Care ETF$1,255,428$198,560 ▼-13.7%4,7420.8%ETFLNTAlliant Energy$1,229,471$1,359,844 ▼-52.5%19,1060.8%UtilitiesVOOVanguard S&P 500 ETF$1,177,099$5,654 ▲0.5%2,2900.7%ETFMETAMeta Platforms$1,114,104$1,729 ▲0.2%1,9330.7%Computer and TechnologyAXPAmerican Express$1,054,506$25,293 ▲2.5%3,9190.7%FinanceETEnergy Transfer$1,043,3270.0%56,1230.6%EnergyVVisa$1,039,458$23,839 ▼-2.2%2,9650.6%Business ServicesDFASDimensional U.S. Small Cap ETF$1,018,435$22,049 ▼-2.1%17,0440.6%ETFIBMInternational Business Machines$1,010,803$80,815 ▲8.7%4,0650.6%Computer and TechnologyEPDEnterprise Products Partners$982,959$155,337 ▲18.8%28,7920.6%EnergyXLIIndustrial Select Sector SPDR Fund$965,327$85,076 ▼-8.1%7,3640.6%ETFCASYCasey's General Stores$941,1390.0%2,1680.6%Retail/WholesaleBRK.BBerkshire Hathaway$940,0040.0%1,7650.6%FinanceGOOGAlphabet$767,167$46,405 ▲6.4%4,9100.5%Computer and TechnologyKOCoca-Cola$746,3520.0%10,4210.5%Consumer StaplesXOMExxon Mobil$733,238$118,936 ▼-14.0%6,1650.5%EnergyWMTWalmart$694,682$527 ▲0.1%7,9130.4%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$683,3250.0%13,2710.4%ETFVISVanguard Industrials ETF$667,701$1,238 ▼-0.2%2,6970.4%ETFCGGOCapital Group Global Growth Equity ETF$640,173$28 ▼0.0%22,5960.4%ETFSPHQInvesco S&P 500 Quality ETF$629,1830.0%9,4840.4%ETFPGProcter & Gamble$609,2520.0%3,5750.4%Consumer StaplesGSThe Goldman Sachs Group$607,574$546 ▲0.1%1,1120.4%FinanceJNJJohnson & Johnson$589,751$3,317 ▼-0.6%3,5560.4%MedicalCVXChevron$582,066$2,342 ▼-0.4%3,4790.4%EnergySCHDSchwab US Dividend Equity ETF$562,405$531,145 ▲1,699.1%20,1140.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$562,032$99,269 ▼-15.0%1,1380.3%FinanceRTXRTX$544,755$132 ▼0.0%4,1120.3%AerospaceMRKMerck & Co., Inc.$544,248$12,657 ▼-2.3%6,0630.3%MedicalFDXFedEx$535,097$26,816 ▼-4.8%2,1950.3%TransportationVDCVanguard Consumer Staples ETF$513,352$875 ▼-0.2%2,3460.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$510,7110.0%6,8350.3%ETFCATCaterpillar$504,5940.0%1,5300.3%IndustrialsVTVanguard Total World Stock ETF$479,072$116 ▼0.0%4,1310.3%ETFVDEVanguard Energy ETF$470,803$47,482 ▲11.2%3,6290.3%ETFALLAllstate$466,7360.0%2,2540.3%FinanceLMTLockheed Martin$459,2180.0%1,0280.3%AerospaceEOGEOG Resources$456,458$128 ▲0.0%3,5590.3%EnergyTJXTJX Companies$447,980$974 ▲0.2%3,6780.3%Retail/WholesaleCRMSalesforce$435,2800.0%1,6220.3%Computer and TechnologyHDHome Depot$427,930$367 ▼-0.1%1,1670.3%Retail/WholesaleVOVanguard Mid-Cap ETF$424,879$127,050 ▼-23.0%1,6420.3%ETFSCHWCharles Schwab$421,151$78 ▲0.0%5,3800.3%FinancePALANTIR TECHNOLOGIES INC CL A$400,056$146,856 ▲58.0%4,7400.2%StockVXFVanguard Extended Market ETF$395,907$48,756 ▼-11.0%2,2980.2%ETFTXNTexas Instruments$381,678$180 ▼0.0%2,1230.2%Computer and TechnologyUNHUnitedHealth Group$353,254$49,791 ▲16.4%6740.2%MedicalCMCSAComcast$332,913$74 ▲0.0%9,0220.2%Consumer DiscretionaryCBChubb$328,8670.0%1,0890.2%FinanceHPHelmerich & Payne$328,1980.0%12,5650.2%EnergyXLYConsumer Discretionary Select Sector SPDR Fund$324,032$198 ▼-0.1%1,6400.2%FinanceIEFAiShares Core MSCI EAFE ETF$313,974$1,513 ▼-0.5%4,1500.2%ETFVBVanguard Small-Cap ETF$312,267$148,593 ▼-32.2%1,4080.2%ETFLINDE PLC SHS$311,9790.0%6700.2%StockVYMVanguard High Dividend Yield ETF$311,438$7,209,790 ▼-95.9%1000.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$276,8750.0%3,4450.2%ETFDISWalt Disney$266,9840.0%2,7050.2%Consumer DiscretionaryAMDAdvanced Micro Devices$263,631$411 ▲0.2%2,5660.2%Computer and TechnologyDVYiShares Select Dividend ETF$256,225$436,089 ▼-63.0%7080.2%ETFTMOThermo Fisher Scientific$246,3120.0%4950.2%MedicalAMGNAmgen$244,567$57,637 ▲30.8%7850.2%MedicalVOXVanguard Communication Services ETF$242,469$49,562 ▲25.7%1,6340.1%ETFACNAccenture$240,3640.0%7700.1%Computer and TechnologyVTWOVanguard Russell 2000 ETF$229,988$3,549 ▼-1.5%2,8510.1%ETFVIGVanguard Dividend Appreciation ETF$221,401$32,211 ▼-12.7%1,1410.1%ETFVZVerizon Communications$220,6760.0%4,8650.1%Computer and TechnologyMAMastercard$219,2480.0%4000.1%Business ServicesMDLZMondelez International$209,5210.0%3,0880.1%Consumer StaplesNVONovo Nordisk A/S$205,721$20,905 ▼-9.2%2,9620.1%MedicalPFEPfizer$205,507$192,837 ▲1,522.0%8,1100.1%MedicalPBProsperity Bancshares$204,9750.0%2,8720.1%FinanceSYYSysco$196,9800.0%2,6250.1%Consumer StaplesIWRiShares Russell Mid-Cap ETF$194,647$41,090 ▼-17.4%2,2880.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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