Olistico Wealth, LLC
CIK: 1962695SEC EDGAR →
Portfolio Value
$87.1B
Holdings
354
As of
Q3 2026
New Positions
343
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD MORNINGSTAR GROWTH ETF | 253,239 | $22.8B | 26.19% |
| 2 | CAPITAL GROUP DIVIDEND VALUE ETF | 216,687 | $10.6B | 12.15% |
| 3 | CAPITAL GROUP GROWTH ETF | 167,041 | $7.9B | 9.09% |
| 4 | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 129,911 | $4.5B | 5.11% |
| 5 | SCHWAB US DIVIDEND EQUITY ETF | 124,750 | $4.1B | 4.66% |
| 6 | — ONEOK INC NEW COM | 43,684 | $3.7B | 4.27% |
| 7 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 82,867 | $3.4B | 3.94% |
| 8 | DIMENSIONAL U.S. SMALL CAP ETF | 41,316 | $3.2B | 3.67% |
| 9 | CAPITAL GROUP CORE EQUITY ETF | 68,306 | $3.0B | 3.49% |
| 10 | ALLIANT ENERGY CORP COM | 40,238 | $2.5B | 2.92% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 155 | $71.4B | 81.9% |
| Unknown | 22 | $4.3B | 4.9% |
| Energy | 24 | $3.6B | 4.2% |
| Utilities | 13 | $2.9B | 3.3% |
| Industrials | 24 | $1.7B | 2.0% |
| Consumer Defensive | 13 | $1.6B | 1.8% |
| Healthcare | 22 | $615.6M | 0.7% |
| Communication Services | 10 | $597.4M | 0.7% |
| Consumer Cyclical | 17 | $164.2M | 0.2% |
| Technology | 42 | $144.2M | 0.2% |
| Basic Materials | 11 | $81.8M | 0.1% |
| Real Estate | 1 | $22K | 0.0% |