Olistico Wealth, LLC

Est. AUM

$202.3M

13F long equity, this entity only

Positions

339

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD GROWTH ETF	ETF	$18.4M	42177	9.11%	SOLE
2	APPLE INC COM	Stock	$15.5M	60927	7.64%	SOLE
3	VANGUARD TOTAL STOCK MARKET ETF	ETF	$13.8M	42863	6.80%	SOLE
4	VANGUARD INFORMATION TECHNOLOGY ETF	ETF	$10.3M	14749	5.09%	SOLE
5	CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$8.9M	209288	4.40%	SOLE
6	VANGUARD VALUE ETF	ETF	$8.4M	42809	4.15%	SOLE
7	NVIDIA CORPORATION COM	Stock	$7.8M	44753	3.86%	SOLE
8	CAPITAL GROUP GROWTH ETF	ETF	$6.5M	161380	3.21%	SOLE
9	AMAZON COM INC COM	Stock	$5.5M	26456	2.72%	SOLE
10	ONEOK INC NEW COM	Stock	$4.2M	46847	2.09%	SOLE
11	CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	ETF	$3.5M	119021	1.73%	SOLE
12	BROADCOM INC COM	Stock	$3.5M	11198	1.71%	SOLE
13	SCHWAB US DIVIDEND EQUITY ETF	ETF	$3.5M	112826	1.71%	SOLE
14	ALPHABET INC CAP STK CL A	Stock	$3.2M	11251	1.60%	SOLE
15	MICROSOFT CORP COM	Stock	$3.2M	8537	1.56%	SOLE
16	VANGUARD MEGA CAP VALUE ETF	ETF	$2.9M	20188	1.45%	SOLE
17	ALLIANT ENERGY CORP COM	Stock	$2.9M	40238	1.43%	SOLE
18	DIMENSIONAL U.S. SMALL CAP ETF	ETF	$2.8M	39097	1.37%	SOLE
19	DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF	ETF	$2.7M	70412	1.36%	SOLE
20	CAPITAL GROUP CORE EQUITY ETF	ETF	$2.6M	68288	1.30%	SOLE
21	STATE STREET SPDR S&P 500 ETF	ETF	$2.6M	3933	1.26%	SOLE
22	ELI LILLY & CO COM	Stock	$2.2M	2377	1.08%	SOLE
23	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$1.9M	49092	0.94%	SOLE
24	DIMENSIONAL U.S. TARGETED VALUE ETF	ETF	$1.9M	29712	0.92%	SOLE
25	COSTCO WHOLESALE CORPORATION COM	Stock	$1.8M	1810	0.89%	SOLE
26	JPMORGAN CHASE & CO COM	Stock	$1.8M	6057	0.88%	SOLE
27	AMERICAN EXPRESS CO COM	Stock	$1.7M	5632	0.84%	SOLE
28	ISHARES CORE S&P SMALL CAP ETF	ETF	$1.6M	13186	0.81%	SOLE
29	EXXON MOBIL CORP COM	Stock	$1.6M	9508	0.80%	SOLE
30	VANGUARD LARGE-CAP ETF	ETF	$1.6M	5346	0.79%	SOLE
31	DIMENSIONAL US CORE EQUITY MARKET ETF	ETF	$1.6M	34826	0.78%	SOLE
32	AAON INC COM PAR $0.004	Stock	$1.5M	17903	0.73%	SOLE
33	WALMART INC COM	Stock	$1.5M	11838	0.73%	SOLE
34	MCDONALDS CORP COM	Stock	$1.5M	4729	0.73%	SOLE
35	CATERPILLAR INC COM	Stock	$1.4M	1942	0.68%	SOLE
36	PALANTIR TECHNOLOGIES INC CL A	Stock	$1.3M	9014	0.65%	SOLE
37	GOLDMAN SACHS GROUP INC COM	Stock	$1.3M	1554	0.65%	SOLE
38	ALPHABET INC CAP STK CL C	Stock	$1.3M	4490	0.64%	SOLE
39	VANGUARD CONSUMER DISCRETIONARY ETF	ETF	$1.2M	3459	0.61%	SOLE
40	VANGUARD S&P 500 ETF	ETF	$1.2M	2057	0.61%	SOLE
41	STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF	ETF	$1.2M	7478	0.60%	SOLE
42	META PLATFORMS INC CL A	Stock	$1.2M	2089	0.59%	SOLE
43	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$1.1M	2322	0.55%	SOLE
44	INTERNATIONAL BUSINESS MACHS COM	Stock	$1.1M	4580	0.55%	SOLE
45	COCA COLA CO COM	Stock	$1.1M	14563	0.55%	SOLE
46	CASEYS GEN STORES INC COM	Stock	$1.1M	1512	0.54%	SOLE
47	ENERGY TRANSFER L P COM UT LTD PTN	Stock	$1.1M	56246	0.54%	SOLE
48	ENTERPRISE PRODS PARTNERS L P COM	Stock	$1.0M	27442	0.51%	SOLE
49	CHEVRON CORPORATION COM	Stock	$953K	4605	0.47%	SOLE
50	VISA INC COM CL A	Stock	$938K	3105	0.46%	SOLE

1–50 of 339

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.