Olistico Wealth, LLC
•CIK: 1962695•Filing: Q4 2025
Olistico Wealth, LLC manages $205M across a diversified portfolio of 341 positions. The fund exhibits a significant allocation to large-cap growth and technology sectors, highlighted by top holdings including VUG ($20.8M) and AAPL ($16.9M). Further concentration is evident in broad market exposure via VTI ($16.2M) and VGT ($12.7M). This structure suggests a systematic, growth-oriented mandate focused on established market leaders.
Total AUM
$205.0M
+ $24.0K in options
QoQ Performance
+8.3%
Positions
340
+ 1 option
Top 10 Concentration
53.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
AAPL
VTI
VGT
VUG10.1%
AAPL8.2%
VTI7.9%
VGT6.2%
VTV4.3%
NVDA4.2%
CGDV4.1%
CGGR3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology21.0%
Consumer5.2%
Financial3.8%
ETF2.2%
Healthcare2.0%
Industrial1.5%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW106 new positions
↑34 increased
↓25 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023