Olistico Wealth
$233M 13F equity value
342 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Olistico Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 1,302,906 | $22M | 9.4% |
| AAPL | APPLE INC COM | 60,934 | $18M | 7.6% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 825,883 | $16M | 6.9% |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 568,514 | $14M | 6.1% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 214,557 | $11M | 4.5% |
| VTV | VANGUARD VALUE ETF | 210,942 | $9M | 4.0% |
| NVDA | NVIDIA CORPORATION COM | 44,753 | $9M | 3.8% |
| CGGR | CAPITAL GROUP GROWTH ETF | 164,137 | $8M | 3.3% |
| AMZN | AMAZON COM INC COM | 26,456 | $6M | 2.7% |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 128,717 | $4M | 1.9% |
Track Olistico Wealth's 13F portfolio: $233M in reported holdings, 342 positions. Top holdings and quarterly changes on SentiSense.
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