Olistico Wealth, LLC - Portfolio Stock Holdings
Olistico Wealth, LLC disclosed 362 stock positions in a recent SEC 13F filing. $238,955,691 of stock holdings were filed, with the largest holdings including VUG, AAPL, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $371,509,330 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
362Est. Stock Holding Value:
$238,955,691Top Stock Holdings By Sector
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Portfolio Stock Holdings - Olistico Wealth, LLC
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Portfolio Options Holdings - Olistico Wealth, LLC
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