Olistico Wealth, LLC

13F filer · CIK 0001962695

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$234MU.S. long equity reported on 13F

Positions2352 new · 10 closed

Net flow last quarter+$116MBuys minus sells

Top 10 positions weight24.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026235 positions
AAPLApple Inc.	$17.6M	7.54%	0.00%	0.0%	Q4 2022
NVDANvidia Corp	$8.95M	3.83%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$6.31M	2.70%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$4.23M	1.81%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$4.02M	1.72%	0.00%	0.0%	Q4 2022
OKEOneok Inc	$3.81M	1.63%	0.02%	+128.0%	Q4 2022
LNTAlliant Energy Corp	$3.07M	1.31%	0.02%	Not reported	Q4 2022
MSFTMicrosoft Corp	$3.06M	1.31%	0.00%	-3.9%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.94M	1.26%	Not reported	+0.1%	Q4 2022
LLYELI LILLY & Co	$2.86M	1.23%	0.00%	+0.5%	Q4 2022
AAONAaon, Inc.	$2.27M	0.97%	0.02%	Not reported	Q4 2022
CATCaterpillar Inc	$2.07M	0.88%	0.00%	Not reported	Q4 2022
AXPAmerican Express Co	$1.91M	0.82%	0.00%	0.0%	Q4 2022
JPMJPMorgan Chase & Co	$1.9M	0.81%	0.00%	-4.3%	Q4 2022
COSTCostco Wholesale Corp	$1.69M	0.72%	0.00%	+0.1%	Q4 2022
DELLDell Technologies Inc.	$1.61M	0.69%	0.00%	-13.8%	Q2 2025
GSGoldman Sachs Group Inc	$1.59M	0.68%	0.00%	+1.4%	Q4 2022
GOOGAlphabet Inc.	$1.59M	0.68%	Not reported	Not reported	Q4 2022
WMTWalmart Inc.	$1.34M	0.57%	0.00%	+0.1%	Q4 2022
XOMExxonMobil Holdings Corp	$1.3M	0.56%	0.00%	0.0%	Q4 2022
AMDAdvanced Micro Devices Inc	$1.29M	0.55%	0.00%	-18.9%	Q3 2023
IBMInternational Business Machines Corp	$1.29M	0.55%	0.00%	Not reported	Q4 2022
MCDMcdonalds Corp	$1.28M	0.55%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$1.18M	0.51%	0.00%	Not reported	Q4 2022
CASYCaseys General Stores Inc	$1.18M	0.50%	0.00%	-2.1%	Q4 2022
BRK.BBerkshire Hathaway Inc	$1.17M	0.50%	Not reported	+0.8%	Q2 2023
METAMeta Platforms, Inc.	$1.16M	0.50%	Not reported	-1.2%	Q1 2023
VVisa Inc.	$1.08M	0.46%	0.00%	+1.2%	Q4 2022
ETEnergy Transfer LP	$1.08M	0.46%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$1.06M	0.45%	0.00%	+1.0%	Q1 2025
EPDEnterprise Products Partners L.P.	$1.01M	0.43%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$920K	0.39%	0.00%	Not reported	Q4 2022
PGPROCTER & GAMBLE Co	$782K	0.33%	0.00%	-4.2%	Q4 2022
TXNTexas Instruments Inc	$781K	0.33%	0.00%	Not reported	Q4 2022
CVXChevron Corp	$763K	0.33%	0.00%	Not reported	Q4 2022
LMTLockheed Martin Corp	$687K	0.29%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$671K	0.29%	Not reported	+8121.3%	Q4 2022
TJXTJX Companies Inc	$606K	0.26%	0.00%	Not reported	Q2 2023
UNHUnitedhealth Group Inc	$569K	0.24%	0.00%	+24.9%	Q4 2022
TSLATesla, Inc.	$557K	0.24%	0.00%	+67.9%	Q4 2022
LINLinde PLC	$519K	0.22%	0.00%	Not reported	Q4 2022
ABBVAbbVie Inc.	$474K	0.20%	0.00%	+96.5%	Q1 2025
GLWCorning Inc	$467K	0.20%	0.00%	Not reported	Q1 2025
HDHome Depot, Inc.	$452K	0.19%	0.00%	+8.5%	Q4 2022
MRKMerck & Co., Inc.	$446K	0.19%	0.00%	-3.8%	Q4 2022
NFLXNetflix Inc	$433K	0.19%	0.00%	-9.3%	Q1 2025
JNJJohnson & Johnson	$391K	0.17%	0.00%	-20.8%	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$382K	0.16%	Not reported	+15052.8%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$381K	0.16%	Not reported	Not reported	Q1 2023
CCitigroup Inc	$362K	0.15%	0.00%	Not reported	Q1 2025

Q1 2026Reported Apr 9, 2026242 positions
AAPLApple Inc.	$15.5M	7.62%	0.00%	-1.9%	Q4 2022
NVDANvidia Corp	$7.8M	3.85%	0.00%	-3.6%	Q4 2022
AMZNAmazon Com Inc	$5.51M	2.71%	0.00%	-3.3%	Q4 2022
OKEOneok Inc	$4.23M	2.09%	0.01%	+2.7%	Q4 2022
AVGOBroadcom Inc.	$3.47M	1.71%	0.00%	-3.8%	Q4 2022
GOOGLAlphabet Inc.	$3.24M	1.59%	0.00%	-0.1%	Q4 2022
MSFTMicrosoft Corp	$3.16M	1.56%	0.00%	+10.8%	Q4 2022
LNTAlliant Energy Corp	$2.89M	1.42%	0.02%	Not reported	Q4 2022
SPYSPDR S&P 500 ETF Trust	$2.56M	1.26%	Not reported	-16.1%	Q4 2022
LLYELI LILLY & Co	$2.19M	1.08%	0.00%	-0.9%	Q4 2022
COSTCostco Wholesale Corp	$1.8M	0.89%	0.00%	+2.8%	Q4 2022
JPMJPMorgan Chase & Co	$1.78M	0.88%	0.00%	+3.1%	Q4 2022
AXPAmerican Express Co	$1.7M	0.84%	0.00%	+16.4%	Q4 2022
XOMExxonMobil Holdings Corp	$1.61M	0.79%	0.00%	+20.8%	Q4 2022
AAONAaon, Inc.	$1.48M	0.73%	0.02%	Not reported	Q4 2022
WMTWalmart Inc.	$1.47M	0.72%	0.00%	+48.8%	Q4 2022
MCDMcdonalds Corp	$1.47M	0.72%	0.00%	+4.4%	Q4 2022
CATCaterpillar Inc	$1.38M	0.68%	0.00%	+1.8%	Q4 2022
PLTRPalantir Technologies Inc.	$1.32M	0.65%	0.00%	+22.9%	Q1 2025
GSGoldman Sachs Group Inc	$1.31M	0.65%	0.00%	+3.5%	Q4 2022
GOOGAlphabet Inc.	$1.29M	0.63%	Not reported	-4.3%	Q4 2022
METAMeta Platforms, Inc.	$1.2M	0.59%	Not reported	-2.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.11M	0.55%	Not reported	+30.8%	Q2 2023
IBMInternational Business Machines Corp	$1.11M	0.55%	0.00%	+10.1%	Q4 2022
KOCoca Cola Co	$1.11M	0.55%	0.00%	+40.2%	Q4 2022
CASYCaseys General Stores Inc	$1.1M	0.54%	0.00%	-4.8%	Q4 2022
ETEnergy Transfer LP	$1.09M	0.53%	0.00%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$1.04M	0.51%	0.00%	-18.2%	Q4 2022
CVXChevron Corp	$953K	0.47%	0.00%	+16.4%	Q4 2022
VVisa Inc.	$938K	0.46%	0.00%	-8.2%	Q4 2022
RTXRTX Corp	$935K	0.46%	0.00%	Not reported	Q4 2022
LMTLockheed Martin Corp	$815K	0.40%	0.00%	+2.3%	Q2 2023
PGPROCTER & GAMBLE Co	$805K	0.40%	0.00%	+86.1%	Q4 2022
DELLDell Technologies Inc.	$713K	0.35%	0.00%	+23.8%	Q2 2025
NFLXNetflix Inc	$643K	0.32%	0.00%	+32.7%	Q1 2025
TJXTJX Companies Inc	$639K	0.31%	0.00%	+8.8%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$595K	0.29%	Not reported	Not reported	Q4 2022
AMDAdvanced Micro Devices Inc	$559K	0.28%	0.00%	+0.8%	Q3 2023
TXNTexas Instruments Inc	$509K	0.25%	0.00%	+25.4%	Q4 2022
LINLinde PLC	$496K	0.24%	0.00%	+49.3%	Q4 2022
JNJJohnson & Johnson	$476K	0.23%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$434K	0.21%	0.00%	+0.1%	Q4 2022
HPHelmerich & Payne, Inc.	$396K	0.20%	0.01%	-8.8%	Q4 2022
HDHome Depot, Inc.	$388K	0.19%	0.00%	+1.5%	Q4 2022
WMBWilliams Companies, Inc.	$372K	0.18%	0.00%	+65.7%	Q1 2025
PFEPfizer Inc	$366K	0.18%	0.00%	+2272.7%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$358K	0.18%	Not reported	Not reported	Q4 2022
QQQInvesco QQQ Trust, Series 1	$299K	0.15%	Not reported	Not reported	Q1 2023
UNHUnitedhealth Group Inc	$297K	0.15%	0.00%	+80.9%	Q4 2022
TSLATesla, Inc.	$293K	0.14%	0.00%	+1976.3%	Q4 2022

Q4 2025Reported Jan 13, 2026241 positions
AAPLApple Inc.	$16.9M	8.23%	0.00%	-1.6%	Q4 2022
NVDANvidia Corp	$8.65M	4.22%	0.00%	+2.7%	Q4 2022
AMZNAmazon Com Inc	$6.32M	3.08%	0.00%	+0.2%	Q4 2022
AVGOBroadcom Inc.	$4.03M	1.97%	0.00%	+2.2%	Q4 2022
MSFTMicrosoft Corp	$3.73M	1.82%	0.00%	+1.3%	Q4 2022
GOOGLAlphabet Inc.	$3.52M	1.72%	0.00%	-0.4%	Q4 2022
OKEOneok Inc	$3.35M	1.64%	0.01%	-3.1%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.2M	1.56%	Not reported	-1.6%	Q4 2022
LNTAlliant Energy Corp	$2.62M	1.28%	0.02%	Not reported	Q4 2022
LLYELI LILLY & Co	$2.58M	1.26%	0.00%	Not reported	Q4 2022
JPMJPMorgan Chase & Co	$1.89M	0.92%	0.00%	-1.6%	Q4 2022
AXPAmerican Express Co	$1.79M	0.87%	0.00%	+9.2%	Q4 2022
COSTCostco Wholesale Corp	$1.52M	0.74%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$1.47M	0.72%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$1.41M	0.69%	Not reported	+0.6%	Q1 2023
MCDMcdonalds Corp	$1.38M	0.68%	0.00%	Not reported	Q4 2022
AAONAaon, Inc.	$1.37M	0.67%	0.02%	Not reported	Q4 2022
GSGoldman Sachs Group Inc	$1.32M	0.64%	0.00%	+1.0%	Q4 2022
PLTRPalantir Technologies Inc.	$1.3M	0.64%	0.00%	+6.4%	Q1 2025
IBMInternational Business Machines Corp	$1.23M	0.60%	0.00%	+0.6%	Q4 2022
VVisa Inc.	$1.19M	0.58%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$1.09M	0.53%	0.00%	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$1.08M	0.52%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$947K	0.46%	0.00%	+11.0%	Q4 2022
ETEnergy Transfer LP	$927K	0.45%	0.00%	-2.5%	Q4 2022
BRK.BBerkshire Hathaway Inc	$892K	0.44%	Not reported	Not reported	Q2 2023
RTXRTX Corp	$889K	0.43%	0.00%	Not reported	Q4 2022
WMTWalmart Inc.	$887K	0.43%	0.00%	Not reported	Q4 2022
CASYCaseys General Stores Inc	$878K	0.43%	0.00%	Not reported	Q4 2022
KOCoca Cola Co	$726K	0.35%	0.00%	Not reported	Q4 2022
LMTLockheed Martin Corp	$638K	0.31%	0.00%	Not reported	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$617K	0.30%	Not reported	Not reported	Q4 2022
CVXChevron Corp	$603K	0.29%	0.00%	+18.8%	Q4 2022
AMDAdvanced Micro Devices Inc	$584K	0.28%	0.00%	+0.2%	Q3 2023
TJXTJX Companies Inc	$565K	0.28%	0.00%	Not reported	Q2 2023
NFLXNetflix Inc	$472K	0.23%	0.00%	Not reported	Q1 2025
DELLDell Technologies Inc.	$441K	0.22%	0.00%	+13.1%	Q2 2025
PGPROCTER & GAMBLE Co	$429K	0.21%	0.00%	Not reported	Q4 2022
JNJJohnson & Johnson	$403K	0.20%	0.00%	Not reported	Q4 2022
HDHome Depot, Inc.	$400K	0.20%	0.00%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$380K	0.19%	0.00%	-3.7%	Q4 2022
TXNTexas Instruments Inc	$363K	0.18%	0.00%	Not reported	Q4 2022
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$347K	0.17%	Not reported	Not reported	Q4 2022
HPHelmerich & Payne, Inc.	$346K	0.17%	0.01%	Not reported	Q4 2022
CCitigroup Inc	$320K	0.16%	0.00%	+5.1%	Q1 2025
QQQInvesco QQQ Trust, Series 1	$318K	0.15%	Not reported	Not reported	Q1 2023
LINLinde PLC	$286K	0.14%	0.00%	-24.7%	Q4 2022
SCHWSchwab Charles Corp	$259K	0.13%	0.00%	+0.1%	Q1 2024
CRMSalesforce, Inc.	$255K	0.12%	0.00%	-41.4%	Q4 2022
ORCLOracle Corp	$249K	0.12%	0.00%	Not reported	Q1 2025

Q3 2025Reported Oct 24, 202555 positions
AAPLApple Inc.	$16.1M	8.49%	0.00%	+7.4%	Q4 2022
NVDANvidia Corp	$8.43M	4.45%	0.00%	+5.0%	Q4 2022
AMZNAmazon Com Inc	$6M	3.17%	0.00%	+0.8%	Q4 2022
MSFTMicrosoft Corp	$3.94M	2.08%	0.00%	Not reported	Q4 2022
AVGOBroadcom Inc.	$3.76M	1.99%	0.00%	-0.6%	Q4 2022
OKEOneok Inc	$3.44M	1.82%	0.01%	+12.6%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$3.17M	1.68%	Not reported	+1.2%	Q4 2022
GOOGLAlphabet Inc.	$2.75M	1.45%	0.00%	-0.1%	Q4 2022
LNTAlliant Energy Corp	$2.71M	1.43%	0.02%	+110.6%	Q4 2022
JPMJPMorgan Chase & Co	$1.88M	1.00%	0.00%	-0.3%	Q4 2022
LLYELI LILLY & Co	$1.83M	0.97%	0.00%	-4.2%	Q4 2022
AAONAaon, Inc.	$1.67M	0.88%	0.02%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$1.63M	0.86%	0.00%	Not reported	Q4 2022
METAMeta Platforms, Inc.	$1.56M	0.83%	Not reported	Not reported	Q1 2023
AXPAmerican Express Co	$1.47M	0.78%	0.00%	+0.1%	Q4 2022
MCDMcdonalds Corp	$1.38M	0.73%	0.00%	Not reported	Q4 2022
PLTRPalantir Technologies Inc.	$1.26M	0.66%	0.00%	+5.3%	Q1 2025
GSGoldman Sachs Group Inc	$1.18M	0.63%	0.00%	+0.5%	Q4 2022
IBMInternational Business Machines Corp	$1.17M	0.62%	0.00%	Not reported	Q4 2022
VVisa Inc.	$1.15M	0.61%	0.00%	Not reported	Q4 2022
GOOGAlphabet Inc.	$1.14M	0.60%	Not reported	Not reported	Q4 2022
EPDEnterprise Products Partners L.P.	$1.05M	0.55%	0.00%	-0.2%	Q4 2022
ETEnergy Transfer LP	$990K	0.52%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$910K	0.48%	0.00%	-14.7%	Q4 2022
CASYCaseys General Stores Inc	$898K	0.47%	0.00%	-1.6%	Q4 2022
BRK.BBerkshire Hathaway Inc	$892K	0.47%	Not reported	Not reported	Q2 2023
WMTWalmart Inc.	$820K	0.43%	0.00%	Not reported	Q4 2022
RTXRTX Corp	$811K	0.43%	0.00%	Not reported	Q4 2022
XOMExxonMobil Holdings Corp	$799K	0.42%	0.00%	-2.0%	Q4 2022
KOCoca Cola Co	$689K	0.36%	0.00%	-0.9%	Q4 2022
LMTLockheed Martin Corp	$658K	0.35%	0.00%	+7.4%	Q2 2023
DIASPDR Dow Jones Industrial Average ETF Trust	$595K	0.31%	Not reported	-4.1%	Q4 2022
TJXTJX Companies Inc	$532K	0.28%	0.00%	Not reported	Q2 2023
CVXChevron Corp	$517K	0.27%	0.00%	-2.6%	Q4 2022
HDHome Depot, Inc.	$471K	0.25%	0.00%	-0.3%	Q4 2022
PGPROCTER & GAMBLE Co	$460K	0.24%	0.00%	-16.3%	Q4 2022
AMDAdvanced Micro Devices Inc	$440K	0.23%	0.00%	+6.0%	Q3 2023
DELLDell Technologies Inc.	$439K	0.23%	0.00%	Not reported	Q2 2025
LINLinde PLC	$423K	0.22%	0.00%	Not reported	Q4 2022
CRMSalesforce, Inc.	$389K	0.21%	0.00%	+0.2%	Q4 2022
TXNTexas Instruments Inc	$384K	0.20%	0.00%	-2.0%	Q4 2022
JNJJohnson & Johnson	$361K	0.19%	0.00%	-1.4%	Q4 2022
ORCLOracle Corp	$360K	0.19%	0.00%	+24.9%	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$340K	0.18%	Not reported	Not reported	Q4 2022
ACNAccenture plc	$334K	0.18%	0.00%	-3.2%	Q4 2022
MRKMerck & Co., Inc.	$314K	0.17%	0.00%	-12.6%	Q4 2022
QQQInvesco QQQ Trust, Series 1	$310K	0.16%	Not reported	+28.9%	Q1 2023
TSLATesla, Inc.	$281K	0.15%	0.00%	Not reported	Q4 2022
HPHelmerich & Payne, Inc.	$267K	0.14%	0.01%	Not reported	Q4 2022
CCitigroup Inc	$265K	0.14%	0.00%	+2.6%	Q1 2025

Premium opens every quarter this fund has filed