StockDriftsStockDriftsTop 50 Olistico Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 9.31% | 1.30M | $21.8M | +414.86%(+1.05M) | $71.19(+25.27%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 7.54% | 60.9K | $17.6M | +0.01%(+7) | $146.54(+108.39%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 6.89% | 825.9K | $16.1M | +1826.80%(+783.02K) | $334.31(+14.67%) | 2026-06-30 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 6.04% | 568.5K | $14.1M | +381.82%(+450.52K) | $90.38(+35.63%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | 4.52% | 214.6K | $10.6M | +2.52%(+5.27K) | $32.87(+54.75%) | 2026-06-30 | |
| VTV | VANGUARD VALUE ETF | 3.99% | 210.9K | $9.3M | +392.75%(+168.13K) | $191.20(+18.99%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 3.83% | 44.8K | $9.0M | +0.00%(+0) | $42.57(+431.08%) | 2026-06-30 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 3.31% | 164.1K | $7.7M | +1.71%(+2.76K) | $32.95(+42.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.7% | 26.5K | $6.3M | +0.00%(+0) | $103.97(+152.50%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | 1.91% | 128.7K | $4.5M | +8.15%(+9.70K) | $25.40(+38.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.38% | +83.28% | — | — | +118.51% |
| Top 20 Holdings Unweighted | +23.08% | +86.43% | — | — | +119.21% |
Olistico Wealth, LLC reports $233.77M in US-listed equity holdings across 334 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.3%), AAPL (7.5%) and VTI (6.9%). The top 20 holdings account for 65.09% of reported assets. Its disclosed equity book has returned +83.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Olistico Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1962695). View Olistico Wealth, LLC’s 13F filings on SEC