Olistico Wealth, LLC
- SEC CIK
- 0001962695
- Latest filing
- Oct 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 9, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 302
- +200 vs. Q1 2024
- Portfolio value
- $156.8M
- +$18.2M (+13.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 64,275 | $13.5M | 8.6% | +801+1.3% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 39,245 | $14.7M | 9.4% | +699+1.8% | Added | – |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.