Olistico Wealth, LLC: 13F holdings
CIK 19626952026Q2
| Positions | 334 |
|---|---|
| Reported value | $543.9m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD S&P 500 ETF | 180,629 | $159.3m | 29.3% |
| DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 105,562 | $67.1m | 12.3% |
| VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 365,939 | $57.8m | 10.6% |
| DVY ISHARES SELECT DIVIDEND ETF | 188,213 | $29.0m | 5.3% |
| VUG VANGUARD GROWTH ETF | 1,302,906 | $21.8m | 4.0% |
| AAPL APPLE INC COM | 60,934 | $17.6m | 3.2% |
| VTI VANGUARD TOTAL STOCK MARKET ETF | 825,883 | $16.1m | 3.0% |
| VGT VANGUARD INFORMATION TECHNOLOGY ETF | 568,514 | $14.1m | 2.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE ETF | 214,557 | $10.6m | 1.9% |
| VTV VANGUARD VALUE ETF | 210,942 | $9.3m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1962695")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.