Olistico Wealth, LLC holds a focused book of 334 stocks worth $233.8M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened ExxonMobil Holdings Corp Com SHS and trimmed Alphabet Inc-CL A. Their largest long position is Vanguard Growth ETF at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1962695/holdings"
Use Arkolith to show Olistico Wealth, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
43% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Growth ETF ETF | $21.8M | 1.30M | 9.3% | ▲31× Added · +1.3M sh | |
| 2 | Apple Inc Com Stock | $17.6M | 60.9K | 7.5% | ▲~0% Added · +7 sh | |
| 3 | Vanguard Total Stock Market ETF ETF | $16.1M | 825.9K | 6.9% | ▲19× Added · +783K sh | |
| 4 | Vanguard Information Technology ETF ETF | $14.1M | 568.5K | 6.0% | ▲39× Added · +554K sh | |
| 5 | Capital Group Dividend Value ETF ETF | $10.6M | 214.6K | 4.5% | ▲+2.5% Added · +5K sh | |
| 6 | Vanguard Value ETF ETF | $9.3M | 210.9K | 4.0% | ▲+393% Added · +168K sh | |
| 7 | Nvidia Corporation Com Stock | $9.0M | 44.8K | 3.8% | —Held | |
| 8 | Capital Group Growth ETF ETF | $7.7M | 164.1K | 3.3% | ▲+1.7% Added · +3K sh | |
| 9 | Amazon Com Inc Com Stock | $6.3M | 26.5K | 2.7% | —Held | |
| 10 | Capital Group International Focus Equity ETF ETF | $4.5M | 128.7K | 1.9% | ▲+8.1% Added · +10K sh | |
| 11 | Broadcom Inc Com Stock | $4.2M | 11.2K | 1.8% | —Held | |
| 12 | Alphabet Inc Cap STK CL A Stock | $4.0M | 11.2K | 1.7% | ▼~0% Reduced · −3 sh | |
| 13 | Schwab US Dividend Equity ETF ETF | $3.8M | 120.4K | 1.6% | ▲+6.8% Added · +8K sh | |
| 14 | Oneok Inc New Com Stock | $3.8M | 106.8K | 1.6% | ▲+128% Added · +60K sh | |
| 15 | Vanguard Mega Cap Value ETF ETF | $3.5M | 21.7K | 1.5% | ▲+7.3% Added · +1K sh | |
| 16 | Dimensional U.S. Small Cap ETF ETF | $3.3M | 40.7K | 1.4% | ▲+4.0% Added · +2K sh | |
| 17 | Dimensional International Core Equity Market ETF ETF | $3.3M | 79.4K | 1.4% | ▲+13% Added · +9K sh | |
| 18 | Alliant Energy Corp Com Stock | $3.1M | 40.2K | 1.3% | —Held | |
| 19 | Microsoft Corp Com Stock | $3.1M | 8.2K | 1.3% | ▼−3.9% Reduced · −334 sh | |
| 20 | Capital Group Core Equity ETF ETF | $3.0M | 68.3K | 1.3% | ▲~0% Added · +10 sh | |
| 21 | State Street SPDR S&P 500 ETF ETF | $2.9M | 3.9K | 1.3% | ▲+0.1% Added · +2 sh | |
| 22 | Eli Lilly & Co Com Stock | $2.9M | 2.4K | 1.2% | ▲+0.5% Added · +11 sh | |
| 23 | Aaon Inc Com Par $0.004 Stock | $2.3M | 17.9K | 1.0% | —Held | |
| 24 | Dimensional U.S. Core Equity 2 ETF ETF | $2.2M | 49.1K | 0.9% | —Held | |
| 25 | Dimensional U.S. Targeted Value ETF ETF | $2.2M | 31.0K | 0.9% | ▲+4.5% Added · +1K sh | |
| 26 | Caterpillar Inc Com Stock | $2.1M | 1.9K | 0.9% | —Held | |
| 27 | American Express Co Com Stock | $1.9M | 5.6K | 0.8% | ▲~0% Added · +2 sh | |
| 28 | JPMorgan Chase & Co Com Stock | $1.9M | 5.8K | 0.8% | ▼−4.3% Reduced · −262 sh | |
| 29 | Vanguard Large-Cap ETF ETF | $1.8M | 5.3K | 0.8% | ▲~0% Added · +2 sh | |
| 30 | Dimensional US Core Equity Market ETF ETF | $1.8M | 34.7K | 0.8% | ▼−0.4% Reduced · −143 sh | |
| 31 | Ishares Core S&P Small Cap ETF ETF | $1.7M | 11.6K | 0.7% | ▼−12% Reduced · −2K sh | |
| 32 | Costco Wholesale Corporation Com Stock | $1.7M | 1.8K | 0.7% | ▲+0.1% Added · +2 sh | |
| 33 | Dell Technologies Inc CL C Stock | $1.6M | 3.7K | 0.7% | ▼−14% Reduced · −600 sh | |
| 34 | Goldman Sachs Group Inc Com Stock | $1.6M | 1.6K | 0.7% | ▲+1.4% Added · +22 sh | |
| 35 | Vanguard S&P 500 ETF ETF | $1.6M | 180.6K | 0.7% | ▲88× Added · +179K sh | |
| 36 | Alphabet Inc Cap STK CL C Stock | $1.6M | 4.5K | 0.7% | —Held | |
| 37 | State Street Industrial Select Sector SPDR ETF ETF | $1.4M | 7.5K | 0.6% | ▲+0.2% Added · +16 sh | |
| 38 | Vanguard Consumer Discretionary ETF ETF | $1.3M | 3.4K | 0.6% | ▼−2.0% Reduced · −70 sh | |
| 39 | Walmart Inc Com Stock | $1.3M | 11.9K | 0.6% | ▲+0.1% Added · +15 sh | |
| 40 | ExxonMobil Holdings Corp Com SHS Stock | $1.3M | 9.5K | 0.6% | ▲New New position | |
| 41 | Advanced Micro Devices Inc Com Stock | $1.3M | 2.2K | 0.6% | ▼−19% Reduced · −518 sh | |
| 42 | International Business Machs Com Stock | $1.3M | 4.6K | 0.6% | —Held | |
| 43 | McDonalds Corp Com Stock | $1.3M | 4.7K | 0.5% | —Held | |
| 44 | Coca Cola Co Com Stock | $1.2M | 14.6K | 0.5% | —Held | |
| 45 | Caseys Gen Stores Inc Com Stock | $1.2M | 1.5K | 0.5% | ▼−2.0% Reduced · −31 sh | |
| 46 | Berkshire Hathaway Inc Del CL B New Stock | $1.2M | 2.3K | 0.5% | ▲+0.8% Added · +18 sh | |
| 47 | Meta Platforms Inc CL A Stock | $1.2M | 2.1K | 0.5% | ▼−1.2% Reduced · −25 sh | |
| 48 | Visa Inc Com CL A Stock | $1.1M | 3.1K | 0.5% | ▲+1.2% Added · +37 sh | |
| 49 | Energy Transfer L P Com Ut Ltd PTN Stock | $1.1M | 56.2K | 0.5% | —Held | |
| 50 | Palantir Technologies Inc CL A Stock | $1.1M | 9.1K | 0.5% | ▲+1.0% Added · +93 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 334 | $233.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 9, 2026 | 341 | $203.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 13, 2026 | 341 | $205.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 96 | $189.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 366 | $180.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 29, 2025 | 347 | $161.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 310 | $172.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 311 | $163.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.