Olistico Wealth, LLC
CIK
1962695
City
TULSA
State / Country
OK
Top Portfolio Positions
231 positions ·
$93,248,376 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,927 | $15,462,663 | 16.58% | |
| NVDA |
Nvidia Corp
Technology
|
44,753 | $7,804,923 | 8.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,456 | $5,509,991 | 5.91% | |
| OKE |
Oneok Inc /New/
Energy
|
46,847 | $4,234,500 | 4.54% | |
| AVGO |
Broadcom Inc.
Technology
|
11,198 | $3,465,892 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,251 | $3,235,337 | 3.47% | |
| MSFT |
Microsoft Corp
Technology
|
8,537 | $3,160,141 | 3.39% | |
| LNT |
Alliant Energy Corp
Utilities
|
40,238 | $2,887,478 | 3.10% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,933 | $2,557,787 | 2.74% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,377 | $2,186,293 | 2.34% |
Portfolio Trend
14 quarters · across all stocks
Holdings in IGI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,023 | 1,058 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $24,222 | 1,468 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $24,339 | 1,468 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||