Notify me when Olistico Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 340 | $204,962,059 | +$15,595,370 | -$4,910,096 | +$10,685,274 | VUG, AAPL, VTI, VGT, VTV | 13F-HR | 12 Jan 2026, 17:45 |
| Q3 2025 | 96 | $189,228,184 | +$4,981,279 | -$11,443,840 | -$6,462,561 | VUG, AAPL, VTI, VGT, NVDA | 13F-HR | 24 Oct 2025, 12:18 |
| Q2 2025 | 365 | $180,115,925 | +$12,873,311 | -$7,943,319 | +$4,929,992 | VUG, VTI, AAPL, VGT, VTV | 13F-HR | 22 Jul 2025, 13:05 |
| Q1 2025 | 347 | $161,185,253 | +$4,216,019 | -$6,003,880 | -$1,787,861 | VUG, VTI, AAPL, VGT, VTV | 13F-HR | 29 Apr 2025, 14:05 |
| Q4 2024 | 310 | $171,968,396 | +$5,646,625 | -$2,065,306 | +$3,581,319 | VUG, AAPL, VTI, VGT, VTV | 13F-HR | 17 Jan 2025, 14:29 |
| Q3 2024 | 311 | $163,651,886 | +$6,608,002 | -$6,654,708 | -$46,706 | VUG, AAPL, VTI, VGT, VTV | 13F-HR | 08 Oct 2024, 13:13 |
| Q2 2024 | 302 | $156,778,717 | +$18,042,765 | -$3,418,369 | +$14,624,396 | VUG, AAPL, VTI, VGT, VTV | 13F-HR | 09 Jul 2024, 16:25 |
| Q1 2024 | 102 | $138,553,799 | +$6,690,824 | -$7,421,984 | -$731,160 | VUG, AAPL, VTI, VGT, VTV | 13F-HR | 24 Apr 2024, 17:38 |
| Q4 2023 | 105 | $128,030,235 | +$8,978,855 | -$5,479,693 | +$3,499,162 | AAPL, VUG, VTI, VTV, VGT | 13F-HR | 12 Feb 2024, 12:58 |
| Q3 2023 | 103 | $111,839,456 | +$3,818,448 | -$4,136,138 | -$317,690 | AAPL, VUG, VTV, VTI, VGT | 13F-HR | 18 Oct 2023, 17:42 |
| Q2 2023 | 107 | $116,580,542 | +$11,877,537 | -$8,841,756 | +$3,035,781 | AAPL, VUG, VTV, VTI, VGT | 13F-HR | 25 Jul 2023, 12:04 |
| Q1 2023 | 99 | $103,462,125 | +$7,829,751 | -$4,734,164 | +$3,095,587 | AAPL, VUG, VTI, VTV, VGT | 13F-HR | 11 May 2023, 13:02 |
| Q4 2022 | 97 | $92,396,479 | $0 | $0 | $0 | AAPL, VUG, VTV, VTI, VGT | 13F-HR | 02 Feb 2023, 16:43 |