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Home > Institutional Investor > Olistico Wealth, Llc > Profile

Instuitional Investor - Olistico Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Olistico Wealth, Llc
Portfolio Value $189,228,184
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Growth Etf - ETF
 42,480 $20,373,666 10.77%
2.
Apple Inc.
 AAPL 63,079 $16,061,781 8.49%
3.
Vanguard Total Stock Market Etf - ETF
 48,735 $15,993,491 8.45%
4.
Vanguard World Fund
 16,523 $12,336,840 6.52%
5.
Nvidia Corp
 NVDA 45,163 $8,426,513 4.45%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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