account_balance
Investment manager · 13F filer · SEC CIK 1962695
Olistico Wealth, LLC
Reported value$239Mas of Sep 30, 2026
Positions353 32 new, 13 sold out
Top 10 weight51.4%VUG alone is 10%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Morningstar Growth ETF
9.5%Trimmed −81%
AAPLApple Inc.
8.5%
VTIVanguard Morningstar Total Stock Market ETF
6.8%Trimmed −95%
VGTVanguard Information Technology ETF
6.1%Trimmed −80%
CGDVCapital Group Dividend Value ETF
4.4%
NVDANVIDIA Corp
4.3%
VTVVanguard Morningstar Value ETF
3.9%Trimmed −80%
CGGRCapital Group Growth ETF
3.3%
AMZNAmazon.com Inc
2.8%
CGXUCapital Group International Focus Equity ETF
1.9%
MSFTMicrosoft Corp
1.8%
SCHD1.7%
VUGVanguard Morningstar Growth ETF
9.5%Trimmed −81%
AAPLApple Inc.
8.5%
VTIVanguard Morningstar Total Stock Market ETF
6.8%−95%
VGTVanguard Information Technology ETF
6.1%−80%
CGDVCapital Group Dividend Value ETF
4.4%
NVDANVIDIA Corp
4.3%
VTVVanguard Morningstar Value ETF
3.9%
CGGRCapital Group Growth ETF
3.3%
CGXU
MSFTSCHD
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Morningstar Growth ETF 9.5% Trimmed −81%
AAPL Apple Inc. 8.5% HeldVTI Vanguard Morningstar Total Stock Market ETF 6.8% Trimmed −95%
VGT Vanguard Information Technology ETF 6.1% Trimmed −80%
CGDV Capital Group Dividend Value ETF 4.4% Held
NVDA NVIDIA Corp 4.3% HeldVTV Vanguard Morningstar Value ETF 3.9% Trimmed −80%
CGGR Capital Group Growth ETF 3.3% Held
AMZN Amazon.com Inc 2.8% HeldCGXU Capital Group International Focus Equity ETF 1.9% Held
MSFT Microsoft Corp 1.8% HeldSCHD Schwab US Dividend Equity ETF 1.7% Added +4%
What changed
Biggest moves since Jun 30, 2026
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