Olistico Wealth, LLC
All 13F Filings
- Location
- Tulsa, OK
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 239,062
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 354 | 239,062 | 13F-HR | Olistico Wealth, LLC |
| Q2 2026 | 7/13/2026 | 334 | 233,767 | 13F-HR | Olistico Wealth, LLC |
| Q1 2026 | 4/8/2026 | 341 | 202,975 | 13F-HR | Olistico Wealth, LLC |
| Q4 2025 | 1/13/2026 | 341 | 204,986 | 13F-HR | Olistico Wealth, LLC |
| Q3 2025 | 10/24/2025 | 96 | 189,228 | 13F-HR | Olistico Wealth, LLC |
| Q2 2025 | 7/22/2025 | 366 | 180,141 | 13F-HR | Olistico Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
102
(0.0% of total reported value)
· QoQ Δ:
+102
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 105.2 K | 44.0% | 3.582 K | 0 | 3.582 K |
| ETFs | 133.8 K | 56.0% | 1.993 K | 0 | 1.993 K |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
239,062
Holdings
354
QoQ value change ($000)
5,295
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.