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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001962695

Olistico Wealth, LLC

Tulsa, OK · File #028-22798

Latest AUM
$205.0M
Positions
341
Top-10 Concentration
61.1%
Filings
12

Sector Allocation

Technology
18.1%$37.2M
Financials
3.2%$6.5M
Energy
2.7%$5.5M
Industrials
2.2%$4.6M
Healthcare
1.9%$4.0M
Utilities
1.4%$2.9M
Materials
0.2%$411,032

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD GROWTH ETF92290873642,604$20.8M11.64%
2APPLE INC COMAAPL62,074$16.9M9.45%
3VANGUARD TOTAL STOCK MARKET ETF92290876948,411$16.2M9.09%
4VANGUARD INFORMATION TECHNOLOGY ETF92204A70216,841$12.7M7.11%
5VANGUARD VALUE ETF92290874445,729$8.7M4.89%
6NVIDIA CORPORATION COMNVDA46,402$8.7M4.85%
7CAPITAL GROUP DIVIDEND VALUE ETF14020W106190,401$8.3M4.66%
8CAPITAL GROUP GROWTH ETF14020G101143,158$6.4M3.57%
9AMAZON COM INC COMAMZN27,369$6.3M3.54%
10BROADCOM INC COMAVGO11,639$4.0M2.26%
11MICROSOFT CORP COMMSFT7,704$3.7M2.09%
12ALPHABET INC CAP STK CL AGOOG11,261$3.5M1.97%
13CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W109118,579$3.5M1.96%
14SCHWAB US DIVIDEND EQUITY ETF808524797122,625$3.4M1.88%
15ONEOK INC NEW COMOKE45,625$3.4M1.88%
16SPDR S&P 500 ETF TRUSTSPY4,685$3.2M1.79%
17CAPITAL GROUP CORE EQUITY ETF14020V10868,288$2.7M1.54%
18ALLIANT ENERGY CORP COMLNT40,238$2.6M1.47%
19ELI LILLY & CO COMLLY2,398$2.6M1.44%
20DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70849,092$1.9M1.09%