Long-term investor
Olistico Wealth, LLC @olisticowealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001962695).
Record
- Tracked since 2025-06-30 (472 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +4.9% · 6 months +13.1% · 1 year +15.7% · all +15.7%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908736 · 9.5% · long · since 2025-09-30
- AAPL · 8.5% · long · since 2025-09-30
- 922908769 · 6.8% · long · since 2025-09-30
- 92204A702 · 6.1% · long · since 2025-09-30
- 14020W106 · 4.4% · long · since 2025-09-30
- NVDA · 4.3% · long · since 2025-09-30
- 922908744 · 3.8% · long · since 2025-09-30
- 14020G101 · 3.3% · long · since 2025-09-30
- AMZN · 2.8% · long · since 2025-09-30
- 14019W109 · 1.9% · long · since 2025-09-30
- MSFT · 1.8% · long · since 2025-09-30
- 808524797 · 1.7% · long · since 2025-09-30