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 (431 days), 83 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.3% · 6 months +11.5% · 1 year +21.7% · all +21.7%
  • Max drawdown -3.2% · Sharpe 1.12 · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 922908736 · 9.3% · long · since 2025-06-30
  • AAPL · 7.5% · long · since 2025-06-30
  • 922908769 · 6.9% · long · since 2025-06-30
  • 92204A702 · 6.0% · long · since 2025-06-30
  • 14020W106 · 4.5% · long · since 2025-06-30
  • 922908744 · 4.0% · long · since 2025-06-30
  • NVDA · 3.8% · long · since 2025-06-30
  • 14020G101 · 3.3% · long · since 2025-06-30
  • AMZN · 2.7% · long · since 2025-06-30
  • 14019W109 · 1.9% · long · since 2025-06-30
  • AVGO · 1.8% · long · since 2025-06-30
  • GOOGL · 1.7% · long · since 2025-06-30

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