Olistico Wealth Llc Increases Holdings in Top ETFs and Energy Stocks

As of June 30, 2026, Olistico Wealth Llc has demonstrated substantial buying activity across its portfolio holdings.

Prominent Purchases: Growth and Value ETFs

The investor significantly boosted their positions in several Vanguard exchange-traded funds (ETFs) during this quarter. Notably, VUG experienced a massive increase of 1,260,729 shares, representing an almost threefold growth from the previous period.

VUG, tracking small-cap growth stocks, saw its portfolio allocation rise to 9.31%. Similarly, the broad-market ETF VTI increased by 783,020 shares (about a quarter), pushing its weight up to 6.89%.

The Technology-focused VGT also received significant attention with an increase of 553,765 shares (over a quarter) and now accounts for roughly one-fifth (6.04%) of the disclosed portion.

VTV, another Vanguard fund focusing on value stocks, added 168,133 shares, increasing its allocation to 3.99%. This continued a trend seen in previous periods for this investor regarding large-cap ETFs.

Energy Sector Focus

In addition to the broad market and sector-specific ETF purchases, Olistico Wealth Llc specifically increased their stake in an energy-related stock. The investor added OKE (ONEOK Inc), increasing shares by 59,946 units (127.96% increase) and boosting its portfolio allocation to 1.63%.

The energy sector ETF CGXU (Capital Group International Focus Equity), which has an unspecified focus but includes energy, also saw a purchase with shares increasing by 9,696 units (8.15% increase).

Diversification into Dividend ETFs

The investor's strategy appears to include diversification into dividend-focused instruments as well. They purchased the Vanguard High Dividend Yield ETF VYM, adding 363,524 shares (15,052% increase) and allocating a small portion of their portfolio to it.

This was complemented by the purchase of DVY (iShares Select Dividend ETF), which saw an addition of 186,335 shares (9,922% increase) and now holds a tiny slice of the portfolio.

Tech Concentration via NVDA

The investor also maintained their position in NVIDIA Corporation stock NVDA, adding 0 shares but keeping it at a substantial allocation of 3.83%. This indicates ongoing confidence or strategic holding within the Technology sector.

Overall Portfolio Shifts

The buying activity concentrated on large-cap ETFs like VUG, VTI, and VGT suggests a preference for established market participants with diversified holdings across various underlying stocks. The addition of ONEOK Inc indicates potential interest in the energy sector or specific cyclical factors.