Chief Compliance Officer

0001962695-24-000002.txt : 20240425 0001962695-24-000002.hdr.sgml : 20240425 20240424173840 ACCESSION NUMBER: 0001962695-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240424 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Olistico Wealth, LLC CENTRAL INDEX KEY: 0001962695 ORGANIZATION NAME: IRS NUMBER: 863575290 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22798 FILM NUMBER: 24872104 BUSINESS ADDRESS: STREET 1: 2431 E 61ST ST, STE 175 CITY: TULSA STATE: OK ZIP: 74136 BUSINESS PHONE: 918-863-2005 MAIL ADDRESS: STREET 1: 2431 E 61ST ST, STE 175 CITY: TULSA STATE: OK ZIP: 74136 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001962695 XXXXXXXX 03-31-2024 03-31-2024 false Olistico Wealth, LLC

2431 E 61st St, Ste 175 Tulsa OK 74136

13F HOLDINGS REPORT 028-22798 000315028 801-121638 N William H. Jezek Chief Compliance Officer 918-863-2005 /s/ William H. Jezek Tulsa OK 04-24-2024 0 102 138553799 INFORMATION TABLE 2 infotable.xml AAON INC COM PAR $0.004 000360206 1572409 17848 SH SOLE 17848 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 261284 754 SH SOLE 753 0 0 ADOBE INC COM 00724F101 352715 699 SH SOLE 699 0 0 ADVANCED MICRO DEVICES INC COM 007903107 668535 3704 SH SOLE 3704 0 0 AIR PRODS & CHEMS INC COM 009158106 240091 991 SH SOLE 991 0 0 ALLIANT ENERGY CORP COM 018802108 2118787 42039 SH SOLE 42039 0 0 ALLSTATE CORP COM 020002101 389965 2254 SH SOLE 2254 0 0 ALPHABET INC CAP STK CL A 02079K305 1375123 9111 SH SOLE 9111 0 0 ALPHABET INC CAP STK CL C 02079K107 701157 4605 SH SOLE 4605 0 0 AMAZON COM INC COM 023135106 5316520 29474 SH SOLE 29474 0 0 AMERICAN EXPRESS CO COM 025816109 716197 3145 SH SOLE 3145 0 0 APPLE INC COM 037833100 10884591 63474 SH SOLE 63474 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 742218 1765 SH SOLE 1765 0 0 BROADCOM INC COM 11135F101 1343966 1014 SH SOLE 1014 0 0 CAPITAL GROUP CORE EQUITY ET SHS 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