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OLIO Financial Planning

Latest statistics and disclosures from OLIO Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, VTV, VEA, FBND, VTI, and represent 73.53% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: FBND, DFUS, VTV, VEA, DFAT, VOE, AAPL, GOOGL, CVX, SAIC.
Started 8 new stock positions in GOOGL, CVX, SAIC, CSX, NAK, AMD, SMRT, WMT.
Reduced shares in these 10 stocks: VTI, BIV, NFLX, TENB, VB, GOOG, SCHE, VBR, BSV, AEG.
Sold out of its positions in NFLX, TENB, BIV, VB.
OLIO Financial Planning was a net buyer of stock by $8.6M.
OLIO Financial Planning has $357M in assets under management (AUM), dropping by 4.59%.
Central Index Key (CIK): 0001906766

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Positions held by OLIO Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	17.8	$64M	+3%	856k	74.17	View chart
Vanguard Index Fds Value Etf (VTV)	17.5	$62M	+2%	326k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.5	$52M		827k	62.47	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	12.6	$45M	+5%	976k	46.04	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	11.2	$40M	-4%	119k	335.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.9	$17M	+3%	98k	177.37	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$14M	+7%	226k	59.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.0	$11M		143k	73.56	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.2	$4.4M		159k	27.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.3M	+3%	85k	50.29	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$3.2M	+6%	68k	46.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$3.0M	-5%	14k	211.79	View chart
Apple (AAPL)	0.8	$2.8M	+25%	10k	271.86	View chart
Spdr Series Trust State Street Spd (SPSB)	0.6	$2.3M	+4%	77k	30.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.2M		41k	53.76	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.1M	+4%	23k	95.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.7M		23k	75.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.5M	+18%	10k	148.98	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.4M		4.9k	290.20	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.3M	-11%	40k	32.75	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$980k	-4%	1.9k	502.65	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$946k	+10%	19k	50.94	View chart
Amazon (AMZN)	0.2	$886k		3.8k	230.82	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$878k		12k	72.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$856k		1.4k	626.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$850k		19k	44.17	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$837k		10k	82.50	View chart
NVIDIA Corporation (NVDA)	0.2	$713k	-10%	3.8k	186.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$667k	+37%	1.1k	614.31	View chart
Intuitive Surgical Com New (ISRG)	0.2	$666k		1.2k	566.36	View chart
JPMorgan Chase & Co. (JPM)	0.2	$663k		2.1k	322.22	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$650k		25k	26.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$639k	+3%	1.6k	396.31	View chart
Microsoft Corporation (MSFT)	0.2	$584k	+2%	1.2k	483.58	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$569k		831.00	684.71	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$569k	-4%	6.7k	84.36	View chart
Aegon Amer Reg 1 Cert (AEG)	0.2	$548k	-15%	71k	7.71	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$529k		4.9k	107.11	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$521k	+2%	11k	45.98	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$481k	-9%	3.2k	148.67	View chart
Norfolk Southern (NSC)	0.1	$477k		1.7k	288.69	View chart
Meta Platforms Cl A (META)	0.1	$458k	+3%	694.00	660.45	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$416k	-30%	1.3k	313.90	View chart
Raytheon Technologies Corp (RTX)	0.1	$414k		2.3k	183.40	View chart
Dominion Resources (D)	0.1	$383k		6.5k	58.59	View chart
Carlisle Companies (CSL)	0.1	$383k		1.2k	319.86	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$355k	+11%	2.5k	139.35	View chart
Exxon Mobil Corporation (XOM)	0.1	$348k		2.9k	120.34	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$346k		7.8k	44.41	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$327k	+75%	2.3k	143.97	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$325k	NEW	1.0k	312.87	View chart
Gladstone Commercial Corporation (GOOD)	0.1	$310k		29k	10.67	View chart
Manhattan Bridge Capital (LOAN)	0.1	$306k	-4%	66k	4.65	View chart
Moody's Corporation (MCO)	0.1	$293k		574.00	511.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$290k		426.00	681.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$267k	+26%	5.4k	49.65	View chart
Chevron Corporation (CVX)	0.1	$263k	NEW	1.7k	152.43	View chart
Science App Int'l (SAIC)	0.1	$263k	NEW	2.6k	100.66	View chart
Costco Wholesale Corporation (COST)	0.1	$240k		279.00	861.27	View chart
Advanced Micro Devices (AMD)	0.1	$239k	NEW	1.1k	214.16	View chart
Leidos Holdings (LDOS)	0.1	$235k	-10%	1.3k	180.40	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$226k		8.8k	25.75	View chart
Wal-Mart Stores (WMT)	0.1	$225k	NEW	2.0k	111.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$225k		4.8k	46.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$225k		4.9k	45.51	View chart
Kroger (KR)	0.1	$215k		3.4k	62.48	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$210k	-38%	2.7k	78.82	View chart
Tesla Motors (TSLA)	0.1	$210k	-17%	466.00	449.72	View chart
CSX Corporation (CSX)	0.1	$203k	NEW	5.6k	36.25	View chart
Smartrent Com Cl A (SMRT)	0.0	$63k	NEW	31k	2.02	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$44k	NEW	22k	1.97	View chart

Past Filings by OLIO Financial Planning

SEC 13F filings are viewable for OLIO Financial Planning going back to 2021

OLIO Financial Planning 2025 Q4 filed Jan. 21, 2026
OLIO Financial Planning 2025 Q3 filed Oct. 16, 2025
OLIO Financial Planning 2025 Q2 filed July 9, 2025
OLIO Financial Planning 2025 Q1 filed April 11, 2025
OLIO Financial Planning 2024 Q4 filed Jan. 21, 2025
OLIO Financial Planning 2024 Q3 filed Oct. 16, 2024
OLIO Financial Planning 2024 Q2 filed July 12, 2024
OLIO Financial Planning 2024 Q1 filed April 16, 2024
OLIO Financial Planning 2023 Q4 filed Jan. 10, 2024
OLIO Financial Planning 2023 Q3 filed Oct. 19, 2023
OLIO Financial Planning 2023 Q2 filed July 14, 2023
OLIO Financial Planning 2023 Q1 filed April 11, 2023
OLIO Financial Planning 2022 Q4 filed Jan. 13, 2023
OLIO Financial Planning 2022 Q3 filed Oct. 19, 2022
OLIO Financial Planning 2022 Q2 filed July 15, 2022
OLIO Financial Planning 2022 Q1 filed April 21, 2022

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