Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 73.62% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VTV, FBND, DFUS, VEA, DFAT, VOE, IBIT, LDOS, NSC, VB.
Started 3 new stock positions in IBIT, LDOS, VB.
Reduced shares in these 10 stocks: VTI, VTEB, VEU, QQQ, ESGD, SPEM, VBR, MCO, EMXC, SCHE.
OLIO Financial Planning was a net buyer of stock by $5.4M.
OLIO Financial Planning has $341M in assets under management (AUM), dropping by 7.50%.
Central Index Key (CIK): 0001906766

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for OLIO Financial Planning

OLIO Financial Planning holds 67 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	17.5	$60M		825k	72.44	View chart
Vanguard Index Fds Value Etf (VTV)	17.4	$59M	+4%	317k	186.49	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.3	$49M	+2%	811k	59.92	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	12.5	$43M	+4%	922k	46.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	12.0	$41M	-4%	124k	328.17	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.8	$16M	+5%	94k	174.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.6	$12M	+7%	211k	58.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.9	$10M	-4%	141k	71.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$4.3M	+2%	159k	27.30	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.1M	-13%	83k	50.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.9	$3.1M	-2%	15k	208.71	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$3.0M	-4%	64k	46.81	View chart
Spdr Series Trust Portfolio Short (SPSB)	0.7	$2.2M		74k	30.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.7	$2.2M		41k	54.18	View chart
Apple (AAPL)	0.6	$2.1M		8.3k	254.63	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.0M	-8%	22k	92.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.7M		23k	73.46	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.5M	-2%	45k	33.37	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.4M	+7%	4.8k	293.75	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.2M	+4%	8.5k	145.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.0M		2.0k	502.74	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$861k	+12%	17k	51.04	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$842k	-3%	19k	43.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$837k		1.4k	612.54	View chart
Amazon (AMZN)	0.2	$832k	-4%	3.8k	219.57	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.2	$818k		10k	80.65	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$816k	-6%	12k	67.51	View chart
NVIDIA Corporation (NVDA)	0.2	$794k		4.3k	186.58	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$705k		7.1k	99.95	View chart
Aegon Amer Reg 1 Cert (AEG)	0.2	$672k		84k	7.99	View chart
JPMorgan Chase & Co. (JPM)	0.2	$661k	-5%	2.1k	315.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$637k		25k	25.71	View chart
Microsoft Corporation (MSFT)	0.2	$612k		1.2k	517.97	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$583k		7.5k	78.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$556k	+10%	831.00	668.95	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$553k		1.6k	355.47	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$526k		4.9k	106.49	View chart
Intuitive Surgical Com New (ISRG)	0.2	$526k		1.2k	447.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$523k		3.6k	145.64	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$497k		11k	45.08	View chart
Norfolk Southern (NSC)	0.1	$495k	+69%	1.6k	300.46	View chart
Meta Platforms Cl A (META)	0.1	$493k	+8%	671.00	734.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$473k	-36%	787.00	600.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$462k	+6%	1.9k	243.60	View chart
Dominion Resources (D)	0.1	$396k		6.5k	61.17	View chart
Carlisle Companies (CSL)	0.1	$393k		1.2k	328.96	View chart
Raytheon Technologies Corp (RTX)	0.1	$378k		2.3k	167.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$365k		1.3k	281.86	View chart
Gladstone Commercial Corporation (GOOD)	0.1	$358k		29k	12.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$341k		4.3k	78.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$332k		7.8k	42.79	View chart
Exxon Mobil Corporation (XOM)	0.1	$326k		2.9k	112.75	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$311k		2.3k	135.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$284k		426.00	665.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$277k	NEW	4.3k	65.00	View chart
Leidos Holdings (LDOS)	0.1	$275k	NEW	1.5k	188.96	View chart
Moody's Corporation (MCO)	0.1	$274k	-21%	574.00	476.83	View chart
Costco Wholesale Corporation (COST)	0.1	$256k	-9%	277.00	924.14	View chart
Tesla Motors (TSLA)	0.1	$252k	-15%	566.00	444.72	View chart
Netflix (NFLX)	0.1	$240k		200.00	1198.92	View chart
Kroger (KR)	0.1	$231k		3.4k	67.40	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$227k	+5%	8.8k	25.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$220k		4.9k	44.58	View chart
Tenable Hldgs (TENB)	0.1	$219k		7.5k	29.16	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$215k	-17%	4.8k	44.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$202k	NEW	796.00	254.17	View chart
Manhattan Bridge Capital (LOAN)	0.0	$69k	-5%	69k	1.00	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 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
OLIO Financial Planning 2021 Q4 filed Jan. 31, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z