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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 73.74% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: FBND, AGG, VOE, SPSB, Exxon Mobil Corp, IEFA, IBIT, VTV, KR, VTEB.
Started 5 new stock positions in Exxon Mobil Corp, KR, AGG, IEFA, IBIT.
Reduced shares in these 10 stocks: VTI, VEU, DFUS, , AEP, JPM, VBR, MUB, ESML, SCHE.
Sold out of its positions in AEP, XOM, SMRT.
OLIO Financial Planning was a net buyer of stock by $1.7M.
OLIO Financial Planning has $402M in assets under management (AUM), dropping by -0.30%.
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 70 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	18.4	$74M		890k	83.03	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	18.3	$74M		341k	216.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.6	$59M		833k	70.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	12.1	$49M	+3%	1.1M	43.30	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	10.3	$41M	-2%	110k	374.24	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	5.1	$20M		105k	195.53	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.9	$16M		236k	66.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.8	$11M	-6%	136k	82.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$5.2M		160k	32.53	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$4.2M	+4%	89k	47.36	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$3.8M	+3%	73k	51.76	View chart
Apple (AAPL)	0.9	$3.5M		10k	333.01	View chart
Spdr Series Trust St Shor Corp Etf (SPSB)	0.8	$3.0M	+14%	102k	29.59	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.7	$3.0M	-4%	13k	231.03	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.2M		22k	103.05	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.2M		37k	59.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$2.1M		24k	84.96	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.7M		10k	166.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.6M	-2%	2.2k	701.02	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.3	$1.4M		17k	78.42	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$1.2M	-4%	34k	36.45	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.1M	+4%	21k	50.56	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$988k	-4%	10k	99.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$977k	+3%	2.0k	497.95	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.2	$934k		10k	92.05	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$903k		17k	54.16	View chart
Amazon (AMZN)	0.2	$887k		3.6k	249.15	View chart
NVIDIA Corporation (NVDA)	0.2	$886k		3.9k	228.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$772k		1.0k	739.77	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$726k		25k	29.31	View chart
Advanced Micro Devices (AMD)	0.2	$681k		1.1k	611.76	View chart
Microsoft Corporation (MSFT)	0.2	$619k		1.2k	512.69	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$617k		1.6k	380.84	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$615k	+8%	8.9k	69.42	View chart
Aegon Amer Reg 1 Cert (AEG)	0.2	$613k		71k	8.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$534k	NEW	5.6k	94.54	View chart
JPMorgan Chase & Co. (JPM)	0.1	$509k	-23%	1.5k	330.78	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$498k		650.00	765.95	View chart
Intuitive Surgical Com New (ISRG)	0.1	$478k		1.2k	406.63	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$468k	+43%	613.00	762.68	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$460k	-13%	8.8k	52.00	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$447k		2.3k	195.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$436k		2.6k	166.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$435k		1.3k	344.05	View chart
Meta Platforms Cl A (META)	0.1	$427k		588.00	725.62	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$414k		2.7k	155.68	View chart
Raytheon Technologies Corp (RTX)	0.1	$401k		2.2k	185.65	View chart
Dominion Resources (D)	0.1	$400k		6.6k	60.52	View chart
Applied Materials (AMAT)	0.1	$396k		775.00	511.38	View chart
Carlisle Companies (CSL)	0.1	$385k		1.2k	322.17	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$385k	-22%	3.8k	101.10	View chart
Gladstone Commercial Corporation (GOOD)	0.1	$367k		29k	12.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$364k	+4%	1.1k	340.61	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$343k	-12%	6.8k	50.21	View chart
Science App Int'l (SAIC)	0.1	$334k		2.6k	127.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$325k		4.9k	65.86	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$304k	NEW	1.9k	162.75	View chart
Chevron Corporation (CVX)	0.1	$283k		1.4k	204.19	View chart
Norfolk Southern (NSC)	0.1	$256k	-13%	827.00	309.02	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$255k	+19%	10k	24.36	View chart
Costco Wholesale Corporation (COST)	0.1	$254k		279.00	909.91	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$248k	NEW	2.6k	96.87	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$243k	NEW	5.1k	47.34	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$235k		4.3k	55.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$218k	+4%	2.9k	76.39	View chart
Wal-Mart Stores (WMT)	0.1	$210k		2.0k	103.93	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.1	$207k		728.00	284.59	View chart
Kroger (KR)	0.0	$200k	NEW	3.4k	58.61	View chart
Manhattan Bridge Capital (LOAN)	0.0	$51k	-14%	51k	1.00	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$31k		22k	1.37	View chart

Past Filings by OLIO Financial Planning

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

OLIO Financial Planning 2026 Q3 filed Oct. 22, 2026
OLIO Financial Planning 2026 Q2 filed July 17, 2026
OLIO Financial Planning 2026 Q1 filed April 14, 2026
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

View all past filings

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