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 VTV, DFUS, VEA, FBND, VTI, and represent 73.04% of OLIO Financial Planning's stock portfolio.
Added to shares of these 10 stocks: FBND, DFUS, VTV, VOO, VOE, AMAT, DFAT, AAPL, AEP, VTEB.
Started 2 new stock positions in AMAT, AEP.
Reduced shares in these 10 stocks: VTI, VEA, , SCHD, IVV, XOM, VBR, VO, EMXC, VWO.
Sold out of its position in TSLA.
OLIO Financial Planning was a net buyer of stock by $5.2M.
OLIO Financial Planning has $361M in assets under management (AUM), dropping by 1.25%.
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 72 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	17.9	$65M		330k	196.20	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	17.3	$63M	+3%	883k	70.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	14.5	$52M		818k	64.08	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	12.9	$47M	+4%	1.0M	45.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	10.4	$37M		117k	320.81	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	5.1	$18M		99k	184.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	4.0	$14M		230k	62.45	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.0	$11M		146k	75.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$4.8M	-2%	156k	30.68	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.2	$4.4M	+4%	89k	49.89	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$3.2M		68k	46.91	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.8	$3.0M	-2%	14k	217.25	View chart
Apple (AAPL)	0.8	$2.8M	+7%	11k	253.79	View chart
Spdr Series Trust State Street Spd (SPSB)	0.7	$2.4M	+2%	79k	30.07	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.6	$2.2M		23k	95.62	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$2.1M	-2%	40k	54.05	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$1.9M	+9%	25k	77.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.5M	+83%	2.5k	597.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.5M		10k	141.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$1.3M	-5%	4.6k	287.18	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.4	$1.3M	-2%	39k	32.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$994k	+5%	20k	50.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$917k		1.9k	479.20	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$868k	-8%	11k	78.66	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$867k		19k	45.47	View chart
Spdr Series Trust State Street Spd (SPTM)	0.2	$802k		10k	79.06	View chart
NVIDIA Corporation (NVDA)	0.2	$772k	+15%	4.4k	174.38	View chart
Amazon (AMZN)	0.2	$736k	-7%	3.5k	208.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$697k		1.6k	430.29	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$637k	+21%	8.2k	78.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$626k		1.1k	577.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$622k		25k	25.10	View chart
JPMorgan Chase & Co. (JPM)	0.2	$593k		2.0k	294.12	View chart
Intuitive Surgical Com New (ISRG)	0.2	$542k		1.2k	460.99	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$524k		11k	47.02	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$522k		4.9k	106.15	View chart
Aegon Amer Reg 1 Cert (AEG)	0.1	$516k		71k	7.26	View chart
Norfolk Southern (NSC)	0.1	$474k		1.7k	286.97	View chart
Microsoft Corporation (MSFT)	0.1	$473k	+5%	1.3k	370.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$425k	-21%	650.00	653.05	View chart
Raytheon Technologies Corp (RTX)	0.1	$416k	-4%	2.2k	192.90	View chart
Dominion Resources (D)	0.1	$406k		6.6k	61.82	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$405k	-12%	2.8k	142.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$400k	+5%	1.4k	286.79	View chart
Carlisle Companies (CSL)	0.1	$399k		1.2k	333.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$383k	-21%	2.3k	169.66	View chart
Meta Platforms Cl A (META)	0.1	$366k	-7%	639.00	572.08	View chart
Chevron Corporation (CVX)	0.1	$358k		1.7k	206.90	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$355k		7.8k	45.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$354k	+18%	1.2k	287.60	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$337k		2.5k	132.10	View chart
Gladstone Commercial Corporation (GOOD)	0.1	$332k		29k	11.43	View chart
Moody's Corporation (MCO)	0.1	$310k	+23%	711.00	436.17	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$302k		2.3k	132.90	View chart
Costco Wholesale Corporation (COST)	0.1	$278k		279.00	995.42	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$277k		426.00	650.28	View chart
Applied Materials (AMAT)	0.1	$265k	NEW	775.00	341.79	View chart
Wal-Mart Stores (WMT)	0.1	$251k		2.0k	124.29	View chart
Science App Int'l (SAIC)	0.1	$248k		2.6k	94.92	View chart
Kroger (KR)	0.1	$247k		3.4k	72.36	View chart
CSX Corporation (CSX)	0.1	$230k		5.6k	41.05	View chart
Advanced Micro Devices (AMD)	0.1	$227k		1.1k	203.43	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$227k	+9%	5.9k	38.42	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$225k		8.8k	25.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$223k		4.9k	45.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$217k	+3%	2.8k	78.42	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$205k	-12%	4.2k	48.46	View chart
Leidos Holdings (LDOS)	0.1	$203k		1.3k	155.52	View chart
American Electric Power Company (AEP)	0.1	$202k	NEW	1.5k	131.08	View chart
Manhattan Bridge Capital (LOAN)	0.0	$63k	-4%	63k	1.00	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$31k		22k	1.40	View chart
Smartrent Com Cl A (SMRT)	0.0	$23k	-50%	16k	1.50	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 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
OLIO Financial Planning 2022 Q3 filed Oct. 19, 2022
OLIO Financial Planning 2022 Q2 filed July 15, 2022

View all past filings

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