Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $351 Million
  • Q4 2025

Olio Financial Planning has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $351 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $62.4M, Vanguard Value ETF with a value of $61M, Vanguard Ftse Developed Market with a value of $50.7M, Fidelity Merrimack Str Tr Tota with a value of $45.1M, and Vanguard Total Stock Market Et with a value of $39.2M.

Examining the 13F form we can see an increase of $10.6M in the current position value, from $340M to 351M.

Below you can find more details about Olio Financial Planning portfolio as well as his latest detailed transactions.

Portfolio value $351 Million
ETFs: $337 Million
Technology: $4.89 Million
Industrials: $1.98 Million
Financial Services: $1.88 Million
Consumer Cyclical: $1.09 Million
Communication Services: $1.09 Million
Consumer Defensive: $691,000
Healthcare: $642,000
Other: $1.68 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$2.77 Million 0.79% of portfolio
10,367
Q4 2025 Added 25.21%
$662B
$991,000 0.28% of portfolio
1,949
Q4 2025 Reduced 4.08%
$2.39T
$900,000 0.26% of portfolio
3,837
Q4 2025 Added 1.27%
$465B
$713,000 0.2% of portfolio
3,823
Q4 2025 Reduced 10.15%
$881B
$617,000 0.18% of portfolio
2,056
Q4 2025 Reduced 1.81%
$3.78T
$613,000 0.17% of portfolio
1,208
Q4 2025 Added 2.2%
$1.37T
$422,000 0.12% of portfolio
694
Q4 2025 Added 3.43%
$1.74T
$378,000 0.11% of portfolio
1,325
Q4 2025 Reduced 30.12%
$258B
$396,000 0.11% of portfolio
2,257
Q3 2025 Added 0.31%
$490B
$340,000 0.1% of portfolio
2,890
Q4 2025 Reduced 0.07%
$388B
$268,000 0.08% of portfolio
1,118
Q4 2025 New
$303B
$267,000 0.08% of portfolio
1,727
Q4 2025 New
$1.65T
$286,000 0.08% of portfolio
1,038
Q4 2025 New
$404B
$254,000 0.07% of portfolio
279
Q4 2025 Added 0.72%
$279B
$208,000 0.06% of portfolio
2,022
Q4 2025 New
$1.29T
$190,000 0.05% of portfolio
466
Q4 2025 Reduced 17.67%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $351 Million
  • Prior Value $340 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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