Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $288 Million
  • Q1 2025

Olio Financial Planning has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $288 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $49.7M, Dimensional ETF Tr U S Equity with a value of $45.7M, Vanguard Ftse Developed Market with a value of $40.5M, Fidelity Merrimack Str Tr Tota with a value of $38.9M, and Vanguard Total Stock Market Et with a value of $36.9M.

Examining the 13F form we can see an increase of $3.59M in the current position value, from $284M to 288M.

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

Portfolio value $288 Million
ETFs: $277 Million
Technology: $3.13 Million
Financial Services: $2.1 Million
Industrials: $1.89 Million
Consumer Cyclical: $801,000
Communication Services: $590,000
Healthcare: $581,000
Real Estate: $574,000
Other: $1.18 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$1.9 Million 0.66% of portfolio
8,563
Q1 2025 Added 0.92%
$687B
$1.2 Million 0.42% of portfolio
2,286
Q1 2025 Added 7.17%
$1.76T
$801,000 0.28% of portfolio
4,212
Q1 2025 Reduced 6.0%
$680B
$557,000 0.19% of portfolio
2,274
Q4 2024 New
$2.74T
$485,000 0.17% of portfolio
1,294
Q1 2025 Added 6.85%
$253B
$483,000 0.17% of portfolio
4,461
Q1 2025 Reduced 1.87%
$446B
$350,000 0.12% of portfolio
2,949
Q1 2025 Reduced 19.89%
$1.17T
$321,000 0.11% of portfolio
558
Q1 2025 Added 2.39%
$440B
$269,000 0.09% of portfolio
285
Q1 2025 Added 2.15%
$933B
$269,000 0.09% of portfolio
1,722
Q1 2025 Reduced 41.69%

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $288 Million
  • Prior Value $284 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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