Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $317 Million
  • Q2 2025

Olio Financial Planning has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $317 Million distributed in 64 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 $54.3M, Vanguard Value ETF with a value of $53.6M, Vanguard Ftse Developed Market with a value of $45.3M, Fidelity Merrimack Str Tr Tota with a value of $40.4M, and Vanguard Total Stock Market Et with a value of $39.5M.

Examining the 13F form we can see an increase of $28.7M in the current position value, from $288M to 317M.

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

Portfolio value $317 Million
ETFs: $305 Million
Technology: $3.24 Million
Financial Services: $2 Million
Industrials: $1.76 Million
Consumer Cyclical: $1.09 Million
Communication Services: $1.04 Million
Real Estate: $814,000
Healthcare: $638,000
Other: $1.22 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54.3 Million 17.15% of portfolio
809,909
Q2 2025 Added 6.51%
$0
$53.6 Million 16.92% of portfolio
303,068
Q2 2025 Added 4.25%
$0
$45.3 Million 14.3% of portfolio
794,042
Q2 2025 Added 0.43%
$0
$40.4 Million 12.78% of portfolio
884,042
Q2 2025 Added 3.5%
$0
$39.5 Million 12.47% of portfolio
129,912
Q2 2025 Reduced 3.73%
$0
$14.7 Million 4.64% of portfolio
89,300
Q2 2025 Added 3.13%
$0
$10.6 Million 3.35% of portfolio
196,397
Q2 2025 Added 8.84%
$0
$9.9 Million 3.13% of portfolio
147,294
Q2 2025 Added 3.33%
$0
$4.68 Million 1.48% of portfolio
95,448
Q2 2025 Added 39.84%
$0
$4.1 Million 1.29% of portfolio
154,670
Q2 2025 Reduced 8.69%
$0
$2.98 Million 0.94% of portfolio
15,284
Q2 2025 Added 1.52%
$0
$2.84 Million 0.9% of portfolio
66,534
Q2 2025 Added 25.47%
$0
$2.26 Million 0.71% of portfolio
74,766
Q2 2025 Added 6.13%
$0
$2.12 Million 0.67% of portfolio
23,729
Q2 2025 Reduced 2.61%
$0
$2.05 Million 0.65% of portfolio
41,537
Q2 2025 Reduced 2.94%
$3.35T
$1.72 Million 0.54% of portfolio
8,374
Q2 2025 Reduced 2.21%
$0
$1.4 Million 0.44% of portfolio
46,429
Q2 2025 Reduced 14.76%
$0
$1.25 Million 0.4% of portfolio
4,484
Q2 2025 Reduced 15.57%
$0
$1.11 Million 0.35% of portfolio
8,172
Q2 2025 Added 1.92%
$631B
$991,000 0.31% of portfolio
2,041
Q2 2025 Reduced 10.72%
$2.3T
$874,000 0.28% of portfolio
3,984
Q2 2025 Reduced 5.41%
$0
$818,000 0.26% of portfolio
12,959
Q1 2025 Added 1.51%
$0
$788,000 0.25% of portfolio
20,122
Q2 2025 Reduced 2.34%
$0
$759,000 0.24% of portfolio
10,142
Q4 2024 Reduced 13.41%
$0
$770,000 0.24% of portfolio
1,356
Q2 2025 Reduced 0.88%
$0
$763,000 0.24% of portfolio
14,997
Q2 2025 Added 166.38%
$14.3B
$734,000 0.23% of portfolio
7,053
Q2 2025 Reduced 37.77%
$0
$682,000 0.22% of portfolio
1,237
Q1 2025 Reduced 1.04%
$409B
$668,000 0.21% of portfolio
4,231
Q2 2025 Reduced 5.16%
$847B
$644,000 0.2% of portfolio
2,224
Q2 2025 Reduced 2.2%
$183B
$638,000 0.2% of portfolio
1,175
Q1 2025 New
$3.75T
$596,000 0.19% of portfolio
1,199
Q2 2025 Reduced 7.34%
$0
$590,000 0.19% of portfolio
24,782
Q2 2025 Reduced -0.0%
$0
$577,000 0.18% of portfolio
7,465
Q2 2025 Reduced 35.47%
$0
$518,000 0.16% of portfolio
4,958
Q2 2025 Reduced 0.26%
$0
$465,000 0.15% of portfolio
750
Q2 2025 Added 0.13%
$0
$484,000 0.15% of portfolio
3,588
Q4 2024 New
$106B
$473,000 0.15% of portfolio
1,553
Q4 2023 Reduced 1.83%
$21.5B
$446,000 0.14% of portfolio
1,196
Q4 2024 New
$0
$451,000 0.14% of portfolio
10,929
Q2 2025 Added 1.24%
$1.62T
$456,000 0.14% of portfolio
619
Q2 2025 Added 10.93%
$565M
$416,000 0.13% of portfolio
29,050
Q4 2024 Reduced 50.0%
$62.6M
$398,000 0.13% of portfolio
72,798
Q2 2025 Added 196.31%
$92.2B
$366,000 0.12% of portfolio
730
Q2 2025 Reduced 0.27%
$47.6B
$365,000 0.12% of portfolio
6,464
Q2 2025 Added 10.29%
$0
$343,000 0.11% of portfolio
4,366
Q2 2025 Reduced 47.75%
$1.11T
$314,000 0.1% of portfolio
1,774
Q2 2025 Added 3.02%
$475B
$310,000 0.1% of portfolio
2,876
Q2 2025 Reduced 2.48%
$0
$327,000 0.1% of portfolio
1,294
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $317 Million
  • Prior Value $288 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
Track This Portfolio

Track Olio Financial Planning Portfolio

Follow Olio Financial Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olio Financial Planning, based on Form 13F filings with the SEC.

News

Stay updated on Olio Financial Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email