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%
$3.39T
$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%
$2.27T
$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%
$14.2B
$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%
$406B
$668,000 0.21% of portfolio
4,231
Q2 2025 Reduced 5.16%
$831B
$644,000 0.2% of portfolio
2,224
Q2 2025 Reduced 2.2%
$187B
$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
$105B
$473,000 0.15% of portfolio
1,553
Q4 2023 Reduced 1.83%
$21.3B
$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%
$92B
$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%
$1.08T
$314,000 0.1% of portfolio
1,774
Q2 2025 Added 3.02%
$474B
$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
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