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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$1.72 Million 0.54% of portfolio
8,374
Q2 2025 Reduced 2.21%
$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%
$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%
$3.75T
$596,000 0.19% of portfolio
1,199
Q2 2025 Reduced 7.34%
$1.62T
$456,000 0.14% of portfolio
619
Q2 2025 Added 10.93%
$1.11T
$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%
$435B
$302,000 0.1% of portfolio
306
Q2 2025 Added 7.37%
$215B
$328,000 0.1% of portfolio
2,250
Q2 2025 Reduced 0.79%
$573B
$267,000 0.08% of portfolio
200
Q2 2025 New
$934B
$212,000 0.07% of portfolio
670
Q2 2025 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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