Olio Financial Planning Portfolio Holdings

Olio Financial Planning

  • $340 Million
  • Q3 2025

Olio Financial Planning has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $340 Million distributed in 67 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 $59.7M, Vanguard Value ETF with a value of $59.1M, Vanguard Ftse Developed Market with a value of $48.6M, Fidelity Merrimack Str Tr Tota with a value of $42.7M, and Vanguard Total Stock Market Et with a value of $40.8M.

Examining the 13F form we can see an increase of $23.4M in the current position value, from $317M to 340M.

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

Portfolio value $340 Million
ETFs: $327 Million
Technology: $4.01 Million
Industrials: $1.97 Million
Financial Services: $1.95 Million
Communication Services: $1.19 Million
Consumer Cyclical: $1.08 Million
Real Estate: $737,000
Healthcare: $525,000
Other: $1.21 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$448M
$357,000 0.11% of portfolio
29,050
Q4 2024 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $340 Million
  • Prior Value $317 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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