Olio Financial Planning Top Holdings and 13F Report (2026)

About Olio Financial Planning

Investment Activity

Olio Financial Planning has $403.11 million in total holdings as of June 30, 2026.
Olio Financial Planning owns shares of 68 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 2.50% of the portfolio was purchased this quarter.
About 1.13% of the portfolio was sold this quarter.
This quarter, Olio Financial Planning has purchased 72 new stocks and bought additional shares in 17 stocks.
Olio Financial Planning sold shares of 26 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Vanguard Value ETF: $74,017,262
Dimensional U.S. Equity ETF: $73,486,134
Vanguard FTSE Developed Markets ETF: $59,203,342
Fidelity Total Bond ETF: $49,330,386
Vanguard Total Stock Market ETF: $41,777,331

Largest New Holdings this Quarter

922908751 - Vanguard Small-Cap ETF: $220,717 Holding

Largest Purchases this Quarter

Fidelity Total Bond ETF: 66,217 shares (about $3.01M)
Vanguard Value ETF: 9,708 shares (about $2.12M)
Dimensional U.S. Equity ETF: 14,241 shares (about $1.17M)
Vanguard Mid-Cap ETF: 12,807 shares (about $1.03M)
Vanguard FTSE Developed Markets ETF: 12,768 shares (about $909.72K)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 3,830 shares (about $1.42M)
Apple: 768 shares (about $222.22K)
Norfolk Southern: 694 shares (about $218.34K)
Vanguard Tax-Exempt Bond ETF: 3,209 shares (about $162.31K)
Vanguard S&P 500 ETF: 229 shares (about $157.25K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTV Vanguard Value ETF	$74,017,262	$2,115,663 â–²	2.9%	339,638	18.4%	ETF
DFUS Dimensional U.S. Equity ETF	$73,486,134	$1,166,907 â–²	1.6%	896,829	18.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$59,203,342	$909,720 â–²	1.6%	830,924	14.7%	ETF
FBND Fidelity Total Bond ETF	$49,330,386	$3,012,210 â–²	6.5%	1,084,423	12.2%	ETF
VTI Vanguard Total Stock Market ETF	$41,777,331	$1,417,259 â–¼	-3.3%	112,899	10.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$20,269,141	$648,323 â–²	3.3%	102,577	5.0%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$16,342,929	$246,188 â–²	1.5%	233,804	4.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$12,158,199	$42,712 â–¼	-0.4%	145,173	3.0%	ETF
SCHD Schwab US Dividend Equity ETF	$5,117,264	$187,057 â–²	3.8%	161,377	1.3%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,325,364	$162,312 â–¼	-3.6%	85,515	1.1%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$3,646,271	$126,653 â–²	3.6%	70,419	0.9%	ETF
VBR Vanguard Small-Cap Value ETF	$3,270,285	$43,008 â–¼	-1.3%	13,459	0.8%	ETF
AAPL Apple	$3,015,024	$222,221 â–¼	-6.9%	10,420	0.7%	Technology
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$2,679,680	$319,936 â–²	13.6%	89,293	0.7%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$2,246,193	$77,827 â–¼	-3.3%	21,848	0.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$2,238,994	$120,157 â–¼	-5.1%	37,510	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$2,078,652	$68,647 â–¼	-3.2%	24,315	0.5%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$1,699,550	$16,694 â–²	1.0%	10,384	0.4%	ETF
VOO Vanguard S&P 500 ETF	$1,562,927	$157,254 â–¼	-9.1%	2,276	0.4%	ETF
VO Vanguard Mid-Cap ETF	$1,400,603	$1,031,841 â–²	279.8%	17,384	0.3%	ETF
SCHE Schwab Emerging Markets Equity ETF	$1,290,832	$113,966 â–¼	-8.1%	35,599	0.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$1,066,989	$61,789 â–¼	-5.5%	10,430	0.3%	ETF
JMST JPMorgan Ultra-Short Municipal ETF	$1,028,721	$33,966 â–²	3.4%	20,171	0.3%	ETF
BRK.B Berkshire Hathaway	$946,238	$11,009 â–¼	-1.2%	1,891	0.2%	Finance
ESGE iShares ESG Aware MSCI EM ETF	$924,808	$117,365 â–¼	-11.3%	16,910	0.2%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$920,793		0.0%	10,142	0.2%	ETF
AMZN Amazon.com	$848,014	$5,482 â–²	0.7%	3,558	0.2%	Consumer Discretionary
NVDA NVIDIA	$776,405	$109,457 â–¼	-12.4%	3,880	0.2%	Technology
QQQ Invesco QQQ	$768,066	$30,192 â–¼	-3.8%	1,043	0.2%	ETF
SCHB Schwab US Broad Market ETF	$717,592		0.0%	24,779	0.2%	ETF
JPM JPMorgan Chase & Co.	$659,487		0.0%	2,015	0.2%	Finance
AMD Advanced Micro Devices	$649,458		0.0%	1,118	0.2%	Technology
AEGON LTD	$599,316		0.0%	71,009	0.1%	AMER REG 1 CERT
GLD SPDR Gold Shares	$596,776	$368 â–²	0.1%	1,620	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$573,339	$49,890 â–¼	-8.0%	10,251	0.1%	ETF
AMAT Applied Materials	$560,325		0.0%	775	0.1%	Technology
MUB iShares National Muni Bond ETF	$528,953		0.0%	4,915	0.1%	ETF
BAH Booz Allen Hamilton	$495,068		0.0%	8,160	0.1%	Industrials
IVV iShares Core S&P 500 ETF	$486,747		0.0%	650	0.1%	ETF
ISRG Intuitive Surgical	$467,274		0.0%	1,175	0.1%	Healthcare
MSFT Microsoft	$453,136	$23,123 â–¼	-4.9%	1,215	0.1%	Technology
GOOGL Alphabet	$451,874	$11,440 â–²	2.6%	1,264	0.1%	Communication Services
D Dominion Energy	$446,973	$1,024 â–¼	-0.2%	6,545	0.1%	Utilities
CSL Carlisle Companies	$433,849		0.0%	1,196	0.1%	Industrials
XLK Technology Select Sector SPDR Fund	$432,862		0.0%	2,272	0.1%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$431,045	$36,632 â–¼	-7.8%	2,624	0.1%	ETF
SUSA iShares MSCI USA ESG Select ETF	$410,747	$17,745 â–²	4.5%	2,662	0.1%	ETF
RTX RTX	$408,869		0.0%	2,155	0.1%	Industrials
SPDW SPDR Portfolio Developed World ex-US ETF	$392,085		0.0%	7,781	0.1%	ETF
GOOG Alphabet	$362,703	$129,612 â–¼	-26.3%	1,027	0.1%	Communication Services
GOOD Gladstone Commercial	$357,315		0.0%	29,050	0.1%	Real Estate
META Meta Platforms	$331,224	$28,729 â–¼	-8.0%	588	0.1%	Communication Services
RSPT Invesco S&P 500 Equal Weight Technology ETF	$318,437		0.0%	4,937	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$318,124		0.0%	426	0.1%	ETF
NSC Norfolk Southern	$301,706	$218,336 â–¼	-42.0%	959	0.1%	Industrials
SCIENCE APPLICATIONS INTL CO	$288,723		0.0%	2,615	0.1%	COM
COST Costco Wholesale	$260,799		0.0%	279	0.1%	Consumer Staples
XOM ExxonMobil	$256,077	$52,364 â–¼	-17.0%	1,873	0.1%	Energy
DFUV Dimensional US Marketwide Value ETF	$233,933	$825 â–²	0.4%	4,253	0.1%	ETF
WALMART INC	$229,028		0.0%	2,022	0.1%	COM
CVX Chevron	$228,718	$57,677 â–¼	-20.1%	1,380	0.1%	Energy
SPAB SPDR Portfolio Aggregate Bond ETF	$223,990		0.0%	8,777	0.1%	ETF
VB Vanguard Small-Cap ETF	$220,717	$220,717 â–²	New Holding	728	0.1%	ETF
BSV Vanguard Short-Term Bond ETF	$212,822	$2,649 â–¼	-1.2%	2,732	0.1%	ETF
AEP American Electric Power	$210,688		0.0%	1,540	0.1%	Utilities
LOAN Manhattan Bridge Capital	$59,564	$3,421 â–¼	-5.4%	59,563	0.0%	Finance
NAK Northern Dynasty Minerals	$43,047		0.0%	22,420	0.0%	Materials
SMRT SmartRent	$18,488		0.0%	15,536	0.0%	Technology
MCO Moody's	$0	$310,118 â–¼	-100.0%	0	0.0%	Finance
KR Kroger	$0	$246,612 â–¼	-100.0%	0	0.0%	Consumer Staples
CSX CSX	$0	$229,880 â–¼	-100.0%	0	0.0%	Industrials
ISHARES BITCOIN TRUST ETF	$0	$226,755 â–¼	-100.0%	0	0.0%	SHS BEN INT
LDOS Leidos	$0	$202,643 â–¼	-100.0%	0	0.0%	Industrials

Showing largest 100 holdings. View all holdings.

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Olio Financial Planning Top Holdings and 13F Report (2026)

About Olio Financial Planning

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Olio Financial Planning Top Holdings and 13F Report (2026)

About Olio Financial Planning

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOlio Financial Planning

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools