OLIO Financial Planning - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, OLIO Financial Planning held in its portfolio 69 assets valued at $356,492,086 (i.e. $356.49M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($63.51M), VANGUARD INDEX FDS ($62.26M), and VANGUARD TAX-MANAGED FDS ($51.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 69 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
OLIO Financial Planning - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 856242 | 63507487 | US EQUITY MARKET |
| VANGUARD INDEX FDS | 325982 | 62259257 | VALUE ETF |
| VANGUARD TAX-MANAGED FDS | 826598 | 51637559 | VAN FTSE DEV MKT |
| FIDELITY MERRIMACK STR TR | 975741 | 44923093 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 118730 | 39806486 | TOTAL STK MKT |
| VANGUARD INDEX FDS | 97602 | 17311646 | MCAP VL IDXVIP |
| DIMENSIONAL ETF TRUST | 226387 | 13479060 | US TARGETED VLU |
| VANGUARD INTL EQUITY INDEX F | 143360 | 10545530 | ALLWRLD EX US |
| SCHWAB STRATEGIC TR | 159440 | 4373438 | US DIVIDEND EQ |
| VANGUARD MUN BD FDS | 85142 | 4281816 | TAX EXEMPT BD |
| SPDR SERIES TRUST | 95622 | 3379147 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 67587 | 3163738 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 14048 | 2975171 | SM CP VAL ETF |
| APPLE INC | 10367 | 2818370 | COM |
| VANGUARD INTL EQUITY INDEX F | 40726 | 2189425 | FTSE EMR MKT ETF |
| ISHARES TR | 22574 | 2146562 | ESG AW MSCI EAFE |
| VANGUARD STAR FDS | 22843 | 1723283 | VG TL INTL STK F |
| ISHARES TR | 10084 | 1502315 | ESG AWR MSCI USA |
| VANGUARD INDEX FDS | 4866 | 1412128 | MID CAP ETF |
| SCHWAB STRATEGIC TR | 39868 | 1305688 | EMRG MKTEQ ETF |
| BERKSHIRE HATHAWAY INC DEL | 1949 | 979665 | CL B NEW |
| J P MORGAN EXCHANGE TRADED F | 18564 | 945651 | ULTRA SHT MUNCPL |
| AMAZON COM INC | 3837 | 885657 | COM |
| ISHARES INC | 12080 | 877975 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 1366 | 856390 | S&P 500 ETF SHS |
| ISHARES INC | 19251 | 850317 | ESG AWR MSCI EM |
| NVIDIA CORPORATION | 3823 | 713065 | COM |
| INVESCO QQQ TR | 1086 | 667141 | UNIT SER 1 |
| INTUITIVE SURGICAL INC | 1175 | 665473 | COM NEW |
| JPMORGAN CHASE & CO. | 2056 | 662485 | COM |
| SCHWAB STRATEGIC TR | 24779 | 649946 | US BRD MKT ETF |
| SPDR GOLD TR | 1611 | 638456 | GOLD SHS |
| MICROSOFT CORP | 1208 | 584159 | COM |
| ISHARES TR | 831 | 568995 | CORE S&P500 ETF |
| BOOZ ALLEN HAMILTON HLDG COR | 6741 | 568671 | CL A |
| AEGON LTD | 71009 | 547480 | AMER REG 1 CERT |
| ISHARES TR | 4936 | 528695 | NATIONAL MUN ETF |
| ISHARES TR | 11322 | 520586 | ESG AWARE MSCI |
| ISHARES TR | 3237 | 481256 | CORE S&P TTL STK |
| NORFOLK SOUTHN CORP | 1653 | 477209 | COM |
| META PLATFORMS INC | 694 | 458353 | CL A |
| ALPHABET INC | 1325 | 415918 | CAP STK CL C |
| RTX CORPORATION | 2257 | 413934 | COM |
| DOMINION ENERGY INC | 6541 | 383219 | COM |
| CARLISLE COS INC | 1196 | 382553 | COM |
| ISHARES TR | 2547 | 354912 | ESG OPTIMIZED |
| EXXON MOBIL CORP | 2890 | 347783 | COM |
| SPDR INDEX SHS FDS | 7781 | 345555 | PORTFOLIO DEVLPD |
| SELECT SECTOR SPDR TR | 2272 | 327100 | STATE STREET TEC |
| ALPHABET INC | 1038 | 324764 | CAP STK CL A |
| GLADSTONE COMMERCIAL CORP | 29050 | 309964 | COM |
| MANHATTAN BRDG CAP INC | 65875 | 306318 | COM |
| MOODYS CORP | 574 | 293441 | COM |
| SPDR S&P 500 ETF TR | 426 | 290443 | TR UNIT |
| ISHARES BITCOIN TRUST ETF | 5375 | 266869 | SHS BEN INT |
| CHEVRON CORP NEW | 1727 | 263243 | COM |
| SCIENCE APPLICATIONS INTL CO | 2615 | 263226 | COM |
| COSTCO WHSL CORP NEW | 279 | 240294 | COM |
| ADVANCED MICRO DEVICES INC | 1118 | 239431 | COM |
| LEIDOS HOLDINGS INC | 1303 | 235062 | COM |
| WALMART INC | 2022 | 225280 | COM |
| DIMENSIONAL ETF TRUST | 4831 | 225072 | US MKTWIDE VALUE |
| INVESCO EXCHANGE TRADED FD T | 4937 | 224683 | S&P500 EQL TEC |
| KROGER CO | 3435 | 214612 | COM |
| VANGUARD BD INDEX FDS | 2665 | 210054 | SHORT TRM BOND |
| TESLA INC | 466 | 209570 | COM |
| CSX CORP | 5600 | 203000 | COM |
| SMARTRENT INC | 31086 | 62794 | COM CL A |
| NORTHERN DYNASTY MINERALS LT | 22420 | 44168 | COM NEW |
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