Olio Financial Planning Portfolio Stock Holdings
Olio Financial Planning disclosed 72 stock positions valued at approximately $361.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, DIMENSIONAL ETF TRUST, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 72
- Portfolio Value
- $361.0M
Holdings by Sector
Olio Financial Planning Portfolio Holdings in Q1 2026
72 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 17.93% | 329,930 | +3,948 | +1.21% | $64,732,347 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 17.34% | 882,588 | +26,346 | +3.08% | $62,584,324 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 14.52% | 818,156 | -8,442 | -1.02% | $52,427,461 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 12.87% | 1,018,206 | +42,465 | +4.35% | $46,450,568 |
| VANGUARD INDEX FDS | VTI | Other | 10.37% | 116,729 | -2,001 | -1.69% | $37,447,862 |
| VANGUARD INDEX FDS | VOE | Other | 5.07% | 99,296 | +1,694 | +1.74% | $18,298,256 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.98% | 230,282 | +3,895 | +1.72% | $14,381,093 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.03% | 145,683 | +2,323 | +1.62% | $10,940,757 |
| SCHWAB STRATEGIC TR | SCHD | Other | 1.32% | 155,478 | -3,962 | -2.48% | $4,770,079 |
| VANGUARD MUN BD FDS | VTEB | Other | 1.23% | 88,724 | +3,582 | +4.21% | $4,426,448 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.88% | 67,973 | +386 | +0.57% | $3,188,603 |
| VANGUARD INDEX FDS | VBR | Other | 0.82% | 13,636 | -412 | -2.93% | $2,962,426 |
| APPLE INC | AAPL | Technology | 0.79% | 11,188 | +821 | +7.92% | $2,839,437 |
| SPDR SERIES TRUST | SPSB | Other | 0.66% | 78,632 | +1,929 | +2.51% | $2,364,474 |
| ISHARES TR | ESGD | Other | 0.60% | 22,605 | +31 | +0.14% | $2,161,491 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.59% | 39,523 | -1,203 | -2.95% | $2,136,224 |
| VANGUARD STAR FDS | VXUS | Other | 0.54% | 25,118 | +2,275 | +9.96% | $1,936,865 |
| VANGUARD INDEX FDS | VOO | Other | 0.41% | 2,505 | +1,139 | +83.38% | $1,496,939 |
| ISHARES TR | ESGU | Other | 0.40% | 10,282 | +198 | +1.96% | $1,454,081 |
| VANGUARD INDEX FDS | VO | Other | 0.36% | 4,577 | -289 | -5.94% | $1,314,404 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.35% | 38,742 | -1,126 | -2.82% | $1,276,560 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.28% | 19,505 | +941 | +5.07% | $994,365 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.25% | 1,913 | -36 | -1.85% | $916,710 |
| ISHARES INC | EMXC | Other | 0.24% | 11,034 | -1,046 | -8.66% | $867,935 |
| ISHARES INC | ESGE | Other | 0.24% | 19,056 | -195 | -1.01% | $866,477 |
| SPDR SERIES TRUST | SPTM | Other | 0.22% | 10,142 | - | - | $801,827 |
| NVIDIA CORPORATION | NVDA | Technology | 0.21% | 4,427 | +604 | +15.80% | $771,984 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.20% | 3,535 | -302 | -7.87% | $736,235 |
| SPDR GOLD TR | GLD | Other | 0.19% | 1,619 | +8 | +0.50% | $696,640 |
| BOOZ ALLEN HAMILTON HLDG COR | BAH | Industrials | 0.18% | 8,160 | +1,419 | +21.05% | $636,725 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 1,084 | -2 | -0.18% | $625,664 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.17% | 24,779 | - | - | $621,946 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.16% | 2,015 | -41 | -1.99% | $592,658 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.15% | 1,175 | - | - | $541,664 |
| ISHARES TR | ESML | Other | 0.15% | 11,143 | -179 | -1.58% | $523,944 |
| ISHARES TR | MUB | Other | 0.14% | 4,915 | -21 | -0.43% | $521,728 |
| AEGON LTD | AEG | Financial Services | 0.14% | 71,009 | - | - | $515,526 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.13% | 1,653 | - | - | $474,366 |
| MICROSOFT CORP | MSFT | Technology | 0.13% | 1,277 | +69 | +5.71% | $472,530 |
| ISHARES TR | IVV | Other | 0.12% | 650 | -181 | -21.78% | $424,483 |
| RTX CORPORATION | RTX | Industrials | 0.12% | 2,155 | -102 | -4.52% | $415,700 |
| DOMINION ENERGY INC | D | Utilities | 0.11% | 6,560 | +19 | +0.29% | $405,527 |
| ISHARES TR | ITOT | Other | 0.11% | 2,847 | -390 | -12.05% | $405,447 |
| ALPHABET INC | GOOG | Communication Services | 0.11% | 1,394 | +69 | +5.21% | $399,780 |
| CARLISLE COS INC | CSL | Industrials | 0.11% | 1,196 | - | - | $399,010 |
| EXXON MOBIL CORP | XOM | Energy | 0.11% | 2,256 | -634 | -21.94% | $382,753 |
| META PLATFORMS INC | META | Communication Services | 0.10% | 639 | -55 | -7.93% | $365,557 |
| CHEVRON CORPORATION | CVX | Energy | 0.10% | 1,728 | +1 | +0.06% | $357,524 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.10% | 7,781 | - | - | $355,203 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 1,232 | +194 | +18.69% | $354,329 |
| ISHARES TR | SUSA | Other | 0.09% | 2,547 | - | - | $336,459 |
| GLADSTONE COMMERCIAL CORP | GOOD | Real Estate | 0.09% | 29,050 | - | - | $332,042 |
| MOODYS CORP | MCO | Financial Services | 0.09% | 711 | +137 | +23.87% | $310,118 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.08% | 2,272 | - | - | $301,949 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 279 | - | - | $277,723 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.08% | 426 | - | - | $277,020 |
| APPLIED MATLS INC | AMAT | Technology | 0.07% | 775 | +775 | +100.00% | $264,888 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 2,022 | - | - | $251,311 |
| SCIENCE APPLICATIONS INTL CO | SAIC | Technology | 0.07% | 2,615 | - | - | $248,216 |
| KROGER CO | KR | Consumer Defensive | 0.07% | 3,408 | -27 | -0.79% | $246,612 |
| CSX CORP | CSX | Industrials | 0.06% | 5,600 | - | - | $229,880 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.06% | 1,118 | - | - | $227,435 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.06% | 5,902 | +527 | +9.80% | $226,755 |
| SPDR SERIES TRUST | SPAB | Other | 0.06% | 8,777 | - | - | $224,867 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.06% | 4,937 | - | - | $223,449 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.06% | 2,766 | +101 | +3.79% | $216,914 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.06% | 4,238 | -593 | -12.27% | $205,387 |
| LEIDOS HOLDINGS INC | LDOS | Technology | 0.06% | 1,303 | - | - | $202,643 |
| AMERICAN ELEC PWR CO INC | AEP | Utilities | 0.06% | 1,540 | +1,540 | +100.00% | $201,864 |
| MANHATTAN BRDG CAP INC | LOAN | Real Estate | 0.02% | 62,984 | -2,891 | -4.39% | $62,985 |
| NORTHERN DYNASTY MINERALS LT | NAK | Basic Materials | 0.01% | 22,420 | - | - | $31,388 |
| SMARTRENT INC | SMRT | Technology | 0.01% | 15,536 | -15,550 | -50.02% | $23,304 |