Olio Financial Planning Top Holdings and 13F Report (2026) About Olio Financial PlanningInvestment ActivityOlio Financial Planning has $360.96 million in total holdings as of March 31, 2026.Olio Financial Planning owns shares of 72 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.10% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Olio Financial Planning has purchased 71 new stocks and bought additional shares in 26 stocks.Olio Financial Planning sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Value ETF $64,732,347Dimensional U.S. Equity ETF $62,584,324Vanguard FTSE Developed Markets ETF $52,427,461Fidelity Total Bond ETF $46,450,568Vanguard Total Stock Market ETF $37,447,862 Largest New Holdings this Quarter 038222105 - Applied Materials $264,888 Holding025537101 - American Electric Power $201,864 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 42,465 shares (about $1.94M)Dimensional U.S. Equity ETF 26,346 shares (about $1.87M)Vanguard Value ETF 3,948 shares (about $774.60K)Vanguard S&P 500 ETF 1,139 shares (about $680.64K)Vanguard Mid-Cap Value ETF 1,694 shares (about $312.17K) Largest Sales this Quarter Vanguard Total Stock Market ETF 2,001 shares (about $641.94K)Vanguard FTSE Developed Markets ETF 8,442 shares (about $540.96K)Schwab US Dividend Equity ETF 3,962 shares (about $121.55K)iShares Core S&P 500 ETF 181 shares (about $118.20K)ExxonMobil 634 shares (about $107.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlio Financial Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$64,732,347$774,599 ▲1.2%329,93017.9%ETFDFUSDimensional U.S. Equity ETF$62,584,324$1,868,195 ▲3.1%882,58817.3%ETFVEAVanguard FTSE Developed Markets ETF$52,427,461$540,964 ▼-1.0%818,15614.5%ETFFBNDFidelity Total Bond ETF$46,450,568$1,937,254 ▲4.4%1,018,20612.9%ETFVTIVanguard Total Stock Market ETF$37,447,862$641,941 ▼-1.7%116,72910.4%ETFVOEVanguard Mid-Cap Value ETF$18,298,256$312,170 ▲1.7%99,2965.1%ETFDFATDimensional U.S. Targeted Value ETF$14,381,093$243,242 ▲1.7%230,2824.0%ETFVEUVanguard FTSE All-World ex-US ETF$10,940,757$174,457 ▲1.6%145,6833.0%ETFSCHDSchwab US Dividend Equity ETF$4,770,079$121,555 ▼-2.5%155,4781.3%ETFVTEBVanguard Tax-Exempt Bond ETF$4,426,448$178,706 ▲4.2%88,7241.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,188,603$18,107 ▲0.6%67,9730.9%ETFVBRVanguard Small-Cap Value ETF$2,962,426$89,507 ▼-2.9%13,6360.8%ETFAAPLApple$2,839,437$208,364 ▲7.9%11,1880.8%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$2,364,474$58,005 ▲2.5%78,6320.7%ETFESGDiShares ESG Aware MSCI EAFE ETF$2,161,491$2,964 ▲0.1%22,6050.6%ManufacturingVWOVanguard FTSE Emerging Markets ETF$2,136,224$65,022 ▼-3.0%39,5230.6%ETFVXUSVanguard Total International Stock ETF$1,936,865$175,427 ▲10.0%25,1180.5%ETFVOOVanguard S&P 500 ETF$1,496,939$680,644 ▲83.4%2,5050.4%ETFESGUiShares ESG Aware MSCI USA ETF$1,454,081$28,001 ▲2.0%10,2820.4%ManufacturingVOVanguard Mid-Cap ETF$1,314,404$82,994 ▼-5.9%4,5770.4%ETFSCHESchwab Emerging Markets Equity ETF$1,276,560$37,102 ▼-2.8%38,7420.4%ETFJMSTJPMorgan Ultra-Short Municipal ETF$994,365$47,972 ▲5.1%19,5050.3%ETFBRK.BBerkshire Hathaway$916,710$17,251 ▼-1.8%1,9130.3%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$867,935$82,278 ▼-8.7%11,0340.2%ManufacturingESGEiShares ESG Aware MSCI EM ETF$866,477$8,867 ▼-1.0%19,0560.2%ManufacturingSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$801,8270.0%10,1420.2%ETFNVDANVIDIA$771,984$105,326 ▲15.8%4,4270.2%Computer and TechnologyAMZNAmazon.com$736,235$62,898 ▼-7.9%3,5350.2%Retail/WholesaleGLDSPDR Gold Shares$696,640$3,442 ▲0.5%1,6190.2%FinanceBAHBooz Allen Hamilton$636,725$110,725 ▲21.1%8,1600.2%Business ServicesQQQInvesco QQQ$625,664$1,154 ▼-0.2%1,0840.2%FinanceSCHBSchwab US Broad Market ETF$621,9460.0%24,7790.2%ETFJPMJPMorgan Chase & Co.$592,658$12,059 ▼-2.0%2,0150.2%FinanceISRGIntuitive Surgical$541,6640.0%1,1750.2%MedicalESMLiShares ESG Aware MSCI USA Small-Cap ETF$523,944$8,417 ▼-1.6%11,1430.1%ETFMUBiShares National Muni Bond ETF$521,728$2,229 ▼-0.4%4,9150.1%ETFAEGON LTD$515,5260.0%71,0090.1%AMER REG 1 CERTNSCNorfolk Southern$474,3660.0%1,6530.1%TransportationMSFTMicrosoft$472,530$25,532 ▲5.7%1,2770.1%Computer and TechnologyIVViShares Core S&P 500 ETF$424,483$118,202 ▼-21.8%6500.1%ETFRTXRTX$415,700$19,676 ▼-4.5%2,1550.1%AerospaceDDominion Energy$405,527$1,175 ▲0.3%6,5600.1%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$405,447$55,541 ▼-12.0%2,8470.1%ETFGOOGAlphabet$399,780$19,788 ▲5.2%1,3940.1%Computer and TechnologyCSLCarlisle Companies$399,0100.0%1,1960.1%Multi-Sector ConglomeratesXOMExxonMobil$382,753$107,564 ▼-21.9%2,2560.1%EnergyMETAMeta Platforms$365,557$31,464 ▼-7.9%6390.1%Computer and TechnologyCVXChevron$357,524$207 ▲0.1%1,7280.1%EnergySPDWSPDR Portfolio Developed World ex-US ETF$355,2030.0%7,7810.1%ETFGOOGLAlphabet$354,329$55,795 ▲18.7%1,2320.1%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$336,4590.0%2,5470.1%ETFGOODGladstone Commercial$332,0420.0%29,0500.1%FinanceMCOMoody's$310,118$59,756 ▲23.9%7110.1%FinanceXLKTechnology Select Sector SPDR Fund$301,9490.0%2,2720.1%ETFCOSTCostco Wholesale$277,7230.0%2790.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$277,0200.0%4260.1%FinanceAMATApplied Materials$264,888$264,888 ▲New Holding7750.1%Computer and TechnologyWALMART INC$251,3110.0%2,0220.1%COMSCIENCE APPLICATIONS INTL CO$248,2160.0%2,6150.1%COMKRKroger$246,612$1,954 ▼-0.8%3,4080.1%Retail/WholesaleCSXCSX$229,8800.0%5,6000.1%TransportationAMDAdvanced Micro Devices$227,4350.0%1,1180.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$226,755$20,247 ▲9.8%5,9020.1%SHS BEN INTSPABSPDR Portfolio Aggregate Bond ETF$224,8670.0%8,7770.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$223,4490.0%4,9370.1%ETFBSVVanguard Short-Term Bond ETF$216,914$7,921 ▲3.8%2,7660.1%ETFDFUVDimensional US Marketwide Value ETF$205,387$28,739 ▼-12.3%4,2380.1%ETFLDOSLeidos$202,6430.0%1,3030.1%Computer and TechnologyAEPAmerican Electric Power$201,864$201,864 ▲New Holding1,5400.1%UtilitiesLOANManhattan Bridge Capital$62,985$2,891 ▼-4.4%62,9840.0%FinanceNAKNorthern Dynasty Minerals$31,3880.0%22,4200.0%Basic MaterialsSMRTSmartRent$23,304$23,325 ▼-50.0%15,5360.0%Business ServicesTSLATesla$0$209,570 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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