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OLIO Financial Planning - Portfolio Stock Holdings

OLIO Financial Planning disclosed 74 stock positions in a recent SEC 13F filing. $403,480,030 of stock holdings were filed, with the largest holdings including VTV, DFUS, and VEA. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

74

Est. Stock Holding Value:

$403,480,030

Top Stock Holdings By Sector

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Portfolio Stock Holdings - OLIO Financial Planning

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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