OLIO Financial Planning
OLIO Financial Planning reported 68 positions worth $403.1M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VTV (18.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $74.0M | 18.36% | 339,638 | — | — | |
| ▸ 2 | DFUS | SH | $73.5M | 18.23% | 896,829 | — | — | |
| ▸ 3 | VEA | SH | $59.2M | 14.69% | 830,924 | — | — | |
| ▸ 4 | FBND | SH | $49.3M | 12.24% | 1,084,423 | — | — | |
| ▸ 5 | VTI | SH | $41.8M | 10.36% | 112,899 | — | — | |
| ▸ 6 | VOE | SH | $20.3M | 5.03% | 102,577 | — | — | |
| ▸ 7 | DFAT | SH | $16.3M | 4.05% | 233,804 | — | — | |
| ▸ 8 | VEU | SH | $12.2M | 3.02% | 145,173 | — | — | |
| ▸ 9 | SCHD | SH | $5.1M | 1.27% | 161,377 | — | — | |
| ▸ 10 | VTEB | SH | $4.3M | 1.07% | 85,515 | — | — |
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Frequently Asked Questions
What stocks does OLIO Financial Planning hold as of Q2 2026?
OLIO Financial Planning reported 68 positions worth $403.1M in its Q2 2026 13F filing. Largest positions: VTV (18.4%), DFUS (18.2%), VEA (14.7%), FBND (12.2%) and VTI (10.4%).
What did OLIO Financial Planning buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OLIO Financial Planning sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.