13F Insight
DOSSIER · 13F-HR · Q2 2026

OLIO Financial Planning

$403M in tracked AUM across 68 positions as of Q2 2026.

OF
CIK 0001906766 · last filed Jun 30, 2026
Total AUM
$403M
as of Q2 2026
Holdings
68
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Portfolio Overview

OLIO Financial Planning has reported a substantial expansion in its 13F portfolio for the period ending December 31, 2025. The total portfolio value surged by 289.2%, growing from $91.59 million in the previous quarter to $356.49 million. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, likely driven by new client acquisitions or institutional mandates, rather than solely market performance. The portfolio consists of 71 holdings...

Key Holdings

The portfolio exhibits a "core-satellite" structure where a small number of large ETFs dominate the asset allocation. The top three positions—DFUS (Dimensional US Core Equity 2 ETF), VTV (Vanguard Value ETF), and VEA (Vanguard Tax-Managed International Fund)—account for 49.75% of the total portfolio, collectively valued at over $177 million.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$74M340K18.4%02
DFUS
DIMENSIONAL ETF TRUST
$73M897K18.2%03
VEA
VANGUARD TAX-MANAGED FDS
$59M831K14.7%04
FBND
FIDELITY MERRIMACK STR TR
$49M1.1M12.2%05
VTI
VANGUARD INDEX FDS
$42M113K10.4%06
VOE
VANGUARD INDEX FDS
$20M103K5.0%07
DFAT
DIMENSIONAL ETF TRUST
$16M234K4.1%08
VEU
VANGUARD INTL EQUITY INDEX F
$12M145K3.0%09
SCHD
SCHWAB STRATEGIC TR
$5M161K1.3%10
VTEB
VANGUARD MUN BD FDS
$4M86K1.1%

Filing history

2026Q2Jun 30
$403M▲ 11.7%
68 positionsView →2026Q1Mar 31
$361M▲ 1.3%
72 positionsView →2025Q4Dec 31
$356M▲ 4.6%
71 positionsView →2025Q3Sep 30
$341M▲ 7.5%
67 positionsView →2025Q2Jun 30
$317M▲ 9.6%
64 positionsLocked2025Q1Mar 31
$289M▲ 1.6%
59 positionsLocked2024Q4Dec 31
$285M▲ 19.8%
59 positionsLocked2024Q3Sep 30
$238M▲ 0.2%
52 positionsLocked2024Q2Jun 30
$237M▼ 0.2%
52 positionsLocked2024Q1Mar 31
$238M▼ 0.5%
52 positionsLocked2023Q4Dec 31
$239M▲ 12.1%
52 positionsLocked2023Q3Sep 30
$213M▲ 1.0%
53 positionsLocked
Showing 12 of 19