13F Insight
Viewing historical filing for 2026Q2. View latest →
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

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
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