OLIO Financial Planning
•CIK: 1906766•Filing: Q4 2025
**OLIO Financial Planning** manages $356M across a diversified portfolio of 71 positions. The strategy exhibits significant allocations to US and international equity exposure, highlighted by top holdings such as DFUS ($63.5M) and VTV ($62.3M). Further diversification is evident with substantial weights in VEA ($51.6M) and FBND ($44.9M). The portfolio maintains a broad global mandate, encompassing exposure to developed international markets via VEU ($10.5M).
Total AUM
$356.5M
QoQ Performance
+4.6%
Positions
50
Top 10 Concentration
87.6%
Latest Filing
Q4 2025
Top Holdings Allocation
DFUS
VTV
VEA
FBND
VTI
DFUS17.8%
VTV17.5%
VEA14.5%
FBND12.6%
VTI11.2%
VOE4.9%
DFAT3.8%
VEU3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.8%
Technology1.6%
ETF0.5%
Consumer0.4%
Financial0.3%
Energy0.2%
Industrial0.1%
Utilities0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑31 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022