StockDriftsStockDriftsTop 50 OLIO Financial Planning Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 18.36% | 339.6K | $74.0M | +2.94%(+9.71K) | $158.07(+43.93%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 18.23% | 896.8K | $73.5M | +1.61%(+14.24K) | $59.95(+41.58%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 14.69% | 830.9K | $59.2M | +1.56%(+12.77K) | $45.35(+63.21%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 12.24% | 1.08M | $49.3M | +6.50%(+66.22K) | $45.84(-2.11%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 10.36% | 112.9K | $41.8M | -3.28%(-3.83K) | $224.25(+70.96%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 5.03% | 102.6K | $20.3M | +3.30%(+3.28K) | $149.96(+40.04%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.05% | 233.8K | $16.3M | +1.53%(+3.52K) | $53.99(+34.00%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.02% | 145.2K | $12.2M | -0.35%(-510) | $61.23(+40.70%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 1.27% | 161.4K | $5.1M | +3.79%(+5.90K) | $25.38(+35.38%) | 2026-06-30 | |
| VTEB | VANGUARD MUN BD FDS | 1.07% | 85.5K | $4.3M | -3.62%(-3.21K) | $50.84(-2.23%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.31% | +45.50% | — | — | +31.56% |
| Top 20 Holdings Unweighted | +12.57% | +42.64% | — | — | +26.58% |
OLIO Financial Planning reports $403.11M in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are VTV (18.4%), DFUS (18.2%) and VEA (14.7%). The top 20 holdings account for 94.24% of reported assets. Its disclosed equity book has returned +45.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from OLIO Financial Planning’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1906766). View OLIO Financial Planning’s 13F filings on SEC