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Disclosery

13F-HR filed by OLIO Financial Planning

OLIO Financial Planning filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-21, with 71 holding rows worth $356,492,086.

Accession
0001906766-26-000001
Filer
CIK 1906766
Filed
2026-01-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 71 entries on the cover page, a total value of $356,492,086 stated on the cover page (in dollars after the unit check, H1), rows summing to $356,492,086 with VALUE read as dollars as filed, 13F file number 028-21531. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF856,242$63,507,487dollars as filed
Vanguard Value ETF922908744SHS325,982$62,259,257dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS826,598$51,637,559dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF975,741$44,923,093dollars as filed
VTI922908769COM118,730$39,806,486dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS97,602$17,311,646dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU226,387$13,479,060dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS143,360$10,545,530dollars as filed
SCHD808524797COM159,440$4,373,438dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF85,142$4,281,816dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS67,587$3,163,738dollars as filed
Vanguard Small-Cap Value ETF922908611SHS14,048$2,975,171dollars as filed
Apple Inc037833100COM10,367$2,818,370dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF76,703$2,316,424dollars as filed
VWO922042858SHS40,726$2,189,425dollars as filed
ISHARES TR46435G516COM22,574$2,146,562dollars as filed
VANGUARD STAR FDS921909768COM22,843$1,723,283dollars as filed
ISHARES TR46435G425COM10,084$1,502,315dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,866$1,412,128dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF39,868$1,305,688dollars as filed
Berkshire Hathaway Inc084670702COM1,949$979,665dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF18,564$945,651dollars as filed
Amazon.com, Inc023135106COM3,837$885,657dollars as filed
ISHARES INC46434G764MSCI EMRG CHN12,080$877,975dollars as filed
Vanguard S&P 500 ETF922908363COM1,366$856,390dollars as filed
ISHARES INC46434G863COM19,251$850,317dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS10,142$836,715dollars as filed
NVIDIA Corp67066G104COM3,823$713,065dollars as filed
INVESCO QQQ TR46090E103COM1,086$667,141dollars as filed
Intuitive Surgical,Inc.46120E602COM1,175$665,473dollars as filed
JPMorgan Chase & Co46625H100COM2,056$662,485dollars as filed
Schwab U.S. Broad Market ETF808524102SHS24,779$649,946dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,611$638,456dollars as filed
Microsoft Corp594918104COM1,208$584,159dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS831$568,995dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock6,741$568,671dollars as filed
AEGON LTD AMER REG 1 CERT0076CA104ADR71,009$547,480dollars as filed
ISHARES TR464288414NATIONAL MUN ETF4,936$528,695dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS11,322$520,586dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS3,237$481,256dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,653$477,209dollars as filed
META PLATFORMS INC CL A30303M102COM694$458,353dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,325$415,918dollars as filed
Raytheon Technologies Corporation75513E101COM2,257$413,934dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,541$383,219dollars as filed
CARLISLE COS INC COM142339100Stock1,196$382,553dollars as filed
ISHARES TR464288802ESG OPTIMIZED2,547$354,912dollars as filed
EXXON MOBIL CORP30231G102COM2,890$347,783dollars as filed
SPDW78463X889COM7,781$345,555dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,272$327,100dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,038$324,764dollars as filed
GLADSTONE COMMERCIAL CORP376536108COM29,050$309,964dollars as filed
MANHATTAN BRDG CAP INC562803106COM65,875$306,318dollars as filed
MOODYS CORP COM615369105Stock574$293,441dollars as filed
SPY78462F103SHS426$290,443dollars as filed
IShares Bitcoin Trust Registered46438F101SHS5,375$266,869dollars as filed
Chevron Corporation166764100COM1,727$263,243dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,615$263,226dollars as filed
Costco Wholesale Corporation22160K105COM279$240,294dollars as filed
Advanced Micro Devices,Inc.007903107COM1,118$239,431dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,303$235,062dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF8,777$226,008dollars as filed
Walmart Inc.931142103COM2,022$225,280dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,831$225,072dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC4,937$224,683dollars as filed
KROGER CO COM501044101Stock3,435$214,612dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,665$210,054dollars as filed
Tesla Motors, Inc88160R101COM466$209,570dollars as filed
CSX Corporation126408103COM5,600$203,000dollars as filed
SMARTRENT INC83193G107COMMON STOCK31,086$62,794dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock22,420$44,168dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001906766-26-000001this filing2026-01-21acceptance time not in the bulk data set