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Disclosery

13F-HR filed by OLIO Financial Planning

OLIO Financial Planning filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-14, with 72 holding rows worth $360,958,145.

Accession
0001906766-26-000002
Filer
CIK 1906766
Filed
2026-04-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 72 entries on the cover page, a total value of $360,958,145 stated on the cover page (in dollars after the unit check, H1), rows summing to $360,958,145 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
Vanguard Value ETF922908744SHS329,930$64,732,347dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF882,588$62,584,324dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS818,156$52,427,461dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF1,018,206$46,450,568dollars as filed
VTI922908769COM116,729$37,447,862dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS99,296$18,298,256dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU230,282$14,381,093dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS145,683$10,940,757dollars as filed
SCHD808524797COM155,478$4,770,079dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF88,724$4,426,448dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS67,973$3,188,603dollars as filed
Vanguard Small-Cap Value ETF922908611SHS13,636$2,962,426dollars as filed
Apple Inc037833100COM11,188$2,839,437dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF78,632$2,364,474dollars as filed
ISHARES TR46435G516COM22,605$2,161,491dollars as filed
VWO922042858SHS39,523$2,136,224dollars as filed
VANGUARD STAR FDS921909768COM25,118$1,936,865dollars as filed
Vanguard S&P 500 ETF922908363COM2,505$1,496,939dollars as filed
ISHARES TR46435G425COM10,282$1,454,081dollars as filed
Vanguard Mid-Cap ETF922908629SHS4,577$1,314,404dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF38,742$1,276,560dollars as filed
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654ETF19,505$994,365dollars as filed
Berkshire Hathaway Inc084670702COM1,913$916,710dollars as filed
ISHARES INC46434G764MSCI EMRG CHN11,034$867,935dollars as filed
ISHARES INC46434G863COM19,056$866,477dollars as filed
SPDR Portfolio S&P 1500 Composite Stock Market ETF78464A805SHS10,142$801,827dollars as filed
NVIDIA Corp67066G104COM4,427$771,984dollars as filed
Amazon.com, Inc023135106COM3,535$736,235dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,619$696,640dollars as filed
BOOZ ALLEN HAMILTON HLDG CORP CL A099502106Stock8,160$636,725dollars as filed
INVESCO QQQ TR46090E103COM1,084$625,664dollars as filed
Schwab U.S. Broad Market ETF808524102SHS24,779$621,946dollars as filed
JPMorgan Chase & Co46625H100COM2,015$592,658dollars as filed
Intuitive Surgical,Inc.46120E602COM1,175$541,664dollars as filed
iShares ESG Aware MSCI USA Small-Cap ETF46435U663SHS11,143$523,944dollars as filed
ISHARES TR464288414NATIONAL MUN ETF4,915$521,728dollars as filed
AEGON LTD AMER REG 1 CERT0076CA104ADR71,009$515,526dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,653$474,366dollars as filed
Microsoft Corp594918104COM1,277$472,530dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS650$424,483dollars as filed
Raytheon Technologies Corporation75513E101COM2,155$415,700dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,560$405,527dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS2,847$405,447dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,394$399,780dollars as filed
CARLISLE COS INC COM142339100Stock1,196$399,010dollars as filed
EXXON MOBIL CORP30231G102COM2,256$382,753dollars as filed
META PLATFORMS INC CL A30303M102COM639$365,557dollars as filed
Chevron Corporation166764100COM1,728$357,524dollars as filed
SPDW78463X889COM7,781$355,203dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,232$354,329dollars as filed
ISHARES TR464288802ESG OPTIMIZED2,547$336,459dollars as filed
GLADSTONE COMMERCIAL CORP376536108COM29,050$332,042dollars as filed
MOODYS CORP COM615369105Stock711$310,118dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,272$301,949dollars as filed
Costco Wholesale Corporation22160K105COM279$277,723dollars as filed
SPY78462F103SHS426$277,020dollars as filed
Applied Materials,Inc.038222105COM775$264,888dollars as filed
Walmart Inc.931142103COM2,022$251,311dollars as filed
SCIENCE APPLICATIONS INTL CORP COM808625107Stock2,615$248,216dollars as filed
KROGER CO COM501044101Stock3,408$246,612dollars as filed
CSX Corporation126408103COM5,600$229,880dollars as filed
Advanced Micro Devices,Inc.007903107COM1,118$227,435dollars as filed
IShares Bitcoin Trust Registered46438F101SHS5,902$226,755dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF8,777$224,867dollars as filed
INVESCO EXCHANGE TRADED FD T46137V282S&P500 EQL TEC4,937$223,449dollars as filed
Vanguard Short-Term Bond ETF921937827SHS2,766$216,914dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE4,238$205,387dollars as filed
LEIDOS HOLDINGS INC COM525327102Stock1,303$202,643dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock1,540$201,864dollars as filed
MANHATTAN BRDG CAP INC562803106COM62,984$62,985dollars as filed
NORTHERN DYNASTY MINERALS LTD COM NEW66510M204Stock22,420$31,388dollars as filed
SMARTRENT INC83193G107COMMON STOCK15,536$23,304dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001906766-26-000002this filing2026-04-14acceptance time not in the bulk data set