OLIO Financial Planning

Q4 2025 13F-HR Holdings

Location
Mclean, VA
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$356,492
Net value change ($000)
+15,632 (4.6%)
New positions
8
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/16/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 3,759 6.3%
VTV 3,118 5.3%
VEA 3,043 6.3%
FBND 2,270 5.3%
DFAT 1,173 9.5%
VOE 919 5.6%
AAPL 710 33.7%
VEU 513 5.1%
GOOGL 325 NEW
CVX 263 NEW
Top Reduces (Value $000, Stocks/ETFs)
VTI -986 -2.4%
BIV -583 -100.0%
NFLX -240 -100.0%
TENB -219 -100.0%
VB -202 -100.0%
SCHE -197 -13.1%
BAH -136 -19.3%
AEG -125 -18.6%
VBR -121 -3.9%
NVDA -81 -10.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type