OLIO Financial Planning
All 13F Filings
- Location
- Mclean, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 403,108
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 68 | 403,108 | 13F-HR | OLIO Financial Planning |
| Q1 2026 | 4/14/2026 | 72 | 360,958 | 13F-HR | OLIO Financial Planning |
| Q4 2025 | 1/21/2026 | 71 | 356,492 | 13F-HR | OLIO Financial Planning |
| Q3 2025 | 10/16/2025 | 67 | 340,860 | 13F-HR | OLIO Financial Planning |
| Q2 2025 | 7/9/2025 | 64 | 317,066 | 13F-HR | OLIO Financial Planning |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.16 K | 3.5% | 0 | 333 | -333 |
| ETFs | 388.7 K | 96.4% | 42.49 K | 0 | 42.49 K |
| Debt | 213 | 0.1% | 0 | 4 | -4 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
403,108
Holdings
68
QoQ value change ($000)
42,150
(11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.