OLIO Financial Planning
OLIO Financial Planning reported 70 stocks worth $402M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are DFUS (18.4%), VTV (18.3%) and VEA (14.6%). Compared with Q2 2026, the fund opened new positions in AGG, XOM and IEFA, added to VTV, VEA and FBND, trimmed DFUS, VTI and VEU and sold out of XOM, AEP and SMRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DFUS Dimensional US Equity Market ETF | $73.9M | 18.4% | 890K | −6,935 (−1%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $73.6M | 18.3% | 341K | +1,058 (+0%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $58.8M | 14.6% | 833K | +2,040 (+0%) | 8 of 8 | |
| 4 |  FBND Fidelity Total Bond ETF | $48.8M | 12.1% | 1.1M | +43K (+4%) | 8 of 8 | |
| 5 |  VTI Vanguard Total Stock Market ETF | $41.2M | 10.3% | 110K | −2,710 (−2%) | 8 of 8 | |
| 6 |  VOE Vanguard Index Fds | $20.4M | 5.1% | 105K | +1,976 (+2%) | 8 of 8 | |
| 7 | DIMENSIONAL U S TARGETED | $15.7M | 3.9% | 236K | +2,105 (+1%) | 8 of 8 | |
| 8 |  VEU Vanguard Intl Equity Index F | $11.2M | 2.8% | 136K | −9,660 (−7%) | 8 of 8 | |
| 9 |  SCHD Schwab US Dividend Equity ETF | $5.2M | 1.3% | 160K | −1,203 (−1%) | 8 of 8 | |
| 10 |  VTEB Vanguard Mun BD Fds | $4.2M | 1.1% | 89K | +3,772 (+4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →OLIO Financial Planning 13F FAQ
What does OLIO Financial Planning own?
OLIO Financial Planning reported 70 stocks worth $402M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are DFUS (18.4%), VTV (18.3%) and VEA (14.6%). The table above lists every position in the filing (the top 10 without an account).
What did OLIO Financial Planning buy and sell in Q3 2026?
Compared with Q2 2026: 5 new positions, 22 added to, 19 trimmed and 3 sold out. New positions include AGG, XOM and IEFA. It sold all of XOM, AEP and SMRT.
When will OLIO Financial Planning file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is OLIO Financial Planning's portfolio worth?
The Q3 2026 filing reports $402M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.