OLIO Financial Planning
OLIO Financial Planning reported 68 holdings worth US$403M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
OLIO Financial Planning reported 68 holdings worth US$403M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 68
- Value as reported
- US$403M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 10,420 | US$3.02M | 0.75% |
| Berkshire Hathaway Inc. | 1,891 | US$946K | 0.23% |
| Amazon.com, Inc. | 3,558 | US$848K | 0.21% |
| Alphabet Inc (google) Class C | 2,279 | US$815K | 0.20% |
| Nvidia Corporation | 3,880 | US$776K | 0.19% |
| Jp Morgan Chase & Co. | 2,015 | US$659K | 0.16% |
| Advanced Micro Devices Inc | 1,118 | US$649K | 0.16% |
| Aegon Ltd. | 71,009 | US$599K | 0.15% |
| Applied Materials, Inc. | 775 | US$560K | 0.14% |
| Booz Allen Hamilton Holding Corporation | 8,160 | US$495K | 0.12% |
| Intuitive Surgical, Inc. | 1,175 | US$467K | 0.12% |
| Microsoft Corp. | 1,215 | US$453K | 0.11% |
| Dominion Energy, Inc. | 6,545 | US$447K | 0.11% |
| Carlisle Companies Incorporated | 1,196 | US$434K | 0.11% |
| Rtx Corporation | 2,155 | US$409K | 0.10% |
| Gladstone Commercial Corporation - Real Estate Investment Trust | 29,050 | US$357K | 0.09% |
| Meta Platforms, Inc. | 588 | US$331K | 0.08% |
| Norfolk Southern Corporation | 959 | US$302K | 0.07% |
| Science Applications International Corporation | 2,615 | US$289K | 0.07% |
| Costco Wholesale Corporation | 279 | US$261K | 0.06% |
| Exxon Mobil Corporation | 1,873 | US$256K | 0.06% |
| Walmart Inc. | 2,022 | US$229K | 0.06% |
| Chevron Corporation | 1,380 | US$229K | 0.06% |
| American Electric Power Company, Inc. | 1,540 | US$211K | 0.05% |
| Manhattan Bridge Capital, Inc | 59,563 | US$59,564 | 0.01% |
| Northern Dynasty Minerals Ltd. | 22,420 | US$43,047 | 0.01% |
| Smartrent, Inc. | 15,536 | US$18,488 | <0.01% |
| Csx Corporation | 0 | US$0 | 0.00% |
| Kroger Company (the) | 0 | US$0 | 0.00% |
| Leidos Holdings, Inc. | 0 | US$0 | 0.00% |
| Moody's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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