Holdings
OLIO Financial Planning
As of Jun 30, 2026, OLIO Financial Planning reported 27 positions worth US$14.2M. Largest: Apple Inc, Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,420 | US$3.02M | −768 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,891 | US$946K | −22 | Jun 30, 2026 |
| Amazon.com, Inc. | 3,558 | US$848K | +23 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,279 | US$815K | −343 | Jun 30, 2026 |
| Nvidia Corporation | 3,880 | US$776K | −547 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,015 | US$659K | no change | Jun 30, 2026 |
| Advanced Micro Devices Inc | 1,118 | US$649K | no change | Jun 30, 2026 |
| Aegon Ltd. | 71,009 | US$599K | no change | Jun 30, 2026 |
| Applied Materials, Inc. | 775 | US$560K | no change | Jun 30, 2026 |
| Booz Allen Hamilton Holding Corporation | 8,160 | US$495K | no change | Jun 30, 2026 |