Grufity logoGrufity logo
Stocks
Funds
Screener
Sectors
Watchlists

Latest OLIO Financial Planning Stock Portfolio

OLIO Financial Planning Performance:
2026 Q1: -0.23%YTD: -0.23%2025: 14.21%
Performance for 2026 Q1 is -0.23%, and YTD is -0.23%, and 2025 is 14.21%.

About OLIO Financial Planning and 13F Hedge Fund Stock Holdings

On 2026-04-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, OLIO Financial Planning reported an equity portfolio of $361 Millions as of 31 Mar, 2026.

The top stock holdings of OLIO Financial Planning are VB, DFAC, VEA. The fund has invested 17.9% of it's portfolio in VANGUARD INDEX FDS and 17.3% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off TESLA INC (TSLA) stocks. They significantly reduced their stock positions in SMARTRENT INC (SMRT), EXXON MOBIL CORP (XOM) and ISHARES TR (IJR). OLIO Financial Planning opened new stock positions in APPLIED MATLS INC (AMAT) and AMERICAN ELEC PWR CO INC (AEP). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), MOODYS CORP (MCO) and BOOZ ALLEN HAMILTON HLDG COR (BAH).

OLIO Financial Planning Annual Return Estimates Vs S&P 500

Our best estimate is that OLIO Financial Planning made a return of -0.23% in the last quarter. In trailing 12 months, it's portfolio return was 14.48%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
applied matls inc264,888
american elec pwr co inc201,864
New stocks bought by OLIO Financial Planning

Additions

Ticker% Inc.
vanguard index fds83.38
moodys corp23.87
booz allen hamilton hldg cor21.05
alphabet inc18.69
nvidia corporation15.8
vanguard star fds9.96
ishares bitcoin trust etf9.8
apple inc7.92
Additions to existing portfolio by OLIO Financial Planning

Reductions

Ticker% Reduced
smartrent inc-50.02
exxon mobil corp-21.94
ishares tr-21.78
dimensional etf trust-12.27
ishares tr-12.05
ishares inc-8.66
meta platforms inc-7.93
amazon com inc-7.87
OLIO Financial Planning reduced stake in above stock

Sold off

Ticker$ Sold
tesla inc-209,570
OLIO Financial Planning got rid off the above stocks

Sector Distribution

OLIO Financial Planning has about 96.4% of it's holdings in Others sector.

Sector%
Others96.4
Technology1.4

Market Cap. Distribution

OLIO Financial Planning has about 2.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED96.4
MEGA-CAP2.4

Stocks belong to which Index?

About 3.1% of the stocks held by OLIO Financial Planning either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others96.8
S&P 5003.1
Top 5 Winners (%)%
XOM
exxon mobil corp
36.5 %
CVX
chevron corporation
35.7 %
KR
kroger co
15.8 %
COST
costco wholesale corporation
15.6 %
CSX
csx corp
13.2 %
Top 5 Winners ($)$
VB
vanguard index fds
1.7 M
VEA
vanguard tax-managed fds
1.3 M
VB
vanguard index fds
0.7 M
DFAC
dimensional etf trust
0.7 M
FNDA
schwab strategic tr
0.5 M
Top 5 Losers (%)%
LOAN
manhattan brdg cap inc
-76.8 %
NAK
northern dynasty minerals lt
-28.9 %
MSFT
microsoft corp
-23.0 %
ishares bitcoin trust etf
-21.8 %
SMRT
smartrent inc
-19.3 %
Top 5 Losers ($)$
DFAC
dimensional etf trust
-2.8 M
VB
vanguard index fds
-1.7 M
FBND
fidelity merrimack str tr
-0.4 M
LOAN
manhattan brdg cap inc
-0.2 M
AAPL
apple inc
-0.2 M

OLIO Financial Planning Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of OLIO Financial Planning

OLIO Financial Planning has 72 stocks in it's portfolio. About 87.7% of the portfolio is in top 10 stocks. DFAC proved to be the most loss making stock for the portfolio. VB was the most profitable stock for OLIO Financial Planning last quarter.

Last Reported on: 14 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions