Olio Financial Planning - Q32026 Holdings

Olio Financial Planning holds 70 stocks with a total portfolio value of $ 401.91M as of Q32026. In Q32026, Olio Financial Planning added 5 new positions, increased stakes in 23 stocks, reduced 20 holdings, and fully exited 3 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 18.38% of the total portfolio.