Olio Financial Planning - Q22026 Holdings

Olio Financial Planning holds 68 stocks with a total portfolio value of $ 403.11M as of Q22026. In Q22026, Olio Financial Planning added 1 new position, increased stakes in 17 stocks, reduced 26 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VTV), representing 18.36% of the total portfolio.