Olio Financial Planning - Q12026 Holdings

Olio Financial Planning holds 72 stocks with a total portfolio value of $ 360.96M as of Q12026. In Q12026, Olio Financial Planning added 2 new positions, increased stakes in 26 stocks, reduced 24 holdings, and fully exited 1 position. The largest holding is Vanguard Index Fds (VTV), representing 17.93% of the total portfolio.