Olio Financial Planning - Q42025 Holdings

Olio Financial Planning holds 71 stocks with a total portfolio value of $ 356.49M as of Q42025. In Q42025, Olio Financial Planning added 8 new positions, increased stakes in 31 stocks, reduced 19 holdings, and fully exited 4 positions. The largest holding is Dimensional Etf Trust (DFUS), representing 17.81% of the total portfolio.