CIK 1906766
OLIO Financial Planning
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 51–71 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 1K | $100K–$500K | SH |
| GOOD | GLADSTONE COMMERCIAL CORP | 29K | $100K–$500K | SH |
| LOAN | MANHATTAN BRDG CAP INC | 66K | $100K–$500K | SH |
| MCO | MOODYS CORP | 574 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 426 | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 5K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| SAIC | SCIENCE APPLICATIONS INTL CO | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 279 | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 1K | $100K–$500K | SH |
| LDOS | LEIDOS HOLDINGS INC | 1K | $100K–$500K | SH |
| SPAB | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 5K | $100K–$500K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| KR | KROGER CO | 3K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 3K | $100K–$500K | SH |
| TSLA | TESLA INC | 466 | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| SMRT | SMARTRENT INC | 31K | $50K–$100K | SH |
| NAK | NORTHERN DYNASTY MINERALS LT | 22K | $15K–$50K | SH |