OLIO Financial Planning ETF holdings
Mclean, VA
Reported $388.9M in 40 ETFs in its Form 13F for June 30, 2026.
ETF value
$388.9M
ETFs held
40
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
96.5%
of $403.1M
Top 10 of 40 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTV | Vanguard Morningstar Value ETF | $74.0M | 339,638 | +9,708 shares |
| DFUS | Dimensional U.S. Equity Market ETF | $73.5M | 896,829 | +14,241 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $59.2M | 830,924 | +12,768 shares |
| FBND | Fidelity Total Bond ETF | $49.3M | 1,084,423 | +66,217 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $41.8M | 112,899 | −3,830 shares |
| VOE | Vanguard Morningstar Mid-Cap Value ETF | $20.3M | 102,577 | +3,281 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $16.3M | 233,804 | +3,522 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $12.2M | 145,173 | −510 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $5.1M | 161,377 | +5,899 shares |
| VTEB | Vanguard Tax-Exempt Bond ETF | $4.3M | 85,515 | −3,209 shares |
30 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001906766. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does OLIO Financial Planning own?
OLIO Financial Planning reported 40 ETF positions worth $388.9M in its Form 13F for June 30, 2026. The largest was VTV, at $74.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.