OLIO Financial Planning has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by CEO Andrew Miller, lists the firm's address as 1751 Pinnacle Drive Suite 600 in McLean, Virginia.
The portfolio includes a mix of individual equities and exchange-traded funds (ETFs). Among the individual stocks held are shares of Advanced Micro Devices, Aegon, Alphabet (Class A and Class C), Amazon, Apple, Berkshire Hathaway, Booz Allen Hamilton, Carlisle Cos, Chevron, Costco, Dominion Energy, Exxon Mobil, Intuitive Surgical, JPMorgan Chase, Kroger, Manhattan Bridge Capital, Meta Platforms, Microsoft, Norfolk Southern, Northern Dynasty Minerals, NVIDIA, RTX, and Walmart.
The filing also lists significant positions in various ETFs, including the Dimensional ETF Trust series, Fidelity Merrimack Strategic Trust Total Bond ETF, Invesco Exchange Traded Fund T S&P500 EQL TEC, Invesco QQQ Trust Unit Ser 1, and the iShares Bitcoin Trust ETF Shares BEN Int. Other ETFs listed include funds from iShares, Schwab Strategic Trust, SPDR Series Trust, and Vanguard Index Funds, covering broad market, international, emerging market, and bond strategies.
