13F Filings History of OLIO Financial Planning

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$356,492,086
Signature - Title
Andrew Miller - CEO
Location
Mclean, VA
Summary
This page shows a list of all the recent 13F filings made by OLIO Financial Planning. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OLIO Financial Planning reported 71 stock holdings with total value $356,492,086 as of Q4 2025. Top holdings included DFUS, VTV, VEA, FBND, and VTI.

Notify me when OLIO Financial Planning files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $356,492,086 +$12,752,794 -$4,201,788 +$8,551,006 DFUS, VTV, VEA, FBND, VTI 13F-HR 20 Jan 2026, 21:56
Q3 2025 67 $340,860,425 +$9,627,540 -$4,206,261 +$5,421,279 DFUS, VTV, VEA, FBND, VTI 13F-HR 16 Oct 2025, 17:10
Q2 2025 64 $317,066,133 +$12,660,570 -$4,021,866 +$8,638,704 DFUS, VTV, VEA, FBND, VTI 13F-HR 09 Jul 2025, 17:08
Q1 2025 59 $289,326,225 +$17,761,240 -$11,753,285 +$6,007,955 VTV, DFUS, VEA, FBND, VTI 13F-HR 11 Apr 2025, 13:44
Q4 2024 59 $284,686,078 +$107,330,040 -$79,194,339 +$28,135,701 VTV, DFUS, VTI, VEA, FBND 13F-HR 21 Jan 2025, 17:29
Q3 2024 52 $236,894,476 +$551,258 $0 +$551,258 VTI, VEA, BIV, VTV, BSV 13F-HR 15 Oct 2024, 17:41
Q2 2024 52 $235,849,242 $0 -$551,251 -$551,251 VTI, VEA, BIV, VTV, BSV 13F-HR 12 Jul 2024, 15:24
Q1 2024 52 $237,447,432 $0 -$1,111,724 -$1,111,724 VTI, VEA, BIV, VTV, BSV 13F-HR 15 Apr 2024, 20:57
Q4 2023 52 $238,780,647 +$12,614,855 -$6,421,568 +$6,193,287 VTI, VEA, BIV, VTV, BSV 13F-HR 10 Jan 2024, 14:56
Q3 2023 53 $213,000,334 +$11,569,291 -$1,591,146 +$9,978,145 VTI, VEA, BIV, VTV, BSV 13F-HR 19 Oct 2023, 11:09
Q2 2023 47 $210,971,830 +$15,380,434 -$4,057,948 +$11,322,486 VTI, VEA, BIV, VTV, BSV 13F-HR 13 Jul 2023, 21:52
Q1 2023 42 $193,357,742 +$12,898,579 -$10,611,776 +$2,286,803 VTI, BIV, VEA, VTV, BSV 13F-HR 11 Apr 2023, 15:30
Q4 2022 41 $184,037,634 +$20,247,321 -$16,396,956 +$3,850,365 VTI, BIV, VTV, VEA, VEU 13F-HR 13 Jan 2023, 17:17
Q3 2022 42 $168,422,000 +$9,292,694 -$7,588,197 +$1,704,497 VTI, BIV, VTV, VEU, VEA 13F-HR 18 Oct 2022, 18:31
Q2 2022 43 $178,122,000 +$27,361,885 -$3,742,657 +$23,619,228 VTI, VEU, BIV, VTV, SCHP 13F-HR 15 Jul 2022, 10:04
Q1 2022 47 $174,932,000 +$16,669,038 -$2,377,949 +$14,291,089 VTI, VEU, VTV, BIV, SCHP 13F-HR 20 Apr 2022, 20:43
Q4 2021 41 $168,353,000 $0 $0 $0 VTI, VEU, VTV, BIV, SCHP 13F-HR 28 Jan 2022, 17:51