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Olio Financial Planning
OLIO Financial Planning is an SEC-registered investment adviser based in McLean, Virginia, founded in 2011. The firm serves both individuals (including high net worth individuals) and some institutional investors, focusing on providing comprehensive financial planning and investment advisory services. With approximately 12 to 13 employees, OLIO manages client assets through separately managed accounts, and its team is led by CEO Andrew Miller.
Investment Strategy
OLIO Financial Planning specializes in delivering tailored investment management solutions and holistic financial planning primarily for individuals and high net worth individuals. The firm creates diversified portfolios largely consisting of publicly traded equities and fixed income instruments, aiming to match risk tolerance and life goals. OLIO's approach is centered on long-term client relationships, goal-based investing, and disciplined asset allocation, with an emphasis on transparency, objectivity, and fiduciary responsibility.
Latest 13F Filing Activity
Olio Financial Planning filed their most recent 13F report on Sep 30, 2025 disclosing 67 equity positions with a total 13F market value of $341M. The fund increased holdings in Vanguard Index FDS, Dimensional Etf Trust, Vanguard Tax-managed FDS among other positions. Olio Financial Planning reduced exposure to Vanguard Mun BD FDS, Invesco QQQ TR, Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 17.53% | $59.7M | 824,792 | $59.28 | $72.44 | +$5.5M |
V VTV | VANGUARD INDEX FDS | 17.35% | $59.1M | 317,127 | $156.60 | $186.49 | +$5.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 14.26% | $48.6M | 810,999 | $44.22 | $59.92 | +$3.3M |
F FBND | FIDELITY MERRIMACK STR TR | 12.51% | $42.7M | 922,423 | $45.20 | $46.24 | +$2.2M |
V VTI | VANGUARD INDEX FDS | 11.97% | $40.8M | 124,300 | $228.39 | $328.17 | +$1.3M |
Industry Allocation
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