OLIO Financial Planning

CIK

1906766

Location

MCLEAN, VA

Portfolio Value

Micro $16,132,665

Diversification

Diversified

Filing Date

Global Rank

#7,497 / 8,232 ▲ 224

Top Industry

Consumer Electronics 19.8%

3Y Alpha vs SPY

-6.8%

Period ended 2 months ago

Filed Apr 14, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+48.1%

SPY

+76.3%

Annualised alpha

-6.8%

Max drawdown

−22.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

35 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.6%

+0.2 pts

Top 5

37.0%

−0.5 pts

Top 10

55.0%

−1.7 pts

HHI

563

Diversified−8

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.3%	$5,050,659	8
Financial Services	14.5%	$2,335,139	4
Industrials	13.4%	$2,155,723	5
Unclassified	11.3%	$1,826,100	4
Consumer Defensive	4.8%	$775,899	3
Energy	4.6%	$740,275	2
Consumer Cyclical	4.6%	$736,234	1
Communication Services	4.5%	$719,864	2
Real Estate	3.8%	$612,319	2
Utilities	3.8%	$607,402	2
Healthcare	3.4%	$541,663	1
Basic Materials	0.2%	$31,388	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
BAH	Booz Allen Hamilton Holding Corp	+1,419	8,160	$636,724
AAPL	Apple Inc.	+821	11,188	$2,839,402
NVDA	Nvidia Corp	+604	4,427	$772,068
IBIT	iShares Bitcoin Trust ETF	+527	5,902	$226,754
GOOGL	Alphabet Inc.	+194	1,232	$354,273
MCO	Moodys Corp /De/	+137	711	$310,173
MSFT	Microsoft Corp	+69	1,277	$472,707
D	Dominion Energy, Inc	+19	6,560	$405,539
GLD	Spdr Gold Trust	+8	1,619	$696,639
CVX	Chevron Corp	+1	1,728	$357,523
No positions match the current search.

Trimmed

Positions the filer reduced

10 positions

Ticker	Company	Δ Shares	Shares	Value
SMRT	SmartRent, Inc.	−15,550	15,536	$23,304
LOAN	Manhattan Bridge Capital, Inc	−2,891	62,984	$280,278
XOM	Exxon Mobil Corp	−634	2,256	$382,752
AMZN	Amazon Com Inc	−302	3,535	$736,234
RTX	RTX Corp	−102	2,155	$415,699
META	Meta Platforms, Inc.	−55	639	$365,591
JPM	Jpmorgan Chase & Co	−41	2,015	$592,732
BRK-B	Berkshire Hathaway Inc	−36	1,913	$916,709
KR	Kroger Co	−27	3,408	$246,602
QQQ	Invesco Qqq Trust, Series 1	−2	1,084	$625,663
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	775	$264,887
AEP	American Electric Power Co Inc	1,540	$201,863
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
TSLA	Tesla, Inc.	466	$209,569
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $16,132,665 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SMRT	SmartRent, Inc. Technology	Reduced	15,536	-15,550	$23,304	−62.9%	0.14%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Held	22,420	0	$31,388	−28.9%	0.19%
AEP	American Electric Power Co Inc Utilities	NEW	1,540	NEW	$201,863	NEW	1.25%
LDOS	Leidos Holdings, Inc. Technology	Held	1,303	0	$202,642	−13.8%	1.26%
IBIT	iShares Bitcoin Trust ETF	Added	5,902	+527	$226,754	−15.0%	1.41%
AMD	Advanced Micro Devices Inc Technology	Held	1,118	0	$227,434	−5.0%	1.41%
CSX	Csx Corp Industrials	Held	5,600	0	$229,880	+13.2%	1.42%
KR	Kroger Co Consumer Defensive	Reduced	3,408	-27	$246,602	+14.9%	1.53%
SAIC	Science Applications International Corp Technology	Held	2,615	0	$248,215	−5.7%	1.54%
WMT	Walmart Inc. Consumer Defensive	Held	2,022	0	$251,294	+11.6%	1.56%
AMAT	Applied Materials Inc /De Technology	NEW	775	NEW	$264,887	NEW	1.64%
SPY	Spdr S&P 500 ETF Trust	Held	426	0	$277,044	−4.6%	1.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	279	0	$278,003	+15.5%	1.72%
LOAN	Manhattan Bridge Capital, Inc Real Estate	Reduced	62,984	-2,891	$280,278	−8.5%	1.74%
MCO	Moodys Corp /De/ Financial Services	Added	711	+137	$310,173	+5.8%	1.92%
GOOD	Gladstone Commercial Corp Real Estate	Held	29,050	0	$332,041	+7.1%	2.06%
GOOGL	Alphabet Inc. Communication Services	Added	1,232	+194	$354,273	+9.0%	2.20%
CVX	Chevron Corp Energy	Added	1,728	+1	$357,523	+35.8%	2.22%
META	Meta Platforms, Inc. Communication Services	Reduced	639	-55	$365,591	−20.2%	2.27%
XOM	Exxon Mobil Corp Energy	Reduced	2,256	-634	$382,752	+10.1%	2.37%
CSL	Carlisle Companies Inc Industrials	Held	1,196	0	$399,009	+4.3%	2.47%
D	Dominion Energy, Inc Utilities	Added	6,560	+19	$405,539	+5.8%	2.51%
RTX	RTX Corp Industrials	Reduced	2,155	-102	$415,699	+0.4%	2.58%
MSFT	Microsoft Corp Technology	Added	1,277	+69	$472,707	−19.1%	2.93%
NSC	Norfolk Southern Corp Industrials	Held	1,653	0	$474,411	−0.6%	2.94%
AEG	Aegon Ltd. Financial Services	Held	71,009	0	$515,525	−5.8%	3.20%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,175	0	$541,663	−18.6%	3.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	2,015	-41	$592,732	−10.5%	3.67%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,084	-2	$625,663	−6.2%	3.88%
BAH	Booz Allen Hamilton Holding Corp Industrials	Added	8,160	+1,419	$636,724	+12.0%	3.95%
GLD	Spdr Gold Trust	Added	1,619	+8	$696,639	+9.1%	4.32%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,535	-302	$736,234	−16.9%	4.56%
NVDA	Nvidia Corp Technology	Added	4,427	+604	$772,068	+8.3%	4.79%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,913	-36	$916,709	−6.4%	5.68%
AAPL	Apple Inc. Technology	Added	11,188	+821	$2,839,402	+0.7%	17.60%