OLIO Financial Planning

CIK

1906766

Location

MCLEAN, VA

Portfolio Value

Micro $5,050,659

Diversification

Diversified

Filing Date

Global Rank

#7,849 / 8,586 ▲ 102

Top Industry

Consumer Electronics 19.8%

3Y Alpha vs SPY

-7.4%

Period ended 3 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

+47.5%

SPY

+78.1%

Annualised alpha

-7.4%

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

8 positions · $5,050,659 total · Technology only · 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
AAPL	Apple Inc. Technology	Added	11,188	+821	$2,839,402	+0.7%	56.22%
NVDA	Nvidia Corp Technology	Added	4,427	+604	$772,068	+8.3%	15.29%
MSFT	Microsoft Corp Technology	Added	1,277	+69	$472,707	−19.1%	9.36%
AMAT	Applied Materials Inc /De Technology	NEW	775	NEW	$264,887	NEW	5.24%
SAIC	Science Applications International Corp Technology	Held	2,615	0	$248,215	−5.7%	4.91%
AMD	Advanced Micro Devices Inc Technology	Held	1,118	0	$227,434	−5.0%	4.50%
LDOS	Leidos Holdings, Inc. Technology	Held	1,303	0	$202,642	−13.8%	4.01%
SMRT	SmartRent, Inc. Technology	Reduced	15,536	-15,550	$23,304	−62.9%	0.46%