OLIO FINANCIAL PLANNING
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEG | 71K | $547.48K |
 | LOAN | 66K | $306.32K |
 | SMRT | 31K | $62.79K |
 | GOOD | 29K | $309.96K |
 | AAPL | 10K | $2.82M |
 | BAH | 7K | $568.67K |
 | D | 7K | $383.22K |
 | CSX | 6K | $203.00K |
 | AMZN | 4K | $885.66K |
 | NVDA | 4K | $713.07K |
 | KR | 3K | $214.61K |
 | XOM | 3K | $347.78K |
 | SAIC | 3K | $263.23K |
 | RTX | 2K | $413.93K |
 | JPM | 2K | $662.49K |
 | WMT | 2K | $225.28K |
 | BRK-B | 2K | $979.66K |
 | CVX | 2K | $263.24K |
 | NSC | 2K | $477.21K |
 | GOOG | 1K | $415.92K |
Aegon Ltd.
AEG
Shares Held
71K
Value
$547.48K
Manhattan Bridge Capital, Inc.
LOAN
Shares Held
66K
Value
$306.32K
SmartRent, Inc.
SMRT
Shares Held
31K
Value
$62.79K
Gladstone Commercial Corporation
GOOD
Shares Held
29K
Value
$309.96K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.82M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
7K
Value
$568.67K
Dominion Energy, Inc.
D
Shares Held
7K
Value
$383.22K
CSX Corporation
CSX
Shares Held
6K
Value
$203.00K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$885.66K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$713.07K
The Kroger Co.
KR
Shares Held
3K
Value
$214.61K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$347.78K
Science Applications International Corporation
SAIC
Shares Held
3K
Value
$263.23K
RTX Corporation
RTX
Shares Held
2K
Value
$413.93K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$662.49K
Walmart Inc.
WMT
Shares Held
2K
Value
$225.28K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$979.66K
Chevron Corporation
CVX
Shares Held
2K
Value
$263.24K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$477.21K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$415.92K