OLIO FINANCIAL PLANNING
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEG | 71K | $515.53K |
 | LOAN | 63K | $62.98K |
 | GOOD | 29K | $332.04K |
 | SMRT | 16K | $23.30K |
 | AAPL | 11K | $2.84M |
 | BAH | 8K | $636.73K |
 | D | 7K | $405.53K |
 | CSX | 6K | $229.88K |
 | NVDA | 4K | $771.98K |
 | AMZN | 4K | $736.24K |
 | KR | 3K | $246.61K |
 | SAIC | 3K | $248.22K |
 | XOM | 2K | $382.75K |
 | RTX | 2K | $415.70K |
 | WMT | 2K | $251.31K |
 | JPM | 2K | $592.66K |
 | BRK-B | 2K | $916.71K |
 | CVX | 2K | $357.52K |
 | NSC | 2K | $474.37K |
 | AEP | 2K | $201.86K |
Aegon Ltd.
AEG
Shares Held
71K
Value
$515.53K
Manhattan Bridge Capital, Inc.
LOAN
Shares Held
63K
Value
$62.98K
Gladstone Commercial Corporation
GOOD
Shares Held
29K
Value
$332.04K
SmartRent, Inc.
SMRT
Shares Held
16K
Value
$23.30K
Apple Inc.
AAPL
Shares Held
11K
Value
$2.84M
Booz Allen Hamilton Holding Corporation
BAH
Shares Held
8K
Value
$636.73K
Dominion Energy, Inc.
D
Shares Held
7K
Value
$405.53K
CSX Corporation
CSX
Shares Held
6K
Value
$229.88K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$771.98K
Amazon.com, Inc.
AMZN
Shares Held
4K
Value
$736.24K
The Kroger Co.
KR
Shares Held
3K
Value
$246.61K
Science Applications International Corporation
SAIC
Shares Held
3K
Value
$248.22K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$382.75K
RTX Corporation
RTX
Shares Held
2K
Value
$415.70K
Walmart Inc.
WMT
Shares Held
2K
Value
$251.31K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$592.66K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$916.71K
Chevron Corporation
CVX
Shares Held
2K
Value
$357.52K
Norfolk Southern Corporation
NSC
Shares Held
2K
Value
$474.37K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$201.86K