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OLIO Financial Planning
RIA/Wealth
OLIO Financial Planning is a RIA/Wealth based in Bellingham, WA led by James Barber Twining, reporting $1.2B in AUM as of Q3 2025 with 96% ETF concentration, 87% concentrated in top 10 holdings, and 18% allocation to DFUS.
CEOJames Barber Twining
- Portfolio Value
- $340.9M
- Positions
- 67
- Top Holding
- DFUS at 17.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in OLIO Financial Planning's portfolio (87.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $59.7M | 17.53% | +$1.1M Bought | — 824.8K shares | |
ETF ETF | $59.1M | 17.35% | +$2.6M Bought | — 317.1K shares | |
ETF ETF | $48.6M | 14.26% | +$1.0M Bought | — 811.0K shares | |
ETF ETF | $42.7M | 12.51% | +$1.8M Bought | — 922.4K shares | |
ETF ETF | $40.8M | 11.97% | -$1.8M Sold | — 124.3K shares | |
ETF ETF | $16.4M | 4.81% | +$803.4K Bought | — 93.9K shares | |
ETF ETF | $12.3M | 3.61% | +$873.7K Bought | — 211.4K shares | |
ETF ETF | $10.0M | 2.94% | -$479.7K Sold | — 140.6K shares | |
ETF ETF | $4.3M | 1.27% | +$105.7K Bought | — 158.5K shares | |
ETF ETF | $4.1M | 1.21% | -$643.0K Sold | — 82.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in OLIO Financial Planning's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+69.69% | |
+12.44% | |
+10.8% | |
+8.4% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-36.38% | |
-21.37% | |
-17.62% | |
-15.52% | |
-13.46% |
Analytics
Portfolio insights and performance metrics for OLIO Financial Planning
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