§ 13F · FUND PROFILE
Olde Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 116Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$325.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 410K | $39.0B | 12.0% | NEW |
| 2 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | 488K | $32.3B | 9.9% | NEW |
| 3 | NVDA | NVIDIA CORPORATION COM | 140K | $26.1B | 8.0% | NEW |
| 4 | ESGV | VANGUARD ESG U.S. STOCK ETF | 186K | $22.5B | 6.9% | NEW |
| 5 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 439K | $21.0B | 6.5% | NEW |
| 6 | AAPL | APPLE INC COM | 69K | $18.7B | 5.8% | NEW |
| 7 | MSFT | MICROSOFT CORP COM | 31K | $15.1B | 4.7% | NEW |
| 8 | VCRB | VANGUARD CORE BOND ETF | 171K | $13.4B | 4.1% | NEW |
| 9 | GARP | ISHARES MSCI USA QUALITY GARP ETF | 148K | $10.1B | 3.1% | NEW |
| 10 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 161K | $9.1B | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLDE SIGNAL
AC read
Olde Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed