§ 13F · FUND PROFILE
Olde Wealth Management, LLC.
AUM · $353K (13F)Positions · 119Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ESGD | ISHARES ESG AWARE MSCI EAFE | 434K | $45K | — | — |
| 2 | EFIV | STATE ST SPDR SP 500 ESG | 529K | $39K | — | — |
| 3 | NVDA | NVIDIA CORPORATION COM | 137K | $27K | — | — |
| 4 | ESGV | VNGRD ESG U.S. STOCK | 193K | $26K | — | — |
| 5 | EAGG | ISHARES ESG AWARE US AGG BND | 490K | $23K | — | — |
| 6 | AAPL | APPLE INC COM | 65K | $19K | — | — |
| 7 | VCRB | VNGRD CORE BND | 183K | $14K | — | — |
| 8 | GARP | ISHARES MSCI USA QUALITY GARP | 144K | $12K | — | — |
| 9 | MSFT | MICROSOFT CORP COM | 31K | $11K | — | — |
| 10 | SPYV | STATE ST SPDR PORT SP 500 VALUE | 163K | $10K | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLDE SIGNAL
AC read
Olde Wealth Management, LLC is a Other fund managing $353 thousand in assets. The fund runs a portfolio of 119 positions.
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