Olde Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Olde Wealth Management, LLC held in its portfolio 116 assets valued at $325,220 (i.e. $325.22K).
The most valuable assets in the portfolio included: ISHARES ESG AWARE MSCI EAFE ETF ($38.95K), STATE STREET SPDR S&P 500 ESG ETF ($32.26K), and NVIDIA CORPORATION COM ($26.13K).
The chart below shows the top 10 valuable assets, and the table below shows the top 116 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Olde Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES ESG AWARE MSCI EAFE ETF | 409651 | 38953 | ETF |
| STATE STREET SPDR S&P 500 ESG ETF | 487666 | 32259 | ETF |
| NVIDIA CORPORATION COM | 140096 | 26127 | Stock |
| VANGUARD ESG U.S. STOCK ETF | 185828 | 22477 | ETF |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | 438835 | 20998 | ETF |
| APPLE INC COM | 68786 | 18700 | Stock |
| MICROSOFT CORP COM | 31295 | 15135 | Stock |
| VANGUARD CORE BOND ETF | 171454 | 13355 | ETF |
| ISHARES MSCI USA QUALITY GARP ETF | 147659 | 10055 | ETF |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 160999 | 9146 | ETF |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | 174362 | 7102 | ETF |
| ISHARES CORE S&P 500 ETF | 9108 | 6238 | ETF |
| INVESCO QQQ TRUST SERIES I | 9168 | 5632 | ETF |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | 33293 | 5268 | ETF |
| ISHARES ESG OPTIMIZED MSCI USA ETF | 34679 | 4832 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 177969 | 4097 | ETF |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 40631 | 3439 | ETF |
| STATE STREET SPDR S&P 500 ETF | 4971 | 3399 | ETF |
| VANGUARD S&P 500 ETF | 5300 | 3324 | ETF |
| NORFOLK SOUTHN CORP COM | 9586 | 2767 | Stock |
| SPDR GOLD SHARES | 6906 | 2736 | ETF |
| VANGUARD ESG INTERNATIONAL STOCK ETF | 36727 | 2630 | ETF |
| COSTCO WHOLESALE CORPORATION COM | 2991 | 2579 | Stock |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 32643 | 2462 | ETF |
| VANGUARD GROWTH ETF | 4600 | 2244 | ETF |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | 92318 | 2063 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3791 | 1905 | Stock |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 39561 | 1822 | ETF |
| NETFLIX INC. COM | 19130 | 1793 | Stock |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 15362 | 1639 | ETF |
| ISHARES CORE S&P SMALL CAP ETF | 13398 | 1610 | ETF |
| VISA INC COM CL A | 4327 | 1517 | Stock |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2500 | 1513 | ETF |
| REPUBLIC SVCS INC COM | 6661 | 1411 | Stock |
| LOWES COS INC COM | 5572 | 1343 | Stock |
| UNION PAC CORP COM | 5800 | 1341 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 6667 | 1331 | ETF |
| FAIR ISAAC CORP COM | 750 | 1267 | Stock |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | 9825 | 1211 | ETF |
| HOME DEPOT INC COM | 3483 | 1198 | Stock |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | 24940 | 1178 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 18437 | 1151 | ETF |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 24729 | 1130 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 10435 | 1117 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 11366 | 951 | ETF |
| AMAZON COM INC COM | 3988 | 920 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 1563 | 906 | Stock |
| ALPHABET INC CAP STK CL C | 2855 | 895 | Stock |
| FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | 37193 | 834 | ETF |
| WASTE MGMT INC DEL COM | 3753 | 824 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 11324 | 786 | ETF |
| VANGUARD DIVIDEND APPRECIATION ETF | 3508 | 770 | ETF |
| NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | 35472 | 766 | ETF |
| VANGUARD MID-CAP ETF | 2630 | 763 | ETF |
| CURTISS WRIGHT CORP COM | 1316 | 725 | Stock |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 7124 | 711 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 10776 | 711 | ETF |
| VANGUARD VALUE ETF | 3594 | 686 | ETF |
| ISHARES MSCI USA QUALITY FACTOR ETF | 3427 | 680 | ETF |
| FIRST SOLAR INC COM | 2581 | 674 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 1403 | 664 | ETF |
| UNITED RENTALS INC COM | 800 | 647 | Stock |
| UNITEDHEALTH GROUP INC COM | 1951 | 644 | Stock |
| ISHARES CORE HIGH DIVIDEND ETF | 4322 | 525 | ETF |
| ALPHABET INC CAP STK CL A | 1673 | 523 | Stock |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 8542 | 511 | ETF |
| VANGUARD SHORT-TERM BOND ETF | 6171 | 486 | ETF |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 5802 | 467 | ETF |
| APPLIED MATLS INC COM | 1800 | 462 | Stock |
| PROCTER & GAMBLE CO COM | 3215 | 460 | Stock |
| EXXON MOBIL CORP COM | 3800 | 457 | Stock |
| CSX CORP COM | 12300 | 445 | Stock |
| S&P GLOBAL INC COM | 852 | 445 | Stock |
| DOMINION ENERGY INC COM | 7417 | 434 | Stock |
| GE AEROSPACE COM NEW | 1390 | 428 | Stock |
| ISHARES MSCI EAFE ETF | 4297 | 412 | ETF |
| VANGUARD SMALL-CAP ETF | 1556 | 401 | ETF |
| TESLA INC COM | 873 | 392 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 2722 | 390 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 7263 | 365 | ETF |
| NUVEEN NY DIVI ADV COM | 31727 | 357 | Stock |
| AMGEN INC COM | 1083 | 354 | Stock |
| TELEDYNE TECHNOLOGIES INC COM | 681 | 347 | Stock |
| CISCO SYS INC COM | 4478 | 344 | Stock |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 4553 | 340 | ETF |
| VERIZON COMMUNICATIONS INC COM | 8254 | 336 | Stock |
| MID-AMER APT CMNTYS INC COM | 2390 | 331 | Stock |
| AMERICAN EXPRESS CO COM | 872 | 322 | Stock |
| ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | 7196 | 314 | ETF |
| VANGUARD REAL ESTATE ETF | 3559 | 314 | ETF |
| ISHARES CORE MSCI EAFE ETF | 3465 | 310 | ETF |
| NUVEEN ESG MID-CAP GROWTH ETF | 6471 | 308 | ETF |
| JOHNSON & JOHNSON COM | 1438 | 297 | Stock |
| SALESFORCE INC COM | 1105 | 293 | Stock |
| JPMORGAN CHASE & CO COM | 877 | 282 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 832 | 278 | ETF |
| VANGUARD FTSE EMERGING MARKETS ETF | 5129 | 275 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 3931 | 264 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 870 | 257 | Stock |
| VANGUARD ULTRA-SHORT BOND ETF | 5063 | 252 | ETF |
| AT&T INC COM | 9960 | 247 | Stock |
| EXTRA SPACE STORAGE INC COM | 1855 | 241 | Stock |
| ISHARES RUSSELL 1000 ETF | 637 | 237 | ETF |
| ISHARES PREFERRED & INCOME SECURITIES ETF | 7496 | 232 | ETF |
| GE VERNOVA INC COM | 347 | 226 | Stock |
| ISHARES ESG MSCI KLD 400 ETF | 1750 | 225 | ETF |
| JPMORGAN ACTIVE GROWTH ETF | 2394 | 222 | ETF |
| ISHARES NEW YORK MUNI BOND ETF | 4091 | 218 | ETF |
| BOEING CO COM | 994 | 215 | Stock |
| DEERE & CO COM | 460 | 214 | Stock |
| ELI LILLY & CO COM | 198 | 212 | Stock |
| QUALCOMM INC COM | 1243 | 212 | Stock |
| EMERSON ELEC CO COM | 1560 | 207 | Stock |
| ISHARES CORE U.S. REIT ETF | 3585 | 204 | ETF |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 2000 | 201 | Stock |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 14840 | 78 | ADR |
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