CIK 1840760
Olde Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
116
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 410K | $1M+ | SH |
| EFIV | STATE STREET SPDR S&P 500 ESG ETF | 488K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION COM | 140K | $1M+ | SH |
| ESGV | VANGUARD ESG U.S. STOCK ETF | 186K | $1M+ | SH |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | 439K | $1M+ | SH |
| AAPL | APPLE INC COM | 69K | $1M+ | SH |
| MSFT | MICROSOFT CORP COM | 31K | $1M+ | SH |
| VCRB | VANGUARD CORE BOND ETF | 171K | $1M+ | SH |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 148K | $1M+ | SH |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 161K | $1M+ | SH |
| HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | 174K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 9K | $1M+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 9K | $1M+ | SH |
| ESG | FLEXSHARES STOXX US ESG SELECT INDEX FUND | 33K | $1M+ | SH |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | 35K | $1M+ | SH |
| GOVT | ISHARES U.S. TREASURY BOND ETF | 178K | $1M+ | SH |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 41K | $1M+ | SH |
| SPY | STATE STREET SPDR S&P 500 ETF | 5K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 5K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP COM | 10K | $1M+ | SH |
| GLD | SPDR GOLD SHARES | 7K | $1M+ | SH |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | 37K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORPORATION COM | 3K | $1M+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 33K | $1M+ | SH |
| VUG | VANGUARD GROWTH ETF | 5K | $1M+ | SH |
| NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | 92K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 4K | $1M+ | SH |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 40K | $1M+ | SH |
| NFLX | NETFLIX INC. COM | 19K | $1M+ | SH |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 15K | $1M+ | SH |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 13K | $1M+ | SH |
| V | VISA INC COM CL A | 4K | $1M+ | SH |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 3K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC COM | 7K | $1M+ | SH |
| LOW | LOWES COS INC COM | 6K | $1M+ | SH |
| UNP | UNION PAC CORP COM | 6K | $1M+ | SH |
| IYW | ISHARES U.S. TECHNOLOGY ETF | 7K | $1M+ | SH |
| FICO | FAIR ISAAC CORP COM | 750 | $1M+ | SH |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | 10K | $1M+ | SH |
| HD | HOME DEPOT INC COM | 3K | $1M+ | SH |
| HYXF | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | 25K | $1M+ | SH |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 18K | $1M+ | SH |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | 25K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 10K | $1M+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 11K | $500K+ | SH |
| AMZN | AMAZON COM INC COM | 4K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 2K | $500K+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 3K | $500K+ | SH |
| BNDC | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | 37K | $500K+ | SH |
| WM | WASTE MGMT INC DEL COM | 4K | $500K+ | SH |