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 51–100 of 116
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 11K | $500K+ | SH |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 4K | $500K+ | SH |
| NUHY | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | 35K | $500K+ | SH |
| VO | VANGUARD MID-CAP ETF | 3K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP COM | 1K | $500K+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 11K | $500K+ | SH |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 7K | $500K+ | SH |
| VTV | VANGUARD VALUE ETF | 4K | $500K+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3K | $500K+ | SH |
| FSLR | FIRST SOLAR INC COM | 3K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 1K | $500K+ | SH |
| URI | UNITED RENTALS INC COM | 800 | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC CAP STK CL A | 2K | $500K+ | SH |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 9K | $500K+ | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 6K | $100K–$500K | SH |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 6K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC COM | 2K | $100K–$500K | SH |
| PG | PROCTER & GAMBLE CO COM | 3K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP COM | 4K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC COM | 852 | $100K–$500K | SH |
| CSX | CSX CORP COM | 12K | $100K–$500K | SH |
| D | DOMINION ENERGY INC COM | 7K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 1K | $100K–$500K | SH |
| EFA | ISHARES MSCI EAFE ETF | 4K | $100K–$500K | SH |
| VB | VANGUARD SMALL-CAP ETF | 2K | $100K–$500K | SH |
| TSLA | TESLA INC COM | 873 | $100K–$500K | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 3K | $100K–$500K | SH |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 7K | $100K–$500K | SH |
| NAN | NUVEEN NY DIVI ADV COM | 32K | $100K–$500K | SH |
| AMGN | AMGEN INC COM | 1K | $100K–$500K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC COM | 681 | $100K–$500K | SH |
| CSCO | CISCO SYS INC COM | 4K | $100K–$500K | SH |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | 5K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 8K | $100K–$500K | SH |
| MAA | MID-AMER APT CMNTYS INC COM | 2K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO COM | 872 | $100K–$500K | SH |
| VNQ | VANGUARD REAL ESTATE ETF | 4K | $100K–$500K | SH |
| HEZU | ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | 7K | $100K–$500K | SH |
| IEFA | ISHARES CORE MSCI EAFE ETF | 3K | $100K–$500K | SH |
| NUMG | NUVEEN ESG MID-CAP GROWTH ETF | 6K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON COM | 1K | $100K–$500K | SH |
| CRM | SALESFORCE INC COM | 1K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO COM | 877 | $100K–$500K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 832 | $100K–$500K | SH |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 5K | $100K–$500K | SH |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 870 | $100K–$500K | SH |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 5K | $100K–$500K | SH |