Olde Wealth Management, LLC: 13F holdings
CIK 18407602026Q2
| Positions | 119 |
|---|
| Reported value | $352.9m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 119 (+3 vs prior quarter) |
|---|
| Reported value | $352.9m (+11.7%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| EFA ISHARES ESG AWARE MSCI EAFE | 434,001 | $44.6m | 12.6% |
| EFIV STATE ST SPDR SP 500 ESG | 528,913 | $38.6m | 10.9% |
| NVDA NVIDIA CORPORATION COM | 136,615 | $27.3m | 7.7% |
| ESGV VNGRD ESG U.S. STOCK | 192,912 | $25.5m | 7.2% |
| EAGG ISHARES ESG AWARE US AGG BND | 490,066 | $23.2m | 6.6% |
| AAPL APPLE INC COM | 64,772 | $18.7m | 5.3% |
| VCRB VNGRD CORE BND | 182,514 | $14.1m | 4.0% |
| GARP ISHARES MSCI USA QUALITY GARP | 143,651 | $11.9m | 3.4% |
| MSFT MICROSOFT CORP COM | 30,611 | $11.4m | 3.2% |
| SPYV STATE ST SPDR PORT SP 500 VALUE | 162,652 | $9.9m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840760")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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