Olde Wealth Management
$353M 13F equity value
123 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Olde Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ESGD | ISHARES ESG AWARE MSCI EAFE | 434,001 | $45M | 12.6% |
| EFIV | STATE ST SPDR SP 500 ESG | 528,913 | $39M | 10.9% |
| NVDA | NVIDIA CORPORATION COM | 136,615 | $27M | 7.7% |
| ESGV | VNGRD ESG U.S. STOCK | 192,912 | $26M | 7.2% |
| EAGG | ISHARES ESG AWARE US AGG BND | 490,066 | $23M | 6.6% |
| AAPL | APPLE INC COM | 64,772 | $19M | 5.3% |
| VCRB | VNGRD CORE BND | 182,514 | $14M | 4.0% |
| GARP | ISHARES MSCI USA QUALITY GARP | 143,651 | $12M | 3.4% |
| MSFT | MICROSOFT CORP COM | 30,611 | $11M | 3.2% |
| SPYV | STATE ST SPDR PORT SP 500 VALUE | 162,652 | $10M | 2.8% |
Track Olde Wealth Management's 13F portfolio: $353M in reported holdings, 123 positions. Top holdings and quarterly changes on SentiSense.
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