13F Insight
DOSSIER · 13F-HR · Q1 2026

Olde Wealth Management, LLC

$316M in tracked AUM across 116 positions as of Q1 2026.

OW
CIK 0001840760 · last filed Mar 31, 2026
Total AUM
$316M
as of Q1 2026
Holdings
116
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Olde Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
$40M423K12.8%02
EFIV
STATE STREET SPDR S&P 500 ESG ETF
$33M519K10.4%03
NVDA
NVIDIA CORPORATION COM
$24M138K7.6%04
EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
$22M461K6.9%05
ESGV
VANGUARD ESG U.S. STOCK ETF
$21M185K6.6%06
AAPL
APPLE INC COM
$17M65K5.2%07
VCRB
VANGUARD CORE BOND ETF
$13M173K4.2%08
MSFT
MICROSOFT CORP COM
$11M31K3.6%09
GARP
ISHARES MSCI USA QUALITY GARP ETF
$10M151K3.1%10
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
$9M166K3.0%

Filing history

2026Q1Mar 31
$316M▼ 2.8%
116 positionsView →2025Q4Dec 31
$325M▲ 0.4%
116 positionsView →2025Q3Sep 30
$324M▲ 114.2%
115 positionsView →2025Q1Mar 31
$151M▼ 46.0%
151 positionsLocked2024Q4Dec 31
$280M▲ 0.3%
115 positionsLocked2024Q3Sep 30
$279M▲ 6.3%
113 positionsLocked2024Q2Jun 30
$263M▲ 24.3%
106 positionsLocked2024Q1Mar 31
$211M▼ 8.6%
43 positionsLocked2023Q4Dec 31
$231M▲ 12.7%
108 positionsLocked2023Q3Sep 30
$205M▼ 5.3%
101 positionsLocked2023Q2Jun 30
$216M▲ 7.1%
101 positionsLocked2023Q1Mar 31
$202M▲ 109149.1%
97 positionsLocked
Showing 12 of 21