account_balance
Investment manager · 13F filer · SEC CIK 1840760
Olde Wealth Management, LLC
Reported value$365Mas of Sep 30, 2026
Positions119 4 new, 4 sold out
Top 10 weight65.2%ESGD alone is 13%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ESGDiShares Esg Aware MSCI EAFE ETF
12.5%Added +2%
EFIVState Street SPDR S&P 500 Scored and Screened ETF
10.7%
NVDANVIDIA Corp
8.4%
ESGVVanguard Esg U.S. Stock ETF
7.4%Added +4%
AAPLApple Inc.
5.8%
EAGGiShares Esg Aware US Aggregate Bond ETF
5.8%Trimmed −4%
MSFTMicrosoft Corp
4.2%Trimmed −2%
VCRBVanguard Core Bond ETF
4.0%Added +9%
GARPiShares MSCI USA Quality Garp ETF
3.4%
SPYVState Street SPDR Portfolio S&P 500 Value ETF
2.8%
HYGVNorthern Trust High Yield Value-Scored Bond ETF
2.0%−5%
QQQInvesco QQQ Trust Series I
2.0%+10%
ESGDiShares Esg Aware MSCI EAFE ETF
12.5%Added +2%
EFIVState Street SPDR S&P 500 Scored and Screened ETF
10.7%
NVDANVIDIA Corp
8.4%
ESGVVanguard Esg U.S. Stock ETF
7.4%+4%
AAPLApple Inc.
5.8%
EAGGiShares Esg Aware US Aggregate Bond ETF
5.8%
MSFTMicrosoft Corp
4.2%
VCRBVanguard Core Bond ETF
4.0%
GARP
SPYV
HYGV
QQQ2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ESGD iShares Esg Aware MSCI EAFE ETF 12.5% Added +2%
EFIV State Street SPDR S&P 500 Scored and Screened ETF 10.7% Held
NVDA NVIDIA Corp 8.4% HeldESGV Vanguard Esg U.S. Stock ETF 7.4% Added +4%
AAPL Apple Inc. 5.8% HeldEAGG iShares Esg Aware US Aggregate Bond ETF 5.8% Trimmed −4%
MSFT Microsoft Corp 4.2% Trimmed −2%VCRB Vanguard Core Bond ETF 4.0% Added +9%
GARP iShares MSCI USA Quality Garp ETF 3.4% Held
SPYV State Street SPDR Portfolio S&P 500 Value ETF 2.8% Added +4%
HYGV Northern Trust High Yield Value-Scored Bond ETF 2.0% Trimmed −5%
QQQ Invesco QQQ Trust Series I 2.0% Added +10%
What changed
Biggest moves since Jun 30, 2026
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