Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Olde Wealth Management, LLC (CIK 1840760) reported $316.0M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ESGD ($40.5M, 12.81%), EFIV ($32.7M, 10.35%), NVDA ($24.1M, 7.62%), EAGG ($21.9M, 6.93%), ESGV ($20.8M, 6.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ESGD | ISHARES ESG AWARE MSCI EAFE ETF | $40.5M | 12.81% | 423,213 | Added |
| 2 | EFIV | STATE STREET SPDR S&P 500 ESG ETF | $32.7M | 10.35% | 518,574 | Added |
| 3 | NVDA | NVIDIA CORPORATION COM | $24.1M | 7.62% | 137,988 | Trimmed |
| 4 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $21.9M | 6.93% | 460,742 | Added |
| 5 | ESGV | VANGUARD ESG U.S. STOCK ETF | $20.8M | 6.58% | 185,257 | Trimmed |
| 6 | AAPL | APPLE INC COM | $16.6M | 5.24% | 65,212 | Trimmed |
| 7 | VCRB | VANGUARD CORE BOND ETF | $13.4M | 4.23% | 172,746 | Added |
| 8 | MSFT | MICROSOFT CORP COM | $11.4M | 3.60% | 30,725 | Trimmed |
| 9 | STLG | ISHARES MSCI USA QUALITY GARP ETF | $9.7M | 3.06% | 151,137 | Added |
| 10 | SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9.4M | 2.98% | 166,267 | Added |
| 11 | HYGV | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $7.5M | 2.37% | 186,679 | Added |
| 12 | IVV | ISHARES CORE S&P 500 ETF | $5.8M | 1.85% | 8,930 | Trimmed |
| 13 | QQQ | INVESCO QQQ TRUST SERIES I | $5.1M | 1.63% | 8,899 | Trimmed |
| 14 | ESG | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $5.0M | 1.59% | 33,184 | Trimmed |
| 15 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $4.6M | 1.45% | 34,689 | Added |
| 16 | GOVT | ISHARES U.S. TREASURY BOND ETF | $4.2M | 1.32% | 182,754 | Added |
| 17 | IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $3.5M | 1.12% | 40,771 | Added |
| 18 | VOO | VANGUARD S&P 500 ETF | $3.1M | 0.99% | 5,254 | Trimmed |
| 19 | SPY | STATE STREET SPDR S&P 500 ETF | $3.1M | 0.97% | 4,680 | Trimmed |
| 20 | GLD | SPDR GOLD SHARES | $3.0M | 0.94% | 6,906 | Hold |
| 21 | COST | COSTCO WHOLESALE CORPORATION COM | $3.0M | 0.94% | 2,987 | Trimmed |
| 22 | NSC | NORFOLK SOUTHN CORP COM | $2.8M | 0.87% | 9,586 | Hold |
| 23 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $2.6M | 0.83% | 36,690 | Trimmed |
| 24 | VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.4M | 0.76% | 31,110 | Trimmed |
| 25 | NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | $2.1M | 0.65% | 92,355 | Added |
Source: SEC Form 13F filings · as of 2026-03-31