Olde Wealth Management, LLC
Q1 2026 13F Holdings
- Locationsammamish, WA
- Num holdings
116
- Value ($000)
$316
- Date Filed 05/12/2026
- Form type13F-HR
- CIK 0001840760
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI EAFE ETF | EXCHANGE TRADED FUND | 46435G516 | $40.47K | 13 % | 423,213 | ||
STATE STREET SPDR S&P 500 ESG ETF | EXCHANGE TRADED FUND | 78468R531 | $32.71K | 10 % | 518,574 | ||
NVIDIA CORPORATION COM | COMMON STOCK | 67066G104 | $24.07K | 8 % | 137,988 | ||
ISHARES ESG AWARE US AGGREGATE BOND ETF | EXCHANGE TRADED FUND | 46435U549 | $21.91K | 7 % | 460,742 | ||
VANGUARD ESG U.S. STOCK ETF | EXCHANGE TRADED FUND | 921910733 | $20.8K | 7 % | 185,257 | ||
APPLE INC COM | COMMON STOCK | 037833100 | $16.55K | 5 % | 65,212 | ||
VANGUARD CORE BOND ETF | EXCHANGE TRADED FUND | 922020748 | $13.37K | 4 % | 172,746 | ||
MICROSOFT CORP COM | COMMON STOCK | 594918104 | $11.37K | 4 % | 30,725 | ||
ISHARES MSCI USA QUALITY GARP ETF | EXCHANGE TRADED FUND | 46436E403 | $9.67K | 3 % | 151,137 | ||
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | EXCHANGE TRADED FUND | 78464A508 | $9.41K | 3 % | 166,267 |
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