Olde Wealth Management, LLC
Q3 2025 13F Holdings
- Locationsammamish, WA
- Num holdings
115
- Value ($000)
$324
- Date Filed11/13/2025
- Form type13F-HR
- CIK0001840760
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI EAFE ETF | COM | 46435G516 | $38.06K | 12 % | 401,264 | ||
STATE STREET SPDR S&P 500 ESG ETF | COM | 78468R531 | $31.04K | 10 % | 474,179 | ||
NVIDIA CORPORATION COM | COM | 67066G104 | $27.89K | 9 % | 140,096 | ||
VANGUARD ESG U.S. STOCK ETF | COM | 921910733 | $22.53K | 7 % | 186,241 | ||
ISHARES ESG AWARE US AGGREGATE BOND ETF | COM | 46435U549 | $20.54K | 6 % | 427,893 | ||
APPLE INC COM | COM | 037833100 | $18.6K | 6 % | 69,047 | ||
MICROSOFT CORP COM | COM | 594918104 | $15.87K | 5 % | 31,366 | ||
VANGUARD CORE BOND ETF | COM | 922020748 | $13.01K | 4 % | 166,361 | ||
ISHARES MSCI USA QUALITY GARP ETF | COM | 46436E403 | $9.9K | 3 % | 144,951 | ||
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | COM | 78464A508 | $8.75K | 3 % | 155,925 |
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