Olde Wealth Management, LLC
Q4 2025 13F Holdings
- Locationsammamish, WA
- Num holdings
116
- Value ($000)
$325
- Date Filed02/12/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES ESG AWARE MSCI EAFE ETF | ETF | 46435G516 | $38.95K | 12 % | 409,651 | ||
STATE STREET SPDR S&P 500 ESG ETF | ETF | 78468R531 | $32.26K | 10 % | 487,666 | ||
NVIDIA CORPORATION COM | STOCK | 67066G104 | $26.13K | 8 % | 140,096 | ||
VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 | $22.48K | 7 % | 185,828 | ||
ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 | $21K | 7 % | 438,835 | ||
APPLE INC COM | STOCK | 037833100 | $18.7K | 6 % | 68,786 | ||
MICROSOFT CORP COM | STOCK | 594918104 | $15.14K | 5 % | 31,295 | ||
VANGUARD CORE BOND ETF | ETF | 922020748 | $13.36K | 4 % | 171,454 | ||
ISHARES MSCI USA QUALITY GARP ETF | ETF | 46436E403 | $10.06K | 3 % | 147,659 | ||
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 78464A508 | $9.15K | 3 % | 160,999 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100