Olde Wealth Management, LLC - Portfolio overview

Olde Wealth Management, LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. ESGD - ISHARES ESG AWARE MSCI EAFE ETF, 12.81%
2. EFIV - STATE STREET SPDR S&P 500 ESG ETF, 10.35%
3. NVDA - NVIDIA CORPORATION COM, 7.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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