Universe · entity
Olde Wealth Management, LLC
Institutional manager (13F) · CIK 1840760
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $290k
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES ESG AWARE MSCI EAFE ETF | $40k | 423,213 |
| 2 | STATE STREET SPDR S&P 500 ESG ETF | $33k | 518,574 |
| 3 | NVIDIA CORPORATION COM | $24k | 137,988 |
| 4 | ISHARES ESG AWARE US AGGREGATE BOND ETF | $22k | 460,742 |
| 5 | VANGUARD ESG U.S. STOCK ETF | $21k | 185,257 |
| 6 | APPLE INC COM | $17k | 65,212 |
| 7 | VANGUARD CORE BOND ETF | $13k | 172,746 |
| 8 | MICROSOFT CORP COM | $11k | 30,725 |
| 9 | ISHARES MSCI USA QUALITY GARP ETF | $10k | 151,137 |
| 10 | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9k | 166,267 |
| 11 | FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $7k | 186,679 |
| 12 | ISHARES CORE S&P 500 ETF | $6k | 8,930 |
| 13 | INVESCO QQQ TRUST SERIES I | $5k | 8,899 |
| 14 | FLEXSHARES STOXX US ESG SELECT INDEX FUND | $5k | 33,184 |
| 15 | ISHARES ESG OPTIMIZED MSCI USA ETF | $5k | 34,689 |
| 16 | ISHARES U.S. TREASURY BOND ETF | $4k | 182,754 |
| 17 | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $4k | 40,771 |
| 18 | VANGUARD S&P 500 ETF | $3k | 5,254 |
| 19 | STATE STREET SPDR S&P 500 ETF | $3k | 4,680 |
| 20 | COSTCO WHOLESALE CORPORATION COM | $3k | 2,987 |
| 21 | SPDR GOLD SHARES | $3k | 6,906 |
| 22 | NORFOLK SOUTHN CORP COM | $3k | 9,586 |
| 23 | VANGUARD ESG INTERNATIONAL STOCK ETF | $3k | 36,690 |
| 24 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2k | 31,110 |
| 25 | NUVEEN ESG U.S. AGGREGATE BOND ETF | $2k | 92,355 |
| 26 | VANGUARD GROWTH ETF | $2k | 4,489 |
| 27 | NETFLIX INC. COM | $2k | 19,111 |
| 28 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2k | 3,791 |
| 29 | ISHARES CORE U.S. AGGREGATE BOND ETF | $2k | 17,712 |
| 30 | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $2k | 15,362 |
| 31 | ISHARES CORE S&P SMALL CAP ETF | $2k | 13,015 |
| 32 | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $2k | 2,500 |
| 33 | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2k | 32,282 |
| 34 | REPUBLIC SVCS INC COM | $1k | 6,514 |
| 35 | UNION PAC CORP COM | $1k | 5,800 |
| 36 | VISA INC COM CL A | $1k | 4,297 |
| 37 | LOWES COS INC COM | $1k | 5,336 |
| 38 | ISHARES U.S. TECHNOLOGY ETF | $1k | 6,667 |
| 39 | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $1k | 26,309 |
| 40 | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $1k | 10,061 |
| 41 | HOME DEPOT INC COM | $1k | 3,413 |
| 42 | ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $1k | 24,007 |
| 43 | VANGUARD FTSE DEVELOPED MARKETS ETF | $1k | 17,164 |
| 44 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $940 | 11,366 |
| 45 | CURTISS WRIGHT CORP COM | $896 | 1,316 |
| 46 | ISHARES NATIONAL MUNI BOND ETF | $879 | 8,286 |
| 47 | AMAZON COM INC COM | $833 | 4,003 |
| 48 | FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $819 | 36,841 |
| 49 | ALPHABET INC CAP STK CL C | $818 | 2,855 |
| 50 | FAIR ISAAC CORP COM | $800 | 750 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.