Notify me when Olde Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 116 | $325,220,000 | +$6,545,373 | -$1,682,522 | +$4,862,851 | ESGD, EFIV, NVDA, ESGV, EAGG | 13F-HR | 12 Feb 2026, 13:23 |
| Q3 2025 | 115 | $323,911,000 | +$37,804,982 | -$50,223,920 | -$12,418,938 | ESGD, EFIV, NVDA, ESGV, EAGG | 13F-HR | 13 Nov 2025, 21:19 |
| Q1 2025 | 322 | $283,293,000 | +$31,223,991 | -$18,265,221 | +$12,958,770 | ESGD, ESGV, EAGG, NVDA, AAPL | 13F-HR | 29 Apr 2025, 12:04 |
| Q4 2024 | 115 | $279,899,000 | +$5,614,741 | -$3,488,823 | +$2,125,918 | ESGD, ESGV, NVDA, AAPL, EAGG | 13F-HR | 11 Feb 2025, 11:23 |
| Q3 2024 | 113 | $279,020,000 | +$6,121,719 | -$2,770,142 | +$3,351,577 | ESGD, ESGV, NVDA, AAPL, EAGG | 13F-HR | 04 Nov 2024, 12:32 |
| Q2 2024 | 106 | $262,543,000 | +$58,868,470 | -$1,238,501 | +$57,629,969 | ESGD, ESGV, NVDA, AAPL, EAGG | 13F-HR | 09 Aug 2024, 12:21 |
| Q1 2024 | 43 | $211,262,000 | +$31,860,481 | -$65,144,352 | -$33,283,871 | ESGD, ESGV, NVDA, EAGG, AAPL | 13F-HR | 09 May 2024, 14:14 |
| Q4 2023 | 108 | $231,017,000 | +$12,611,805 | -$8,456,153 | +$4,155,652 | ESGV, AAPL, EAGG, MSFT, ESGD | 13F-HR | 09 Jan 2024, 20:08 |
| Q3 2023 | 101 | $204,896,000 | +$8,321,065 | -$4,995,689 | +$3,325,376 | ESGV, AAPL, MSFT, ESGD, EAGG | 13F-HR | 02 Nov 2023, 16:08 |
| Q2 2023 | 101 | $216,378,000 | +$9,398,833 | -$13,724,729 | -$4,325,896 | ESGV, AAPL, MSFT, IVV, QQQ | 13F-HR | 31 Jul 2023, 15:31 |
| Q1 2023 | 97 | $201,959,450 | +$4,922,547 | -$3,824,468 | +$1,098,079 | ESGV, AAPL, ESGD, MSFT, IXUS | 13F-HR | 04 May 2023, 15:50 |
| Q4 2022 | 103 | $184,861,511 | +$27,997,759 | -$12,666,213 | +$15,331,546 | ESGV, ESGD, AAPL, IVV, IXUS | 13F-HR | 09 Feb 2023, 19:50 |
| Q3 2022 | 90 | $160,279,000 | +$8,941,718 | -$6,127,802 | +$2,813,916 | ESGV, AAPL, EAGG, ESGD, IXUS | 13F-HR | 08 Nov 2022, 16:55 |
| Q2 2022 | 92 | $166,987,000 | +$14,030,799 | -$10,469,197 | +$3,561,602 | EAGG, ESGV, AAPL, BNDC, ESGD | 13F-HR | 08 Aug 2022, 17:53 |
| Q1 2022 | 112 | $191,661,000 | +$10,910,898 | -$5,605,573 | +$5,305,325 | AAPL, EAGG, BNDC, IVV, ESGV | 13F-HR | 09 May 2022, 14:23 |
| Q4 2021 | 115 | $197,409,000 | +$10,677,564 | -$3,118,215 | +$7,559,349 | BNDC, AAPL, EAGG, IVV, ESGV | 13F-HR | 27 Jan 2022, 13:06 |
| Q3 2021 | 108 | $174,887,000 | +$9,457,180 | -$1,073,178 | +$8,384,002 | BNDC, EAGG, AAPL, IXUS, ESGV | 13F-HR | 12 Nov 2021, 16:02 |
| Q2 2021 | 106 | $170,092,000 | +$9,188,678 | -$1,723,669 | +$7,465,009 | BNDC, EAGG, AAPL, IXUS, ESGV | 13F-HR | 11 Aug 2021, 13:31 |
| Q1 2021 | 106 | $153,233,000 | +$23,360,271 | -$900,555 | +$22,459,716 | BNDC, EAGG, AAPL, IXUS, ESGD | 13F-HR | 12 May 2021, 17:50 |
| Q4 2020 | 96 | $127,548,000 | $0 | $0 | $0 | AAPL, BNDC, IXUS, ESGD, ESGV | 13F-HR | 11 Feb 2021, 17:52 |