Olde Wealth Management, LLC

CIK 0001840760 • 5 13F filings • Apr 29, 2025 – Aug 13, 2026

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Filer information

Filed by: Olde Wealth Management, LLC, Consultant
Address: 20544 NE 31ST ST, SAMMAMISH, WA, 98074
Phone: 4253727517
AUM: $325K

AUM over time

$353K latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $325K116 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC CAP STK CL A	Stock	$523	0.2%	1,673 SH	New
ALPHABET INC CAP STK CL C	Stock	$895	0.3%	2,855 SH	New
AMAZON COM INC COM	Stock	$920	0.3%	3,988 SH	New
AMERICAN EXPRESS CO COM	Stock	$322	0.1%	872 SH	New
AMGEN INC COM	Stock	$354	0.1%	1,083 SH	New
APPLE INC COM	Stock	$19K	5.7%	68,786 SH	New
APPLIED MATLS INC COM	Stock	$462	0.1%	1,800 SH	New
AT&T INC COM	Stock	$247	0.1%	9,960 SH	New
BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$2K	0.6%	3,791 SH	New
BOEING CO COM	Stock	$215	0.1%	994 SH	New
CISCO SYS INC COM	Stock	$344	0.1%	4,478 SH	New
COSTCO WHOLESALE CORPORATION COM	Stock	$3K	0.8%	2,991 SH	New
CSX CORP COM	Stock	$445	0.1%	12,300 SH	New
CURTISS WRIGHT CORP COM	Stock	$725	0.2%	1,316 SH	New
DEERE & CO COM	Stock	$214	0.1%	460 SH	New
DOMINION ENERGY INC COM	Stock	$434	0.1%	7,417 SH	New
ELI LILLY & CO COM	Stock	$212	0.1%	198 SH	New
EMERSON ELEC CO COM	Stock	$207	0.1%	1,560 SH	New
EXTRA SPACE STORAGE INC COM	Stock	$241	0.1%	1,855 SH	New
EXXON MOBIL CORP COM	Stock	$457	0.1%	3,800 SH	New
FAIR ISAAC CORP COM	Stock	$1K	0.4%	750 SH	New
FEDERAL RLTY INVT TR NEW SH BEN INT NEW	Stock	$201	0.1%	2,000 SH	New
FIRST SOLAR INC COM	Stock	$674	0.2%	2,581 SH	New
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND	ETF	$2K	0.6%	39,561 SH	New
FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND	ETF	$834	0.3%	37,193 SH	New
FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND	ETF	$7K	2.2%	174,362 SH	New
FLEXSHARES STOXX US ESG SELECT INDEX FUND	ETF	$5K	1.6%	33,293 SH	New
GE AEROSPACE COM NEW	Stock	$428	0.1%	1,390 SH	New
GE VERNOVA INC COM	Stock	$226	0.1%	347 SH	New
HOME DEPOT INC COM	Stock	$1K	0.4%	3,483 SH	New
INTERNATIONAL BUSINESS MACHS COM	Stock	$257	0.1%	870 SH	New
INVESCO QQQ TRUST SERIES I	ETF	$6K	1.7%	9,168 SH	New
ISHARES CORE DIVIDEND GROWTH ETF	ETF	$786	0.2%	11,324 SH	New
ISHARES CORE HIGH DIVIDEND ETF	ETF	$525	0.2%	4,322 SH	New
ISHARES CORE MSCI EAFE ETF	ETF	$310	0.1%	3,465 SH	New
ISHARES CORE MSCI EMERGING MARKETS ETF	ETF	$264	0.1%	3,931 SH	New
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF	ETF	$3K	1.1%	40,631 SH	New
ISHARES CORE S&P 500 ETF	ETF	$6K	1.9%	9,108 SH	New
ISHARES CORE S&P MID-CAP ETF	ETF	$711	0.2%	10,776 SH	New
ISHARES CORE S&P SMALL CAP ETF	ETF	$2K	0.5%	13,398 SH	New
ISHARES CORE U.S. AGGREGATE BOND ETF	ETF	$711	0.2%	7,124 SH	New
ISHARES CORE U.S. REIT ETF	ETF	$204	0.1%	3,585 SH	New
ISHARES CURRENCY HEDGED MSCI EUROZONE ETF	ETF	$314	0.1%	7,196 SH	New
ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF	ETF	$1K	0.4%	24,940 SH	New
ISHARES ESG AWARE MSCI EAFE ETF	ETF	$39K	12.0%	409,651 SH	New
ISHARES ESG AWARE US AGGREGATE BOND ETF	ETF	$21K	6.5%	438,835 SH	New
ISHARES ESG MSCI KLD 400 ETF	ETF	$225	0.1%	1,750 SH	New
ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$5K	1.5%	34,679 SH	New
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	ETF	$467	0.1%	5,802 SH	New
ISHARES MSCI EAFE ETF	ETF	$412	0.1%	4,297 SH	New
ISHARES MSCI USA QUALITY FACTOR ETF	ETF	$680	0.2%	3,427 SH	New
ISHARES MSCI USA QUALITY GARP ETF	ETF	$10K	3.1%	147,659 SH	New
ISHARES NATIONAL MUNI BOND ETF	ETF	$1K	0.3%	10,435 SH	New
ISHARES NEW YORK MUNI BOND ETF	ETF	$218	0.1%	4,091 SH	New
ISHARES PREFERRED & INCOME SECURITIES ETF	ETF	$232	0.1%	7,496 SH	New
ISHARES RUSSELL 1000 ETF	ETF	$237	0.1%	637 SH	New
ISHARES RUSSELL 1000 GROWTH ETF	ETF	$664	0.2%	1,403 SH	New
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	ETF	$2K	0.5%	15,362 SH	New
ISHARES U.S. TECHNOLOGY ETF	ETF	$1K	0.4%	6,667 SH	New
ISHARES U.S. TREASURY BOND ETF	ETF	$4K	1.3%	177,969 SH	New
JOHNSON & JOHNSON COM	Stock	$297	0.1%	1,438 SH	New
JPMORGAN ACTIVE GROWTH ETF	ETF	$222	0.1%	2,394 SH	New
JPMORGAN BETABUILDERS U.S. EQUITY ETF	ETF	$1K	0.4%	9,825 SH	New
JPMORGAN CHASE & CO COM	Stock	$282	0.1%	877 SH	New
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF	ETF	$340	0.1%	4,553 SH	New
LLOYDS BANKING GROUP PLC SPONSORED ADR	ADR	$78	0.0%	14,840 SH	New
LOWES COS INC COM	Stock	$1K	0.4%	5,572 SH	New
MICROSOFT CORP COM	Stock	$15K	4.7%	31,295 SH	New
MID-AMER APT CMNTYS INC COM	Stock	$331	0.1%	2,390 SH	New
NETFLIX INC. COM	Stock	$2K	0.6%	19,130 SH	New
NORFOLK SOUTHN CORP COM	Stock	$3K	0.9%	9,586 SH	New
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF	ETF	$766	0.2%	35,472 SH	New
NUVEEN ESG MID-CAP GROWTH ETF	ETF	$308	0.1%	6,471 SH	New
NUVEEN ESG U.S. AGGREGATE BOND ETF	ETF	$2K	0.6%	92,318 SH	New
NUVEEN NY DIVI ADV COM	Stock	$357	0.1%	31,727 SH	New
NVIDIA CORPORATION COM	Stock	$26K	8.0%	140,096 SH	New
PROCTER & GAMBLE CO COM	Stock	$460	0.1%	3,215 SH	New
QUALCOMM INC COM	Stock	$212	0.1%	1,243 SH	New
REPUBLIC SVCS INC COM	Stock	$1K	0.4%	6,661 SH	New
S&P GLOBAL INC COM	Stock	$445	0.1%	852 SH	New
SALESFORCE INC COM	Stock	$293	0.1%	1,105 SH	New
SPDR GOLD SHARES	ETF	$3K	0.8%	6,906 SH	New
STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF	ETF	$1K	0.3%	24,729 SH	New
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	ETF	$9K	2.8%	160,999 SH	New
STATE STREET SPDR S&P 500 ESG ETF	ETF	$32K	9.9%	487,666 SH	New
STATE STREET SPDR S&P 500 ETF	ETF	$3K	1.0%	4,971 SH	New
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$2K	0.5%	2,500 SH	New
TELEDYNE TECHNOLOGIES INC COM	Stock	$347	0.1%	681 SH	New
TESLA INC COM	Stock	$392	0.1%	873 SH	New
THERMO FISHER SCIENTIFIC INC COM	Stock	$906	0.3%	1,563 SH	New
UNION PAC CORP COM	Stock	$1K	0.4%	5,800 SH	New
UNITED RENTALS INC COM	Stock	$647	0.2%	800 SH	New
UNITEDHEALTH GROUP INC COM	Stock	$644	0.2%	1,951 SH	New
VANGUARD CORE BOND ETF	ETF	$13K	4.1%	171,454 SH	New
VANGUARD DIVIDEND APPRECIATION ETF	ETF	$770	0.2%	3,508 SH	New
VANGUARD ESG INTERNATIONAL STOCK ETF	ETF	$3K	0.8%	36,727 SH	New
VANGUARD ESG U.S. STOCK ETF	ETF	$22K	6.9%	185,828 SH	New
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$1K	0.4%	18,437 SH	New
VANGUARD FTSE EMERGING MARKETS ETF	ETF	$275	0.1%	5,129 SH	New
VANGUARD GROWTH ETF	ETF	$2K	0.7%	4,600 SH	New
VANGUARD HIGH DIVIDEND YIELD INDEX ETF	ETF	$390	0.1%	2,722 SH	New
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	ETF	$951	0.3%	11,366 SH	New
VANGUARD INTERMEDIATE-TERM TREASURY ETF	ETF	$511	0.2%	8,542 SH	New
VANGUARD MID-CAP ETF	ETF	$763	0.2%	2,630 SH	New
VANGUARD REAL ESTATE ETF	ETF	$314	0.1%	3,559 SH	New
VANGUARD S&P 500 ETF	ETF	$3K	1.0%	5,300 SH	New
VANGUARD SHORT-TERM BOND ETF	ETF	$486	0.1%	6,171 SH	New
VANGUARD SMALL-CAP ETF	ETF	$401	0.1%	1,556 SH	New
VANGUARD TAX-EXEMPT BOND ETF	ETF	$365	0.1%	7,263 SH	New
VANGUARD TOTAL INTERNATIONAL STOCK ETF	ETF	$2K	0.8%	32,643 SH	New
VANGUARD TOTAL STOCK MARKET ETF	ETF	$278	0.1%	832 SH	New
VANGUARD ULTRA-SHORT BOND ETF	ETF	$252	0.1%	5,063 SH	New
VANGUARD VALUE ETF	ETF	$686	0.2%	3,594 SH	New
VERIZON COMMUNICATIONS INC COM	Stock	$336	0.1%	8,254 SH	New
VISA INC COM CL A	Stock	$2K	0.5%	4,327 SH	New
WASTE MGMT INC DEL COM	Stock	$824	0.3%	3,753 SH	New

Sold (vs prior filing)

ALPHABET INC CAP STK CL A — $485
ALPHABET INC CAP STK CL C — $829
AMAZON COM INC COM — $995
AMERICAN EXPRESS CO COM — $320
AMGEN INC COM — $350
APPLE INC COM — $19K
APPLIED MATLS INC COM — $423
AT&T INC COM — $247
BERKSHIRE HATHAWAY INC DEL CL B NEW — $2K
BROADCOM INC COM — $202
CISCO SYS INC COM — $324
COSTCO WHSL CORP NEW COM — $3K
CSX CORP COM — $431
CURTISS WRIGHT CORP COM — $774
DEERE & CO COM — $218
DOMINION ENERGY INC COM — $451
EMERSON ELEC CO COM — $202
EXTRA SPACE STORAGE INC COM — $243
EXXON MOBIL CORP COM — $685
FAIR ISAAC CORP COM — $1K
… and 95 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001840760-26-000001	$325K	View
Nov 14, 2025	Q3 2025	13F-HR	0001840760-25-000005	$324K	View
Aug 13, 2026	Q2 2026