Olde Wealth Management, LLC
Olde Wealth Management, LLC reported 119 positions worth $352.9K as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ESGD (12.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ESGD | SH | $44.6K | 12.65% | 434,001 | — | — | |
| ▸ 2 | EFIV | SH | $38.6K | 10.93% | 528,913 | — | — | |
| ▸ 3 | NVDA | SH | $27.3K | 7.75% | 136,615 | — | — | |
| ▸ 4 | ESGV | SH | $25.5K | 7.23% | 192,912 | — | — | |
| ▸ 5 | EAGG | SH | $23.2K | 6.58% | 490,066 | — | — | |
| ▸ 6 | AAPL | SH | $18.7K | 5.31% | 64,772 | — | — | |
| ▸ 7 | VCRB | SH | $14.1K | 3.99% | 182,514 | — | — | |
| ▸ 8 | GARP | SH | $11.9K | 3.36% | 143,651 | — | — | |
| ▸ 9 | MSFT | SH | $11.4K | 3.24% | 30,611 | — | — | |
| ▸ 10 | SPYV | SH | $9.9K | 2.80% | 162,652 | — | — |
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Frequently Asked Questions
What stocks does Olde Wealth Management, LLC hold as of Q2 2026?
Olde Wealth Management, LLC reported 119 positions worth $352.9K in its Q2 2026 13F filing. Largest positions: ESGD (12.6%), EFIV (10.9%), NVDA (7.7%), ESGV (7.2%) and EAGG (6.6%).
What did Olde Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Olde Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.