StockDriftsStockDriftsTop 50 Olde Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES ESG AWARE MSCI EAFE | 12.65% | 434.0K | $44.6M | +2.55%(+10.79K) | $77.30(+39.46%) | 2026-06-30 | |
| EFIV | STATE ST SPDR SP 500 ESG | 10.93% | 528.9K | $38.6M | +1.99%(+10.34K) | $56.58(+34.42%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 7.75% | 136.6K | $27.3M | -1.00%(-1.37K) | $13.31(+1598.67%) | 2026-06-30 | |
| ESGV | VNGRD ESG U.S. STOCK | 7.23% | 192.9K | $25.5M | +4.13%(+7.66K) | $73.95(+84.76%) | 2026-06-30 | |
| EAGG | ISHARES ESG AWARE US AGG BND | 6.58% | 490.1K | $23.2M | +6.36%(+29.32K) | $50.44(-7.47%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 5.31% | 64.8K | $18.7M | -0.67%(-440) | $122.52(+149.25%) | 2026-06-30 | |
| VCRB | VNGRD CORE BND | 3.99% | 182.5K | $14.1M | +5.65%(+9.77K) | $77.42(-1.79%) | 2026-06-30 | |
| GARP | ISHARES MSCI USA QUALITY GARP | 3.36% | 143.7K | $11.9M | -4.95%(-7.49K) | $56.78(+49.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 3.24% | 30.6K | $11.4M | -0.37%(-114) | $228.89(+112.36%) | 2026-06-30 | |
| SPYV | STATE ST SPDR PORT SP 500 VALUE | 2.8% | 162.7K | $9.9M | -2.17%(-3.62K) | $49.52(+28.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.47% | +7.42% | +43.00% |
| Top 20 Holdings Unweighted | +11.12% | +37.21% | +7.41% | +42.99% |
Olde Wealth Management LLC reports $352.86M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are ESGD (12.7%), EFIV (10.9%) and NVDA (7.8%). The top 20 holdings account for 78.29% of reported assets. Its disclosed equity book has returned +41.47% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Olde Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840760). View Olde Wealth Management LLC’s 13F filings on SEC