Olde Wealth Management, LLC
Annual return '25
+60.5%
SPY '25
+17.7%
Alpha
+42.8ptsvs SPY
Invested
$316K
Holdings
116
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ESGD
ISHARES ESG AWARE MSCI EAFE ETF
Held since at least Q1 2024
12.8%
02
$EFIV
STATE STREET SPDR S&P 500 ESG ETF
Held since at least Q1 2024
10.4%
03
$NVDA
NVIDIA CORPORATION COM
Held since at least Q1 2024
7.6%
04
$EAGG
ISHARES ESG AWARE US AGGREGATE BOND ETF
Held since at least Q1 2024
6.9%
05
$ESGV
VANGUARD ESG U.S. STOCK ETF
Held since at least Q1 2024
6.6%
06
$AAPL
APPLE INC COM
Held since at least Q1 2024
5.2%
07
$VCRB
VANGUARD CORE BOND ETF
Held since at least Q1 2024
4.2%
08
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
3.6%
09
$GARP
ISHARES MSCI USA QUALITY GARP ETF
Held since at least Q1 2024
3.1%
10
$SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:31 UTC.