Olde Wealth Management, LLC

13F filer · CIK 0001840760

Reported Aug 13, 2026

Net buyer this quarter

13F portfolio value$353MU.S. long equity reported on 13F

Positions636 new · 3 closed

Net flow last quarter+$677KBuys minus sells

Top 10 positions weight23.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 202663 positions
NVDANvidia Corp	$27.3M	7.75%	0.00%	-1.0%	Q4 2020
AAPLApple Inc.	$18.7M	5.31%	0.00%	-0.7%	Q4 2020
MSFTMicrosoft Corp	$11.4M	3.24%	0.00%	-0.4%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$6.68M	1.89%	Not reported	+2.0%	Q4 2020
SUSASouthern USA Resources Inc.	$5.35M	1.52%	Not reported	-0.1%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.67M	1.04%	Not reported	+4.7%	Q4 2020
NSCNorfolk Southern Corp	$3.02M	0.85%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$2.79M	0.79%	0.00%	-0.2%	Q4 2020
GLDSPDR Gold Trust	$2.55M	0.72%	0.00%	+0.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.9M	0.54%	Not reported	Not reported	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.76M	0.50%	Not reported	Not reported	Q4 2023
UNPUnion Pacific Corp	$1.58M	0.45%	0.00%	Not reported	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$1.47M	0.42%	Not reported	-5.5%	Q4 2020
VVisa Inc.	$1.46M	0.41%	0.00%	-0.9%	Q4 2020
NFLXNetflix Inc	$1.36M	0.39%	0.00%	-0.1%	Q4 2020
RSGRepublic Services, Inc.	$1.34M	0.38%	0.00%	-3.6%	Q4 2020
AMATApplied Materials Inc	$1.3M	0.37%	0.00%	Not reported	Q1 2021
LOWLowes Companies Inc	$1.15M	0.33%	0.00%	-2.1%	Q4 2020
HDHome Depot, Inc.	$1.13M	0.32%	0.00%	-5.9%	Q4 2020
GOOGAlphabet Inc.	$1.01M	0.29%	Not reported	Not reported	Q4 2020
CWCurtiss Wright Corp	$997K	0.28%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$974K	0.28%	0.00%	+2.1%	Q4 2020
URIUnited Rentals, Inc.	$906K	0.26%	0.00%	Not reported	Q1 2021
FICOFair Isaac Corp	$896K	0.25%	0.00%	Not reported	Q4 2020
WMWaste Management Inc	$731K	0.21%	0.00%	-3.3%	Q4 2020
TMOThermo Fisher Scientific Inc.	$709K	0.20%	0.00%	-1.0%	Q4 2020
UNHUnitedhealth Group Inc	$647K	0.18%	0.00%	-9.3%	Q4 2020
GOOGLAlphabet Inc.	$587K	0.17%	0.00%	Not reported	Q2 2021
CSXCSX Corp	$584K	0.17%	0.00%	Not reported	Q4 2020
FSLRFirst Solar, Inc.	$577K	0.16%	0.00%	-1.0%	Q4 2020
CSCOCisco Systems, Inc.	$520K	0.15%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$519K	0.15%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$519K	0.15%	0.00%	Not reported	Q2 2024
DDominion Energy, Inc	$506K	0.14%	0.00%	Not reported	Q4 2020
BABoeing Co	$481K	0.14%	0.00%	Not reported	Q4 2020
BSVNBank7 Corp.	$481K	0.14%	0.06%	Not reported	Q1 2021
TDYTeledyne Technologies Inc	$454K	0.13%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$423K	0.12%	0.00%	-10.1%	Q4 2020
GEVGE Vernova Inc.	$407K	0.12%	0.00%	Not reported	Q1 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$407K	0.12%	Not reported	Not reported	Q3 2023
TSLATesla, Inc.	$389K	0.11%	0.00%	+3.2%	Q4 2020
AMGNAmgen Inc	$379K	0.11%	0.00%	Not reported	Q4 2020
NANNuveen New York Quality Municipal Income Fund	$374K	0.11%	Not reported	Not reported	Q4 2020
MAAMid America Apartment Communities Inc.	$329K	0.09%	0.00%	-0.6%	Q4 2020
JNJJohnson & Johnson	$312K	0.09%	0.00%	-10.9%	Q4 2020
FTNTFortinet, Inc.	$307K	0.09%	0.00%	Not reported	Q3 2021
AXPAmerican Express Co	$294K	0.08%	0.00%	Not reported	Q4 2024
DEDeere & Co	$292K	0.08%	0.00%	Not reported	Q4 2020
SPGIS&P Global Inc.	$287K	0.08%	0.00%	Not reported	Q1 2021
CICigna Group	$277K	0.08%	0.00%	Not reported	Q1 2026

Q1 2026Reported May 12, 202660 positions
NVDANvidia Corp	$24.1M	7.62%	0.00%	-1.5%	Q4 2020
AAPLApple Inc.	$16.6M	5.24%	0.00%	-5.2%	Q4 2020
MSFTMicrosoft Corp	$11.4M	3.60%	0.00%	-1.8%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.14M	1.63%	Not reported	-2.9%	Q4 2020
SUSASouthern USA Resources Inc.	$4.58M	1.45%	Not reported	0.0%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.05M	0.97%	Not reported	-5.9%	Q4 2020
COSTCostco Wholesale Corp	$2.98M	0.94%	0.00%	-0.1%	Q4 2020
GLDSPDR Gold Trust	$2.97M	0.94%	0.00%	Not reported	Q4 2020
NSCNorfolk Southern Corp	$2.75M	0.87%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$1.84M	0.58%	0.00%	-0.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.82M	0.57%	Not reported	Not reported	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.55M	0.49%	Not reported	Not reported	Q4 2023
FVDFirst Trust Value Line Dividend Fund	$1.52M	0.48%	Not reported	-18.4%	Q4 2020
RSGRepublic Services, Inc.	$1.43M	0.45%	0.00%	-2.2%	Q4 2020
UNPUnion Pacific Corp	$1.41M	0.45%	0.00%	Not reported	Q4 2020
VVisa Inc.	$1.3M	0.41%	0.00%	-0.7%	Q4 2020
LOWLowes Companies Inc	$1.26M	0.40%	0.00%	-4.2%	Q4 2020
HDHome Depot, Inc.	$1.12M	0.36%	0.00%	-2.0%	Q4 2020
CWCurtiss Wright Corp	$896K	0.28%	0.00%	Not reported	Q4 2022
AMZNAmazon Com Inc	$833K	0.26%	0.00%	+0.4%	Q4 2020
GOOGAlphabet Inc.	$818K	0.26%	Not reported	Not reported	Q4 2020
FICOFair Isaac Corp	$800K	0.25%	0.00%	Not reported	Q4 2020
WMWaste Management Inc	$780K	0.25%	0.00%	-9.5%	Q4 2020
TMOThermo Fisher Scientific Inc.	$702K	0.22%	0.00%	-8.7%	Q4 2020
XOMExxonMobil Holdings Corp	$644K	0.20%	0.00%	Not reported	Q4 2020
AMATApplied Materials Inc	$615K	0.19%	0.00%	Not reported	Q1 2021
URIUnited Rentals, Inc.	$582K	0.18%	0.00%	Not reported	Q1 2021
CSXCSX Corp	$504K	0.16%	0.00%	Not reported	Q4 2020
FSLRFirst Solar, Inc.	$487K	0.15%	0.00%	-4.3%	Q4 2020
BSVNBank7 Corp.	$484K	0.15%	0.06%	+0.1%	Q1 2021
GOOGLAlphabet Inc.	$472K	0.15%	0.00%	-1.7%	Q2 2021
UNHUnitedhealth Group Inc	$465K	0.15%	0.00%	-11.9%	Q4 2020
PGPROCTER & GAMBLE Co	$464K	0.15%	0.00%	Not reported	Q4 2020
DDominion Energy, Inc	$458K	0.14%	0.00%	Not reported	Q4 2020
TDYTeledyne Technologies Inc	$412K	0.13%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$395K	0.13%	0.00%	Not reported	Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$381K	0.12%	Not reported	-5.3%	Q3 2023
AMGNAmgen Inc	$368K	0.12%	0.00%	-3.3%	Q4 2020
NANNuveen New York Quality Municipal Income Fund	$356K	0.11%	Not reported	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$344K	0.11%	0.00%	-1.0%	Q4 2020
JNJJohnson & Johnson	$337K	0.11%	0.00%	-4.0%	Q4 2020
TSLATesla, Inc.	$333K	0.11%	0.00%	+2.9%	Q4 2020
VZVerizon Communications Inc	$315K	0.10%	0.00%	-23.9%	Q4 2020
GEVGE Vernova Inc.	$303K	0.10%	0.00%	Not reported	Q1 2025
SPGIS&P Global Inc.	$299K	0.09%	0.00%	-17.3%	Q1 2021
MAAMid America Apartment Communities Inc.	$291K	0.09%	0.00%	Not reported	Q4 2020
TAt&T Inc.	$288K	0.09%	0.00%	Not reported	Q4 2020
CICigna Group	$268K	0.08%	0.00%	New	Q1 2026
AXPAmerican Express Co	$263K	0.08%	0.00%	-0.2%	Q4 2024
DEDeere & Co	$259K	0.08%	0.00%	Not reported	Q4 2020

Q4 2025Reported Feb 12, 202660 positions
NVDANvidia Corp	$26.1M	8.03%	0.00%	Not reported	Q4 2020
AAPLApple Inc.	$18.7M	5.75%	0.00%	-0.4%	Q4 2020
MSFTMicrosoft Corp	$15.1M	4.65%	0.00%	-0.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.63M	1.73%	Not reported	-0.1%	Q4 2020
SUSASouthern USA Resources Inc.	$4.83M	1.49%	Not reported	-0.3%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.4M	1.05%	Not reported	+5.1%	Q4 2020
NSCNorfolk Southern Corp	$2.77M	0.85%	0.00%	Not reported	Q4 2020
GLDSPDR Gold Trust	$2.74M	0.84%	0.00%	+0.2%	Q4 2020
COSTCostco Wholesale Corp	$2.58M	0.79%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.91M	0.59%	Not reported	Not reported	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$1.82M	0.56%	Not reported	-12.0%	Q4 2020
NFLXNetflix Inc	$1.79M	0.55%	0.00%	Not reported	Q4 2020
VVisa Inc.	$1.52M	0.47%	0.00%	-0.1%	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.51M	0.47%	Not reported	Not reported	Q4 2023
RSGRepublic Services, Inc.	$1.41M	0.43%	0.00%	-0.9%	Q4 2020
LOWLowes Companies Inc	$1.34M	0.41%	0.00%	-0.1%	Q4 2020
UNPUnion Pacific Corp	$1.34M	0.41%	0.00%	Not reported	Q4 2020
FICOFair Isaac Corp	$1.27M	0.39%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.2M	0.37%	0.00%	-0.3%	Q4 2020
AMZNAmazon Com Inc	$920K	0.28%	0.00%	-0.5%	Q4 2020
TMOThermo Fisher Scientific Inc.	$906K	0.28%	0.00%	-1.3%	Q4 2020
GOOGAlphabet Inc.	$895K	0.28%	Not reported	Not reported	Q4 2020
WMWaste Management Inc	$824K	0.25%	0.00%	-0.1%	Q4 2020
CWCurtiss Wright Corp	$725K	0.22%	0.00%	Not reported	Q4 2022
FSLRFirst Solar, Inc.	$674K	0.21%	0.00%	-5.1%	Q4 2020
URIUnited Rentals, Inc.	$647K	0.20%	0.00%	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$644K	0.20%	0.00%	-3.9%	Q4 2020
GOOGLAlphabet Inc.	$523K	0.16%	0.00%	Not reported	Q2 2021
BSVNBank7 Corp.	$486K	0.15%	0.07%	0.0%	Q1 2021
AMATApplied Materials Inc	$462K	0.14%	0.00%	Not reported	Q1 2021
PGPROCTER & GAMBLE Co	$460K	0.14%	0.00%	Not reported	Q4 2020
XOMExxonMobil Holdings Corp	$457K	0.14%	0.00%	-34.5%	Q4 2020
SPGIS&P Global Inc.	$445K	0.14%	0.00%	Not reported	Q1 2021
CSXCSX Corp	$445K	0.14%	0.00%	Not reported	Q4 2020
DDominion Energy, Inc	$434K	0.13%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$428K	0.13%	0.00%	Not reported	Q2 2024
TSLATesla, Inc.	$392K	0.12%	0.00%	Not reported	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$390K	0.12%	Not reported	-0.2%	Q3 2023
NANNuveen New York Quality Municipal Income Fund	$357K	0.11%	Not reported	Not reported	Q4 2020
AMGNAmgen Inc	$354K	0.11%	0.00%	Not reported	Q4 2020
TDYTeledyne Technologies Inc	$347K	0.11%	0.00%	Not reported	Q4 2020
CSCOCisco Systems, Inc.	$344K	0.11%	0.00%	-0.6%	Q4 2020
VZVerizon Communications Inc	$336K	0.10%	0.00%	Not reported	Q4 2020
MAAMid America Apartment Communities Inc.	$331K	0.10%	0.00%	Not reported	Q4 2020
AXPAmerican Express Co	$322K	0.10%	0.00%	Not reported	Q4 2024
JNJJohnson & Johnson	$297K	0.09%	0.00%	Not reported	Q4 2020
CRMSalesforce, Inc.	$293K	0.09%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$282K	0.09%	0.00%	Not reported	Q1 2025
IBMInternational Business Machines Corp	$257K	0.08%	0.00%	Not reported	Q1 2025
TAt&T Inc.	$247K	0.08%	0.00%	Not reported	Q4 2020

Q3 2025Reported Nov 14, 202558 positions
NVDANvidia Corp	$27.9M	8.61%	0.00%	-8.8%	Q4 2020
AAPLApple Inc.	$18.6M	5.74%	0.00%	-5.8%	Q4 2020
MSFTMicrosoft Corp	$15.9M	4.90%	0.00%	-6.2%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$5.72M	1.77%	Not reported	-30.8%	Q4 2020
SUSASouthern USA Resources Inc.	$4.84M	1.49%	Not reported	+5.5%	Q4 2020
SPYSPDR S&P 500 ETF Trust	$3.22M	0.99%	Not reported	+10.5%	Q4 2020
NSCNorfolk Southern Corp	$2.75M	0.85%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$2.74M	0.85%	0.00%	+1.5%	Q4 2020
GLDSPDR Gold Trust	$2.61M	0.81%	0.00%	+1.9%	Q4 2020
NFLXNetflix Inc	$2.14M	0.66%	0.00%	-2.3%	Q4 2020
FVDFirst Trust Value Line Dividend Fund	$2.05M	0.63%	Not reported	-6.3%	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.88M	0.58%	Not reported	Not reported	Q4 2020
MDYSPDR S&P Midcap 400 ETF Trust	$1.49M	0.46%	Not reported	Not reported	Q4 2023
VVisa Inc.	$1.45M	0.45%	0.00%	-11.4%	Q4 2020
RSGRepublic Services, Inc.	$1.37M	0.42%	0.00%	-13.7%	Q4 2020
FICOFair Isaac Corp	$1.32M	0.41%	0.00%	Not reported	Q4 2020
LOWLowes Companies Inc	$1.3M	0.40%	0.00%	-18.7%	Q4 2020
UNPUnion Pacific Corp	$1.3M	0.40%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$1.29M	0.40%	0.00%	+3.6%	Q4 2020
AMZNAmazon Com Inc	$995K	0.31%	0.00%	-6.1%	Q4 2020
TMOThermo Fisher Scientific Inc.	$912K	0.28%	0.00%	-21.1%	Q4 2020
GOOGAlphabet Inc.	$829K	0.26%	Not reported	-9.7%	Q4 2020
CWCurtiss Wright Corp	$774K	0.24%	0.00%	Not reported	Q4 2022
WMWaste Management Inc	$753K	0.23%	0.00%	-11.2%	Q4 2020
FSLRFirst Solar, Inc.	$741K	0.23%	0.00%	+4.9%	Q4 2020
XOMExxonMobil Holdings Corp	$685K	0.21%	0.00%	Not reported	Q4 2020
URIUnited Rentals, Inc.	$683K	0.21%	0.00%	Not reported	Q1 2021
UNHUnitedhealth Group Inc	$652K	0.20%	0.00%	-15.2%	Q4 2020
BSVNBank7 Corp.	$486K	0.15%	0.07%	+0.7%	Q1 2021
GOOGLAlphabet Inc.	$485K	0.15%	0.00%	-12.0%	Q2 2021
PGPROCTER & GAMBLE Co	$467K	0.14%	0.00%	+1.2%	Q4 2020
DDominion Energy, Inc	$451K	0.14%	0.00%	Not reported	Q4 2020
GEGeneral Electric Co	$433K	0.13%	0.00%	+4.0%	Q2 2024
CSXCSX Corp	$431K	0.13%	0.00%	Not reported	Q4 2020
AMATApplied Materials Inc	$423K	0.13%	0.00%	-21.7%	Q1 2021
SPGIS&P Global Inc.	$420K	0.13%	0.00%	+13.8%	Q1 2021
TSLATesla, Inc.	$388K	0.12%	0.00%	+16.4%	Q4 2020
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$384K	0.12%	Not reported	-4.4%	Q3 2023
NANNuveen New York Quality Municipal Income Fund	$367K	0.11%	Not reported	Not reported	Q4 2020
TDYTeledyne Technologies Inc	$354K	0.11%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$350K	0.11%	0.00%	+18.8%	Q4 2020
VZVerizon Communications Inc	$328K	0.10%	0.00%	+16.8%	Q4 2020
CSCOCisco Systems, Inc.	$324K	0.10%	0.00%	+18.6%	Q4 2020
AXPAmerican Express Co	$320K	0.10%	0.00%	+24.4%	Q4 2024
MAAMid America Apartment Communities Inc.	$309K	0.10%	0.00%	Not reported	Q4 2020
JPMJPMorgan Chase & Co	$277K	0.09%	0.00%	+23.7%	Q1 2025
JNJJohnson & Johnson	$270K	0.08%	0.00%	-1.5%	Q4 2020
IBMInternational Business Machines Corp	$268K	0.08%	0.00%	Not reported	Q1 2025
CRMSalesforce, Inc.	$267K	0.08%	0.00%	+35.4%	Q4 2020
TAt&T Inc.	$247K	0.08%	0.00%	+22.4%	Q4 2020

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