What does Olde Wealth Management, LLC hold?

Olde Wealth Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include NVDA. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1840760.

What is Olde Wealth Management, LLC's AUM?

Olde Wealth Management, LLC reported approximately $352.9M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $376.9M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Olde Wealth Management, LLC's holdings?

All Olde Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1840760. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Olde Wealth Management, LLC's 13F data updated on 13F Pro?

Olde Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Olde Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1840760

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Sector Allocation

Other72.9%$257.3M
Technology18.3%$64.6M
Industrials2.5%$9.0M
Financials1.9%$6.8M
Consumer Discretionary1.0%$3.6M
Consumer Staples0.9%$3.2M
Healthcare0.8%$2.8M
Utilities0.7%$2.6M
Communication Services0.5%$1.6M
Real Estate0.2%$841,000

AUM History

13fpro.ai/research/fund/olde-wealth-management-llc-1840760

Conviction and streaks

Stable · top 10 = 63.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.7% weight · held 9 quarters

$Conviction hold10.9% weight · held 9 quarters

$NVDAConviction hold7.8% weight · held 9 quarters

$Conviction hold7.2% weight · held 9 quarters

$Conviction hold6.6% weight · held 9 quarters

$Accumulating+36% shares · 8 quarters running

$Accumulating+219% shares · 8 quarters running

$Accumulating+56% shares · 8 quarters running

$Accumulating+47% shares · 7 quarters running

$Accumulating+285% shares · 5 quarters running

$AAPLTrimming-16% shares · 8 quarters running

$Trimming-7% shares · 8 quarters running

$Trimming-61% shares · 8 quarters running

$Trimming-20% shares · 8 quarters running

$Trimming-66% shares · 8 quarters running

Largest positions — Q2 2026

ISHARES
$44.6M
STATE
$38.6M
NVDA
$27.3M
VNGRD
$25.5M
ISHARES
$23.2M
AAPL
$18.7M
VNGRD
$14.1M
ISHARES
$11.9M
MSFT
$11.4M
STATE
$9.9M
FLX
$8.1M
QQQ
$6.7M
ISHARES
$6.7M
FLX
$5.7M
ISHARES
$5.3M
ISHARES
$4.3M
ISHARES
$3.9M
SPY
$3.7M
VNGRD
$3.6M
NSC
$3.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/olde-wealth-management-llc-1840760

Olde Wealth Management, LLC 13F holdings — Q2 2026

$352.9M portfolio (+11.7% QoQ) · 119 holdings · Q2 2026 13F · top 10 are 64% of the stock portfolio

1
ISHARES ESG AWARE MSCI EAFE - Exchange Traded Fund
$44.6M
12.7% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
STATE ST SPDR SP 500 ESG - Exchange Traded Fund
$38.6M
10.9% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
NVIDIA CORP
$NVDA
$27.3M
7.8% of stocks
-1.0%This quarter-4.1%Since filed5+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
4
VNGRD ESG U.S. STOCK - Exchange Traded Fund
$25.5M
7.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
5
ISHARES ESG AWARE US AGG BND - Exchange Traded Fund
$23.2M
6.6% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
Apple Inc.
$AAPL
$18.7M
5.3% of stocks
-0.7%This quarter+12.7%Since filed5+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
7
VNGRD CORE BND - Exchange Traded Fund
$14.1M
4.0% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES MSCI USA QUALITY GARP - Exchange Traded Fund
$11.9M
3.4% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
9
MICROSOFT CORP
$MSFT
$11.4M
3.2% of stocks
-0.4%This quarter+7.2%Since filed5+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trial
10
STATE ST SPDR PORT SP 500 VALUE - Exchange Traded Fund
$9.9M
2.8% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES ESG AWARE MSCI EAFE - Exchange Traded Fund	$44.6M	12.7%	+3%	—	—	—	—
2	STATE ST SPDR SP 500 ESG - Exchange Traded Fund	$38.6M	10.9%	+2%	—	—	—	—
3	NVIDIA CORP$NVDA	$27.3M	7.8%	-1.0%	-4.1%	5+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
4	VNGRD ESG U.S. STOCK - Exchange Traded Fund	$25.5M	7.2%	+4%	—	—	—	—
5	ISHARES ESG AWARE US AGG BND - Exchange Traded Fund	$23.2M	6.6%	+6%	—	—	—	—
6	Apple Inc.$AAPL	$18.7M	5.3%	-0.7%	+12.7%	5+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
7	VNGRD CORE BND - Exchange Traded Fund	$14.1M	4.0%	+6%	—	—	—	—
8	ISHARES MSCI USA QUALITY GARP - Exchange Traded Fund	$11.9M	3.4%	-5%	—	—	—	—
9	MICROSOFT CORP$MSFT	$11.4M	3.2%	-0.4%	+7.2%	5+ qtrs	79.8#30	Estimated buy price is Pro: unlock with a free trial
10	STATE ST SPDR PORT SP 500 VALUE - Exchange Traded Fund	$9.9M	2.8%	-2%	—	—	—	—

All holdings — Olde Wealth Management, LLC (Q2 2026)

Sort

119 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	FLX SH HIGH YIELD VALUE-SCORED BND IDX - Exchange Traded Fund	—	$8.1M	2.3%	201K	+8%	—	—	13F
12	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$6.7M	1.9%	9,074	+2%	5+ qtrs	—	13F
13	—	ISHARES CORE SP 500 - Exchange Traded Fundetf/fund	—	$6.7M	1.9%	8,914	-0.2%	—	—	13F
14	—	FLX SH STOXX US ESG SEL IDX - Exchange Traded Fund	—	$5.7M	1.6%	33K	-2%	—	—	13F
15	—	ISHARES ESG OPTIMIZED MSCI USA - Exchange Traded Fundetf/fund	—	$5.3M	1.5%	35K	-0.1%	—	—	13F
16	—	ISHARES U.S. TRSY BND - Exchange Traded Fundetf/fund	—	$4.3M	1.2%	189K	+4%	—	—	13F
17	—	ISHARES CORE MSCI TOTAL INTL STOCK - Exchange Traded Fundetf/fund	—	$3.9M	1.1%	41K	+0.5%	—	—	13F
18	$SPY	SPDR S&P 500 ETF TRUSTetf/fund	—	$3.7M	1.0%	4,898	+5%	5+ qtrs	—	13F
19	—	VNGRD SP 500 - Exchange Traded Fund	—	$3.6M	1.0%	5,257	+0.1%	—	—	13F
20	$NSC	NORFOLK SOUTHERN CORP	Industrials	$3.0M	0.8%	9,586	—	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	VNGRD ESG INTL STOCK - Exchange Traded Fund	—	$3.0M	0.8%	36K	-0.7%	—	—	13F
22	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$2.8M	0.8%	2,981	-0.2%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$GLD	SPDR GOLD TRUSTetf/fund	Financials	$2.5M	0.7%	6,919	+0.2%	5+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	VNGRD TOTAL INTL STOCK - Exchange Traded Fund	—	$2.4M	0.7%	28K	-9%	—	—	13F
25	—	VNGRD MORN GROWTH - Exchange Traded Fund	—	$2.3M	0.6%	26K	+483%	—	—	13F
26	—	NUVEEN ESG U.S. AGG BND - Exchange Traded Fund	—	$2.0M	0.6%	89K	-3%
27	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.9M	0.5%	3,791	—
28	—	ISHARES CORE U.S. AGG BND - Exchange Traded Fund	—	$1.9M	0.5%	19K	+8%
29	—	ISHARES CORE SP SMALL CAP - Exchange Traded Fund	—	$1.8M	0.5%	12K	-5%
30	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$1.8M	0.5%	2,500	—
31	—	ISHARES U.S. TECH - Exchange Traded Fund	—	$1.7M	0.5%	6,667	—
32	—	ISHARES SHORT-TERM NATIONAL MUNI BND - Exchange Traded Fund	—	$1.6M	0.5%	15K	—
33	$UNP	UNION PACIFIC CORP	Industrials	$1.6M	0.5%	5,800	—
34	—	FRST TST VALUE LINE DIV IDX - Exchange Traded Fund	—	$1.5M	0.4%	31K	-6%
35	$V	VISA INC.	Financials	$1.5M	0.4%	4,259	-0.9%
36	$NFLX	NETFLIX INC	Communication Services	$1.4M	0.4%	19K	-0.1%
37	—	JPMORGAN BETABUILDERS U.S. EQY - Exchange Traded Fund	—	$1.4M	0.4%	10K	+0.4%
38	$RSG	REPUBLIC SERVICES, INC.	Utilities	$1.3M	0.4%	6,282	-4%
39	$AMAT	APPLIED MATERIALS INC /DE	Technology	$1.3M	0.4%	1,800	—
40	—	VNGRD FTSE DEV MKTS - Exchange Traded Fund	—	$1.3M	0.3%	18K	+2%
41	—	STATE ST SPDR NUVEEN ICE MUN BND - Exchange Traded Fund	—	$1.2M	0.3%	26K	—
42	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$1.2M	0.3%	5,222	-2%
43	$HD	HOME DEPOT, INC.	Consumer Discretionary	$1.1M	0.3%	3,211	-6%
44	—	ISHARES ESG ADVANCED HIGH YIELD CORP BND - Exchange Traded Fund	—	$1.1M	0.3%	24K	+0.0%
45	$GOOG	Alphabet Inc.	Technology	$1.0M	0.3%	2,855	—
46	$CW	CURTISS WRIGHT CORP	Industrials	$997K	0.3%	1,316	—
47	$AMZN	AMAZON COM INC	Consumer Discretionary	$974K	0.3%	4,087	+2%
48	—	VNGRD INT-TERM CORP BND - Exchange Traded Fund	—	$939K	0.3%	11K	—
49	$URI	UNITED RENTALS, INC.	Industrials	$906K	0.3%	800	—
50	$FICO	FAIR ISAAC CORP	Technology	$896K	0.3%	750	—
51	—	ISHARES NATIONAL MUNI BND - Exchange Traded Fund	—	$891K	0.3%	8,286	—
52	—	ISHARES CORE DIV GROWTH - Exchange Traded Fund	—	$858K	0.2%	11K	—
53	—	VNGRD MORN MID-CAP - Exchange Traded Fund	—	$850K	0.2%	11K	+328%
54	—	ISHARES CORE SP MID-CAP - Exchange Traded Fund	—	$830K	0.2%	11K	—
55	—	VNGRD DIV APP - Exchange Traded Fund	—	$827K	0.2%	3,496	—
56	—	VNGRD MORN VALUE - Exchange Traded Fund	—	$819K	0.2%	3,762	+0.8%
57	—	ISHARES MSCI USA QUALITY FACTOR - Exchange Traded Fund	—	$751K	0.2%	3,427	—
58	—	NUVEEN ESG HIGH YIELD CORP BND - Exchange Traded Fund	—	$744K	0.2%	35K	+0.4%
59	$WM	WASTE MANAGEMENT INC	Utilities	$731K	0.2%	3,283	-3%
60	—	FLX SH CORE SEL BND CORE SEL BND - Exchange Traded Fund	—	$712K	0.2%	32K	-12%
61	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$709K	0.2%	1,413	-1.0%
62	—	ISHARES RUSSELL 1000 GROWTH - Exchange Traded Fund	—	$696K	0.2%	5,612	+300%
63	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$647K	0.2%	1,559	-9%
64	—	ISHARES CORE HIGH DIV - Exchange Traded Fund	—	$592K	0.2%	22K	+400%
65	$GOOGL	Alphabet Inc.	Technology	$587K	0.2%	1,644	—
66	$CSX	CSX CORP	Industrials	$584K	0.2%	12K	—
67	$FSLR	FIRST SOLAR, INC.	Technology	$577K	0.2%	2,446	-1.0%
68	$CSCO	CISCO SYSTEMS, INC.	Technology	$520K	0.1%	4,434	—
69	$XOM.R34088	EXXON MOBIL CORP	Energy	$519K	0.1%	3,800	—
70	$GE	GENERAL ELECTRIC CO	Industrials	$519K	0.1%	1,390	—
71	$D	DOMINION ENERGY, INC	Utilities	$506K	0.1%	7,417	—
72	—	VNGRD INT-TERM TRSY - Exchange Traded Fund	—	$498K	0.1%	8,454	-0.5%
73	$META	Meta Platforms, Inc.	Technology	$481K	0.1%	6,174	—
74	$BA	BOEING CO	Industrials	$481K	0.1%	2,224	New
75	—	ISHARES IBOXX $ HIGH YIELD CORP BND - Exchange Traded Fund	—	$461K	0.1%	5,777	-0.2%
76	$TDY	TELEDYNE TECHNOLOGIES INC	Technology	$454K	0.1%	681	—
77	—	ISHARES MSCI EAFE - Exchange Traded Fund	—	$446K	0.1%	4,297	—
78	—	VNGRD MORN SMALL-CAP - Exchange Traded Fund	—	$424K	0.1%	1,399	-5%
79	$PG	PROCTER & GAMBLE Co	Consumer Staples	$423K	0.1%	2,889	-10%
80	$GEV	GE Vernova Inc.	Industrials	$407K	0.1%	347	—
81	—	VNGRD HIGH DIV YIELD IDX - Exchange Traded Fund	—	$407K	0.1%	2,578	—
82	—	JPMORGAN INTL RESEARCH ENHANCED EQY - Exchange Traded Fund	—	$390K	0.1%	4,730	+3%
83	$TSLA	Tesla, Inc.	Consumer Discretionary	$389K	0.1%	927	+3%
84	$AMGN	AMGEN INC	Healthcare	$379K	0.1%	1,047	—
85	$NAN	NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND	Other	$374K	0.1%	32K	—
86	—	ISHARES CURRENCY HEDGED MSCI EUROZONE - Exchange Traded Fund	—	$360K	0.1%	7,196	—
87	—	VNGRD TAX-EXEMPT BND - Exchange Traded Fund	—	$342K	0.1%	6,765	-7%
88	$MAA	MID AMERICA APARTMENT COMMUNITIES INC.	Real Estate	$329K	0.1%	2,375	-0.6%
89	—	VNGRD REAL ESTATE - Exchange Traded Fund	—	$317K	0.1%	3,291	-2%
90	—	VNGRD FTSE EMRGNG MKTS - Exchange Traded Fund	—	$317K	0.1%	5,320	+6%
91	—	NUVEEN ESG MID-CAP GROWTH - Exchange Traded Fund	—	$315K	0.1%	6,729	-0.1%
92	$JNJ	JOHNSON & JOHNSON	Healthcare	$312K	0.1%	1,231	-11%
93	$FTNT	Fortinet, Inc.	Technology	$307K	0.1%	2,000	New
94	—	VNGRD MORN TOTAL STOCK MKT - Exchange Traded Fund	—	$301K	0.1%	815	-2%
95	$AXP	AMERICAN EXPRESS CO	Financials	$294K	0.1%	870	—
96	$DE	DEERE & CO	Industrials	$292K	0.1%	460	—
97	$SPGI	S&P Global Inc.	Financials	$287K	0.1%	705	—
98	$CI	Cigna Group	Healthcare	$277K	0.1%	1,007	—
99	$JPM	JPMORGAN CHASE & CO	Financials	$273K	0.1%	836	—
100	$EXR	Extra Space Storage Inc.	Real Estate	$266K	0.1%	1,831	-0.4%
101	—	ISHARES CORE U.S. REIT - Exchange Traded Fund	—	$266K	0.1%	4,010	+12%
102	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$258K	0.1%	6,097	-3%
103	—	ISHARES CORE MSCI EMRGNG MKTS - Exchange Traded Fund	—	$251K	0.1%	3,030	-0.2%
104	—	ISHARES ESG MSCI KLD 400 - Exchange Traded Fund	—	$249K	0.1%	1,750	—
105	$FRT	FEDERAL REALTY INVESTMENT TRUST	Real Estate	$246K	0.1%	2,000	—
106	—	ISHARES RUSSELL 1000 - Exchange Traded Fund	—	$245K	0.1%	599	-3%
107	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$244K	0.1%	870	—
108	$DELL	Dell Technologies Inc.	Technology	$242K	0.1%	561	New
109	$MRK	Merck & Co., Inc.	Healthcare	$237K	0.1%	1,836	—
110	—	ISHARES RUSSELL 2000 - Exchange Traded Fund	—	$236K	0.1%	787	New
111	—	VNGRD ULTRA-SHORT BND - Exchange Traded Fund	—	$231K	0.1%	4,645	+0.0%
112	$LLY	ELI LILLY & Co	Healthcare	$229K	0.1%	191	New
113	$QCOM	QUALCOMM INC/DE	Technology	$229K	0.1%	1,243	New
114	—	ISHARES PREFERRED and INC SEC - Exchange Traded Fund	—	$228K	0.1%	7,500	—
115	$EMR	EMERSON ELECTRIC CO	Industrials	$223K	0.1%	1,560	—
116	—	ISHARES NEW YORK MUNI BND - Exchange Traded Fund	—	$220K	0.1%	4,091	—
117	—	ISHARES CORE MSCI EAFE - Exchange Traded Fund	—	$217K	0.1%	2,248	—
118	$AVGO	Broadcom Inc.	Technology	$213K	0.1%	566	New
119	$LYG	Lloyds Banking Group plc	Financials	$86K	0.0%	15K	—

What changed in Q2 2026

Against the previous quarter's 13F: 7 new, 28 added to, 38 trimmed, 4 sold out. Share-count changes; largest moves by dollar size first.

New positions (7)

$BABOEING CO$481K
first bought this quarter
$FTNTFortinet, Inc.$307K
first bought this quarter
$DELLDell Technologies Inc.$242K
first bought this quarter
ISHARES RUSSELL 2000 - Exchange Traded Fund$236K
first bought this quarter
$LLYELI LILLY & Co$229K
first bought this quarter
$QCOMQUALCOMM INC/DE$229K
first bought this quarter

+1 more in the Excel export

Added to (28)

VNGRD MORN GROWTH - Exchange Traded Fund+483%
now $2.3M
ISHARES ESG AWARE US AGG BND - Exchange Traded Fund+6%
now $23.2M
ISHARES ESG AWARE MSCI EAFE - Exchange Traded Fund+3%
now $44.6M
VNGRD ESG U.S. STOCK - Exchange Traded Fund+4%
now $25.5M
VNGRD CORE BND - Exchange Traded Fund+6%
now $14.1M
STATE ST SPDR SP 500 ESG - Exchange Traded Fund+2%
now $38.6M

+22 more in the Excel export

Trimmed (38)

ISHARES MSCI USA QUALITY GARP - Exchange Traded Fund-5%
now $11.9M
$NVDANVIDIA CORP-1.0%
now $27.3M · held 5+ qtrs
VNGRD TOTAL INTL STOCK - Exchange Traded Fund-9%
now $2.4M
STATE ST SPDR PORT SP 500 VALUE - Exchange Traded Fund-2%
now $9.9M
$AAPLApple Inc.-0.7%
now $18.7M · held 5+ qtrs
FLX SH STOXX US ESG SEL IDX - Exchange Traded Fund-2%
now $5.7M

+32 more in the Excel export

Sold out (4)

SCHWAB U.S. LARGE-CAP GROWTH ETFwas $334K
$TAT&T INC.was $288K
held 4+ qtrs
$CRMSalesforce, Inc.was $206K
held 7+ qtrs
$HONHONEYWELL INTERNATIONAL INCwas $203K
held 1 qtr

Firm AUM (Form ADV): $376.9M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Olde Wealth Management, LLC has filed, 21 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Olde Wealth Management?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Olde Wealth Management's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+2.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

64%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Olde Wealth Management, LLC disclosed 119 positions worth $352.9M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 4 — including a new stake in $BA. The portfolio is most concentrated in Other (72.9% of disclosed assets). All figures are sourced directly from Olde Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1840760.

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LONDON CO OF VIRGINIA$17.54B 13F book · 4 shared top holdingsNSCRSGLOWD Magellan Asset Management Ltd$4.47B 13F book · 5 shared top holdingsUNPNSCTMOCSX BRIDGES INVESTMENT MANAGEMENT INC$8.22B 13F book · 4 shared top holdingsUNPLOWURITMO NORTHEAST INVESTMENT MANAGEMENT$2.71B 13F book · 5 shared top holdingsUNPLOWURIWM Henshaw Capital LLC$3.07B 13F book · 4 shared top holdingsMDYUNPTMOBA Symmetry Investments LP$1.48B 13F book · 3 shared top holdingsNSCUNPBA

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AI-Powered Hedge Fund Analysis: Olde Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Olde Wealth Management, LLC (SEC CIK: 1840760), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Olde Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.