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Financial Network Wealth Management

Latest statistics and disclosures from Olde Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ESGD, EFIV, NVDA, ESGV, EAGG, and represent 43.30% of Olde Wealth Management's stock portfolio.
Added to shares of these 10 stocks: NFLX, EFIV, ESGD, EAGG, VCRB, SPYV, BA, LLY, USRT, FRT.
Started 4 new stock positions in LLY, BA, FRT, USRT.
Reduced shares in these 10 stocks: FVD, JGLO, XOM, , AVGO, AAPL, ESG, VUSB, ESGV, FSLR.
Sold out of its positions in AVGO, JGLO, ORCL.
Olde Wealth Management was a net buyer of stock by $4.9M.
Olde Wealth Management has $325M in assets under management (AUM), dropping by 0.40%.
Central Index Key (CIK): 0001840760

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Portfolio Holdings for Olde Wealth Management

Olde Wealth Management holds 116 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	12.0	$39M	+2%	410k	95.09	View chart
State Street Spdr S&p 500 Esg Etf Etf (EFIV)	9.9	$32M	+2%	488k	66.15	View chart
Nvidia Corporation Stock (NVDA)	8.0	$26M		140k	186.49	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	6.9	$23M		186k	120.96	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	6.5	$21M	+2%	439k	47.85	View chart
Apple Stock (AAPL)	5.7	$19M		69k	271.86	View chart
Microsoft Corp Stock (MSFT)	4.7	$15M		31k	483.62	View chart
Vanguard Core Bond Etf Etf (VCRB)	4.1	$13M	+3%	172k	77.89	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	3.1	$10M		148k	68.10	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	2.8	$9.1M	+3%	161k	56.81	View chart
Flexshares High Yield Value-scored Bond Index Fund Etf (HYGV)	2.2	$7.1M	+2%	174k	40.73	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.9	$6.2M		9.1k	684.89	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.7	$5.6M		9.2k	614.31	View chart
Flexshares Stoxx Us Esg Select Index Fund Etf (ESG)	1.6	$5.3M		33k	158.23	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	1.5	$4.8M		35k	139.34	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	1.3	$4.1M	+2%	178k	23.02	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	1.1	$3.4M		41k	84.64	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.0	$3.4M	+5%	5.0k	683.77	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.0	$3.3M		5.3k	627.17	View chart
Norfolk Southn Corp Stock (NSC)	0.9	$2.8M		9.6k	288.65	View chart
Spdr Gold Shares Etf (GLD)	0.8	$2.7M		6.9k	396.18	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.8	$2.6M		37k	71.61	View chart
Costco Wholesale Corporation Stock (COST)	0.8	$2.6M		3.0k	862.25	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.8	$2.5M		33k	75.42	View chart
Vanguard Growth Etf Etf (VUG)	0.7	$2.2M		4.6k	487.83	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.6	$2.1M		92k	22.35	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.6	$1.9M		3.8k	502.51	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.6	$1.8M	-12%	40k	46.06	View chart
Netflix Stock (NFLX)	0.6	$1.8M	+900%	19k	93.73	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.5	$1.6M		15k	106.69	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$1.6M		13k	120.17	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.5M		4.3k	350.59	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.5	$1.5M		2.5k	605.20	View chart
Republic Svcs Stock (RSG)	0.4	$1.4M		6.7k	211.83	View chart
Lowes Cos Stock (LOW)	0.4	$1.3M		5.6k	241.03	View chart
Union Pac Corp Stock (UNP)	0.4	$1.3M		5.8k	231.21	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$1.3M		6.7k	199.64	View chart
Fair Isaac Corp Stock (FICO)	0.4	$1.3M		750.00	1689.33	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.4	$1.2M	+6%	9.8k	123.26	View chart
Home Depot Stock (HD)	0.4	$1.2M		3.5k	343.96	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.4	$1.2M		25k	47.23	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.4	$1.2M	+2%	18k	62.43	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Etf (TFI)	0.3	$1.1M		25k	45.70	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$1.1M		10k	107.04	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.3	$951k		11k	83.67	View chart
Amazon Stock (AMZN)	0.3	$920k		4.0k	230.69	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$906k		1.6k	579.65	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$895k		2.9k	313.49	View chart
Flexshares Core Select Bond Fund Core Select Bond Fund Etf (BNDC)	0.3	$834k		37k	22.42	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$824k		3.8k	219.56	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$786k		11k	69.41	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$770k		3.5k	219.50	View chart
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY)	0.2	$766k	+10%	36k	21.59	View chart
Vanguard Mid-cap Etf Etf (VO)	0.2	$763k	+4%	2.6k	290.11	View chart
Curtiss Wright Corp Stock (CW)	0.2	$725k		1.3k	550.91	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$711k		11k	65.98	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.2	$711k	+14%	7.1k	99.80	View chart
Vanguard Value Etf Etf (VTV)	0.2	$686k	+17%	3.6k	190.87	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$680k		3.4k	198.42	View chart
First Solar Stock (FSLR)	0.2	$674k	-5%	2.6k	261.14	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$664k		1.4k	473.27	View chart
United Rentals Stock (URI)	0.2	$647k		800.00	808.75	View chart
Unitedhealth Group Stock (UNH)	0.2	$644k	-3%	2.0k	330.09	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.2	$525k		4.3k	121.47	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.2	$523k		1.7k	312.61	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	0.2	$511k		8.5k	59.82	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$486k		6.2k	78.76	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	0.1	$467k		5.8k	80.49	View chart
Applied Matls Stock (AMAT)	0.1	$462k		1.8k	256.67	View chart
Procter & Gamble Stock (PG)	0.1	$460k		3.2k	143.08	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$457k	-34%	3.8k	120.26	View chart
Csx Corp Stock (CSX)	0.1	$445k		12k	36.18	View chart
S&p Global Stock (SPGI)	0.1	$445k		852.00	522.30	View chart
Dominion Energy Stock (D)	0.1	$434k		7.4k	58.51	View chart
Ge Aerospace Stock (GE)	0.1	$428k		1.4k	307.91	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$412k		4.3k	95.88	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$401k		1.6k	257.71	View chart
Tesla Stock (TSLA)	0.1	$392k		873.00	449.03	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$390k		2.7k	143.28	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$365k	-3%	7.3k	50.25	View chart
Nuveen Ny Divi Adv Stock (NAN)	0.1	$357k		32k	11.25	View chart
Amgen Stock (AMGN)	0.1	$354k		1.1k	326.87	View chart
Teledyne Technologies Stock (TDY)	0.1	$347k		681.00	509.54	View chart
Cisco Sys Stock (CSCO)	0.1	$344k		4.5k	76.82	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$340k	+59%	4.6k	74.68	View chart
Verizon Communications Stock (VZ)	0.1	$336k		8.3k	40.71	View chart
Mid-amer Apt Cmntys Stock (MAA)	0.1	$331k		2.4k	138.49	View chart
American Express Stock (AXP)	0.1	$322k		872.00	369.27	View chart
Ishares Currency Hedged Msci Eurozone Etf Etf (HEZU)	0.1	$314k		7.2k	43.64	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.1	$314k		3.6k	88.23	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$310k		3.5k	89.47	View chart
Nuveen Esg Mid-cap Growth Etf Etf (NUMG)	0.1	$308k		6.5k	47.60	View chart
Johnson & Johnson Stock (JNJ)	0.1	$297k		1.4k	206.54	View chart
Salesforce Stock (CRM)	0.1	$293k		1.1k	265.16	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$282k		877.00	321.55	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$278k		832.00	334.13	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$275k	+5%	5.1k	53.62	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$264k		3.9k	67.16	View chart
International Business Machs Stock (IBM)	0.1	$257k		870.00	295.40	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$252k	-17%	5.1k	49.77	View chart
At&t Stock (T)	0.1	$247k		10k	24.80	View chart
Extra Space Storage Stock (EXR)	0.1	$241k		1.9k	129.92	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$237k	-3%	637.00	372.06	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	0.1	$232k		7.5k	30.95	View chart
Ge Vernova Stock (GEV)	0.1	$226k		347.00	651.30	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$225k		1.8k	128.57	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.1	$222k	+2%	2.4k	92.73	View chart
Ishares New York Muni Bond Etf Etf (NYF)	0.1	$218k		4.1k	53.29	View chart
Boeing Stock (BA)	0.1	$215k	NEW	994.00	216.30	View chart
Deere & Co Stock (DE)	0.1	$214k		460.00	465.22	View chart
Eli Lilly & Co Stock (LLY)	0.1	$212k	NEW	198.00	1070.71	View chart
Qualcomm Stock (QCOM)	0.1	$212k		1.2k	170.56	View chart
Emerson Elec Stock (EMR)	0.1	$207k		1.6k	132.69	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.1	$204k	NEW	3.6k	56.90	View chart
Federal Rlty Invt Tr New Sh Ben Int Stock (FRT)	0.1	$201k	NEW	2.0k	100.50	View chart
Lloyds Banking Group Adr (LYG)	0.0	$78k		15k	5.26	View chart

Past Filings by Olde Wealth Management

SEC 13F filings are viewable for Olde Wealth Management going back to 2020

Olde Wealth Management 2025 Q4 filed Feb. 12, 2026
Olde Wealth Management 2025 Q3 filed Nov. 14, 2025
Olde Wealth Management 2025 Q1 filed April 29, 2025
Financial Network Wealth Management 2024 Q4 filed Feb. 11, 2025
Financial Network Wealth Management 2024 Q3 filed Nov. 4, 2024
Financial Network Wealth Management 2024 Q2 filed Aug. 9, 2024
Financial Network Wealth Management 2024 Q1 filed May 9, 2024
Financial Network Wealth Management 2023 Q4 filed Jan. 10, 2024
Financial Network Wealth Management 2023 Q3 filed Nov. 2, 2023
Financial Network Wealth Management 2023 Q2 filed July 31, 2023
Financial Network Wealth Management 2023 Q1 filed May 4, 2023
Financial Network Wealth Management 2022 Q4 filed Feb. 10, 2023
Financial Network Wealth Management 2022 Q3 filed Nov. 8, 2022
Financial Network Wealth Management 2022 Q2 filed Aug. 9, 2022
Financial Network Wealth Management 2022 Q1 filed May 9, 2022
Financial Network Wealth Management 2021 Q4 filed Jan. 27, 2022

View all past filings

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