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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, EAGG, ESGV, and represent 44.29% of Olde Wealth Management's stock portfolio.
Added to shares of these 10 stocks: EFIV, ESGD, AGG, EAGG, HYGV, SCHG, SPYV, CI, GARP, MRK.
Started 4 new stock positions in SCHG, MRK, HON, CI.
Reduced shares in these 10 stocks: AAPL, NVDA, FVD, MUB, JGRO, BA, LLY, QCOM, MSFT, SPY.
Sold out of its positions in BA, JGRO, LLY, QCOM.
Olde Wealth Management was a net buyer of stock by $3.0M.
Olde Wealth Management has $316M in assets under management (AUM), dropping by -2.84%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Esg Aware Msci Eafe Etf Exchange Traded Fund (ESGD)	12.8	$41M	+3%	423k	95.62	View chart
State Street Spdr S&p 500 Esg Etf Exchange Traded Fund (EFIV)	10.4	$33M	+6%	519k	63.08	View chart
Nvidia Corporation Common Stock (NVDA)	7.6	$24M		138k	174.41	View chart
Ishares Esg Aware Us Aggregate Bond Etf Exchange Traded Fund (EAGG)	6.9	$22M	+4%	461k	47.55	View chart
Vanguard Esg U.s. Stock Etf Exchange Traded Fund (ESGV)	6.6	$21M		185k	112.27	View chart
Apple Common Stock (AAPL)	5.2	$17M	-5%	65k	253.79	View chart
Vanguard Core Bond Etf Exchange Traded Fund (VCRB)	4.2	$13M		173k	77.38	View chart
Microsoft Corp Common Stock (MSFT)	3.6	$11M		31k	370.15	View chart
Ishares Msci Usa Quality Garp Etf Exchange Traded Fund (GARP)	3.1	$9.7M	+2%	151k	63.97	View chart
State Street Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)	3.0	$9.4M	+3%	166k	56.58	View chart
Flexshares High Yield Value-scored Bond Index Fund Exchange Traded Fund (HYGV)	2.4	$7.5M	+7%	187k	40.06	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	1.8	$5.8M		8.9k	653.19	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	1.6	$5.1M	-2%	8.9k	577.14	View chart
Flexshares Stoxx Us Esg Select Index Fund Exchange Traded Fund (ESG)	1.6	$5.0M		33k	151.73	View chart
Ishares Esg Optimized Msci Usa Etf Exchange Traded Fund (SUSA)	1.5	$4.6M		35k	132.09	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	1.3	$4.2M	+2%	183k	22.91	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	1.1	$3.5M		41k	86.63	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	1.0	$3.1M		5.3k	597.45	View chart
State Street Spdr S&p 500 Etf Exchange Traded Fund (SPY)	1.0	$3.1M	-5%	4.7k	651.92	View chart
Costco Wholesale Corporation Common Stock (COST)	0.9	$3.0M		3.0k	996.32	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.9	$3.0M		6.9k	430.21	View chart
Norfolk Southn Corp Common Stock (NSC)	0.9	$2.8M		9.6k	286.98	View chart
Vanguard Esg International Stock Etf Exchange Traded Fund (VSGX)	0.8	$2.6M		37k	71.71	View chart
Vanguard Total International Stock Etf Exchange Traded Fund (VXUS)	0.8	$2.4M	-4%	31k	77.08	View chart
Nuveen Esg U.s. Aggregate Bond Etf Exchange Traded Fund (NUBD)	0.6	$2.1M		92k	22.21	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	0.6	$2.0M	-2%	4.5k	436.62	View chart
Netflix Common Stock (NFLX)	0.6	$1.8M		19k	96.12	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	0.6	$1.8M		3.8k	479.03	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.6	$1.8M	+148%	18k	99.25	View chart
Ishares Short-term National Muni Bond Etf Exchange Traded Fund (SUB)	0.5	$1.6M		15k	106.50	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.5	$1.6M	-2%	13k	124.24	View chart
State Street Spdr S&p Midcap 400 Etf Trust Exchange Traded Fund (MDY)	0.5	$1.5M		2.5k	618.00	View chart
First Trust Value Line Dividend Index Fund Exchange Traded Fund (FVD)	0.5	$1.5M	-18%	32k	47.02	View chart
Republic Svcs Common Stock (RSG)	0.5	$1.4M	-2%	6.5k	218.91	View chart
Union Pac Corp Common Stock (UNP)	0.4	$1.4M		5.8k	242.59	View chart
Visa Inc Com Cl A Common Stock (V)	0.4	$1.3M		4.3k	302.07	View chart
Lowes Cos Common Stock (LOW)	0.4	$1.3M	-4%	5.3k	236.13	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.4	$1.2M		6.7k	181.34	View chart
State Street Spdr Nuveen Ice Municipal Bond Etf Exchange Traded Fund (TFI)	0.4	$1.2M	+6%	26k	45.31	View chart
Jpmorgan Betabuilders U.s. Equity Etf Exchange Traded Fund (BBUS)	0.4	$1.2M	+2%	10k	117.09	View chart
Home Depot Common Stock (HD)	0.4	$1.1M	-2%	3.4k	328.74	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Exchange Traded Fund (HYXF)	0.4	$1.1M	-3%	24k	46.28	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$1.1M	-6%	17k	64.03	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.3	$940k		11k	82.70	View chart
Curtiss Wright Corp Common Stock (CW)	0.3	$896k		1.3k	680.85	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.3	$879k	-20%	8.3k	106.08	View chart
Amazon Common Stock (AMZN)	0.3	$833k		4.0k	208.09	View chart
Flexshares Core Select Bond Fund Core Select Bond Fund Exchange Traded Fund (BNDC)	0.3	$819k		37k	22.23	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.3	$818k		2.9k	286.51	View chart
Fair Isaac Corp Common Stock (FICO)	0.3	$800k		750.00	1066.67	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.3	$794k		11k	70.12	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.2	$780k	-9%	3.4k	229.75	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.2	$751k		3.5k	214.82	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	0.2	$732k	+3%	3.7k	196.19	View chart
Nuveen Esg High Yield Corporate Bond Etf Exchange Traded Fund (NUHY)	0.2	$732k	-2%	35k	21.17	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.2	$727k		11k	67.46	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.2	$709k	-6%	2.5k	287.16	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$702k	-8%	1.4k	491.94	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.2	$657k		3.4k	191.71	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$644k		3.8k	169.47	View chart
Applied Matls Common Stock (AMAT)	0.2	$615k		1.8k	341.67	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.2	$598k		1.4k	426.23	View chart
Ishares Core High Dividend Etf Exchange Traded Fund (HDV)	0.2	$586k		4.3k	135.59	View chart
United Rentals Common Stock (URI)	0.2	$582k		800.00	727.50	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.2	$505k		8.5k	59.43	View chart
Csx Corp Common Stock (CSX)	0.2	$504k		12k	40.98	View chart
First Solar Common Stock (FSLR)	0.2	$487k	-4%	2.5k	197.17	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	0.2	$484k		6.2k	78.39	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.1	$472k		1.6k	287.10	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$465k	-11%	1.7k	270.51	View chart
Procter & Gamble Common Stock (PG)	0.1	$464k		3.2k	144.32	View chart
Ishares Iboxx High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.1	$460k		5.8k	79.50	View chart
Dominion Energy Common Stock (D)	0.1	$458k		7.4k	61.75	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$417k		4.3k	97.04	View chart
Teledyne Technologies Common Stock (TDY)	0.1	$412k		681.00	604.99	View chart
Ge Aerospace Common Stock (GE)	0.1	$395k		1.4k	284.17	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.1	$385k	-5%	1.5k	261.73	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$381k	-5%	2.6k	147.79	View chart
Amgen Common Stock (AMGN)	0.1	$368k	-3%	1.0k	351.48	View chart
Vanguard Tax-exempt Bond Etf Exchange Traded Fund (VTEB)	0.1	$362k		7.3k	49.84	View chart
Nuveen Ny Divi Adv Closed End Fund (NAN)	0.1	$356k		32k	11.22	View chart
Jpmorgan International Research Enhanced Equity Etf Exchange Traded Fund (JIRE)	0.1	$346k		4.6k	75.68	View chart
Cisco Sys Common Stock (CSCO)	0.1	$344k		4.4k	77.58	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$337k	-3%	1.4k	244.03	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.1	$334k	NEW	12k	29.04	View chart
Tesla Common Stock (TSLA)	0.1	$333k	+2%	898.00	370.82	View chart
Verizon Communications Common Stock (VZ)	0.1	$315k	-23%	6.3k	50.16	View chart
Ishares Currency Hedged Msci Eurozone Etf Exchange Traded Fund (HEZU)	0.1	$314k		7.2k	43.64	View chart
Ge Vernova Common Stock (GEV)	0.1	$303k		347.00	873.20	View chart
S&p Global Common Stock (SPGI)	0.1	$299k	-17%	705.00	424.11	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.1	$297k	-5%	3.4k	88.52	View chart
Mid-amer Apt Cmntys Real Estate Investment Trust (MAA)	0.1	$291k		2.4k	121.76	View chart
At&t Common Stock (T)	0.1	$288k		10k	28.92	View chart
Nuveen Esg Mid-cap Growth Etf Exchange Traded Fund (NUMG)	0.1	$276k	+4%	6.7k	40.99	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$270k	-2%	5.0k	53.89	View chart
The Cigna Group Common Stock (CI)	0.1	$268k	NEW	1.0k	266.14	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.1	$266k		831.00	320.10	View chart
American Express Common Stock (AXP)	0.1	$263k		870.00	302.30	View chart
Deere & Co Common Stock (DE)	0.1	$259k		460.00	563.04	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.1	$245k	-4%	836.00	293.06	View chart
Extra Space Storage Real Estate Investment Trust (EXR)	0.1	$241k		1.8k	131.12	View chart
Vanguard Ultra-short Bond Etf Exchange Traded Fund (VUSB)	0.1	$231k	-8%	4.6k	49.75	View chart
Ishares Preferred & Income Securities Etf Exchange Traded Fund (PFF)	0.1	$227k		7.5k	30.27	View chart
Merck & Co Common Stock (MRK)	0.1	$222k	NEW	1.8k	120.92	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$220k	-2%	618.00	355.99	View chart
Ishares New York Muni Bond Etf Exchange Traded Fund (NYF)	0.1	$217k		4.1k	53.04	View chart
Ishares Esg Msci Kld 400 Etf Exchange Traded Fund (DSI)	0.1	$212k		1.8k	121.14	View chart
Ishares Core U.s. Reit Etf Exchange Traded Fund (USRT)	0.1	$212k		3.6k	58.95	View chart
Federal Rlty Invt Tr New Sh Ben Int Real Estate Investment Trust (FRT)	0.1	$212k		2.0k	106.00	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.1	$211k	-22%	3.0k	69.52	View chart
International Business Machs Common Stock (IBM)	0.1	$210k		870.00	241.38	View chart
Salesforce Common Stock (CRM)	0.1	$206k		1.1k	186.43	View chart
Emerson Elec Common Stock (EMR)	0.1	$204k		1.6k	130.77	View chart
Honeywell Intl Common Stock (HON)	0.1	$203k	NEW	900.00	225.56	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	0.1	$203k	-35%	2.2k	90.30	View chart
Lloyds Banking Group American Depository Receipt (LYG)	0.0	$74k		15k	4.99	View chart

Past Filings by Olde Wealth Management

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

Olde Wealth Management 2026 Q1 filed May 12, 2026
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

View all past filings

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