Olde Wealth Management, LLC
•CIK: 1840760•Filing: Q4 2025
**Olde Wealth Management, LLC** manages $325M across a diversified portfolio of 116 positions. The fund exhibits significant concentration in thematic and technology sectors, highlighted by top holdings including ESGD at $39.0M and EFIV at $32.3M. Further allocations are notable in semiconductor and large-cap technology names, with NVDA at $26.1M and AAPL at $18.7M. This structure suggests a tactical, growth-oriented mandate within established market leaders.
Total AUM
$325.2M
QoQ Performance
+0.4%
Positions
116
Top 10 Concentration
63.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ESGD
EFIV
NVDA
ESGV
EAGG
AAPL
ESGD12.0%
EFIV9.9%
NVDA8.0%
ESGV6.9%
EAGG6.5%
AAPL5.7%
MSFT4.7%
VCRB4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.2%
Technology19.2%
ETF4.0%
Consumer2.0%
Financial1.3%
Healthcare0.7%
Industrial0.7%
Communication0.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑23 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023