Institutional Fund
Olde Wealth Management, LLC
Sammamish, WACIK 18407604 filings on record
Portfolio Value
$316.0K
Q1 2026
Holdings
116
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.8%
from $325.2K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr12.8%
- Spdr Series Trust10.4%
- Nvidia Corporation7.6%
- Ishares Tr6.9%
- Vanguard World Fd6.6%
- Apple Inc5.2%
- Other50.5%
Portfolio Holdings
116 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 423.2K | $40.5K | 12.8% | +13.6K | Added |
| 2 | Spdr Series Trust | 518.6K | $32.7K | 10.4% | +30.9K | Added |
| 3 | Nvidia Corporation | 138.0K | $24.1K | 7.6% | −2.1K | Reduced |
| 4 | Ishares Tr | 460.7K | $21.9K | 6.9% | +21.9K | Added |
| 5 | Vanguard World Fd | 185.3K | $20.8K | 6.6% | −571 | Reduced |
| 6 | Apple Inc | 65.2K | $16.6K | 5.2% | −3.6K | Reduced |
| 7 | Vanguard Malvern Fds | 172.7K | $13.4K | 4.2% | +1.3K | Added |
| 8 | Microsoft Corp | 30.7K | $11.4K | 3.6% | −570 | Reduced |
| 9 | Ishares Tr | 151.1K | $9.7K | 3.1% | +3.5K | Added |
| 10 | Spdr Series Trust | 166.3K | $9.4K | 3.0% | +5.3K | Added |
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