Olde Wealth Management, LLC

CIK 0001840760 · Q2 2026

13F Equity AUM

$353K

+11.7% QoQ

Positions

119

-116 QoQ

AUM Rank

#12,282

Top 98%

Skill Alpha (FF)

-0.9%/yr^ns

No Clear Edge

Rank #3,617 · Top 44%

vs S&P -2.1%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 45.1%Top 10: 63.8%Top 20: 78.3%

ESGD12.7%

EFIV10.9%

NVDA7.8%

ESGV7.2%

EAGG6.6%

AAPL5.3%

VCRB4.0%

GARP3.4%

MSFT3.2%

SPYV2.8%

Others (109)36.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 119Median: 0.20%Avg: 0.84%

0–0.5%

90(15.9%)

0.5–1%

10(6.7%)

1–3%

10(16.4%)

3–5%

3(10.6%)

5%+

6(50.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 119vs 20 funds

0%Low

119

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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