Olde Wealth Management, LLC
All 13F Filings
- Location
- Sammamish, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 325,220
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 116 | 325,220 | 13F-HR | Olde Wealth Management, LLC |
| Q3 2025 | 11/14/2025 | 115 | 323,911 | 13F-HR | Olde Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 92.94 K | 28.6% | 0 | 231 K | -231 K |
| ETFs | 232.3 K | 71.4% | 232.3 K | 0 | 232.3 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
325,220
Holdings
116
QoQ value change ($000)
1,309
(0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.