Olde Wealth Management, LLC
Olde Wealth Management, LLC reported 119 holdings worth US$353K as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Olde Wealth Management, LLC reported 119 holdings worth US$353K as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 119
- Value as reported
- US$353K
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 137K | US$27.3M | 7746.8% |
| Apple Inc | 64,772 | US$18.7M | 5311.5% |
| Microsoft Corp. | 30,611 | US$11.4M | 3235.9% |
| Norfolk Southern Corporation | 9,586 | US$3.02M | 854.5% |
| Costco Wholesale Corporation | 2,981 | US$2.79M | 790.1% |
| Berkshire Hathaway Inc. | 3,791 | US$1.9M | 537.3% |
| Alphabet Inc (google) Class C | 4,467 | US$1.59M | 452.0% |
| Union Pacific Corporation | 5,800 | US$1.58M | 446.9% |
| Visa Inc. | 4,259 | US$1.46M | 414.1% |
| Netflix, Inc. | 19,093 | US$1.36M | 386.3% |
| Republic Services, Inc. | 6,282 | US$1.34M | 379.2% |
| Applied Materials, Inc. | 1,800 | US$1.3M | 368.7% |
| Lowe's Companies, Inc. | 5,222 | US$1.15M | 326.2% |
| Home Depot, Inc. (the) | 3,211 | US$1.13M | 320.8% |
| Curtiss-wright Corporation | 1,316 | US$997K | 282.6% |
| Amazon.com, Inc. | 4,087 | US$974K | 276.0% |
| United Rentals, Inc. | 800 | US$906K | 256.8% |
| Fair Isaac Corporation | 750 | US$896K | 253.9% |
| Waste Management, Inc. | 3,283 | US$731K | 207.2% |
| Thermo Fisher Scientific Inc | 1,413 | US$709K | 200.9% |
| Unitedhealth Group Incorporated | 1,559 | US$647K | 183.4% |
| Csx Corporation | 12,300 | US$584K | 165.5% |
| First Solar, Inc. | 2,446 | US$577K | 163.5% |
| Cisco Systems, Inc. | 4,434 | US$520K | 147.4% |
| Ge Aerospace | 1,390 | US$519K | 147.1% |
| Dominion Energy, Inc. | 7,417 | US$506K | 143.4% |
| Boeing Company (the) | 2,224 | US$481K | 136.3% |
| Teledyne Technologies Incorporated | 681 | US$454K | 128.7% |
| Procter & Gamble Company (the) | 2,889 | US$423K | 119.9% |
| Ge Vernova Inc. | 347 | US$407K | 115.3% |
| Tesla, Inc. | 927 | US$389K | 110.2% |
| Amgen Inc. | 1,047 | US$379K | 107.4% |
| Mid-america Apartment Communities, Inc. | 2,375 | US$329K | 93.2% |
| Johnson & Johnson | 1,231 | US$312K | 88.4% |
| Fortinet, Inc. | 2,000 | US$307K | 87.0% |
| American Express Company | 870 | US$294K | 83.3% |
| Deere & Company | 460 | US$292K | 82.8% |
| S&p Global Inc. | 705 | US$287K | 81.3% |
| The Cigna Group | 1,007 | US$277K | 78.5% |
| Jp Morgan Chase & Co. | 836 | US$273K | 77.4% |
| Extra Space Storage Inc | 1,831 | US$266K | 75.4% |
| Verizon Communications Inc. | 6,097 | US$258K | 73.1% |
| Federal Realty Investment Trust | 2,000 | US$246K | 69.7% |
| International Business Machines Corporation | 870 | US$244K | 69.2% |
| Dell Technologies Inc. | 561 | US$242K | 68.6% |
| Merck & Company, Inc. | 1,836 | US$237K | 67.2% |
| Qualcomm Incorporated | 1,243 | US$229K | 64.9% |
| Eli Lilly And Company | 191 | US$229K | 64.9% |
| Emerson Electric Company | 1,560 | US$223K | 63.2% |
| Broadcom Inc. | 566 | US$213K | 60.4% |
| Lloyds Banking Group Plc | 14,840 | US$86,000 | 24.4% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Salesforce, Inc. | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related