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Rod Ehrlich

Olde Wealth Management, Llc

Assets Managed
$315.976M
Holdings
116
Last Quarter
2026 - Q1
Filed Date
10d ago
Growth Rate
-2.84%(2Q avg: -1.21%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Olde Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 116 positions.

Assets under management

The assets under management (AUM) of Olde Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 315.976M in assets, with a quarterly growth rate of -2.84% and a 2-quarter average growth rate of -1.21%. The portfolio is managed by Rod Ehrlich, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 3.32%
12.81%
$40.467M
423,213 shares@ $95.62 avg price
EFIV
Spdr S&p 500 Esg Etf
Recent Activity
Increased 6.34%
10.36%
$32.711M
518,574 shares@ $63.08 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.5%
7.62%
$24.066M
137,988 shares@ $174.41 avg price
EAGG
Ishares Esg Aware Us Aggrega
Recent Activity
Increased 5%
6.94%
$21.908M
460,742 shares@ $47.55 avg price
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -0.3%
6.59%
$20.798M
185,257 shares@ $112.27 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.19%
5.24%
$16.55M
65,212 shares@ $253.79 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 0.76%
4.24%
$13.367M
172,746 shares@ $77.38 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.82%
3.6%
$11.373M
30,725 shares@ $370.16 avg price
GARP
Ishares Msci Usa Quality Gar
Recent Activity
Increased 2.36%
3.06%
$9.668M
151,137 shares@ $63.97 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 3.28%
2.98%
$9.407M
166,267 shares@ $56.58 avg price

1-10 of 116