# EDGAR Filing Document

**Accession Number:** 0001840760
**File Stem:** 0001840760-26-000001
**Filing Date:** 2026-2
**Character Count:** 15509
**Document Hash:** db2944fb38cd1a709f75483830302539
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001840760-26-000001.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0001840760-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Olde Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0001840760

**ORGANIZATION NAME:**
- **EIN:** 845048001
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20698
- **FILM NUMBER:** 26625078

**BUSINESS ADDRESS:**
- **STREET 1:** 20544 NE 31ST ST
- **CITY:** SAMMAMISH
- **STATE:** WA
- **ZIP:** 98074
- **BUSINESS PHONE:** 4254957484

**MAIL ADDRESS:**
- **STREET 1:** 20544 NE 31ST ST
- **CITY:** SAMMAMISH
- **STATE:** WA
- **ZIP:** 98074

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Financial Network Wealth Management LLC
- **DATE OF NAME CHANGE:** 20210115

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Olde Wealth Management LLC<br>**Address:** 20544 NE 31ST ST<br>SAMMAMISH, WA 98074

**Form 13F File Number:** 028-20698

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Rod Ehrlich<br>**Title:** Consultant<br>**Phone:** 4253727517

**Signature, Place, and Date of Signing:**

Rod Ehrlich  Boise, ID  02-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 116

**Form 13F Information Table Value Total:** $325220

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | ADR | 539439109 |  | 78 | 14840 | SH |  | SOLE |  | 0 | 0 | 14840 |
| NUVEEN NY DIVI ADV COM | Stock | 67066X107 |  | 357 | 31727 | SH |  | SOLE |  | 0 | 0 | 31727 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 26127 | 140096 | SH |  | SOLE |  | 0 | 0 | 140096 |
| APPLE INC COM | Stock | 037833100 |  | 18700 | 68786 | SH |  | SOLE |  | 0 | 0 | 68786 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 15135 | 31295 | SH |  | SOLE |  | 0 | 0 | 31295 |
| NORFOLK SOUTHN CORP COM | Stock | 655844108 |  | 2767 | 9586 | SH |  | SOLE |  | 0 | 0 | 9586 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 |  | 2579 | 2991 | SH |  | SOLE |  | 0 | 0 | 2991 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 1905 | 3791 | SH |  | SOLE |  | 0 | 0 | 3791 |
| NETFLIX INC. COM | Stock | 64110L106 |  | 1793 | 19130 | SH |  | SOLE |  | 0 | 0 | 19130 |
| VISA INC COM CL A | Stock | 92826C839 |  | 1517 | 4327 | SH |  | SOLE |  | 0 | 0 | 4327 |
| REPUBLIC SVCS INC COM | Stock | 760759100 |  | 1411 | 6661 | SH |  | SOLE |  | 0 | 0 | 6661 |
| LOWES COS INC COM | Stock | 548661107 |  | 1343 | 5572 | SH |  | SOLE |  | 0 | 0 | 5572 |
| UNION PAC CORP COM | Stock | 907818108 |  | 1341 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| FAIR ISAAC CORP COM | Stock | 303250104 |  | 1267 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 1198 | 3483 | SH |  | SOLE |  | 0 | 0 | 3483 |
| AMAZON COM INC COM | Stock | 023135106 |  | 920 | 3988 | SH |  | SOLE |  | 0 | 0 | 3988 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 906 | 1563 | SH |  | SOLE |  | 0 | 0 | 1563 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 895 | 2855 | SH |  | SOLE |  | 0 | 0 | 2855 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 |  | 824 | 3753 | SH |  | SOLE |  | 0 | 0 | 3753 |
| CURTISS WRIGHT CORP COM | Stock | 231561101 |  | 725 | 1316 | SH |  | SOLE |  | 0 | 0 | 1316 |
| FIRST SOLAR INC COM | Stock | 336433107 |  | 674 | 2581 | SH |  | SOLE |  | 0 | 0 | 2581 |
| UNITED RENTALS INC COM | Stock | 911363109 |  | 647 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 644 | 1951 | SH |  | SOLE |  | 0 | 0 | 1951 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 523 | 1673 | SH |  | SOLE |  | 0 | 0 | 1673 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 462 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| PROCTER  GAMBLE CO COM | Stock | 742718109 |  | 460 | 3215 | SH |  | SOLE |  | 0 | 0 | 3215 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 457 | 3800 | SH |  | SOLE |  | 0 | 0 | 3800 |
| CSX CORP COM | Stock | 126408103 |  | 445 | 12300 | SH |  | SOLE |  | 0 | 0 | 12300 |
| S GLOBAL INC COM | Stock | 78409V104 |  | 445 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| DOMINION ENERGY INC COM | Stock | 25746U109 |  | 434 | 7417 | SH |  | SOLE |  | 0 | 0 | 7417 |
| GE AEROSPACE COM NEW | Stock | 369604301 |  | 428 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| TESLA INC COM | Stock | 88160R101 |  | 392 | 873 | SH |  | SOLE |  | 0 | 0 | 873 |
| AMGEN INC COM | Stock | 031162100 |  | 354 | 1083 | SH |  | SOLE |  | 0 | 0 | 1083 |
| TELEDYNE TECHNOLOGIES INC COM | Stock | 879360105 |  | 347 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 344 | 4478 | SH |  | SOLE |  | 0 | 0 | 4478 |
| VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 |  | 336 | 8254 | SH |  | SOLE |  | 0 | 0 | 8254 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 322 | 872 | SH |  | SOLE |  | 0 | 0 | 872 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 297 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 293 | 1105 | SH |  | SOLE |  | 0 | 0 | 1105 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 282 | 877 | SH |  | SOLE |  | 0 | 0 | 877 |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 |  | 257 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| AT INC COM | Stock | 00206R102 |  | 247 | 9960 | SH |  | SOLE |  | 0 | 0 | 9960 |
| GE VERNOVA INC COM | Stock | 36828A101 |  | 226 | 347 | SH |  | SOLE |  | 0 | 0 | 347 |
| BOEING CO COM | Stock | 097023105 |  | 215 | 994 | SH |  | SOLE |  | 0 | 0 | 994 |
| DEERE  CO COM | Stock | 244199105 |  | 214 | 460 | SH |  | SOLE |  | 0 | 0 | 460 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 212 | 198 | SH |  | SOLE |  | 0 | 0 | 198 |
| QUALCOMM INC COM | Stock | 747525103 |  | 212 | 1243 | SH |  | SOLE |  | 0 | 0 | 1243 |
| EMERSON ELEC CO COM | Stock | 291011104 |  | 207 | 1560 | SH |  | SOLE |  | 0 | 0 | 1560 |
| ISHARES ESG AWARE MSCI EAFE ETF | ETF | 46435G516 |  | 38953 | 409651 | SH |  | SOLE |  | 0 | 0 | 409651 |
| STATE STREET SPDR S 500 ESG ETF | ETF | 78468R531 |  | 32259 | 487666 | SH |  | SOLE |  | 0 | 0 | 487666 |
| VANGUARD ESG U.S. STOCK ETF | ETF | 921910733 |  | 22477 | 185828 | SH |  | SOLE |  | 0 | 0 | 185828 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | ETF | 46435U549 |  | 20998 | 438835 | SH |  | SOLE |  | 0 | 0 | 438835 |
| VANGUARD CORE BOND ETF | ETF | 922020748 |  | 13355 | 171454 | SH |  | SOLE |  | 0 | 0 | 171454 |
| ISHARES MSCI USA QUALITY GARP ETF | ETF | 46436E403 |  | 10055 | 147659 | SH |  | SOLE |  | 0 | 0 | 147659 |
| STATE STREET SPDR PORTFOLIO S 500 VALUE ETF | ETF | 78464A508 |  | 9146 | 160999 | SH |  | SOLE |  | 0 | 0 | 160999 |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | ETF | 33939L662 |  | 7102 | 174362 | SH |  | SOLE |  | 0 | 0 | 174362 |
| ISHARES CORE S 500 ETF | ETF | 464287200 |  | 6238 | 9108 | SH |  | SOLE |  | 0 | 0 | 9108 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 5632 | 9168 | SH |  | SOLE |  | 0 | 0 | 9168 |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | ETF | 33939L696 |  | 5268 | 33293 | SH |  | SOLE |  | 0 | 0 | 33293 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | ETF | 464288802 |  | 4832 | 34679 | SH |  | SOLE |  | 0 | 0 | 34679 |
| ISHARES U.S. TREASURY BOND ETF | ETF | 46429B267 |  | 4097 | 177969 | SH |  | SOLE |  | 0 | 0 | 177969 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 46432F834 |  | 3439 | 40631 | SH |  | SOLE |  | 0 | 0 | 40631 |
| STATE STREET SPDR S 500 ETF | ETF | 78462F103 |  | 3399 | 4971 | SH |  | SOLE |  | 0 | 0 | 4971 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 3324 | 5300 | SH |  | SOLE |  | 0 | 0 | 5300 |
| SPDR GOLD SHARES | ETF | 78463V107 |  | 2736 | 6906 | SH |  | SOLE |  | 0 | 0 | 6906 |
| VANGUARD ESG INTERNATIONAL STOCK ETF | ETF | 921910725 |  | 2630 | 36727 | SH |  | SOLE |  | 0 | 0 | 36727 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 921909768 |  | 2462 | 32643 | SH |  | SOLE |  | 0 | 0 | 32643 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 2244 | 4600 | SH |  | SOLE |  | 0 | 0 | 4600 |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | ETF | 67092P870 |  | 2063 | 92318 | SH |  | SOLE |  | 0 | 0 | 92318 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | ETF | 33734H106 |  | 1822 | 39561 | SH |  | SOLE |  | 0 | 0 | 39561 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | ETF | 464288158 |  | 1639 | 15362 | SH |  | SOLE |  | 0 | 0 | 15362 |
| ISHARES CORE S SMALL CAP ETF | ETF | 464287804 |  | 1610 | 13398 | SH |  | SOLE |  | 0 | 0 | 13398 |
| STATE STREET SPDR S MIDCAP 400 ETF TRUST | ETF | 78467Y107 |  | 1513 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| ISHARES U.S. TECHNOLOGY ETF | ETF | 464287721 |  | 1331 | 6667 | SH |  | SOLE |  | 0 | 0 | 6667 |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | ETF | 46641Q399 |  | 1211 | 9825 | SH |  | SOLE |  | 0 | 0 | 9825 |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | ETF | 46435G441 |  | 1178 | 24940 | SH |  | SOLE |  | 0 | 0 | 24940 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 |  | 1151 | 18437 | SH |  | SOLE |  | 0 | 0 | 18437 |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | ETF | 78468R721 |  | 1130 | 24729 | SH |  | SOLE |  | 0 | 0 | 24729 |
| ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 |  | 1117 | 10435 | SH |  | SOLE |  | 0 | 0 | 10435 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 |  | 951 | 11366 | SH |  | SOLE |  | 0 | 0 | 11366 |
| FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | ETF | 33939L670 |  | 834 | 37193 | SH |  | SOLE |  | 0 | 0 | 37193 |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 46434V621 |  | 786 | 11324 | SH |  | SOLE |  | 0 | 0 | 11324 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 770 | 3508 | SH |  | SOLE |  | 0 | 0 | 3508 |
| NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | ETF | 67092P854 |  | 766 | 35472 | SH |  | SOLE |  | 0 | 0 | 35472 |
| VANGUARD MID-CAP ETF | ETF | 922908629 |  | 763 | 2630 | SH |  | SOLE |  | 0 | 0 | 2630 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 |  | 711 | 7124 | SH |  | SOLE |  | 0 | 0 | 7124 |
| ISHARES CORE S MID-CAP ETF | ETF | 464287507 |  | 711 | 10776 | SH |  | SOLE |  | 0 | 0 | 10776 |
| VANGUARD VALUE ETF | ETF | 922908744 |  | 686 | 3594 | SH |  | SOLE |  | 0 | 0 | 3594 |
| ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 |  | 680 | 3427 | SH |  | SOLE |  | 0 | 0 | 3427 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 464287614 |  | 664 | 1403 | SH |  | SOLE |  | 0 | 0 | 1403 |
| ISHARES CORE HIGH DIVIDEND ETF | ETF | 46429B663 |  | 525 | 4322 | SH |  | SOLE |  | 0 | 0 | 4322 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | ETF | 92206C706 |  | 511 | 8542 | SH |  | SOLE |  | 0 | 0 | 8542 |
| VANGUARD SHORT-TERM BOND ETF | ETF | 921937827 |  | 486 | 6171 | SH |  | SOLE |  | 0 | 0 | 6171 |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 |  | 467 | 5802 | SH |  | SOLE |  | 0 | 0 | 5802 |
| ISHARES MSCI EAFE ETF | ETF | 464287465 |  | 412 | 4297 | SH |  | SOLE |  | 0 | 0 | 4297 |
| VANGUARD SMALL-CAP ETF | ETF | 922908751 |  | 401 | 1556 | SH |  | SOLE |  | 0 | 0 | 1556 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 |  | 390 | 2722 | SH |  | SOLE |  | 0 | 0 | 2722 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | 922907746 |  | 365 | 7263 | SH |  | SOLE |  | 0 | 0 | 7263 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | ETF | 46641Q134 |  | 340 | 4553 | SH |  | SOLE |  | 0 | 0 | 4553 |
| ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | ETF | 46434V639 |  | 314 | 7196 | SH |  | SOLE |  | 0 | 0 | 7196 |
| VANGUARD REAL ESTATE ETF | ETF | 922908553 |  | 314 | 3559 | SH |  | SOLE |  | 0 | 0 | 3559 |
| ISHARES CORE MSCI EAFE ETF | ETF | 46432F842 |  | 310 | 3465 | SH |  | SOLE |  | 0 | 0 | 3465 |
| NUVEEN ESG MID-CAP GROWTH ETF | ETF | 67092P409 |  | 308 | 6471 | SH |  | SOLE |  | 0 | 0 | 6471 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 278 | 832 | SH |  | SOLE |  | 0 | 0 | 832 |
| VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 |  | 275 | 5129 | SH |  | SOLE |  | 0 | 0 | 5129 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 46434G103 |  | 264 | 3931 | SH |  | SOLE |  | 0 | 0 | 3931 |
| VANGUARD ULTRA-SHORT BOND ETF | ETF | 92203C303 |  | 252 | 5063 | SH |  | SOLE |  | 0 | 0 | 5063 |
| ISHARES RUSSELL 1000 ETF | ETF | 464287622 |  | 237 | 637 | SH |  | SOLE |  | 0 | 0 | 637 |
| ISHARES PREFERRED  INCOME SECURITIES ETF | ETF | 464288687 |  | 232 | 7496 | SH |  | SOLE |  | 0 | 0 | 7496 |
| ISHARES ESG MSCI KLD 400 ETF | ETF | 464288570 |  | 225 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| JPMORGAN ACTIVE GROWTH ETF | ETF | 46654Q609 |  | 222 | 2394 | SH |  | SOLE |  | 0 | 0 | 2394 |
| ISHARES NEW YORK MUNI BOND ETF | ETF | 464288323 |  | 218 | 4091 | SH |  | SOLE |  | 0 | 0 | 4091 |
| ISHARES CORE U.S. REIT ETF | ETF | 464288521 |  | 204 | 3585 | SH |  | SOLE |  | 0 | 0 | 3585 |
| MID-AMER APT CMNTYS INC COM | Stock | 59522J103 |  | 331 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| EXTRA SPACE STORAGE INC COM | Stock | 30225T102 |  | 241 | 1855 | SH |  | SOLE |  | 0 | 0 | 1855 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW | Stock | 313745101 |  | 201 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |

---