# EDGAR Filing Document

**Accession Number:** 0001840760
**File Stem:** 0001840760-25-000005
**Filing Date:** 2025-11
**Character Count:** 15314
**Document Hash:** ecd424765405b2caf455921fc4b15f15
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001840760-25-000005.hdr.sgml**: 20251114

**ACCESSION NUMBER**: 0001840760-25-000005

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251114

**DATE AS OF CHANGE**: 20251113

**EFFECTIVENESS DATE**: 20251114

**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:** 251480725

**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:** 09-30-2025

**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  11-13-2025<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:** 115

**Form 13F Information Table Value Total:** $323911

      (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 | COM | 539439109 |  | 73 | 14840 | SH |  | SOLE |  | 0 | 0 | 14840 |
| GE VERNOVA INC COM | COM | 36828A101 |  | 201 | 347 | SH |  | SOLE |  | 0 | 0 | 347 |
| BROADCOM INC COM | COM | 11135F101 |  | 202 | 566 | SH |  | SOLE |  | 0 | 0 | 566 |
| EMERSON ELEC CO COM | COM | 291011104 |  | 202 | 1560 | SH |  | SOLE |  | 0 | 0 | 1560 |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | COM | 46641Q134 |  | 213 | 2849 | SH |  | SOLE |  | 0 | 0 | 2849 |
| QUALCOMM INC COM | COM | 747525103 |  | 213 | 1243 | SH |  | SOLE |  | 0 | 0 | 1243 |
| DEERE  CO COM | COM | 244199105 |  | 218 | 460 | SH |  | SOLE |  | 0 | 0 | 460 |
| ISHARES NEW YORK MUNI BOND ETF | COM | 464288323 |  | 219 | 4091 | SH |  | SOLE |  | 0 | 0 | 4091 |
| JPMORGAN ACTIVE GROWTH ETF | COM | 46654Q609 |  | 221 | 2332 | SH |  | SOLE |  | 0 | 0 | 2332 |
| ISHARES ESG MSCI KLD 400 ETF | COM | 464288570 |  | 225 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| ORACLE CORP COM | COM | 68389X105 |  | 230 | 959 | SH |  | SOLE |  | 0 | 0 | 959 |
| ISHARES PREFERRED  INCOME SECURITIES ETF | COM | 464288687 |  | 234 | 7507 | SH |  | SOLE |  | 0 | 0 | 7507 |
| EXTRA SPACE STORAGE INC COM | COM | 30225T102 |  | 243 | 1868 | SH |  | SOLE |  | 0 | 0 | 1868 |
| ISHARES RUSSELL 1000 ETF | COM | 464287622 |  | 245 | 657 | SH |  | SOLE |  | 0 | 0 | 657 |
| JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | COM | 46654Q740 |  | 246 | 3613 | SH |  | SOLE |  | 0 | 0 | 3613 |
| AT INC COM | COM | 00206R102 |  | 247 | 9960 | SH |  | SOLE |  | 0 | 0 | 9960 |
| SALESFORCE INC COM | COM | 79466L302 |  | 267 | 1105 | SH |  | SOLE |  | 0 | 0 | 1105 |
| INTERNATIONAL BUSINESS MACHS COM | COM | 459200101 |  | 268 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| VANGUARD FTSE EMERGING MARKETS ETF | COM | 922042858 |  | 268 | 4857 | SH |  | SOLE |  | 0 | 0 | 4857 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | COM | 46434G103 |  | 269 | 3933 | SH |  | SOLE |  | 0 | 0 | 3933 |
| JOHNSON  JOHNSON COM | COM | 478160104 |  | 270 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| JPMORGAN CHASE  CO. COM | COM | 46625H100 |  | 277 | 877 | SH |  | SOLE |  | 0 | 0 | 877 |
| VANGUARD TOTAL STOCK MARKET ETF | COM | 922908769 |  | 278 | 833 | SH |  | SOLE |  | 0 | 0 | 833 |
| VANGUARD ULTRA-SHORT BOND ETF | COM | 92203C303 |  | 306 | 6155 | SH |  | SOLE |  | 0 | 0 | 6155 |
| ISHARES CORE MSCI EAFE ETF | COM | 46432F842 |  | 308 | 3477 | SH |  | SOLE |  | 0 | 0 | 3477 |
| MID-AMER APT CMNTYS INC COM | COM | 59522J103 |  | 309 | 2390 | SH |  | SOLE |  | 0 | 0 | 2390 |
| ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | COM | 46434V639 |  | 311 | 7196 | SH |  | SOLE |  | 0 | 0 | 7196 |
| NUVEEN ESG MID-CAP GROWTH ETF | COM | 67092P409 |  | 314 | 6554 | SH |  | SOLE |  | 0 | 0 | 6554 |
| AMERICAN EXPRESS CO COM | COM | 025816109 |  | 320 | 872 | SH |  | SOLE |  | 0 | 0 | 872 |
| VANGUARD REAL ESTATE ETF | COM | 922908553 |  | 320 | 3556 | SH |  | SOLE |  | 0 | 0 | 3556 |
| CISCO SYS INC COM | COM | 17275R102 |  | 324 | 4505 | SH |  | SOLE |  | 0 | 0 | 4505 |
| VERIZON COMMUNICATIONS INC COM | COM | 92343V104 |  | 328 | 8254 | SH |  | SOLE |  | 0 | 0 | 8254 |
| AMGEN INC COM | COM | 031162100 |  | 350 | 1083 | SH |  | SOLE |  | 0 | 0 | 1083 |
| TELEDYNE TECHNOLOGIES INC COM | COM | 879360105 |  | 354 | 681 | SH |  | SOLE |  | 0 | 0 | 681 |
| NUVEEN NEW YORK QLT MUN INC FD COM | COM | 67066X107 |  | 367 | 31727 | SH |  | SOLE |  | 0 | 0 | 31727 |
| VANGUARD TAX-EXEMPT BOND ETF | COM | 922907746 |  | 377 | 7498 | SH |  | SOLE |  | 0 | 0 | 7498 |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | COM | 921946406 |  | 384 | 2728 | SH |  | SOLE |  | 0 | 0 | 2728 |
| TESLA INC COM | COM | 88160R101 |  | 388 | 873 | SH |  | SOLE |  | 0 | 0 | 873 |
| VANGUARD SMALL-CAP ETF | COM | 922908751 |  | 399 | 1567 | SH |  | SOLE |  | 0 | 0 | 1567 |
| ISHARES MSCI EAFE ETF | COM | 464287465 |  | 409 | 4297 | SH |  | SOLE |  | 0 | 0 | 4297 |
| S GLOBAL INC COM | COM | 78409V104 |  | 420 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| APPLIED MATLS INC COM | COM | 038222105 |  | 423 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| CSX CORP COM | COM | 126408103 |  | 431 | 12300 | SH |  | SOLE |  | 0 | 0 | 12300 |
| GE AEROSPACE COM NEW | COM | 369604301 |  | 433 | 1390 | SH |  | SOLE |  | 0 | 0 | 1390 |
| DOMINION ENERGY INC COM | COM | 25746U109 |  | 451 | 7417 | SH |  | SOLE |  | 0 | 0 | 7417 |
| ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | COM | 464288513 |  | 467 | 5806 | SH |  | SOLE |  | 0 | 0 | 5806 |
| PROCTER AND GAMBLE CO COM | COM | 742718109 |  | 467 | 3215 | SH |  | SOLE |  | 0 | 0 | 3215 |
| ALPHABET INC CAP STK CL A | COM | 02079K305 |  | 485 | 1673 | SH |  | SOLE |  | 0 | 0 | 1673 |
| VANGUARD SHORT-TERM BOND ETF | COM | 921937827 |  | 486 | 6170 | SH |  | SOLE |  | 0 | 0 | 6170 |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | COM | 92206C706 |  | 512 | 8542 | SH |  | SOLE |  | 0 | 0 | 8542 |
| ISHARES CORE HIGH DIVIDEND ETF | COM | 46429B663 |  | 517 | 4322 | SH |  | SOLE |  | 0 | 0 | 4322 |
| VANGUARD VALUE ETF | COM | 922908744 |  | 569 | 3048 | SH |  | SOLE |  | 0 | 0 | 3048 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | COM | 464287226 |  | 623 | 6225 | SH |  | SOLE |  | 0 | 0 | 6225 |
| UNITEDHEALTH GROUP INC COM | COM | 91324P102 |  | 652 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| ISHARES MSCI USA QUALITY FACTOR ETF | COM | 46432F339 |  | 671 | 3427 | SH |  | SOLE |  | 0 | 0 | 3427 |
| ISHARES RUSSELL 1000 GROWTH ETF | COM | 464287614 |  | 676 | 1403 | SH |  | SOLE |  | 0 | 0 | 1403 |
| UNITED RENTALS INC COM | COM | 911363109 |  | 683 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| EXXON MOBIL CORP COM | COM | 30231G102 |  | 685 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| NUVEEN ESG HIGH YIELD CORPORATE BOND ETF | COM | 67092P854 |  | 696 | 32208 | SH |  | SOLE |  | 0 | 0 | 32208 |
| ISHARES CORE S MID-CAP ETF | COM | 464287507 |  | 704 | 10776 | SH |  | SOLE |  | 0 | 0 | 10776 |
| VANGUARD MID-CAP ETF | COM | 922908629 |  | 733 | 2517 | SH |  | SOLE |  | 0 | 0 | 2517 |
| FIRST SOLAR INC COM | COM | 336433107 |  | 741 | 2719 | SH |  | SOLE |  | 0 | 0 | 2719 |
| WASTE MGMT INC DEL COM | COM | 94106L109 |  | 753 | 3757 | SH |  | SOLE |  | 0 | 0 | 3757 |
| VANGUARD DIVIDEND APPRECIATION ETF | COM | 921908844 |  | 760 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| CURTISS WRIGHT CORP COM | COM | 231561101 |  | 774 | 1316 | SH |  | SOLE |  | 0 | 0 | 1316 |
| ISHARES CORE DIVIDEND GROWTH ETF | COM | 46434V621 |  | 774 | 11374 | SH |  | SOLE |  | 0 | 0 | 11374 |
| ALPHABET INC CAP STK CL C | COM | 02079K107 |  | 829 | 2855 | SH |  | SOLE |  | 0 | 0 | 2855 |
| FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | COM | 33939L670 |  | 835 | 37200 | SH |  | SOLE |  | 0 | 0 | 37200 |
| THERMO FISHER SCIENTIFIC INC COM | COM | 883556102 |  | 912 | 1583 | SH |  | SOLE |  | 0 | 0 | 1583 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | COM | 92206C870 |  | 951 | 11366 | SH |  | SOLE |  | 0 | 0 | 11366 |
| AMAZON COM INC COM | COM | 023135106 |  | 995 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | COM | 921943858 |  | 1103 | 17995 | SH |  | SOLE |  | 0 | 0 | 17995 |
| ISHARES NATIONAL MUNI BOND ETF | COM | 464288414 |  | 1119 | 10435 | SH |  | SOLE |  | 0 | 0 | 10435 |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | COM | 78468R721 |  | 1132 | 24729 | SH |  | SOLE |  | 0 | 0 | 24729 |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | COM | 46641Q399 |  | 1140 | 9245 | SH |  | SOLE |  | 0 | 0 | 9245 |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | COM | 46435G441 |  | 1185 | 25137 | SH |  | SOLE |  | 0 | 0 | 25137 |
| HOME DEPOT INC COM | COM | 437076102 |  | 1293 | 3493 | SH |  | SOLE |  | 0 | 0 | 3493 |
| UNION PAC CORP COM | COM | 907818108 |  | 1298 | 5800 | SH |  | SOLE |  | 0 | 0 | 5800 |
| LOWES COS INC COM | COM | 548661107 |  | 1299 | 5577 | SH |  | SOLE |  | 0 | 0 | 5577 |
| FAIR ISAAC CORP COM | COM | 303250104 |  | 1317 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| ISHARES U.S. TECHNOLOGY ETF | COM | 464287721 |  | 1365 | 6667 | SH |  | SOLE |  | 0 | 0 | 6667 |
| REPUBLIC SVCS INC COM | COM | 760759100 |  | 1372 | 6722 | SH |  | SOLE |  | 0 | 0 | 6722 |
| VISA INC COM CL A | COM | 92826C839 |  | 1450 | 4332 | SH |  | SOLE |  | 0 | 0 | 4332 |
| SPDR S MIDCAP 400 ETF TRUST | COM | 78467Y107 |  | 1491 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| ISHARES CORE S SMALL CAP ETF | COM | 464287804 |  | 1596 | 13403 | SH |  | SOLE |  | 0 | 0 | 13403 |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | COM | 464288158 |  | 1634 | 15362 | SH |  | SOLE |  | 0 | 0 | 15362 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 084670702 |  | 1884 | 3791 | SH |  | SOLE |  | 0 | 0 | 3791 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | COM | 33734H106 |  | 2054 | 44966 | SH |  | SOLE |  | 0 | 0 | 44966 |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | COM | 67092P870 |  | 2085 | 92974 | SH |  | SOLE |  | 0 | 0 | 92974 |
| NETFLIX INC COM | COM | 64110L106 |  | 2142 | 1913 | SH |  | SOLE |  | 0 | 0 | 1913 |
| VANGUARD GROWTH ETF | COM | 922908736 |  | 2293 | 4627 | SH |  | SOLE |  | 0 | 0 | 4627 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | COM | 921909768 |  | 2461 | 32760 | SH |  | SOLE |  | 0 | 0 | 32760 |
| SPDR GOLD SHARES | COM | 78463V107 |  | 2608 | 6893 | SH |  | SOLE |  | 0 | 0 | 6893 |
| VANGUARD ESG INTERNATIONAL STOCK ETF | COM | 921910725 |  | 2626 | 37104 | SH |  | SOLE |  | 0 | 0 | 37104 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 2738 | 2991 | SH |  | SOLE |  | 0 | 0 | 2991 |
| NORFOLK SOUTHN CORP COM | COM | 655844108 |  | 2750 | 9586 | SH |  | SOLE |  | 0 | 0 | 9586 |
| SPDR S 500 ETF TRUST | COM | 78462F103 |  | 3221 | 4728 | SH |  | SOLE |  | 0 | 0 | 4728 |
| VANGUARD S 500 ETF | COM | 922908363 |  | 3322 | 5305 | SH |  | SOLE |  | 0 | 0 | 5305 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | COM | 46432F834 |  | 3433 | 40638 | SH |  | SOLE |  | 0 | 0 | 40638 |
| ISHARES U.S. TREASURY BOND ETF | COM | 46429B267 |  | 4000 | 173012 | SH |  | SOLE |  | 0 | 0 | 173012 |
| ISHARES ESG OPTIMIZED MSCI USA ETF | COM | 464288802 |  | 4838 | 34795 | SH |  | SOLE |  | 0 | 0 | 34795 |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | COM | 33939L696 |  | 5287 | 33725 | SH |  | SOLE |  | 0 | 0 | 33725 |
| INVESCO QQQ TRUST SERIES I | COM | 46090E103 |  | 5720 | 9178 | SH |  | SOLE |  | 0 | 0 | 9178 |
| ISHARES CORE S 500 ETF | COM | 464287200 |  | 6240 | 9112 | SH |  | SOLE |  | 0 | 0 | 9112 |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | COM | 33939L662 |  | 6922 | 169803 | SH |  | SOLE |  | 0 | 0 | 169803 |
| STATE STREET SPDR PORTFOLIO S 500 VALUE ETF | COM | 78464A508 |  | 8747 | 155925 | SH |  | SOLE |  | 0 | 0 | 155925 |
| ISHARES MSCI USA QUALITY GARP ETF | COM | 46436E403 |  | 9901 | 144951 | SH |  | SOLE |  | 0 | 0 | 144951 |
| VANGUARD CORE BOND ETF | COM | 922020748 |  | 13014 | 166361 | SH |  | SOLE |  | 0 | 0 | 166361 |
| MICROSOFT CORP COM | COM | 594918104 |  | 15871 | 31366 | SH |  | SOLE |  | 0 | 0 | 31366 |
| APPLE INC COM | COM | 037833100 |  | 18603 | 69047 | SH |  | SOLE |  | 0 | 0 | 69047 |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | COM | 46435U549 |  | 20543 | 427893 | SH |  | SOLE |  | 0 | 0 | 427893 |
| VANGUARD ESG U.S. STOCK ETF | COM | 921910733 |  | 22525 | 186241 | SH |  | SOLE |  | 0 | 0 | 186241 |
| NVIDIA CORPORATION COM | COM | 67066G104 |  | 27886 | 140096 | SH |  | SOLE |  | 0 | 0 | 140096 |
| STATE STREET SPDR S 500 ESG ETF | COM | 78468R531 |  | 31039 | 474179 | SH |  | SOLE |  | 0 | 0 | 474179 |
| ISHARES ESG AWARE MSCI EAFE ETF | COM | 46435G516 |  | 38059 | 401264 | SH |  | SOLE |  | 0 | 0 | 401264 |

---