Olympus Wealth Management
Latest statistics and disclosures from Olympus Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, SPY, VOO, SCHD, IEMG, and represent 80.54% of Olympus Wealth Management's stock portfolio.
- Added to shares of these 6 stocks: JMUB (+$6.1M), IJH, DBC, IWF, GSBD, XLRE.
- Started 2 new stock positions in GSBD, JMUB.
- Reduced shares in these 10 stocks: SPY (-$13M), IEFA (-$9.1M), VOO (-$7.8M), SCHD, IEMG, GLD, VTV, VWO, PDBC, BRK.B.
- Sold out of its positions in BRK.B, PDBC, AGG, HYG, STIP, HYMB, BIZD, BNDX, VWO, VTV.
- Olympus Wealth Management was a net seller of stock by $-35M.
- Olympus Wealth Management has $169M in assets under management (AUM), dropping by -13.43%.
- Central Index Key (CIK): 0001995674
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Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 24.6 | $41M | -18% | 558k | 74.22 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 20.2 | $34M | -27% | 65k | 523.07 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.7 | $26M | -22% | 55k | 480.70 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.4 | $19M | -17% | 238k | 80.63 |
|
| Ishares Core Msci Emkt (IEMG) | 8.8 | $15M | -15% | 287k | 51.60 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 3.6 | $6.1M | NEW | 120k | 50.74 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.5 | $6.0M | -30% | 29k | 205.72 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 3.2 | $5.4M | +31% | 235k | 22.97 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $3.9M | +291% | 64k | 60.74 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.2 | $3.6M | -13% | 34k | 107.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $3.5M | +34% | 10k | 337.06 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.5 | $2.5M | 64k | 39.53 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $1.3M | -26% | 17k | 79.86 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $481k | NEW | 32k | 14.98 |
|
Past Filings by Olympus Wealth Management
SEC 13F filings are viewable for Olympus Wealth Management going back to 2023
- Olympus Wealth Management 2024 Q1 filed April 23, 2024
- Olympus Wealth Management 2023 Q4 restated filed Feb. 23, 2024
- Olympus Wealth Management 2023 Q4 filed Feb. 14, 2024
- Olympus Wealth Management 2021 Q4 filed Nov. 16, 2023
- Olympus Wealth Management 2022 Q1 filed Nov. 16, 2023
- Olympus Wealth Management 2022 Q2 filed Nov. 16, 2023
- Olympus Wealth Management 2022 Q3 filed Nov. 16, 2023
- Olympus Wealth Management 2022 Q4 filed Nov. 16, 2023
- Olympus Wealth Management 2023 Q1 filed Nov. 16, 2023
- Olympus Wealth Management 2023 Q2 filed Nov. 16, 2023