Olympus Wealth Management

Latest statistics and disclosures from Olympus Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, IEFA, VOO, SCHD, IEMG, and represent 79.09% of Olympus Wealth Management's stock portfolio.
  • Added to shares of these 7 stocks: SCHD (+$19M), IJH (+$7.7M), PDBC, IEFA, IWF, MUNI, GSBD.
  • Started 2 new stock positions in IJH, PDBC.
  • Reduced shares in these 10 stocks: IJR (-$7.8M), SPY, DBC, VOO, GLD, TIP, XLRE, JMUB, IEMG, EFA.
  • Sold out of its position in IJR.
  • Olympus Wealth Management was a net buyer of stock by $13M.
  • Olympus Wealth Management has $275M in assets under management (AUM), dropping by -5.57%.
  • Central Index Key (CIK): 0001995674

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Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 17 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 24.3 $67M -5% 114k 586.08
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Ishares Tr Core Msci Eafe (IEFA) 20.6 $57M 806k 70.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 15.6 $43M -3% 80k 538.81
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Schwab Strategic Tr Us Dividend Eq (SCHD) 10.5 $29M +183% 1.1M 27.32
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Ishares Core Msci Emkt (IEMG) 8.0 $22M 423k 52.22
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Spdr Gold Tr Gold Shs (GLD) 3.9 $11M -8% 44k 242.13
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Ishares Tr Core S&p Mcp Etf (IJH) 2.8 $7.7M NEW 124k 62.31
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.7 $7.5M -3% 185k 40.67
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.4 $6.6M -3% 133k 50.15
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Ishares Tr Tips Bd Etf (TIP) 2.3 $6.4M -6% 60k 106.55
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Invesco Db Commdy Indx Trck Unit (DBC) 2.1 $5.8M -31% 273k 21.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $5.1M +13% 13k 401.58
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Ishares Tr Msci Eafe Etf (EFA) 1.2 $3.2M -2% 42k 75.61
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.0 $2.7M NEW 210k 12.99
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Goldman Sachs Bdc SHS (GSBD) 0.3 $754k 62k 12.10
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $734k +190% 14k 51.73
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J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.1 $223k 4.8k 46.80
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Past Filings by Olympus Wealth Management

SEC 13F filings are viewable for Olympus Wealth Management going back to 2023