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 79.33% of Olympus Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: IJR (+$7.8M), MUNI, XLRE.
- Started 2 new stock positions in IJR, MUNI.
- Reduced shares in these 10 stocks: SPY (-$16M), IJH (-$9.3M), EFA (-$7.8M), VOO (-$7.3M), SCHD, VEA, VWO, IWF, IEMG, TIP.
- Sold out of its positions in IJH, VEA, VWO.
- Olympus Wealth Management was a net seller of stock by $-48M.
- Olympus Wealth Management has $291M in assets under management (AUM), dropping by -9.03%.
- Central Index Key (CIK): 0001995674
Tip: Access up to 7 years of quarterly data
Positions held by Olympus Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 16 positions in its portfolio as reported in the September 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) | 23.8 | $69M | -18% | 120k | 573.76 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 21.4 | $62M | 796k | 78.05 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.0 | $44M | -14% | 83k | 527.67 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.8 | $32M | -13% | 373k | 84.53 |
|
| Ishares Core Msci Emkt (IEMG) | 8.4 | $24M | 426k | 57.41 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 4.0 | $12M | 48k | 243.06 |
|
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 3.1 | $8.9M | -2% | 401k | 22.27 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 3.0 | $8.6M | +2% | 193k | 44.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $7.8M | NEW | 126k | 62.33 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.4 | $7.0M | -5% | 64k | 110.47 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.4 | $7.0M | -4% | 137k | 51.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.4 | $4.2M | -26% | 11k | 375.39 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.2 | $3.6M | -68% | 43k | 83.63 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $850k | 62k | 13.76 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $259k | NEW | 4.9k | 52.98 |
|
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.1 | $229k | 4.8k | 48.01 |
|
Past Filings by Olympus Wealth Management
SEC 13F filings are viewable for Olympus Wealth Management going back to 2023
- Olympus Wealth Management 2024 Q3 filed Oct. 29, 2024
- Olympus Wealth Management 2024 Q2 filed July 17, 2024
- 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