Olympus Wealth Management

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

  • Top 5 stock holdings are IEFA, VOO, SPY, SPLG, IEMG, and represent 75.91% of Olympus Wealth Management's stock portfolio.
  • Added to shares of these 10 stocks: SPLG (+$14M), VOO (+$14M), IEFA (+$13M), IEMG, IJH, IWF, SCHD, SPSM, GLDM, PDBC.
  • Started 1 new stock position in VONG.
  • Reduced shares in these 6 stocks: TIP, EFA, DBC, XLRE, GLD, SPY.
  • Olympus Wealth Management was a net buyer of stock by $51M.
  • Olympus Wealth Management has $298M in assets under management (AUM), dropping by 30.71%.
  • Central Index Key (CIK): 0001995674

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Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 23.0 $68M +22% 819k 83.48
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 21.7 $65M +26% 114k 568.03
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 13.5 $40M 65k 617.85
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Spdr Ser Tr Portfolio S&p500 (SPLG) 10.6 $32M +76% 434k 72.69
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Ishares Core Msci Emkt (IEMG) 7.1 $21M +18% 354k 60.03
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Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $13M +25% 216k 62.02
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Schwab Strategic Tr Us Dividend Eq (SCHD) 4.3 $13M +10% 478k 26.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 3.6 $11M +23% 25k 424.58
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.0 $5.8M +2% 117k 49.64
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Pimco Etf Tr Inter Mun Bd Act (MUNI) 1.9 $5.6M +2% 109k 51.36
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Spdr Gold Tr Gold Shs (GLD) 1.6 $4.7M -5% 15k 304.83
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.3 $3.9M +35% 92k 42.60
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.2 $3.6M +30% 277k 13.04
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Invesco Db Commdy Indx Trck Unit (DBC) 1.1 $3.3M -9% 151k 21.81
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Ishares Tr Msci Eafe Etf (EFA) 1.0 $3.0M -13% 34k 89.39
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World Gold Tr Spdr Gld Minis (GLDM) 0.8 $2.3M +73% 35k 65.52
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Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.3 $821k -24% 20k 41.42
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Goldman Sachs Bdc SHS (GSBD) 0.2 $701k 62k 11.25
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $462k NEW 4.2k 109.21
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Ishares Tr Tips Bd Etf (TIP) 0.2 $461k -54% 4.2k 110.04
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J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.1 $230k 4.8k 48.25
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Past Filings by Olympus Wealth Management

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