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 84.76% of Olympus Wealth Management's stock portfolio.
- Added to shares of these 4 stocks: IEFA, SCHD, DBC, GLD.
- Reduced shares in these 7 stocks: IEMG, VOO, TIP, IWF, SPY, IJH, EFA.
- Olympus Wealth Management was a net seller of stock by $-2.5M.
- Olympus Wealth Management has $186M in assets under management (AUM), dropping by 1.98%.
- Central Index Key (CIK): 0001995674
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Portfolio Holdings for Olympus Wealth Management
Olympus Wealth Management holds 12 positions in its portfolio as reported in the June 2023 quarterly 13F filing
|Company (Ticker)||Portfolio Weight||Valued At||Change in Shares||Share Count||Share Price|
|Ishares Tr Core Msci Eafe (IEFA)||25.0||$46M||+2%||687k||67.50||
|Spdr S&p 500 Etf Tr Tr Unit (SPY)||22.4||$42M||94k||443.28||
|Vanguard Index Fds S&p 500 Etf Shs (VOO)||16.8||$31M||-2%||76k||407.28||
|Schwab Strategic Tr Us Dividend Eq (SCHD)||11.3||$21M||289k||72.62||
|Ishares Core Msci Emkt (IEMG)||9.3||$17M||-11%||349k||49.29||
|Spdr Gold Tr Gold Shs (GLD)||4.1||$7.6M||42k||178.27||
|Invesco Db Commdy Indx Trck Unit (DBC)||2.8||$5.3M||232k||22.70||
|Ishares Tr Tips Bd Etf (TIP)||2.4||$4.4M||-7%||41k||107.62||
|Ishares Tr Core S&p Mcp Etf (IJH)||2.3||$4.4M||-2%||17k||261.48||
|Ishares Tr Msci Eafe Etf (EFA)||2.2||$4.1M||-2%||57k||72.50||
|Ishares Tr Rus 1000 Grw Etf (IWF)||1.2||$2.2M||-7%||8.0k||275.19||
|Goldman Sachs Bdc SHS (GSBD)||0.2||$410k||30k||13.86||
Past Filings by Olympus Wealth Management
SEC 13F filings are viewable for Olympus Wealth Management going back to 2023
- 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