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 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
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 22.4 $42M 94k 443.28
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 16.8 $31M -2% 76k 407.28
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Schwab Strategic Tr Us Dividend Eq (SCHD) 11.3 $21M 289k 72.62
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Ishares Core Msci Emkt (IEMG) 9.3 $17M -11% 349k 49.29
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Spdr Gold Tr Gold Shs (GLD) 4.1 $7.6M 42k 178.27
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Invesco Db Commdy Indx Trck Unit (DBC) 2.8 $5.3M 232k 22.70
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Ishares Tr Tips Bd Etf (TIP) 2.4 $4.4M -7% 41k 107.62
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Ishares Tr Core S&p Mcp Etf (IJH) 2.3 $4.4M -2% 17k 261.48
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Ishares Tr Msci Eafe Etf (EFA) 2.2 $4.1M -2% 57k 72.50
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Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $2.2M -7% 8.0k 275.19
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Goldman Sachs Bdc SHS (GSBD) 0.2 $410k 30k 13.86
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Past Filings by Olympus Wealth Management

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