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 76.24% of Olympus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$46M), VOO (+$21M), IEFA (+$18M), SCHD (+$15M), EFA (+$9.4M), IEMG (+$7.8M), IJH (+$5.5M), XLRE, VEA, GLD.
- Started 3 new stock positions in JCPI, VEA, VWO.
- Olympus Wealth Management was a net buyer of stock by $149M.
- Olympus Wealth Management has $320M in assets under management (AUM), dropping by 89.51%.
- 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 June 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) | 25.3 | $81M | +128% | 149k | 544.22 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 18.1 | $58M | +43% | 799k | 72.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 15.1 | $48M | +75% | 96k | 500.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 10.5 | $33M | +80% | 430k | 77.76 |
|
| Ishares Core Msci Emkt (IEMG) | 7.3 | $23M | +50% | 433k | 53.53 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 3.4 | $11M | +712% | 137k | 78.33 |
|
| Spdr Gold Tr Gold Shs (GLD) | 3.3 | $10M | +66% | 49k | 215.01 |
|
| Invesco Db Commdy Indx Trck Unit (DBC) | 3.0 | $9.6M | +74% | 411k | 23.23 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.9 | $9.3M | +147% | 158k | 58.52 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 2.3 | $7.2M | +19% | 143k | 50.38 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 2.3 | $7.2M | +194% | 188k | 38.41 |
|
| Ishares Tr Tips Bd Etf (TIP) | 2.3 | $7.2M | +99% | 67k | 106.78 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.7 | $5.6M | +47% | 15k | 364.51 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.3 | $4.3M | NEW | 86k | 49.42 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $3.4M | NEW | 78k | 43.76 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $928k | +92% | 62k | 15.03 |
|
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.1 | $222k | NEW | 4.8k | 46.69 |
|
Past Filings by Olympus Wealth Management
SEC 13F filings are viewable for Olympus Wealth Management going back to 2023
- 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