Olympus Wealth Management

Olympus Wealth Management as of March 31, 2025

Portfolio Holdings for Olympus Wealth Management

Olympus Wealth Management holds 20 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Msci Eafe (IEFA) 22.2 $51M 668k 75.65
Vanguard Index Fds S&p 500 Etf Shs (VOO) 20.2 $46M 90k 513.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 16.0 $36M 65k 559.39
Ishares Core Msci Emkt (IEMG) 7.1 $16M 300k 53.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.1 $16M 246k 65.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.3 $12M 434k 27.96
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $10M 173k 58.35
Ishares Tr Rus 1000 Grw Etf (IWF) 3.2 $7.4M 21k 361.09
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.5 $5.7M 114k 50.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.4 $5.5M 106k 51.55
Spdr Gold Tr Gold Shs (GLD) 2.1 $4.7M 16k 288.14
Invesco Db Commdy Indx Trck Unit (DBC) 1.6 $3.7M 166k 22.50
Ishares Tr Msci Eafe Etf (EFA) 1.4 $3.2M 39k 81.73
Invesco Actvely Mngd Etc Optimum Yield (PDBC) 1.3 $2.9M 212k 13.63
Spdr Ser Tr Portfolio S&p600 (SPSM) 1.2 $2.8M 68k 40.76
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.2M 20k 61.89
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.5 $1.1M 26k 41.85
Ishares Tr Tips Bd Etf (TIP) 0.5 $1.0M 9.2k 111.09
Goldman Sachs Bdc SHS (GSBD) 0.3 $725k 62k 11.63
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.1 $229k 4.8k 48.13