Olympus Wealth Management

Olympus Wealth Management as of June 30, 2025

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