OLYMPUS WEALTH MANAGEMENT, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
OLYMPUS WEALTH MANAGEMENT, LLC 13F Holdings
CIK 0001995674 · COTTONWOOD HEIGHTS, UT
As of Jun 30, 2025, OLYMPUS WEALTH MANAGEMENT, LLC reported
21 positions worth $297.7M in its SEC Form 13F filing.
Top 21 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 819,171 | $68.4M | 22.97% |
| VANGUARD 500 INDEX FUND | VOO | — | 113,697 | $64.6M | 21.70% |
| SPDR S&P 500 ETF TRUST | SPY | — | 65,023 | $40.2M | 13.50% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 434,407 | $31.6M | 10.61% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 354,036 | $21.3M | 7.14% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 215,861 |
|
3.4M4.50% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 478,107 |
2.7M | 4.26% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 25,223 |
0.7M | 3.60% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 117,149 | $5.8M | 1.95% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 109,046 | $5.6M | 1.88% |
| SPDR GOLD TRUST | GQ9 | — | 15,439 | $4.7M | 1.58% |
| SS SPDR P S&P 600 SMALL CAP | SPSM | — | 92,111 | $3.9M | 1.32% |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | PDBC | — | 277,415 | $3.6M | 1.22% |
| INVESCO DB COMMODITY INDEX TRACKING FUND | DBC | — | 151,160 | $3.3M | 1.11% |
| ISHARES MSCI EAFE ETF | EFA | — | 33,820 | $3.0M | 1.02% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 34,845 | $2.3M | 0.77% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 19,817 | $820.8K | 0.28% |
| GOLDMAN SACHS BDC INC | GSBD | Financial Services | 62,328 | $701.2K | 0.24% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 4,227 | $461.6K | 0.16% |
| ISHARES TIPS BOND ETF | TIP | — | 4,192 | $461.3K | 0.15% |
| J P MORGAN EXCHANGE TRADED F | — | — | 4,763 | $229.8K | 0.08% |