Olympus Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Olympus Wealth Management, LLC reported 21 stock positions worth $297.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 23.0% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 21.7%) and SS SPDR S&P 500 ETF Trust-US (SPY, 13.5%). Compared with Q1 2025, it opened 1 new position, added to 12 and reduced 6. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +77%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −0%).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $297.7M (Q2 2025)
- SEC Filing
- 0001995674-25-000004 ↗ filed Jul 17, 2025
Holdings Value
Holdings 21 stocks · $297.7M
| IEFA iShares Core MSCI Eafe ETF | 22.97% | 819,171 | $68.4M | Add +22.6% |
| VOO Vanguard S&P 500 ETF | 21.70% | 113,697 | $64.6M | Add +26.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 13.50% | 65,023 | $40.2M | Reduce -0.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.61% | 434,407 | $31.6M | Add +76.9% |
| IEMG iShares Core MSCI Emerging | 7.14% | 354,036 | $21.3M | Add +18.1% |
| IJH iShares Core S&P Midcap ETF | 4.50% | 215,861 | $13.4M | Add +25.0% |
| SCHD Schwab US DVD Equity ETF | 4.26% | 478,107 | $12.7M | Add +10.3% |
| IWF iShares Russell 1000 Growth | 3.60% | 25,223 | $10.7M | Add +23.3% |
| JMUB JPMorgan Municipal ETF | 1.95% | 117,149 | $5.8M | Add +2.8% |
| MUNI PIMCO Intermediate Municipal | 1.88% | 109,046 | $5.6M | Add +3.0% |
| GLD SPDR Gold Shares | 1.58% | 15,439 | $4.7M | Reduce -5.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.32% | 92,111 | $3.9M | Add +35.4% |
| PDBC Invesco Optimum Yield Divers | 1.22% | 277,415 | $3.6M | Add +30.6% |
| DBC Invesco DB Commodity Index T | 1.11% | 151,160 | $3.3M | Reduce -9.0% |
| EFA iShares MSCI Eafe ETF | 1.02% | 33,820 | $3.0M | Reduce -13.3% |
| GLDM SPDR Gold Minishares Trust | 0.77% | 34,845 | $2.3M | Add +73.4% |
| XLRE SS Real Estate Select Sector | 0.28% | 19,817 | $821K | Reduce -24.9% |
| GSBD Goldman Sachs BDC Inc. | 0.24% | 62,328 | $701K | No change |
| VONG Vanguard Russell 1000 Growth | 0.16% | 4,227 | $462K | New |
| TIP iShares Tips Bond ETF | 0.15% | 4,192 | $461K | Reduce -54.6% |
| JCPI JP Morgan Inflation MGD Bond | 0.08% | 4,763 | $230K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 13.50% | −2.51 |
| DBC Invesco DB Commodity Index T | Reduce -9.0% | 1.11% | −0.53 |
| GLD SPDR Gold Shares | Reduce -5.4% | 1.58% | −0.48 |
| EFA iShares MSCI Eafe ETF | Reduce -13.3% | 1.02% | −0.38 |
| TIP iShares Tips Bond ETF | Reduce -54.6% | 0.15% | −0.30 |
| XLRE SS Real Estate Select Sector | Reduce -24.9% | 0.28% | −0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +76.9% | 10.61% | +3.52 |
| VOO Vanguard S&P 500 ETF | Add +26.9% | 21.70% | +1.48 |
| IEFA iShares Core MSCI Eafe ETF | Add +22.6% | 22.97% | +0.77 |
| IWF iShares Russell 1000 Growth | Add +23.3% | 3.60% | +0.35 |
| GLDM SPDR Gold Minishares Trust | Add +73.4% | 0.77% | +0.22 |
| VONG Vanguard Russell 1000 Growth | New | 0.16% | +0.16 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +35.4% | 1.32% | +0.10 |
| IJH iShares Core S&P Midcap ETF | Add +25.0% | 4.50% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +18.1% | 7.14% | +0.04 |
| PDBC Invesco Optimum Yield Divers | Add +30.6% | 1.22% | −0.06 |
| MUNI PIMCO Intermediate Municipal | Add +3.0% | 1.88% | −0.52 |
| JMUB JPMorgan Municipal ETF | Add +2.8% | 1.95% | −0.55 |
| SCHD Schwab US DVD Equity ETF | Add +10.3% | 4.26% | −1.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 21 | $297.7M | IEFA, VOO, SPY, SPYM, IEMG |
| Q1 2025 | 20 | $227.7M | IEFA, VOO, SPY, IEMG, SPYM |
| Q4 2024 | 17 | $274.7M | SPY, IEFA, VOO, SCHD, IEMG |
| Q3 2024 | 16 | $290.9M | SPY, IEFA, VOO, SCHD, IEMG |
| Q2 2024 | 17 | $319.7M | SPY, IEFA, VOO, SCHD, IEMG |
| Q1 2024 | 14 | $168.7M | IEFA, SPY, VOO, SCHD, IEMG |