Olympus Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 23, 2024), Olympus Wealth Management, LLC reported 14 stock positions worth $168.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 24.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 20.2%) and Vanguard S&P 500 ETF (VOO, 15.7%). Compared with Q4 2023, it opened 2 new positions, sold out of 10, added to 3 and reduced 9. The biggest buy was a new position in JPMorgan Municipal ETF (JMUB) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −27%).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $168.7M (Q1 2024)
- SEC Filing
- 0001995674-24-000004 ↗ filed Apr 23, 2024
Holdings Value
Holdings 14 stocks · $168.7M
| IEFA iShares Core MSCI Eafe ETF | 24.55% | 558,119 | $41.4M | Reduce -18.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 20.15% | 64,989 | $34.0M | Reduce -27.4% |
| VOO Vanguard S&P 500 ETF | 15.67% | 54,994 | $26.4M | Reduce -22.7% |
| SCHD Schwab US DVD Equity ETF | 11.37% | 237,933 | $19.2M | Reduce -17.6% |
| IEMG iShares Core MSCI Emerging | 8.79% | 287,369 | $14.8M | Reduce -15.9% |
| JMUB JPMorgan Municipal ETF | 3.61% | 120,109 | $6.1M | New |
| GLD SPDR Gold Shares | 3.54% | 29,061 | $6.0M | Reduce -30.7% |
| DBC Invesco DB Commodity Index T | 3.20% | 235,361 | $5.4M | Add +31.4% |
| IJH iShares Core S&P Midcap ETF | 2.31% | 64,034 | $3.9M | Reduce -21.6% |
| TIP iShares Tips Bond ETF | 2.15% | 33,779 | $3.6M | Reduce -13.3% |
| IWF iShares Russell 1000 Growth | 2.07% | 10,353 | $3.5M | Add +34.8% |
| XLRE SS Real Estate Select Sector | 1.50% | 63,850 | $2.5M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.80% | 16,848 | $1.3M | Reduce -26.3% |
| GSBD Goldman Sachs BDC Inc. | 0.28% | 32,099 | $481K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.4% | 20.15% | −1.68 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −1.20 |
| GLD SPDR Gold Shares | Reduce -30.7% | 3.54% | −0.57 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.49 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.45 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.35 |
| VOO Vanguard S&P 500 ETF | Reduce -22.7% | 15.67% | −0.28 |
| BIZD Vaneck BDC Income ETF | Sold out | 0.00% | −0.22 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.22 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.19 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.14 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.13 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −0.11 |
| EFA iShares MSCI Eafe ETF | Reduce -26.3% | 0.80% | −0.09 |
| IEMG iShares Core MSCI Emerging | Reduce -15.9% | 8.79% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -18.1% | 24.55% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -21.6% | 2.31% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -13.3% | 2.15% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -17.6% | 11.37% | +0.09 |
Portfolio Buys Q4 2023 → Q1 2024
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 |