Olympus Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Olympus Wealth Management, LLC reported 17 stock positions worth $319.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 25.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 18.1%) and Vanguard S&P 500 ETF (VOO, 15.1%). Compared with Q1 2024, it opened 3 new positions and added to 14. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +129%).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $319.7M (Q2 2024)
- SEC Filing
- 0001995674-24-000005 ↗ filed Jul 17, 2024
Holdings Value
Holdings 17 stocks · $319.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 25.31% | 148,676 | $80.9M | Add +128.8% |
| IEFA iShares Core MSCI Eafe ETF | 18.15% | 798,663 | $58.0M | Add +43.1% |
| VOO Vanguard S&P 500 ETF | 15.07% | 96,305 | $48.2M | Add +75.1% |
| SCHD Schwab US DVD Equity ETF | 10.46% | 430,092 | $33.4M | Add +80.8% |
| IEMG iShares Core MSCI Emerging | 7.25% | 433,298 | $23.2M | Add +50.8% |
| EFA iShares MSCI Eafe ETF | 3.35% | 136,819 | $10.7M | Add +712.1% |
| GLD SPDR Gold Shares | 3.26% | 48,460 | $10.4M | Add +66.8% |
| DBC Invesco DB Commodity Index T | 2.99% | 411,379 | $9.6M | Add +74.8% |
| IJH iShares Core S&P Midcap ETF | 2.90% | 158,442 | $9.3M | Add +147.4% |
| JMUB JPMorgan Municipal ETF | 2.26% | 143,264 | $7.2M | Add +19.3% |
| XLRE SS Real Estate Select Sector | 2.26% | 187,833 | $7.2M | Add +194.2% |
| TIP iShares Tips Bond ETF | 2.25% | 67,393 | $7.2M | Add +99.5% |
| IWF iShares Russell 1000 Growth | 1.74% | 15,287 | $5.6M | Add +47.7% |
| VEA Vanguard Ftse Developed ETF | 1.34% | 86,371 | $4.3M | New |
| VWO Vanguard Ftse Emerging Marke | 1.06% | 77,556 | $3.4M | New |
| GSBD Goldman Sachs BDC Inc. | 0.29% | 61,751 | $928K | Add +92.4% |
| JCPI JP Morgan Inflation MGD Bond | 0.07% | 4,763 | $222K | New |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Add +128.8% | 25.31% | +5.16 |
| EFA iShares MSCI Eafe ETF | Add +712.1% | 3.35% | +2.55 |
| VEA Vanguard Ftse Developed ETF | New | 1.34% | +1.34 |
| VWO Vanguard Ftse Emerging Marke | New | 1.06% | +1.06 |
| XLRE SS Real Estate Select Sector | Add +194.2% | 2.26% | +0.76 |
| IJH iShares Core S&P Midcap ETF | Add +147.4% | 2.90% | +0.59 |
| TIP iShares Tips Bond ETF | Add +99.5% | 2.25% | +0.10 |
| JCPI JP Morgan Inflation MGD Bond | New | 0.07% | +0.07 |
| GSBD Goldman Sachs BDC Inc. | Add +92.4% | 0.29% | +0.01 |
| DBC Invesco DB Commodity Index T | Add +74.8% | 2.99% | −0.22 |
| GLD SPDR Gold Shares | Add +66.8% | 3.26% | −0.28 |
| IWF iShares Russell 1000 Growth | Add +47.7% | 1.74% | −0.33 |
| VOO Vanguard S&P 500 ETF | Add +75.1% | 15.07% | −0.60 |
| SCHD Schwab US DVD Equity ETF | Add +80.8% | 10.46% | −0.91 |
| JMUB JPMorgan Municipal ETF | Add +19.3% | 2.26% | −1.36 |
| IEMG iShares Core MSCI Emerging | Add +50.8% | 7.25% | −1.53 |
| IEFA iShares Core MSCI Eafe ETF | Add +43.1% | 18.15% | −6.41 |
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 |