Olympus Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 29, 2024), Olympus Wealth Management, LLC reported 16 stock positions worth $290.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 21.4%) and Vanguard S&P 500 ETF (VOO, 15.0%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 1 and reduced 11. The biggest buy was a new position in iShares Core S&P Small-Cap E (IJR) and the biggest sale an exit from iShares Core S&P Midcap ETF (IJH).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $290.9M (Q3 2024)
- SEC Filing
- 0001995674-24-000009 ↗ filed Oct 29, 2024
Holdings Value
Holdings 16 stocks · $290.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 23.76% | 120,441 | $69.1M | Reduce -19.0% |
| IEFA iShares Core MSCI Eafe ETF | 21.36% | 795,797 | $62.1M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 14.97% | 82,535 | $43.6M | Reduce -14.3% |
| SCHD Schwab US DVD Equity ETF | 10.84% | 372,862 | $31.5M | Reduce -13.3% |
| IEMG iShares Core MSCI Emerging | 8.40% | 425,697 | $24.4M | Reduce -1.8% |
| GLD SPDR Gold Shares | 3.98% | 47,667 | $11.6M | Reduce -1.6% |
| DBC Invesco DB Commodity Index T | 3.07% | 400,568 | $8.9M | Reduce -2.6% |
| XLRE SS Real Estate Select Sector | 2.96% | 192,468 | $8.6M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 2.70% | 125,911 | $7.8M | New |
| TIP iShares Tips Bond ETF | 2.42% | 63,676 | $7.0M | Reduce -5.5% |
| JMUB JPMorgan Municipal ETF | 2.41% | 136,661 | $7.0M | Reduce -4.6% |
| IWF iShares Russell 1000 Growth | 1.44% | 11,193 | $4.2M | Reduce -26.8% |
| EFA iShares MSCI Eafe ETF | 1.24% | 43,010 | $3.6M | Reduce -68.6% |
| GSBD Goldman Sachs BDC Inc. | 0.29% | 61,751 | $850K | No change |
| MUNI PIMCO Intermediate Municipal | 0.09% | 4,885 | $259K | New |
| JCPI JP Morgan Inflation MGD Bond | 0.08% | 4,763 | $229K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −2.90 |
| EFA iShares MSCI Eafe ETF | Reduce -68.6% | 1.24% | −2.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.0% | 23.76% | −1.55 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −1.34 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −1.06 |
| IWF iShares Russell 1000 Growth | Reduce -26.8% | 1.44% | −0.30 |
| VOO Vanguard S&P 500 ETF | Reduce -14.3% | 14.97% | −0.09 |
| DBC Invesco DB Commodity Index T | Reduce -2.6% | 3.07% | +0.08 |
| JMUB JPMorgan Municipal ETF | Reduce -4.6% | 2.41% | +0.15 |
| TIP iShares Tips Bond ETF | Reduce -5.5% | 2.42% | +0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -13.3% | 10.84% | +0.38 |
| GLD SPDR Gold Shares | Reduce -1.6% | 3.98% | +0.72 |
| IEMG iShares Core MSCI Emerging | Reduce -1.8% | 8.40% | +1.15 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 21.36% | +3.21 |
Portfolio Buys Q2 2024 → Q3 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 |