Olympus Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Olympus Wealth Management, LLC reported 17 stock positions worth $274.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 24.3% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 20.6%) and Vanguard S&P 500 ETF (VOO, 15.6%). Compared with Q3 2024, it opened 2 new positions, sold out of 1, added to 4 and reduced 10. The biggest buy was a new position in iShares Core S&P Midcap ETF (IJH) and the biggest sale an exit from iShares Core S&P Small-Cap E (IJR).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $274.7M (Q4 2024)
- SEC Filing
- 0001995674-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 17 stocks · $274.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 24.31% | 113,916 | $66.8M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 20.62% | 805,772 | $56.6M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 15.59% | 79,469 | $42.8M | Reduce -3.7% |
| SCHD Schwab US DVD Equity ETF | 10.53% | 1,058,927 | $28.9M | Reduce -5.3% |
| IEMG iShares Core MSCI Emerging | 8.04% | 423,013 | $22.1M | Reduce -0.6% |
| GLD SPDR Gold Shares | 3.86% | 43,780 | $10.6M | Reduce -8.2% |
| IJH iShares Core S&P Midcap ETF | 2.81% | 123,971 | $7.7M | New |
| XLRE SS Real Estate Select Sector | 2.74% | 185,349 | $7.5M | Reduce -3.7% |
| JMUB JPMorgan Municipal ETF | 2.42% | 132,553 | $6.6M | Reduce -3.0% |
| TIP iShares Tips Bond ETF | 2.32% | 59,835 | $6.4M | Reduce -6.0% |
| DBC Invesco DB Commodity Index T | 2.12% | 272,874 | $5.8M | Reduce -31.9% |
| IWF iShares Russell 1000 Growth | 1.86% | 12,694 | $5.1M | Add +13.4% |
| EFA iShares MSCI Eafe ETF | 1.16% | 42,018 | $3.2M | Reduce -2.3% |
| PDBC Invesco Optimum Yield Divers | 0.99% | 209,946 | $2.7M | New |
| GSBD Goldman Sachs BDC Inc. | 0.27% | 62,328 | $754K | Add +0.9% |
| MUNI PIMCO Intermediate Municipal | 0.27% | 14,182 | $734K | Add +190.3% |
| JCPI JP Morgan Inflation MGD Bond | 0.08% | 4,763 | $223K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −2.70 |
| DBC Invesco DB Commodity Index T | Reduce -31.9% | 2.12% | −0.94 |
| IEMG iShares Core MSCI Emerging | Reduce -0.6% | 8.04% | −0.36 |
| SCHD Schwab US DVD Equity ETF | Reduce -5.3% | 10.53% | −0.30 |
| XLRE SS Real Estate Select Sector | Reduce -3.7% | 2.74% | −0.21 |
| GLD SPDR Gold Shares | Reduce -8.2% | 3.86% | −0.12 |
| TIP iShares Tips Bond ETF | Reduce -6.0% | 2.32% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -2.3% | 1.16% | −0.08 |
| JMUB JPMorgan Municipal ETF | Reduce -3.0% | 2.42% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.4% | 24.31% | +0.55 |
| VOO Vanguard S&P 500 ETF | Reduce -3.7% | 15.59% | +0.62 |
Portfolio Buys Q3 2024 → Q4 2024
| IJH iShares Core S&P Midcap ETF | New | 2.81% | +2.81 |
| PDBC Invesco Optimum Yield Divers | New | 0.99% | +0.99 |
| IWF iShares Russell 1000 Growth | Add +13.4% | 1.86% | +0.41 |
| MUNI PIMCO Intermediate Municipal | Add +190.3% | 0.27% | +0.18 |
| GSBD Goldman Sachs BDC Inc. | Add +0.9% | 0.27% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.3% | 20.62% | −0.74 |
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 |