Olympus Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Olympus Wealth Management, LLC reported 20 stock positions worth $227.7 million. Its top holding was iShares Core MSCI Eafe ETF (IEFA) at 22.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 20.2%) and SS SPDR S&P 500 ETF Trust-US (SPY, 16.0%). Compared with Q4 2024, it opened 3 new positions, added to 5 and reduced 10. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −43%).
- Most Recent 13F
- Q2 2025
- Location
- COTTONWOOD HEIGHTS, UT
- CIK
- 0001995674
- Portfolio Value
- $227.7M (Q1 2025)
- SEC Filing
- 0001995674-25-000003 ↗ filed Apr 23, 2025
Holdings Value
Holdings 20 stocks · $227.7M
| IEFA iShares Core MSCI Eafe ETF | 22.20% | 668,446 | $50.6M | Reduce -17.0% |
| VOO Vanguard S&P 500 ETF | 20.21% | 89,564 | $46.0M | Add +12.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 16.00% | 65,150 | $36.4M | Reduce -42.8% |
| IEMG iShares Core MSCI Emerging | 7.10% | 299,734 | $16.2M | Reduce -29.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.09% | 245,618 | $16.2M | New |
| SCHD Schwab US DVD Equity ETF | 5.32% | 433,598 | $12.1M | Reduce -59.0% |
| IJH iShares Core S&P Midcap ETF | 4.42% | 172,668 | $10.1M | Add +39.3% |
| IWF iShares Russell 1000 Growth | 3.24% | 20,453 | $7.4M | Add +61.1% |
| JMUB JPMorgan Municipal ETF | 2.50% | 113,950 | $5.7M | Reduce -14.0% |
| MUNI PIMCO Intermediate Municipal | 2.40% | 105,924 | $5.5M | Add +646.9% |
| GLD SPDR Gold Shares | 2.06% | 16,320 | $4.7M | Reduce -62.7% |
| DBC Invesco DB Commodity Index T | 1.64% | 166,177 | $3.7M | Reduce -39.1% |
| EFA iShares MSCI Eafe ETF | 1.40% | 39,001 | $3.2M | Reduce -7.2% |
| PDBC Invesco Optimum Yield Divers | 1.27% | 212,384 | $2.9M | Add +1.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.22% | 68,038 | $2.8M | New |
| GLDM SPDR Gold Minishares Trust | 0.55% | 20,098 | $1.2M | New |
| XLRE SS Real Estate Select Sector | 0.48% | 26,382 | $1.1M | Reduce -85.8% |
| TIP iShares Tips Bond ETF | 0.45% | 9,226 | $1.0M | Reduce -84.6% |
| GSBD Goldman Sachs BDC Inc. | 0.32% | 62,328 | $725K | No change |
| JCPI JP Morgan Inflation MGD Bond | 0.10% | 4,763 | $229K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -42.8% | 16.00% | −8.30 |
| SCHD Schwab US DVD Equity ETF | Reduce -59.0% | 5.32% | −5.21 |
| XLRE SS Real Estate Select Sector | Reduce -85.8% | 0.48% | −2.26 |
| TIP iShares Tips Bond ETF | Reduce -84.6% | 0.45% | −1.87 |
| GLD SPDR Gold Shares | Reduce -62.7% | 2.06% | −1.79 |
| IEMG iShares Core MSCI Emerging | Reduce -29.1% | 7.10% | −0.94 |
| DBC Invesco DB Commodity Index T | Reduce -39.1% | 1.64% | −0.48 |
| JMUB JPMorgan Municipal ETF | Reduce -14.0% | 2.50% | +0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -7.2% | 1.40% | +0.24 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.0% | 22.20% | +1.59 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 7.09% | +7.09 |
| VOO Vanguard S&P 500 ETF | Add +12.7% | 20.21% | +4.62 |
| MUNI PIMCO Intermediate Municipal | Add +646.9% | 2.40% | +2.13 |
| IJH iShares Core S&P Midcap ETF | Add +39.3% | 4.42% | +1.61 |
| IWF iShares Russell 1000 Growth | Add +61.1% | 3.24% | +1.39 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 1.22% | +1.22 |
| GLDM SPDR Gold Minishares Trust | New | 0.55% | +0.55 |
| PDBC Invesco Optimum Yield Divers | Add +1.2% | 1.27% | +0.28 |
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 |