OW

OLYMPUS WEALTH MANAGEMENT, LLC

13F
OLYMPUS WEALTH MANAGEMENT, LLC
Last update 2025-07-17 21 Stocks (1 new)
Value $298.00 Mil Turnover 18 %
Countries:
Top Holdings: IEFA(22.97%)VOO(21.70%)SPY(13.50%)SPLG(10.61%)IEMG(7.14%)
Summary Stock Picks Current Portfolio
OLYMPUS WEALTH MANAGEMENT, LLC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IEFA
iShares Core MSCI EAFE ETF
819,171
68,384.4
+22.55%
22.970
+4.23%
0.050
+11.09%
+22.93%
146,414.2
 
VOO
Vanguard S&P 500 ETF
113,697
64,583.3
+26.94%
21.700
+4.61%
0.010
+16.45%
+8.96%
664,077.8
 
SPY
SPDR S&P 500 ETF Trust
65,023
40,174.5
-0.19%
13.500
-0.03%
0.010
+16.39%
+8.89%
654,583.2
 
SPLG
SPDR Portfolio S&P 500 ETF
434,407
31,577.1
+76.86%
10.610
+4.61%
0.040
+16.48%
+8.96%
78,151.1
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
354,036
21,252.8
+18.12%
7.140
+1.10%
0.020
+15.76%
+19.60%
100,206.8
 
IJH
iShares Core S&P Mid-Cap ETF
215,861
13,387.7
+25.02%
4.500
+0.90%
0.010
+12.58%
+3.00%
97,797.3
 
SCHD
Schwab US Dividend Equity ETF
478,107
12,669.8
+10.27%
4.260
+0.40%
0.020
+7.15%
+1.74%
71,237.6
 
IWF
iShares Russell 1000 Growth ETF
25,223
10,709.1
+23.32%
3.600
+0.68%
0.010
+21.96%
+9.25%
114,323.5
 
JMUB
JPMorgan Municipal ETF
117,149
5,815.3
+2.81%
1.950
+0.05%
0.190
+0.64%
-0.19%
3,086.8
 
MUNI
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
109,046
5,600.6
+2.95%
1.880
+0.05%
0.280
+0.94%
+0.11%
2,017.1
 

OLYMPUS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

OLYMPUS WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-06-30
Add
Add
+4.61%
●
456.74 ($525.37) 568.03
$583.26
11.02%
Add 26.94%
113,697
24,133
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Add
Add
+4.61%
●
58.41 ($67.22) 72.69
$74.65
11.05%
Add 76.86%
434,407
188,789
IEFA
iShares Core MSCI EAFE ETF
2025-06-30
Add
Add
+4.23%
●
67.83 ($79.31) 84.09
$84.87
7.01%
Add 22.55%
819,171
150,725
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+1.10%
●
47.74 ($55.77) 60.03
$61.70
10.63%
Add 18.12%
354,036
54,302
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.90%
●
51.16 ($58.7) 62.02
$63.80
8.69%
Add 25.02%
215,861
43,193
IWF
iShares Russell 1000 Growth ETF
2025-06-30
Add
Add
+0.68%
●
320.42 ($382.13) 424.58
$437.85
14.58%
Add 23.32%
25,223
4,770
SCHD
Schwab US Dividend Equity ETF
2025-06-30
Add
Add
+0.40%
●
24.32 ($26.14) 27.96
$27.28
4.36%
Add 10.27%
478,107
44,509
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
SPDR Portfolio S&P 600 Small Cap ETF
2025-06-30
Add
Add
+0.34%
●
35.35 ($40.33) 42.68
$43.76
8.50%
Add 35.38%
92,111
24,073
GLDM
SPDR Gold MiniShares Trust
2025-06-30
Add
Add
+0.33%
●
58.96 ($65.03) 67.97
$66.72
2.60%
Add 73.38%
34,845
14,747
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
2025-06-30
Add
Add
+0.29%
●
12.21 ($12.91) 13.9
$13.35
3.41%
Add 30.62%
277,415
65,031

OLYMPUS WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

OLYMPUS WEALTH MANAGEMENT, LLC's Asset Allocation

To

OLYMPUS WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

OLYMPUS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-06-30

OLYMPUS WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

OLYMPUS WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

OLYMPUS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

OLYMPUS WEALTH MANAGEMENT, LLC News

  • 1

Discussions on OLYMPUS WEALTH MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.