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OLYMPUS WEALTH MANAGEMENT, LLC

13F
OLYMPUS WEALTH MANAGEMENT, LLC
Last update 2025-04-23 20 Stocks (3 new)
Value $228.00 Mil Turnover 16 %
Countries:
Top Holdings: IEFA(22.20%)VOO(20.21%)SPY(16.00%)IEMG(7.10%)SPLG(7.09%)
Summary Stock Picks Current Portfolio
OLYMPUS WEALTH MANAGEMENT, LLC... Top Holdings of 2025-03-31 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
668,446
50,567.9
-17.04%
22.200
-3.51%
0.040
+9.18%
+18.44%
140,705.9
 
VOO 		Vanguard S&P 500 ETF
89,564
46,028.0
+12.70%
20.210
+2.28%
0.010
+3.60%
+1.99%
613,880.0
 
SPY 		SPDR S&P 500 ETF Trust
65,150
36,444.2
-42.81%
16.000
-10.41%
0.010
+3.62%
+1.99%
609,536.3
 
IEMG 		iShares Core MSCI Emerging Markets ETF
299,734
16,176.6
-29.14%
7.100
-2.34%
0.020
+8.56%
+11.01%
89,454.2
 
SPLG 		SPDR Portfolio S&P 500 ETF
245,618
16,151.8
New Holding
7.090
+7.09%
0.030
+3.61%
+2.00%
68,190.6
 
SCHD 		Schwab US Dividend Equity ETF
433,598
12,123.4
-59.05%
5.320
-6.22%
0.020
-4.99%
-2.90%
68,398.7
 
IJH 		iShares Core S&P Mid-Cap ETF
172,668
10,075.1
+39.28%
4.420
+1.25%
0.010
+2.04%
-2.48%
92,633.0
 
IWF 		iShares Russell 1000 Growth ETF
20,453
7,385.3
+61.12%
3.240
+1.23%
0.010
+6.30%
+1.22%
107,013.7
 
JMUB 		JPMorgan Municipal ETF
113,950
5,697.5
-14.03%
2.500
-0.34%
0.210
-1.50%
-0.25%
2,894.5
 
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
105,924
5,460.4
+646.89%
2.400
+2.08%
0.300
-1.84%
-0.26%
1,989.7
 

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
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-10.41%
●
551.42 ($587.78) 612.93
$595.93
1.39%
Reduce -42.81%
65,150
-48,766
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31New Buy
+7.09%
●
64.88 ($69.16) 72.1
$70.09
1.34%
New holding
245,618
245,618
SCHD 		Schwab US Dividend Equity ETF2025-03-31Reduce
-6.22%
●
27.01 ($27.88) 28.54
$26.29
-5.70%
Reduce -59.05%
433,598
-625,329
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-3.51%
●
69.57 ($74.78) 78.65
$83.24
11.31%
Reduce -17.04%
668,446
-137,326
GLD 		SPDR Gold Shares ETF2025-03-31Reduce
-2.42%
●
243.19 ($264.45) 288.14
$310.90
17.56%
Reduce -62.72%
16,320
-27,460
XLRE 		Real Estate Select Sector SPDR Fund (The)2025-03-31Reduce
-2.35%
●
39.18 ($41.66) 43.52
$41.77
0.26%
Reduce -85.77%
26,382
-158,967
IEMG 		iShares Core MSCI Emerging Markets ETF2025-03-31Reduce
-2.34%
●
50.83 ($53.83) 55.94
$57.97
7.69%
Reduce -29.14%
299,734
-123,279
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+2.28%
●
507.05 ($540.58) 563.67
$547.65
1.31%
Add 12.7%
89,564
10,095
MUNI 		PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund2025-03-31Add
+2.08%
●
51.26 ($51.87) 52.53
$50.90
-1.87%
Add 646.89%
105,924
91,742
TIP 		iShares TIPS Bond ETF2025-03-31Reduce
-1.96%
●
106.22 ($108.63) 111.09
$108.97
0.31%
Reduce -84.58%
9,226
-50,609

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 2025-03-31

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

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