Olympus Wealth Management, LLC Top Holdings and 13F Report (2025) About Olympus Wealth Management, LLCInvestment ActivityOlympus Wealth Management, LLC has $274.66 million in total holdings as of December 31, 2024.Olympus Wealth Management, LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 11.28% of the portfolio was purchased this quarter.About 6.60% of the portfolio was sold this quarter.This quarter, Olympus Wealth Management, LLC has purchased 16 new stocks and bought additional shares in 5 stocks.Olympus Wealth Management, LLC sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $66,763,616iShares Core MSCI EAFE ETF $56,629,622Vanguard S&P 500 ETF $42,818,686Schwab US Dividend Equity ETF $28,929,891iShares Core MSCI Emerging Markets ETF $22,089,722 Largest New Holdings this Quarter iShares Core S&P Mid-Cap ETF $7,724,617 HoldingInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $2,727,204 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 686,065 shares (about $18.74M)iShares Core S&P Mid-Cap ETF 123,971 shares (about $7.72M)Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF 209,946 shares (about $2.73M)iShares Core MSCI EAFE ETF 9,975 shares (about $701.04K)iShares Russell 1000 Growth ETF 1,501 shares (about $602.78K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,525 shares (about $3.82M)Invesco DB Commodity Index Tracking Fund 127,694 shares (about $2.73M)Vanguard S&P 500 ETF 3,066 shares (about $1.65M)SPDR Gold Shares 3,887 shares (about $941.16K)iShares TIPS Bond ETF 3,841 shares (about $409.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlympus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$66,763,616$3,824,156 ▼-5.4%113,91624.3%FinanceIEFAiShares Core MSCI EAFE ETF$56,629,622$701,043 ▲1.3%805,77220.6%ETFVOOVanguard S&P 500 ETF$42,818,686$1,651,991 ▼-3.7%79,46915.6%ETFSCHDSchwab US Dividend Equity ETF$28,929,891$18,743,299 ▲184.0%1,058,92710.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$22,089,722$140,158 ▼-0.6%423,0138.0%ETFGLDSPDR Gold Shares$10,600,459$941,160 ▼-8.2%43,7803.9%FinanceIJHiShares Core S&P Mid-Cap ETF$7,724,617$7,724,617 ▲New Holding123,9712.8%ETFXLREReal Estate Select Sector SPDR Fund$7,538,158$289,530 ▼-3.7%185,3492.7%ETFJMUBJPMorgan Municipal ETF$6,647,547$206,017 ▼-3.0%132,5532.4%ETFTIPiShares TIPS Bond ETF$6,375,383$409,256 ▼-6.0%59,8352.3%ETFDBCInvesco DB Commodity Index Tracking Fund$5,834,047$2,730,098 ▼-31.9%272,8742.1%FinanceIWFiShares Russell 1000 Growth ETF$5,097,697$602,776 ▲13.4%12,6941.9%ETFEFAiShares MSCI EAFE ETF$3,176,947$75,004 ▼-2.3%42,0181.2%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,727,204$2,727,204 ▲New Holding209,9461.0%ManufacturingGSBDGoldman Sachs BDC$754,169$6,982 ▲0.9%62,3280.3%FinanceMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$733,613$480,919 ▲190.3%14,1820.3%ETFJCPIJPMorgan Inflation Managed Bond ETF$222,9080.0%4,7630.1%ETFIJRiShares Core S&P Small-Cap ETF$0$7,847,471 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
