Olympus Wealth Management, LLC Top Holdings and 13F Report (2025) About Olympus Wealth Management, LLCInvestment ActivityOlympus Wealth Management, LLC has $227.73 million in total holdings as of March 31, 2025.Olympus Wealth Management, LLC owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 15.70% of the portfolio was purchased this quarter.About 37.57% of the portfolio was sold this quarter.This quarter, Olympus Wealth Management, LLC has purchased 17 new stocks and bought additional shares in 5 stocks.Olympus Wealth Management, LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $50,567,930Vanguard S&P 500 ETF $46,028,026SPDR S&P 500 ETF Trust $36,444,180iShares Core MSCI Emerging Markets ETF $16,176,638SPDR Portfolio S&P 500 ETF $16,151,835 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $16,151,835 Holding78468R853 - SPDR Portfolio S&P 600 Small Cap ETF $2,773,240 Holding98149E303 - SPDR Gold MiniShares Trust $1,243,865 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 245,618 shares (about $16.15M)Vanguard S&P 500 ETF 10,095 shares (about $5.19M)PIMCO Intermediate Municipal Bond Exchange-Traded Fund 91,742 shares (about $4.73M)iShares Core S&P Mid-Cap ETF 48,697 shares (about $2.84M)iShares Russell 1000 Growth ETF 7,759 shares (about $2.80M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 48,766 shares (about $27.28M)Schwab US Dividend Equity ETF 625,329 shares (about $17.48M)iShares Core MSCI EAFE ETF 137,326 shares (about $10.39M)SPDR Gold Shares 27,460 shares (about $7.91M)iShares Core MSCI Emerging Markets ETF 123,279 shares (about $6.65M) 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 PortfolioSectorIEFAiShares Core MSCI EAFE ETF$50,567,930$10,388,710 ▼-17.0%668,44622.2%ETFVOOVanguard S&P 500 ETF$46,028,026$5,187,943 ▲12.7%89,56420.2%ETFSPYSPDR S&P 500 ETF Trust$36,444,180$27,279,154 ▼-42.8%65,15016.0%FinanceIEMGiShares Core MSCI Emerging Markets ETF$16,176,638$6,653,365 ▼-29.1%299,7347.1%ETFSPLGSPDR Portfolio S&P 500 ETF$16,151,835$16,151,835 ▲New Holding245,6187.1%ETFSCHDSchwab US Dividend Equity ETF$12,123,402$17,484,202 ▼-59.1%433,5985.3%ETFIJHiShares Core S&P Mid-Cap ETF$10,075,149$2,841,462 ▲39.3%172,6684.4%ETFIWFiShares Russell 1000 Growth ETF$7,385,342$2,801,685 ▲61.1%20,4533.2%ETFJMUBJPMorgan Municipal ETF$5,697,512$930,152 ▼-14.0%113,9502.5%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,460,405$4,729,320 ▲646.9%105,9242.4%ETFGLDSPDR Gold Shares$4,702,453$7,912,338 ▼-62.7%16,3202.1%FinanceDBCInvesco DB Commodity Index Tracking Fund$3,738,971$2,400,675 ▼-39.1%166,1771.6%FinanceEFAiShares MSCI EAFE ETF$3,187,582$246,582 ▼-7.2%39,0011.4%FinancePDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$2,894,797$33,230 ▲1.2%212,3841.3%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,773,240$2,773,240 ▲New Holding68,0381.2%ETFGLDMSPDR Gold MiniShares Trust$1,243,865$1,243,865 ▲New Holding20,0980.5%FinanceXLREReal Estate Select Sector SPDR Fund$1,104,084$6,652,753 ▼-85.8%26,3820.5%ETFTIPiShares TIPS Bond ETF$1,024,936$5,622,262 ▼-84.6%9,2260.5%ETFGSBDGoldman Sachs BDC$724,8750.0%62,3280.3%FinanceJCPIJPMorgan Inflation Managed Bond ETF$229,2430.0%4,7630.1%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. 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