OLYMPUS WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
20
- Value ($000)
$227,734
- Date Filed04/23/2025
- Form type13F-HR
- CIK0001995674
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $50.57M | 22 % | 668,446 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $46.03M | 20 % | 89,564 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $36.44M | 16 % | 65,150 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $16.18M | 7 % | 299,734 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $16.15M | 7 % | 245,618 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.12M | 5 % | 433,598 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $10.08M | 4 % | 172,668 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $7.39M | 3 % | 20,453 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $5.70M | 3 % | 113,950 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $5.46M | 2 % | 105,924 |
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