OLYMPUS WEALTH MANAGEMENT, LLC

Q2 2025 13F Holdings

  • Location
    cottonwood heights, UT
  • Num holdings

    21

  • Value ($000)

    $297,680

  • Date Filed
    07/17/2025
  • Form type
    13F-HR
  • CIK
    0001995674
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$68.38M
23 %

819,171

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$64.58M
22 %

113,697

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$40.17M
14 %

65,023

K
KRE

SPDR SER TR

PORTFOLIO S&P500
78464A854
$31.58M
11 %

434,407

I
IEMG

ISHARES INC

CORE MSCI EMKT
46434G103
$21.25M
7 %

354,036

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$13.39M
5 %

215,861

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$12.67M
4 %

478,107

I
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$10.71M
4 %

25,223

J
JMUB

J P MORGAN EXCHANGE TRADED F

MUNICIPAL ETF
46641Q647
$5.82M
2 %

117,149

M
MUNI

PIMCO ETF TR

INTER MUN BD ACT
72201R866
$5.60M
2 %

109,046

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