OLYMPUS WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationcottonwood heights, UT
- Num holdings
21
- Value ($000)
$297,680
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $68.38M | 23 % | 819,171 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $64.58M | 22 % | 113,697 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $40.17M | 14 % | 65,023 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $31.58M | 11 % | 434,407 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $21.25M | 7 % | 354,036 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $13.39M | 5 % | 215,861 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $12.67M | 4 % | 478,107 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.71M | 4 % | 25,223 | ||
JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 | $5.82M | 2 % | 117,149 | ||
MUNI PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | $5.60M | 2 % | 109,046 |
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