OLYMPUS WEALTH MANAGEMENT, LLC
CIK 1995674 · View on SEC EDGAR ↗
- Portfolio value
- $297.7M
- Positions
- 21
- As of
- June 30, 2025 Data as of Q2 2025
#5,192 of 9,443 by 13F value · top 55.0%
Portfolio value QoQ: +30.7% 13F does not disclose cash
- Top 10 holdings weight
- 92.10%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 15
- Effective number of positions
- 7.1
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.75% Est. buys $52,777,687 · sells $1,963,522
- New positions
- 1
- Increased
- 12
- Decreased
- 6
- Closed
- 0
On this page
Sector breakdown
Financial Services
0.2%
Other/Unmapped
99.8%
Full portfolio 21 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IEFA | $68,384,403 | 22.97% | 819,171 | $17,816,473 | Up ×1 | ||
| VOO | $64,583,273 | 21.70% | 113,697 | $18,555,247 | Up ×2 | ||
| SPY SPY | $40,174,487 | 13.50% | 65,023 | $3,730,307 | Down ×2 | ||
| SPYM | $31,577,078 | 10.61% | 434,407 | $15,425,243 | Up ×1 | ||
| IEMG | $21,252,778 | 7.14% | 354,036 | $5,076,140 | Up ×1 | ||
| IJH | $13,387,714 | 4.50% | 215,861 | $3,312,565 | Up ×2 | ||
| SCHD | $12,669,830 | 4.26% | 478,107 | $546,428 | Up ×1 | ||
| IWF | $10,709,069 | 3.60% | 25,223 | $3,323,727 | Up ×2 | ||
| JMUB | $5,815,261 | 1.95% | 117,149 | $117,749 | Up ×1 | ||
| MUNI | $5,600,593 | 1.88% | 109,046 | $140,188 | Up ×2 | ||
| GLD | $4,706,280 | 1.58% | 15,439 | $3,827 | Down ×2 | ||
| SPSM | $3,923,947 | 1.32% | 92,111 | $1,150,707 | Up ×1 | ||
| PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | $3,617,495 | 1.22% | 277,415 | $722,698 | Up ×2 | ||
| DBC | $3,296,789 | 1.11% | 151,160 | $-442,182 | Down ×2 | ||
| EFA | $3,023,136 | 1.02% | 33,820 | $-164,446 | Down ×2 | ||
| GLDM | $2,283,044 | 0.77% | 34,845 | $1,039,179 | Up ×1 | ||
| XLRE XLRE | $820,818 | 0.28% | 19,817 | $-283,266 | Down ×2 | ||
| GSBD Goldman Sachs BDC, Inc. Common Stock | $701,190 | 0.24% | 62,328 | $-23,685 | |||
| VONG Vanguard Russell 1000 Growth ETF | $461,634 | 0.16% | 4,227 | Up ×1 | |||
| TIP | $461,281 | 0.15% | 4,192 | $-563,655 | Down ×2 | ||
| JCPI | $229,815 | 0.08% | 4,763 | $572 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| VONG | $461,634 | 4,227 | 0.16% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +24K | +$18.6M |
| IEFA | Bought more | +151K | +$17.8M |
| SPYM | Bought more | +189K | +$15.4M |
| IEMG | Bought more | +54K | +$5.1M |
| SPY | Trimmed | -127 | +$3.7M |
| IWF | Bought more | +5K | +$3.3M |
| IJH | Bought more | +43K | +$3.3M |
| SPSM | Bought more | +24K | +$1.2M |
| GLDM | Bought more | +15K | +$1.0M |
| PDBC | Bought more | +65K | +$723K |