Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2025 data
OLYMPUS WEALTH MANAGEMENT, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

OLYMPUS WEALTH MANAGEMENT, LLC

โ€ขCIK: 1995674โ€ขFiling: Q2 2025

**OLYMPUS WEALTH MANAGEMENT, LLC** manages $298M across a diversified portfolio of 21 holdings. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top positions in IEFA ($68.4M) and VOO ($64.6M). Further allocations include substantial exposure to SPY ($40.2M) and SPYM ($31.6M), suggesting a core focus on established equity indices and sector-specific growth. The remaining holdings round out a multi-asset approach, including international and dividend-focused ETFs.

Total AUM
$297.7M
QoQ Performance
+30.7%
Positions
15
Top 10 Concentration
92.1%
Latest Filing
Q2 2025

Top Holdings Allocation

IEFA
VOO
SPY
SPYM
IEMG
IEFA23.0%
VOO21.7%
SPY13.5%
SPYM10.6%
IEMG7.1%
IJH4.5%
SCHD4.3%
IWF3.6%

๐Ÿ“ˆ Biggest Buys

SPYM
SPDR SER TR
+76.9%
10.6% of portfolio
VOO
VANGUARD INDEX FDS
+26.9%
21.7% of portfolio
IEFA
ISHARES TR
+22.5%
23.0% of portfolio
IEMG
ISHARES INC
+18.1%
7.1% of portfolio
IJH
ISHARES TR
+25.0%
4.5% of portfolio

๐Ÿ“‰ Biggest Sells

TIP
ISHARES TR
-54.6%
0.2% of portfolio
EFA
ISHARES TR
-13.3%
1.0% of portfolio
DBC
INVESCO DB COMMDY INDX TRCK
-9.0%
1.1% of portfolio
XLRE
SELECT SECTOR SPDR TR
-24.9%
0.3% of portfolio
GQ9
SPDR GOLD TR
-5.4%
1.6% of portfolio

Sector Breakdown

Other64.8%
ETF35.2%

Changes from Q1 2025

NEW1 new position
โ†‘12 increased
โ†“6 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023