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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
โขCIK: 1995674โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other64.8%
ETF35.2%
Changes from Q1 2025
NEW1 new position
โ12 increased
โ6 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023