Olympus Wealth Management, LLC Top Holdings and 13F Report (2025) About Olympus Wealth Management, LLCInvestment ActivityOlympus Wealth Management, LLC has $297.68 million in total holdings as of June 30, 2025.Olympus Wealth Management, LLC owns shares of 21 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 17.73% of the portfolio was purchased this quarter.About 0.66% of the portfolio was sold this quarter.This quarter, Olympus Wealth Management, LLC has purchased 20 new stocks and bought additional shares in 12 stocks.Olympus Wealth Management, LLC sold shares of 6 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core MSCI EAFE ETF $68,384,403Vanguard S&P 500 ETF $64,583,273SPDR S&P 500 ETF Trust $40,174,487SPDR Portfolio S&P 500 ETF $31,577,078iShares Core MSCI Emerging Markets ETF $21,252,778 Largest New Holdings this Quarter 92206C680 - Vanguard Russell 1000 Growth ETF $461,634 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 188,789 shares (about $13.72M)Vanguard S&P 500 ETF 24,133 shares (about $13.71M)iShares Core MSCI EAFE ETF 150,725 shares (about $12.58M)iShares Core MSCI Emerging Markets ETF 54,302 shares (about $3.26M)iShares Core S&P Mid-Cap ETF 43,193 shares (about $2.68M) Largest Sales this Quarter iShares TIPS Bond ETF 5,034 shares (about $553.93K)iShares MSCI EAFE ETF 5,181 shares (about $463.12K)Invesco DB Commodity Index Tracking Fund 15,017 shares (about $327.52K)Real Estate Select Sector SPDR Fund 6,565 shares (about $271.92K)SPDR Gold Shares 881 shares (about $268.56K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlympus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFAiShares Core MSCI EAFE ETF$68,384,403$12,582,524 ▲22.5%819,17123.0%ETFVOOVanguard S&P 500 ETF$64,583,273$13,708,261 ▲26.9%113,69721.7%ETFSPYSPDR S&P 500 ETF Trust$40,174,487$78,467 ▼-0.2%65,02313.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$31,577,078$13,723,087 ▲76.9%434,40710.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$21,252,778$3,259,749 ▲18.1%354,0367.1%ETFIJHiShares Core S&P Mid-Cap ETF$13,387,714$2,678,833 ▲25.0%215,8614.5%ETFSCHDSchwab US Dividend Equity ETF$12,669,830$1,179,488 ▲10.3%478,1074.3%ETFIWFiShares Russell 1000 Growth ETF$10,709,069$2,025,225 ▲23.3%25,2233.6%ETFJMUBJPMorgan Municipal ETF$5,815,261$158,798 ▲2.8%117,1492.0%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$5,600,593$160,346 ▲2.9%109,0461.9%ETFGLDSPDR Gold Shares$4,706,280$268,556 ▼-5.4%15,4391.6%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,923,947$1,025,515 ▲35.4%92,1111.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$3,617,495$848,005 ▲30.6%277,4151.2%ManufacturingDBCInvesco DB Commodity Index Tracking Fund$3,296,789$327,520 ▼-9.0%151,1601.1%FinanceEFAiShares MSCI EAFE ETF$3,023,136$463,124 ▼-13.3%33,8201.0%FinanceGLDMSPDR Gold MiniShares Trust$2,283,044$966,223 ▲73.4%34,8450.8%FinanceXLREReal Estate Select Sector SPDR Fund$820,818$271,922 ▼-24.9%19,8170.3%ETFGSBDGoldman Sachs BDC$701,1900.0%62,3280.2%FinanceVONGVanguard Russell 1000 Growth ETF$461,634$461,634 ▲New Holding4,2270.2%ETFTIPiShares TIPS Bond ETF$461,281$553,933 ▼-54.6%4,1920.2%ETFJCPIJPMorgan Inflation Managed Bond ETF$229,8150.0%4,7630.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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