§ 13F · FUND PROFILE
OLYMPUS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297.7T (13F)Positions · 21Turnover · — · Q2Filed · Jul 17, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 17, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 819K | $68.4T | 23.0% | — |
| 2 | VOO | VANGUARD INDEX FDS | 114K | $64.6T | 21.7% | — |
| 3 | SPY | SPDR S&P 500 ETF TR | 65K | $40.2T | 13.5% | — |
| 4 | SPYM | SPDR SER TR | 434K | $31.6T | 10.6% | — |
| 5 | IEMG | ISHARES INC | 354K | $21.3T | 7.1% | — |
| 6 | IJH | ISHARES TR | 216K | $13.4T | 4.5% | — |
| 7 | SCHD | SCHWAB STRATEGIC TR | 478K | $12.7T | 4.3% | — |
| 8 | IWF | ISHARES TR | 25K | $10.7T | 3.6% | — |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 117K | $5.8T | 2.0% | — |
| 10 | MUNI | PIMCO ETF TR | 109K | $5.6T | 1.9% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OLYMPUS SIGNAL
AC read
OLYMPUS WEALTH MANAGEMENT, LLC is a Other fund managing $297679.9 trillion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed