§ 13F · FUND PROFILE
OLYMPUS WEALTH MANAGEMENT, LLC.
AUM · $298M (13F)Positions · 21Turnover · n/a · Q2Filed · Jul 17, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$462K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 17, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | 819K | $68M | 23.0% | +23% |
| 2 | VOO | VANGUARD INDEX FDS | 114K | $65M | 21.7% | +27% |
| 3 | SPY | SPDR S&P 500 ETF TR | 65K | $40M | 13.5% | ±0% |
| 4 | SPYM | SPDR SER TR | 434K | $32M | 10.6% | +77% |
| 5 | IEMG | ISHARES INC | 354K | $21M | 7.1% | +18% |
| 6 | IJH | ISHARES TR | 216K | $13M | 4.5% | +25% |
| 7 | SCHD | SCHWAB STRATEGIC TR | 478K | $13M | 4.3% | +10% |
| 8 | IWF | ISHARES TR | 25K | $11M | 3.6% | +23% |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | 117K | $6M | 2.0% | +3% |
| 10 | MUNI | PIMCO ETF TR | 109K | $6M | 1.9% | +3% |
§ 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 $298 million in assets. The fund runs a focused portfolio of just 21 positions.
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