Olympus Wealth Management, LLC 13F Holdings · last filed Q2 2025
Olympus Wealth Management, LLC reported 21 securities worth $297.68M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IEFA (22.97%), VOO (21.70%), SPY (13.50%). Among its top 25 positions this quarter: 1 new, 12 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IEFA | ISHARES TR | $68.4M | 22.97% | 819,171 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $64.6M | 21.70% | 113,697 | Added |
| 3 | SPY | SPDR S&P 500 ETF TR | $40.2M | 13.50% | 65,023 | Trimmed |
| 4 | SPYM | SPDR SER TR | $31.6M | 10.61% | 434,407 | Added |
| 5 | IEMG | ISHARES INC | $21.3M | 7.14% | 354,036 | Added |
| 6 | IJH | ISHARES TR | $13.4M | 4.50% | 215,861 | Added |
| 7 | SCHD | SCHWAB STRATEGIC TR | $12.7M | 4.26% | 478,107 | Added |
| 8 | IWF | ISHARES TR | $10.7M | 3.60% | 25,223 | Added |
| 9 | JMUB | J P MORGAN EXCHANGE TRADED F | $5.8M | 1.95% | 117,149 | Added |
| 10 | MUNI | PIMCO ETF TR | $5.6M | 1.88% | 109,046 | Added |
| 11 | GLD | SPDR GOLD TR | $4.7M | 1.58% | 15,439 | Trimmed |
| 12 | SPSM | SPDR SER TR | $3.9M | 1.32% | 92,111 | Added |
| 13 | PDBC | INVESCO ACTVELY MNGD ETC FD | $3.6M | 1.22% | 277,415 | Added |
| 14 | DBC | INVESCO DB COMMDY INDX TRCK | $3.3M | 1.11% | 151,160 | Trimmed |
| 15 | EFA | ISHARES TR | $3.0M | 1.02% | 33,820 | Trimmed |
| 16 | GLDM | WORLD GOLD TR | $2.3M | 0.77% | 34,845 | Added |
| 17 | XLRE | SELECT SECTOR SPDR TR | $820,818 | 0.28% | 19,817 | Trimmed |
| 18 | GSBD | GOLDMAN SACHS BDC INC | $701,190 | 0.24% | 62,328 | Hold |
| 19 | VONG | VANGUARD SCOTTSDALE FDS | $461,634 | 0.16% | 4,227 | New |
| 20 | TIP | ISHARES TR | $461,281 | 0.15% | 4,192 | Trimmed |
| 21 | JCPI | J P MORGAN EXCHANGE TRADED F | $229,815 | 0.08% | 4,763 | Hold |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR