OLYMPUS WEALTH MANAGEMENT, LLC
CIK 1995674 · Holdings on Mar 31, 2025 · First reported Apr 23, 2025
Top ten holdings
Q1 2025- IEFA22.20%
- VOO20.21%
- SPY16.00%
- IEMG7.10%
- SPYM7.09%
- SCHD5.32%
- IJH4.42%
- IWF3.24%
- JMUB2.50%
- MUNI2.40%
Share classes counted separately90.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYWeight decreased · -8.31 pp24.31% → 16.00%Shares -48.77K (-42.81%)
- SCHDWeight decreased · -5.21 pp10.53% → 5.32%Shares -625.33K (-59.05%)
- VOOWeight increased · +4.62 pp15.59% → 20.21%Shares +10.10K (+12.70%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 20
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $50.57M | 22.20% | 668.45K shares | 20.62% → 22.20%+1.58 pp -137.33K (-17.04%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $46.03M | 20.21% | 89.56K shares | 15.59% → 20.21%+4.62 pp +10.10K (+12.70%) | Added | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $36.44M | 16.00% | 65.15K shares | 24.31% → 16.00%-8.31 pp -48.77K (-42.81%) | Reduced | ↗▾ |
| 04 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $16.18M | 7.10% | 299.73K shares | 8.04% → 7.10%-0.94 pp -123.28K (-29.14%) | Reduced | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $16.15M | 7.09% | 245.62K shares | Prior unavailable +245.62K | New | ↗▾ |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $12.12M | 5.32% | 433.60K shares | 10.53% → 5.32%-5.21 pp -625.33K (-59.05%) | Reduced | ↗▾ |
| 07 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $10.08M | 4.42% | 172.67K shares | 2.81% → 4.42%+1.61 pp +48.70K (+39.28%) | Added | ↗▾ |
| 08 | IWFISHARES RUSSELL 1000 GROWTHRUS 1000 GRW ETF View history and evidence | $7.39M | 3.24% | 20.45K shares | 1.86% → 3.24%+1.38 pp +7.76K (+61.12%) | Added | ↗▾ |
| 09 | JMUBJPMORGAN MUNICIPAL ETFMUNICIPAL ETF View history and evidence | $5.70M | 2.50% | 113.95K shares | 2.42% → 2.50%+0.08 pp -18.60K (-14.03%) | Reduced | ↗▾ |
| 10 | MUNIPIMCO INTERMEDIATE MUNICIPALINTER MUN BD ACT View history and evidence | $5.46M | 2.40% | 105.92K shares | 0.27% → 2.40%+2.13 pp +91.74K (+646.89%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1995674 · Period Mar 31, 2025
Data loaded Sep 23, 2026 · First reported Apr 23, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 227734465
}Take these holdings further.
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