OLYMPUS WEALTH MANAGEMENT, LLC
CIK: 0001995674SEC EDGAR →
Portfolio Value
$297.7M
Holdings
21
As of
Q2 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 819,171 | $68.4M | 22.97% |
| 2 | VANGUARD INDEX FDS | 113,697 | $64.6M | 21.70% |
| 3 | SPDR S&P 500 ETF TR | 65,023 | $40.2M | 13.50% |
| 4 | SPDR SER TR | 434,407 | $31.6M | 10.61% |
| 5 | ISHARES INC | 354,036 | $21.3M | 7.14% |
| 6 | ISHARES TR | 215,861 | $13.4M | 4.50% |
| 7 | SCHWAB STRATEGIC TR | 478,107 | $12.7M | 4.26% |
| 8 | ISHARES TR | 25,223 | $10.7M | 3.60% |
| 9 | J P MORGAN EXCHANGE TRADED F | 117,149 | $5.8M | 1.95% |
| 10 | PIMCO ETF TR | 109,046 | $5.6M | 1.88% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 18 | $222.3M | 74.7% |
| Unknown | 2 | $73.1M | 24.6% |
| Technology | 1 | $2.3M | 0.8% |