OLYMPUS WEALTH MANAGEMENT, LLC

COTTONWOOD HEIGHTS, UT · CIK 1995674 · 13F filing filed 2025-07-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySalt Lake City, UT

$297.7m reported value +30.7% vs Q1 2025

21positions

92.1%in top 10

1 new 12 added 6 reduced 0 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE MSCI EAFE IEFA	IEFA	819,171	$68.4m22.97%	22.97%	Added +150.7k	+150,725 22.6%
2	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	113,697	$64.6m21.70%	21.70%	Added +24.1k	+24,133 26.9%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	65,023	$40.2m13.50%	13.50%	Reduced -127	-127 -0.2%
4	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	434,407	$31.6m10.61%	10.61%	Added +188.8k	+188,789 76.9%
5	ISHARES INC CORE MSCI EMKT IEMG	IEMG	354,036	$21.3m7.14%	7.14%	Added +54.3k	+54,302 18.1%
6	ISHARES TR CORE S&P MCP ETF IJH	IJH	215,861	$13.4m4.50%	4.50%	Added +43.2k	+43,193 25.0%
7	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	478,107	$12.7m4.26%	4.26%	Added +44.5k	+44,509 10.3%
8	ISHARES TR RUS 1000 GRW ETF IWF	IWF	25,223	$10.7m3.60%	3.60%	Added +4.8k	+4,770 23.3%
9	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	117,149	$5.8m1.95%	1.95%	Added +3.2k	+3,199 2.8%
10	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	109,046	$5.6m1.88%	1.88%	Added +3.1k	+3,122 3.0%
11	SPDR GOLD TR GOLD SHS GLD	GLD	15,439	$4.7m1.58%	1.58%	Reduced -881	-881 -5.4%
12	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	92,111	$3.9m1.32%	1.32%	Added +24.1k	+24,073 35.4%
13	INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD PDBC	PDBC	277,415	$3.6m1.22%	1.22%	Added +65.0k	+65,031 30.6%
14	INVESCO DB COMMDY INDX TRCK UNIT DBC	DBC	151,160	$3.3m1.11%	1.11%	Reduced -15.0k	-15,017 -9.0%
15	ISHARES TR MSCI EAFE ETF EFA	EFA	33,820	$3.0m1.02%	1.02%	Reduced -5.2k	-5,181 -13.3%
16	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	34,845	$2.3m0.77%	0.77%	Added +14.7k	+14,747 73.4%
17	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	19,817	$820.8k0.28%	0.28%	Reduced -6.6k	-6,565 -24.9%
18	GOLDMAN SACHS BDC INC SHS GSBD	GSBD	62,328	$701.2k0.24%	0.24%	Unchanged
19	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	4,227	$461.6k0.16%	0.16%	New
20	ISHARES TR TIPS BD ETF TIP	TIP	4,192	$461.3k0.15%	0.15%	Reduced -5.0k	-5,034 -54.6%
21	J P MORGAN EXCHANGE TRADED F INFLATION MANAGE JCPI	JCPI	4,763	$229.8k0.08%	0.08%	Unchanged