Skip to content
Disclosery

OLYMPUS WEALTH MANAGEMENT, LLC

Follow

13F filer, CIK 1995674, COTTONWOOD HEIGHTS, UT

OLYMPUS WEALTH MANAGEMENT, LLC reported $297,679,915 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-17. Its ten largest share positions make up 92.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001995674-25-000004

Period
2025-06-30
Reported value
$298M
Holdings
21
Top 10 weight
92.1%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+188,789$13.7M
VOOadded+24,133$13.7M
IEFAadded+150,725$12.6M
IEMGadded+54,302$3.26M
IJHadded+43,193$2.68M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TIPreduced-5,034-$554K
EFAreduced-5,181-$463K
DBCreduced-15,017-$328K
XLREreduced-6,565-$272K
GLDreduced-881-$269K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001995674-25-000004, largest first. % of portfolio is the value over $297,679,915, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 682,739 shares; 2023Q4: 681,067 shares; 2024Q1: 558,119 shares; 2024Q2: 798,663 shares; 2024Q3: 795,797 shares; 2024Q4: 805,772 shares; 2025Q1: 668,446 shares; 2025Q2: 819,171 shares 819,171$68.4M22.97%+150,725Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 73,202 shares; 2023Q4: 71,136 shares; 2024Q1: 54,994 shares; 2024Q2: 96,305 shares; 2024Q3: 82,535 shares; 2024Q4: 79,469 shares; 2025Q1: 89,564 shares; 2025Q2: 113,697 shares 113,697$64.6M21.7%+24,133Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89,684 shares; 2023Q4: 89,485 shares; 2024Q1: 64,989 shares; 2024Q2: 148,676 shares; 2024Q3: 120,441 shares; 2024Q4: 113,916 shares; 2025Q1: 65,150 shares; 2025Q2: 65,023 shares 65,023$40.2M13.5%-127Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245,618 shares; 2025Q2: 434,407 shares 434,407$31.6M10.61%+188,789Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 346,515 shares; 2023Q4: 341,596 shares; 2024Q1: 287,369 shares; 2024Q2: 433,298 shares; 2024Q3: 425,697 shares; 2024Q4: 423,013 shares; 2025Q1: 299,734 shares; 2025Q2: 354,036 shares 354,036$21.3M7.14%+54,302Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,597 shares; 2023Q4: 16,340 shares; 2024Q1: 64,034 shares; 2024Q2: 158,442 shares; 2024Q3: not reported; 2024Q4: 123,971 shares; 2025Q1: 172,668 shares; 2025Q2: 215,861 shares 215,861$13.4M4.5%+43,193Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 291,072 shares; 2023Q4: 288,684 shares; 2024Q1: 237,933 shares; 2024Q2: 430,092 shares; 2024Q3: 372,862 shares; 2024Q4: 1,058,927 shares; 2025Q1: 433,598 shares; 2025Q2: 478,107 shares 478,107$12.7M4.26%+44,509Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,977 shares; 2023Q4: 7,682 shares; 2024Q1: 10,353 shares; 2024Q2: 15,287 shares; 2024Q3: 11,193 shares; 2024Q4: 12,694 shares; 2025Q1: 20,453 shares; 2025Q2: 25,223 shares 25,223$10.7M3.6%+4,770Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 120,109 shares; 2024Q2: 143,264 shares; 2024Q3: 136,661 shares; 2024Q4: 132,553 shares; 2025Q1: 113,950 shares; 2025Q2: 117,149 shares 117,149$5.82M1.95%+3,199Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,885 shares; 2024Q4: 14,182 shares; 2025Q1: 105,924 shares; 2025Q2: 109,046 shares 109,046$5.6M1.88%+3,122Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,379 shares; 2023Q4: 41,936 shares; 2024Q1: 29,061 shares; 2024Q2: 48,460 shares; 2024Q3: 47,667 shares; 2024Q4: 43,780 shares; 2025Q1: 16,320 shares; 2025Q2: 15,439 shares 15,439$4.71M1.58%-881Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,038 shares; 2025Q2: 92,111 shares 92,111$3.92M1.32%+24,073Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 66,359 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 209,946 shares; 2025Q1: 212,384 shares; 2025Q2: 277,415 shares 277,415$3.62M1.22%+65,031Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 231,471 shares; 2023Q4: 179,059 shares; 2024Q1: 235,361 shares; 2024Q2: 411,379 shares; 2024Q3: 400,568 shares; 2024Q4: 272,874 shares; 2025Q1: 166,177 shares; 2025Q2: 151,160 shares 151,160$3.3M1.11%-15,017Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,186 shares; 2023Q4: 22,871 shares; 2024Q1: 16,848 shares; 2024Q2: 136,819 shares; 2024Q3: 43,010 shares; 2024Q4: 42,018 shares; 2025Q1: 39,001 shares; 2025Q2: 33,820 shares 33,820$3.02M1.02%-5,181Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,098 shares; 2025Q2: 34,845 shares 34,845$2.28M0.77%+14,747Timeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 63,451 shares; 2024Q1: 63,850 shares; 2024Q2: 187,833 shares; 2024Q3: 192,468 shares; 2024Q4: 185,349 shares; 2025Q1: 26,382 shares; 2025Q2: 19,817 shares 19,817$821K0.28%-6,565Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,585 shares; 2023Q4: not reported; 2024Q1: 32,099 shares; 2024Q2: 61,751 shares; 2024Q3: 61,751 shares; 2024Q4: 62,328 shares; 2025Q1: 62,328 shares; 2025Q2: 62,328 shares 62,328$701K0.24%0Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,227 shares 4,227$462K0.16%newTimeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,396 shares; 2023Q4: 38,978 shares; 2024Q1: 33,779 shares; 2024Q2: 67,393 shares; 2024Q3: 63,676 shares; 2024Q4: 59,835 shares; 2025Q1: 9,226 shares; 2025Q2: 4,192 shares 4,192$461K0.15%-5,034Timeline
JCPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,763 shares; 2024Q3: 4,763 shares; 2024Q4: 4,763 shares; 2025Q1: 4,763 shares; 2025Q2: 4,763 shares 4,763$230K0.08%0Timeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001995674-25-000004 base2025-07-17acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001995674-25-000004 Quarter ended 2025-06-302025-07-17acceptance time not in the bulk data set
13F-HR 0001995674-25-000003 Quarter ended 2025-03-312025-04-23acceptance time not in the bulk data set
13F-HR 0001995674-25-000001 Quarter ended 2024-12-312025-01-17acceptance time not in the bulk data set
13F-HR 0001995674-24-000009 Quarter ended 2024-09-302024-10-29acceptance time not in the bulk data set
13F-HR 0001995674-24-000005 Quarter ended 2024-06-302024-07-17acceptance time not in the bulk data set
13F-HR 0001995674-24-000004 Quarter ended 2024-03-312024-04-23acceptance time not in the bulk data set
13F-HR/A 0001995674-24-000003 Quarter ended 2023-12-312024-02-23acceptance time not in the bulk data set
13F-HR 0001995674-24-000001 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001995674-23-000013 Quarter ended 2021-12-312023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000014 Quarter ended 2022-03-312023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000016 Quarter ended 2022-09-302023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000018 Quarter ended 2023-03-312023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000015 Quarter ended 2022-06-302023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000019 Quarter ended 2023-06-302023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000017 Quarter ended 2022-12-312023-11-16acceptance time not in the bulk data set
13F-HR 0001995674-23-000009 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set