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OLYMPUS WEALTH MANAGEMENT, LLC

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13F filer, CIK 1995674, COTTONWOOD HEIGHTS, UT

OLYMPUS WEALTH MANAGEMENT, LLC reported $227,734,465 across 20 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-04-23. Its ten largest share positions make up 90.5% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001995674-25-000003

Period
2025-03-31
Reported value
$228M
Holdings
20
Top 10 weight
90.5%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMnew+245,618$16.2M
VOOadded+10,095$5.19M
MUNIadded+91,742$4.73M
IJHadded+48,697$2.84M
IWFadded+7,759$2.8M

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
SPYreduced-48,766-$27.3M
SCHDreduced-625,329-$17.5M
IEFAreduced-137,326-$10.4M
GLDreduced-27,460-$7.91M
IEMGreduced-123,279-$6.65M

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, Q1 2025

Share positions as resolved from 13F-HR 0001995674-25-000003, largest first. % of portfolio is the value over $227,734,465, 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; 2023Q2: restricted; 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 668,446$50.6M22.2%-137,326Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 89,564$46M20.21%+10,095Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 65,150$36.4M16%-48,766Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 299,734$16.2M7.1%-123,279Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245,618 shares 245,618$16.2M7.09%newTimeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 433,598$12.1M5.32%-625,329Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 172,668$10.1M4.42%+48,697Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 20,453$7.39M3.24%+7,759Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 113,950$5.7M2.5%-18,603Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,885 shares; 2024Q4: 14,182 shares; 2025Q1: 105,924 shares 105,924$5.46M2.4%+91,742Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 16,320$4.7M2.06%-27,460Timeline
DBCINVESCO DB COMMDY INDX TRCKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 166,177$3.74M1.64%-106,697Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 39,001$3.19M1.4%-3,017Timeline
PDBCINVESCO ACTVELY MNGD ETC FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: 66,359 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 209,946 shares; 2025Q1: 212,384 shares 212,384$2.89M1.27%+2,438Timeline
SPSMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,038 shares 68,038$2.77M1.22%newTimeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,098 shares 20,098$1.24M0.55%newTimeline
XLRESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 26,382$1.1M0.48%-158,967Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 9,226$1.02M0.45%-50,609Timeline
GSBDGOLDMAN SACHS BDC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 62,328$725K0.32%0Timeline
JCPIJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 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 4,763$229K0.1%0Timeline

How Q1 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 0001995674-25-000003 base2025-04-23acceptance time not in the bulk data set