StockDriftsStockDriftsTop 21 Olympus Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | 22.97% | 819.2K | $68.4M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 21.7% | 113.7K | $64.6M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 13.5% | 65.0K | $40.2M | — | — | — | 2025-06-30 |
| SPLG | SPDR SER TR | 10.61% | 434.4K | $31.6M | — | — | — | 2025-06-30 |
| IEMG | ISHARES INC | 7.14% | 354.0K | $21.3M | — | — | — | 2025-06-30 |
| IJH | ISHARES TR | 4.5% | 215.9K | $13.4M | — | — | — | 2025-06-30 |
| SCHD | SCHWAB STRATEGIC TR | 4.26% | 478.1K | $12.7M | — | — | — | 2025-06-30 |
| IWF | ISHARES TR | 3.6% | 25.2K | $10.7M | — | — | — | 2025-06-30 |
| JMUB | J P MORGAN EXCHANGE TRADED F | 1.95% | 117.1K | $5.8M | — | — | — | 2025-06-30 |
| MUNI | PIMCO ETF TR | 1.88% | 109.0K | $5.6M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Olympus Wealth Management, Llc reports $297.68M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are IEFA (23.0%), VOO (21.7%) and SPY (13.5%). The top 20 holdings account for 99.96% of reported assets. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Olympus Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1995674). View Olympus Wealth Management, Llc’s 13F filings on SEC