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Olympus Wealth Management, Llc

Portfolio Manager
Luke Ellis
Performance
0% (N/A)
AUM (13F)
$297.68M
# of Holdings
21
Performance Rank
N/A
Allocation (Top 20)
99.96%

Olympus Wealth Management, Llc Holdings Map

Top 21 Olympus Wealth Management, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IEFA
ISHARES TR
22.97%819.2K$68.4Mโ€”โ€”โ€”2025-06-30
VOO
VANGUARD INDEX FDS
21.7%113.7K$64.6Mโ€”โ€”โ€”2025-06-30
SPY
SPDR S&P 500 ETF TR
13.5%65.0K$40.2Mโ€”โ€”โ€”2025-06-30
SPLG
SPDR SER TR
10.61%434.4K$31.6Mโ€”โ€”โ€”2025-06-30
IEMG
ISHARES INC
7.14%354.0K$21.3Mโ€”โ€”โ€”2025-06-30
IJH
ISHARES TR
4.5%215.9K$13.4Mโ€”โ€”โ€”2025-06-30
SCHD
SCHWAB STRATEGIC TR
4.26%478.1K$12.7Mโ€”โ€”โ€”2025-06-30
IWF
ISHARES TR
3.6%25.2K$10.7Mโ€”โ€”โ€”2025-06-30
JMUB
J P MORGAN EXCHANGE TRADED F
1.95%117.1K$5.8Mโ€”โ€”โ€”2025-06-30
MUNI
PIMCO ETF TR
1.88%109.0K$5.6Mโ€”โ€”โ€”2025-06-30

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