The Analysis of OLYMPUS WEALTH MANAGEMENT, LLC's Holdings
Currently, OLYMPUS WEALTH MANAGEMENT, LLC holds 21 types of securities in its portfolio with a total value $297.7M. In the most recent quarter, they have increased their positions in SPYM (+188.8K shares, valued at $13.7M), VOO (+24.1K shares, valued at $13.7M), IEFA (+150.7K shares, valued at $12.6M); decreased their positions in TIP (-5.0K shares, valued at $553.9K), EFA (-5.2K shares, valued at $463.1K), DBC (-15.0K shares, valued at $327.5K); initiated new positions in VONG (+4.2K shares, valued at $461.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IEFA ISHARES TR819.2K shares22.55%2025-06-302025-07-17
VOO VANGUARD INDEX FDS113.7K shares26.94%2025-06-302025-07-17 SPY SPDR S&P 500 ETF TR65.0K shares-0.19%2025-06-302025-07-17 SPYM SPDR SER TR434.4K shares76.86%2025-06-302025-07-17 IEMG ISHARES INC354.0K shares18.12%2025-06-302025-07-17 IJH ISHARES TR215.9K shares25.02%2025-06-302025-07-17 SCHD SCHWAB STRATEGIC TR478.1K shares10.27%2025-06-302025-07-17 IWF ISHARES TR25.2K shares23.32%2025-06-302025-07-17 JMUB J P MORGAN EXCHANGE TRADED F117.1K shares2.81%2025-06-302025-07-17 MUNI PIMCO ETF TR109.0K shares2.95%2025-06-302025-07-17 GLD SPDR GOLD TR15.4K shares-5.40%2025-06-302025-07-17 SPSM SPDR SER TR92.1K shares35.38%2025-06-302025-07-17 PDBC INVESCO ACTVELY MNGD ETC FD277.4K shares30.62%2025-06-302025-07-17 DBC INVESCO DB COMMDY INDX TRCK151.2K shares-9.04%2025-06-302025-07-17 EFA ISHARES TR33.8K shares-13.28%2025-06-302025-07-17 GLDM WORLD GOLD TR34.8K shares73.38%2025-06-302025-07-17 XLRE SELECT SECTOR SPDR TR19.8K shares-24.88%2025-06-302025-07-17 GSBD GOLDMAN SACHS BDC INC62.3K shares0.00%2025-06-302025-07-17 VONG VANGUARD SCOTTSDALE FDS4.2K sharesnew addition2025-06-302025-07-17 TIP ISHARES TR4.2K shares-54.56%2025-06-302025-07-17 JCPI J P MORGAN EXCHANGE TRADED F4.8K shares0.00%2025-06-302025-07-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available