$199 Million is the total value of OLYMPUS WEALTH MANAGEMENT, LLC's 14 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-16
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 30.8% |
| ISHARES TR | 11 | Q2 2024 | 25.2% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 16.8% |
| SCHWAB STRATEGIC TR | 11 | Q2 2024 | 13.5% |
| ISHARES INC | 11 | Q2 2024 | 10.6% |
| ISHARES TR | 11 | Q2 2024 | 10.7% |
| ISHARES TR | 11 | Q2 2024 | 17.8% |
| SPDR GOLD TR | 11 | Q2 2024 | 6.3% |
| INVESCO DB COMMDY INDX TRCK | 11 | Q2 2024 | 4.7% |
| ISHARES TR | 11 | Q2 2024 | 3.1% |
View OLYMPUS WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-04-23 |
| 13F-HR/A | 2024-02-23 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
| 13F-HR | 2023-11-16 |
View OLYMPUS WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.