OLYMPUS WEALTH MANAGEMENT, LLC - Q2 2023 holdings

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$186 Million is the total value of OLYMPUS WEALTH MANAGEMENT, LLC's 12 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
SPY SellSPDR S&P 500 ETF TRtr unit$41,668,699
+8.0%
94,001
-0.3%
22.45%
+5.9%
VOO SellVANGUARD INDEX FDS$31,116,839
+5.6%
76,402
-2.5%
16.76%
+3.6%
IEMG SellISHARES INCcore msci emkt$17,205,032
-11.0%
349,057
-11.9%
9.27%
-12.7%
TIP SellISHARES TRtips bd etf$4,397,707
-9.2%
40,863
-7.0%
2.37%
-11.0%
IJH SellISHARES TRcore s&p mcp etf$4,358,645
+1.8%
16,669
-2.6%
2.35%
-0.2%
EFA SellISHARES TRmsci eafe etf$4,100,526
-0.8%
56,559
-2.1%
2.21%
-2.7%
IWF SellISHARES TRrus 1000 grw etf$2,195,172
+4.0%
7,977
-7.7%
1.18%
+2.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-16
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SPDR S&P 500 ETF TR8Q3 202330.8%
ISHARES TR8Q3 202325.2%
VANGUARD INDEX FDS8Q3 202316.8%
SCHWAB STRATEGIC TR8Q3 202313.5%
ISHARES INC8Q3 202310.6%
ISHARES TR8Q3 202310.7%
ISHARES TR8Q3 202317.8%
SPDR GOLD TR8Q3 20236.3%
INVESCO DB COMMDY INDX TRCK8Q3 20234.7%
ISHARES TR8Q3 20233.1%

View OLYMPUS WEALTH MANAGEMENT, LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-23
13F-HR/A2024-02-23
13F-HR2024-02-14
13F-HR2023-11-16
13F-HR2023-11-16
13F-HR2023-11-16
13F-HR2023-11-16
13F-HR2023-11-16
13F-HR2023-11-16
13F-HR2023-11-16

View OLYMPUS WEALTH MANAGEMENT, LLC's complete filings history.

All filings

View complete filings history.

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