OLYMPUS WEALTH MANAGEMENT, LLC - Q3 2023 holdings

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$175 Million is the total value of OLYMPUS WEALTH MANAGEMENT, LLC's 12 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
IEFA SellISHARES TRcore msci eafe$43,934,266
-5.3%
682,739
-0.6%
25.15%
+0.7%
SPY SellSPDR S&P 500 ETF TRtr unit$38,338,047
-8.0%
89,684
-4.6%
21.95%
-2.2%
VOO SellVANGUARD INDEX FDS$28,746,363
-7.6%
73,202
-4.2%
16.46%
-1.8%
IEMG SellISHARES INCcore msci emkt$16,490,664
-4.2%
346,515
-0.7%
9.44%
+1.9%
DBC SellINVESCO DB COMMDY INDX TRCKunit$5,777,518
+9.7%
231,471
-0.2%
3.31%
+16.6%
IJH SellISHARES TRcore s&p mcp etf$4,138,543
-5.0%
16,597
-0.4%
2.37%
+0.9%
EFA SellISHARES TRmsci eafe etf$2,424,989
-40.9%
35,186
-37.8%
1.39%
-37.2%
Original filings

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

  • View 13F-HR filed 2023-11-13
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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