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CIK: 0001995674
Total reported value
$297.7M
$297.7M
17 檔
81.9%
In Q2 2024, Olympus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $297.7M, distributed across 17 disclosed stock positions.
During Q2 2024, Olympus Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 25.31% | — | +128.77% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 18.15% | — | +43.10% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 15.07% | — | +75.12% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.46% | — | +80.76% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.25% | — | +50.78% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.35% | — | +712.08% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.26% | — | +66.75% | |
| 8 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 2.99% | — | +74.79% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.90% | — | +147.43% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.26% | — | +19.28% | |
| 11 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.26% | — | +194.18% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.25% | — | +99.51% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.74% | — | +47.66% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.34% | — | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | — | — | |
| 16 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.29% | — | +92.38% | |
| 17 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Olympus Wealth Management, LLC reported a total U.S. public equity portfolio value of $297.7M across 17 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEFA, VOO) accounted for 81.9% of total reported equity market value during Q2 2024.
During Q2 2024, Olympus Wealth Management, LLC's top holdings by market value included SPY (25.3%)、IEFA (18.1%)、VOO (15.1%). The largest single position, SPY, represented 25.3% of total portfolio value.
In Q2 2024, Olympus Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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