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CIK: 0001995674
Total reported value
$297.7M
$297.7M
16 檔
77.5%
The Q3 2024 SEC filing reveals that Olympus Wealth Management, LLC held a total portfolio value of $297.7M, covering 16 public equity positions.
During Q3 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 | 23.76% | — | -18.99% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.36% | — | -0.36% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 14.97% | — | -14.30% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 10.84% | — | -13.31% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 8.40% | — | -1.75% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.98% | — | -1.64% | |
| 7 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 3.07% | — | -2.63% | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.96% | — | +2.47% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.70% | — | — | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.42% | — | -5.52% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.41% | — | -4.61% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.44% | — | -26.78% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.24% | — | -68.56% | |
| 14 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.29% | — | — | |
| 15 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.09% | — | — | |
| 16 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-Other | 0.08% | — | — |
According to official SEC Form 13F filings, Olympus Wealth Management, LLC reported a total U.S. public equity portfolio value of $297.7M across 16 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, IEFA, VOO) accounted for 77.5% of total reported equity market value during Q3 2024.
During Q3 2024, Olympus Wealth Management, LLC's top holdings by market value included SPY (23.8%)、IEFA (21.4%)、VOO (15.0%). The largest single position, SPY, represented 23.8% of total portfolio value.
In Q3 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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