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CIK: 0001995674
Total reported value
$297.7M
$297.7M
20 檔
55.6%
At the close of Q1 2025, Olympus Wealth Management, LLC disclosed equity holdings valued at approximately $297.7M, spread across 20 reported holdings.
During Q1 2025, 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 22.20% | — | -17.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.21% | — | +12.70% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 16.00% | — | -42.81% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.10% | — | -29.14% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 7.09% | — | — | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.32% | — | -59.05% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.42% | — | +39.28% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.24% | — | +61.12% | |
| 9 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.50% | — | -14.03% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.40% | — | +646.89% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.06% | — | -62.72% | |
| 12 | DBC | Invesco Db Commodity Index T | ETF-Commodities | 1.64% | — | -39.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.40% | — | -7.18% | |
| 14 | PDBC | Invesco Optimum Yield Divers | ETF-Other | 1.27% | — | +1.16% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.22% | — | — | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.55% | — | — | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.48% | — | -85.77% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.45% | — | -84.58% | |
| 19 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.32% | — | — | |
| 20 | JCPI | Jp Morgan Inflation Mgd Bond | ETF-Other | 0.10% | — | — |
According to official SEC Form 13F filings, Olympus Wealth Management, LLC reported a total U.S. public equity portfolio value of $297.7M across 20 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IEFA, VOO, SPY) accounted for 55.6% of total reported equity market value during Q1 2025.
During Q1 2025, Olympus Wealth Management, LLC's top holdings by market value included IEFA (22.2%)、VOO (20.2%)、SPY (16.0%). The largest single position, IEFA, represented 22.2% of total portfolio value.
In Q1 2025, 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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