OLYMPUS WEALTH MANAGEMENT, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationcottonwood heights, UT
- CIK0001995674
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
20 | $227.74 M | IEFA, VOO, SPY, IEMG | 13F-HR | Apr 23, 2025 | 000199567425000003 | ||
17 | $274.67 M | SPY, IEFA, VOO, SCHD | 13F-HR | Jan 17, 2025 | 000199567425000001 | ||
16 | $290.85 M | SPY, IEFA, VOO, SCHD | 13F-HR | Oct 29, 2024 | 000199567424000009 | ||
17 | $319.71 M | SPY, IEFA, VOO, SCHD | 13F-HR | Jul 17, 2024 | 000199567424000005 | ||
14 | $168.70 M | IEFA, SPY, VOO, SCHD | 13F-HR | Apr 23, 2024 | 000199567424000004 | ||
22 | $194.87 M | IEFA, SPY, VOO, SCHD | RESTATEMENT | Feb 23, 2024 | 000199567424000003 | ||
12 | $174.66 M | IEFA, SPY, VOO, SCHD | 13F-HR | Nov 13, 2023 | 000199567423000009 | ||
12 | $185.63 M | IEFA, SPY, VOO, SCHD | 13F-HR | Nov 16, 2023 | 000199567423000019 | ||
12 | $182.03 M | IEFA, SPY, VOO, SCHD | 13F-HR | Nov 16, 2023 | 000199567423000018 | ||
14 | $199.24 M | IEFA, SPY, VOO, SCHD | 13F-HR | Nov 16, 2023 | 000199567423000017 | ||
16 | $231.83 M | SPY, IEFA, SCHD, VOO | 13F-HR | Nov 16, 2023 | 000199567423000016 | ||
12 | $179.22 M | IEFA, SPY, SCHD, VOO | 13F-HR | Nov 16, 2023 | 000199567423000015 | ||
14 | $206.71 M | SPY, IEFA, EEM, SCHD | 13F-HR | Nov 16, 2023 | 000199567423000014 | ||
12 | $144.03 M | SPY, EFA, SCHD, TIP | 13F-HR | Nov 16, 2023 | 000199567423000013 |