Olympus Wealth Management, LLC Portfolio Holdings

Olympus Wealth Management, LLC

  • $228 Billion
  • Q1 2025

Olympus Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $228 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $50.6B, Vanguard Index Fds S&P 500 ETF with a value of $46B, Spdr S&P 500 ETF Trust with a value of $36.4B, Ishares Inc with a value of $16.2B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $16.2B.

Examining the 13F form we can see an decrease of $46.9B in the current position value, from $275B to 228B.

Olympus Wealth Management, LLC is based out at Cottonwood Heights, UT

Below you can find more details about Olympus Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Billion
ETFs: $227 Billion
Financial Services: $725 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $228 Billion
  • Prior Value $275 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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