OLYMPUS WEALTH MANAGEMENT, LLC

CIK

1995674

Location

COTTONWOOD HEIGHTS, UT

Portfolio Value

Micro $51,161,763

Diversification

Highly concentrated

Filing Date

Global Rank

#6,433 / 7,991 ▼ 8

Top Industry

Asset Management 100.0%

3Y Alpha vs SPY

+0.0%

Period ended 12 months ago

Filed Jul 17, 2025 · 11mo

15 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+76.4%

SPY

+76.3%

Annualised alpha

+0.0%

Max drawdown

−15.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

5 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

78.5%

+0.7 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

6,314

Highly concentrated+90

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	98.6%	$50,460,573	4
Financial Services	1.4%	$701,190	1

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
GLDM	World Gold Trust	+14,747	34,845	$2,283,044
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
DBC	Invesco DB Commodity Index Tracking Fund	−15,017	151,160	$3,296,799
GLD	Spdr Gold Trust	−881	15,439	$4,706,270
SPY	Spdr S&P 500 ETF Trust	−127	65,023	$40,174,460
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

5 positions · $51,161,763 total · as of Jun 30, 2025

All sectors Financial Services

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	65,023	-127	$40,174,460	+10.2%	78.52%
GLD	Spdr Gold Trust	Reduced	15,439	-881	$4,706,270	+0.1%	9.20%
DBC	Invesco DB Commodity Index Tracking Fund	Reduced	151,160	-15,017	$3,296,799	−11.8%	6.44%
GLDM	World Gold Trust	Added	34,845	+14,747	$2,283,044	+83.5%	4.46%
GSBD	Goldman Sachs BDC, Inc. Financial Services	Held	62,328	0	$701,190	−3.3%	1.37%