OLYMPUS WEALTH MANAGEMENT, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 92.5%; sector active share 87.5% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
21 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Portfolio Trend
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 99.7% | $275,726,008 |
| Financial Services | 0.3% | $701,190 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPYM | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | +188,789 | 434,407 | $31,577,044 | |
| IEFA | iShares Core MSCI EAFE ETF | +150,725 | 819,171 | $68,384,395 | |
| PDBC | Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | +65,031 | 277,415 | $3,617,491 | |
| IEMG | iShares Trust | +54,302 | 354,036 | $0 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +44,509 | 478,107 | $12,669,835 | |
| IJH | iShares Core S&P Mid-Cap ETF | +43,193 | 215,861 | $13,387,699 | |
| VOO | VANGUARD 500 INDEX FUND | +24,133 | 113,697 | $64,583,306 | |
| — | +24,073 | 92,111 | $3,923,928 | ||
| GLDM | World Gold Trust | +14,747 | 34,845 | $2,283,044 | |
| IWF | iShares Russell 1000 Growth ETF | +4,770 | 25,223 | $10,709,181 | |
| JMUB | JPMorgan Municipal ETF | +3,199 | 117,149 | $5,815,276 | |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | +3,122 | 109,046 | $5,600,602 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DBC | Invesco DB Commodity Index Tracking Fund | −15,017 | 151,160 | $3,296,799 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | −6,565 | 19,817 | $820,820 | |
| EFA | iShares MSCI EAFE ETF | −5,181 | 33,820 | $3,023,169 | |
| TIP | iShares TIPS Bond ETF | −5,034 | 4,192 | $461,287 | |
| 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| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 4,227 | $461,588 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 819,171 | $68,384,395 | 24.74% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 113,697 | $64,583,306 | 23.36% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 65,023 | $40,174,460 | 14.53% | |
| SPYM |
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
|
Added | 434,407 | $31,577,044 | 11.42% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 215,861 | $13,387,699 | 4.84% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 478,107 | $12,669,835 | 4.58% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 25,223 | $10,709,181 | 3.87% | |
| JMUB |
JPMorgan Municipal ETF
|
Added | 117,149 | $5,815,276 | 2.10% | |
| MUNI |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
|
Added | 109,046 | $5,600,602 | 2.03% | |
| GLD |
Spdr Gold Trust
|
Reduced | 15,439 | $4,706,270 | 1.70% | |
|
|
Added | 92,111 | $3,923,928 | 1.42% | ||
| PDBC |
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
|
Added | 277,415 | $3,617,491 | 1.31% | |
| DBC |
Invesco DB Commodity Index Tracking Fund
|
Reduced | 151,160 | $3,296,799 | 1.19% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 33,820 | $3,023,169 | 1.09% | |
| GLDM |
World Gold Trust
|
Added | 34,845 | $2,283,044 | 0.83% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Reduced | 19,817 | $820,820 | 0.30% | |
| GSBD |
Goldman Sachs BDC, Inc.
Financial Services
|
Held | 62,328 | $701,190 | 0.25% | |
| VONG |
VANGUARD RUSSELL 1000 GROWTH INDEX FUND
|
NEW | 4,227 | $461,588 | 0.17% | |
| TIP |
iShares TIPS Bond ETF
|
Reduced | 4,192 | $461,287 | 0.17% | |
| JCPI |
JPMorgan Inflation Managed Bond ETF
|
Held | 4,763 | $229,814 | 0.08% | |
| IEMG |
iShares Trust
|
Added | 354,036 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.