OLYMPUS WEALTH MANAGEMENT, LLC

Est. AUM

$297.7M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI EAFE	$68.4M	819171	22.97%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$64.6M	113697	21.70%	SOLE
3	SPDR S&P 500 ETF TR	TR UNIT	$40.2M	65023	13.50%	SOLE
4	SPDR SER TR	PORTFOLIO S&P500	$31.6M	434407	10.61%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$21.3M	354036	7.14%	SOLE
6	ISHARES TR	CORE S&P MCP ETF	$13.4M	215861	4.50%	SOLE
7	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$12.7M	478107	4.26%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$10.7M	25223	3.60%	SOLE
9	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$5.8M	117149	1.95%	SOLE
10	PIMCO ETF TR	INTER MUN BD ACT	$5.6M	109046	1.88%	SOLE
11	SPDR GOLD TR	GOLD SHS	$4.7M	15439	1.58%	SOLE
12	SPDR SER TR	PORTFOLIO S&P600	$3.9M	92111	1.32%	SOLE
13	INVESCO ACTVELY MNGD ETC FD	OPTIMUM YIELD	$3.6M	277415	1.22%	SOLE
14	INVESCO DB COMMDY INDX TRCK	UNIT	$3.3M	151160	1.11%	SOLE
15	ISHARES TR	MSCI EAFE ETF	$3.0M	33820	1.02%	SOLE
16	WORLD GOLD TR	SPDR GLD MINIS	$2.3M	34845	0.77%	SOLE
17	SELECT SECTOR SPDR TR	RL EST SEL SEC	$821K	19817	0.28%	SOLE
18	GOLDMAN SACHS BDC INC	SHS	$701K	62328	0.24%	SOLE
19	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$462K	4227	0.16%	SOLE
20	ISHARES TR	TIPS BD ETF	$461K	4192	0.15%	SOLE
21	J P MORGAN EXCHANGE TRADED F	INFLATION MANAGE	$230K	4763	0.08%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.