Olympus Wealth Management, LLC Portfolio Holdings

Olympus Wealth Management, LLC

  • $298 Billion
  • Q2 2025

Olympus Wealth Management, LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $298 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $68.4B, Vanguard Index Fds S&P 500 ETF with a value of $64.6B, Spdr S&P 500 ETF Trust with a value of $40.2B, Spdr Portfolio S&P 500 ETF (Ma with a value of $31.6B, and Ishares Inc with a value of $21.3B.

Examining the 13F form we can see an increase of $69.9B in the current position value, from $228B to 298B.

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 $298 Billion
ETFs: $297 Billion
Financial Services: $701 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 21
  • Current Value $298 Billion
  • Prior Value $228 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Olympus Wealth Management, LLC Portfolio

Follow Olympus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olympus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olympus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email