OLYMPUS WEALTH MANAGEMENT, LLC - Portfolio overview

OLYMPUS WEALTH MANAGEMENT, LLC has 21 reported holdings in this dataset, with the latest filing dated 2025-07-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. IEFA - ISHARES TR, 22.97%
2. VOO - VANGUARD INDEX FDS, 21.70%
3. SPY - SPDR S&P 500 ETF TR, 13.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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