OLYMPUS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$283M
Signature - Title
Donna DiMaria - CCO
Location
Cottonwood Heights, UT
Summary
This page shows a list of all the recent 13F filings made by OLYMPUS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OLYMPUS WEALTH MANAGEMENT, LLC reported 16 stock holdings with total value $283M as of Q3 2024. Top holdings included SPY, IEFA, VOO, SCHD, and IEMG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 16 $283M +$466K -$56.5M -$56M SPY, IEFA, VOO, SCHD, IEMG 13F-HR 10/29/2024, 04:40 PM
Q2 2024 17 $320M +$149M $0 +$149M SPY, IEFA, VOO, SCHD, IEMG 13F-HR 7/17/2024, 01:53 PM
Q1 2024 14 $169M +$11.7M -$47.1M -$35.4M IEFA, SPY, VOO, SCHD, IEMG 13F-HR 4/23/2024, 03:54 PM
Q4 2023 22 $195M +$9.36M -$4.67M +$4.69M IEFA, SPY, VOO, SCHD, IEMG Restatement 2/23/2024, 09:16 AM
Q3 2023 12 $175M +$316K -$5.01M -$4.69M IEFA, SPY, VOO, SCHD, IEMG 13F-HR 11/13/2023, 10:45 AM
Q2 2023 12 $186M +$1.48M -$3.96M -$2.48M IEFA, SPY, VOO, SCHD, IEMG 13F-HR 11/16/2023, 11:57 AM
Q1 2023 12 $182M +$2.64M -$30.9M -$28.2M IEFA, SPY, VOO, SCHD, IEMG 13F-HR 11/16/2023, 11:52 AM
Q4 2022 14 $199M +$7.41M -$62.6M -$55.2M IEFA, SPY, VOO, SCHD, IEMG 13F-HR 11/16/2023, 11:28 AM
Q3 2022 16 $232M +$67.1M $0 +$67.1M SPY, IEFA, SCHD, VOO, IEMG 13F-HR 11/16/2023, 11:09 AM
Q2 2022 12 $179M +$38.9M -$43.2M -$4.32M IEFA, SPY, SCHD, VOO, IEMG 13F-HR 11/16/2023, 10:50 AM
Q1 2022 14 $207M +$79.5M -$12.7M +$66.8M SPY, IEFA, EEM, SCHD, VOO 13F-HR 11/16/2023, 10:33 AM
Q4 2021 12 $144M $0 $0 SPY, EFA, SCHD, TIP, IEMG 13F-HR 11/16/2023, 10:12 AM