13F Filings History of OLYMPUS WEALTH MANAGEMENT, LLC

Latest 13F report
Q2 2025 - 17 Jul 2025
Value $
$297,679,915
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 21 stock holdings with total value $297,679,915 as of Q2 2025. Top holdings included IEFA, VOO, SPY, SPLG, and IEMG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 21 $297,679,915 +$52,777,688 -$1,963,522 +$50,814,166 IEFA, VOO, SPY, SPLG, IEMG 13F-HR 17 Jul 2025, 13:56
Q1 2025 20 $227,734,465 +$35,762,580 -$85,570,193 -$49,807,613 IEFA, VOO, SPY, IEMG, SPLG 13F-HR 23 Apr 2025, 13:12
Q4 2024 17 $274,664,286 +$30,986,840 -$10,267,372 +$20,719,468 SPY, IEFA, VOO, SCHD, IEMG 13F-HR 17 Jan 2025, 09:41
Q3 2024 16 $283,005,875 +$465,859 -$56,463,061 -$55,997,202 SPY, IEFA, VOO, SCHD, IEMG 13F-HR 29 Oct 2024, 16:40
Q2 2024 17 $319,708,372 +$149,260,694 $0 +$149,260,694 SPY, IEFA, VOO, SCHD, IEMG 13F-HR 17 Jul 2024, 13:53
Q1 2024 14 $168,702,523 +$11,681,443 -$47,096,134 -$35,414,691 IEFA, SPY, VOO, SCHD, IEMG 13F-HR 23 Apr 2024, 15:54
Q4 2023 22 $194,869,815 +$9,361,892 -$4,671,836 +$4,690,056 IEFA, SPY, VOO, SCHD, IEMG Restatement 23 Feb 2024, 09:16
Q3 2023 12 $174,662,248 +$316,146 -$5,007,273 -$4,691,127 IEFA, SPY, VOO, SCHD, IEMG 13F-HR 13 Nov 2023, 10:45
Q2 2023 12 $185,629,079 +$1,478,520 -$3,962,802 -$2,484,282 IEFA, SPY, VOO, SCHD, IEMG 13F-HR 16 Nov 2023, 11:57
Q1 2023 12 $182,029,339 +$2,642,988 -$30,864,657 -$28,221,669 IEFA, SPY, VOO, SCHD, IEMG 13F-HR 16 Nov 2023, 11:52
Q4 2022 14 $199,236,242 +$7,408,852 -$62,648,382 -$55,239,530 IEFA, SPY, VOO, SCHD, IEMG 13F-HR 16 Nov 2023, 11:28
Q3 2022 16 $231,828,743 +$67,134,840 $0 +$67,134,840 SPY, IEFA, SCHD, VOO, IEMG 13F-HR 16 Nov 2023, 11:09
Q2 2022 12 $179,214,155 +$38,925,376 -$43,243,491 -$4,318,115 IEFA, SPY, SCHD, VOO, IEMG 13F-HR 16 Nov 2023, 10:50
Q1 2022 14 $206,709,819 +$79,490,333 -$12,711,612 +$66,778,721 SPY, IEFA, EEM, SCHD, VOO 13F-HR 16 Nov 2023, 10:33
Q4 2021 12 $144,034,598 $0 $0 $0 SPY, EFA, SCHD, TIP, IEMG 13F-HR 16 Nov 2023, 10:12