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Disclosed positions
OLYMPUS WEALTH MANAGEMENT, LLC: source evidence dated 2025-07-18T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IEFA
- Class
- CORE MSCI EAFE
- Reported value
- $68,384,403
- Reported amount
- 819,171
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001995674-25-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | IEFA | CORE MSCI EAFE | $68,384,403 | 819,171 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $64,583,273 | 113,697 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $40,174,487 | 65,023 | SH | None |
| SPDR SER TR | SPLG | PORTFOLIO S&P500 | $31,577,078 | 434,407 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $21,252,778 | 354,036 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $13,387,714 | 215,861 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $12,669,830 | 478,107 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $10,709,069 | 25,223 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $5,815,261 | 117,149 | SH | None |
| PIMCO ETF TR | MUNI | INTER MUN BD ACT | $5,600,593 | 109,046 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $4,706,280 | 15,439 | SH | None |
| SPDR SER TR | SPSM | PORTFOLIO S&P600 | $3,923,947 | 92,111 | SH | None |
| INVESCO ACTVELY MNGD ETC FD | PDBC | OPTIMUM YIELD | $3,617,495 | 277,415 | SH | None |
| INVESCO DB COMMDY INDX TRCK | DBC | UNIT | $3,296,789 | 151,160 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,023,136 | 33,820 | SH | None |
| WORLD GOLD TR | GLDM | SPDR GLD MINIS | $2,283,044 | 34,845 | SH | None |
| SELECT SECTOR SPDR TR | XLRE | RL EST SEL SEC | $820,818 | 19,817 | SH | None |
| GOLDMAN SACHS BDC INC | GSBD | SHS | $701,190 | 62,328 | SH | None |
| VANGUARD SCOTTSDALE FDS | VONG | VNG RUS1000GRW | $461,634 | 4,227 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $461,281 | 4,192 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPI | INFLATION MANAGE | $229,815 | 4,763 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.