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Home > Institutional Investor > Olympus Wealth Management, Llc > Profile

Instuitional Investor - Olympus Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Olympus Wealth Management, Llc
Portfolio Value $297,679,915
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 819,171 $68,384,403 22.97%
2.
Vanguard Index Fds - S&P 500 ETF SHS
 113,697 $64,583,273 21.7%
3.
Spdr S & P 500 Etf Trust
 SPY 65,023 $40,174,487 13.5%
4.
Spdr Series Trust
 434,407 $31,577,078 10.61%
5.
Ishares Inc - CORE MSCI EMKT
 354,036 $21,252,778 7.14%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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