OLYMPUS WEALTH MANAGEMENT LLC
Q2 2025 Form 13-F
COTTONWOOD HEIGHTS, UTAH
CIK 0001995674
· CRD 173715
· Institutional investment manager
$297.7M Reported Value Total
OLYMPUS WEALTH MANAGEMENT, LLC reports 601 total accounts under management (AUM). There are 297 discretionary accounts valued at $707,221,692, and 304 non-discretionary accounts valued at $142,972,148.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.Reported value
$297.7M
Quarter over quarter
+8.4%
Holdings
21
Top-10 concentration
92.1%
Key People
Form ADV owners & control persons
Matthew Thomas Bloom-Krull
MEMBER AND MANAGER
Scott Aikele Bird
MANAGER
Donna Barbara Dimaria
CHIEF COMPLIANCE OFFICER
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | July 17, 2025 |
| Form | 13F-HR |
| Reported value | $297.7M |
| Positions | 21 |
| Change in reported value | +30.7% |
| New positions | 1 |
| Exited positions | 0 |
| Position turnover | 4.8% |
| Top-10 concentration | 92.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2025 13F
Filed Jul 17, 2025
|
21 | $297.7M |
|
Q1 2025 13F
Filed Apr 23, 2025
|
20 | $227.7M |
|
Q4 2024 13F
Filed Jan 17, 2025
|
17 | $274.7M |
|
Q3 2024 13F
Filed Oct 29, 2024
|
16 | $290.9M |
|
Q2 2024 13F
Filed Jul 17, 2024
|
17 | $319.7M |
|
Q1 2024 13F
Filed Apr 23, 2024
|
14 | $168.7M |
|
Q4 2023 13F
Filed Feb 14, 2024
|
22 | $194.9M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
12 | $174.7M |
|
Q2 2023 13F
Filed Nov 16, 2023
|
12 | $185.6M |
|
Q1 2023 13F
Filed Nov 16, 2023
|
12 | $182.0M |
|
Q4 2022 13F
Filed Nov 16, 2023
|
14 | $199.2M |
|
Q3 2022 13F
Filed Nov 16, 2023
|
16 | $231.8M |
|
Q2 2022 13F
Filed Nov 16, 2023
|
12 | $179.2M |
|
Q1 2022 13F
Filed Nov 16, 2023
|
14 | $206.7M |
|
Q4 2021 13F
Filed Nov 16, 2023
|
12 | $144.0M |
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | IEFA ISHARES TR | $68.4M | 22.97% |
| 2 | VOO VANGUARD INDEX FDS | $64.6M | 21.7% |
| 3 | SPY SPDR S&P 500 ETF TR | $40.2M | 13.5% |
| 4 | SPYM SPDR SER TR | $31.6M | 10.61% |
| 5 | IEMG ISHARES INC | $21.3M | 7.14% |
| 6 | IJH ISHARES TR | $13.4M | 4.5% |
| 7 | SCHD SCHWAB STRATEGIC TR | $12.7M | 4.26% |
| 8 | IWF ISHARES TR | $10.7M | 3.6% |
| 9 | JMUB J P MORGAN EXCHANGE TRADED F | $5.8M | 1.95% |
| 10 | MUNI PIMCO ETF TR | $5.6M | 1.88% |
| 11 | GLD SPDR GOLD TR | $4.7M | 1.58% |
| 12 | SPSM SPDR SER TR | $3.9M | 1.32% |
| 13 | PDBC INVESCO ACTVELY MNGD ETC FD | $3.6M | 1.22% |
| 14 | DBC INVESCO DB COMMDY INDX TRCK | $3.3M | 1.11% |
| 15 | EFA ISHARES TR | $3.0M | 1.02% |
| 16 | GLDM WORLD GOLD TR | $2.3M | 0.77% |
| 17 | XLRE SELECT SECTOR SPDR TR | $820.8K | 0.28% |
| 18 | GSBD GOLDMAN SACHS BDC INC | $701.2K | 0.24% |
| 19 | VONG VANGUARD SCOTTSDALE FDS | $461.6K | 0.16% |
| 20 | TIP ISHARES TR | $461.3K | 0.15% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.