0001995674-23-000019.txt : 20231116
0001995674-23-000019.hdr.sgml : 20231116
20231116115733
ACCESSION NUMBER: 0001995674-23-000019
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20231116
DATE AS OF CHANGE: 20231116
EFFECTIVENESS DATE: 20231116
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: OLYMPUS WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001995674
IRS NUMBER: 462066292
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-23433
FILM NUMBER: 231413293
BUSINESS ADDRESS:
STREET 1: 6985 UNION PARK CENTER
STREET 2: SUITE 435
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84047
BUSINESS PHONE: 801-449-9600
MAIL ADDRESS:
STREET 1: 6985 UNION PARK CENTER
STREET 2: SUITE 435
CITY: COTTONWOOD HEIGHTS
STATE: UT
ZIP: 84047
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001995674
XXXXXXXX
06-30-2023
06-30-2023
OLYMPUS WEALTH MANAGEMENT, LLC
6985 UNION PARK CENTER
SUITE 435
COTTONWOOD HEIGHTS
UT
84047
13F HOLDINGS REPORT
028-23433
000173715
801-80761
N
Scott Bird
Manager
801.449.9602
Scott Bird
Cottonwood Heights
UT
11-16-2023
0
12
185629079
false
INFORMATION TABLE
2
owm13fq22023.xml
ISHARES TR
CORE MSCI EAFE
46432F842
46379650
687106
SH
SOLE
0
0
687106
SPDR S&P 500 ETF TR
TR UNIT
78462F103
41668699
94001
SH
SOLE
0
0
94001
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
31116839
76402
SH
SOLE
0
0
76402
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20977925
288873
SH
SOLE
0
0
288873
ISHARES INC
CORE MSCI EMKT
46434G103
17205032
349057
SH
SOLE
0
0
349057
SPDR GOLD TR
GOLD SHS
78463V107
7553305
42370
SH
SOLE
0
0
42370
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
5265531
231962
SH
SOLE
0
0
231962
ISHARES TR
TIPS BD ETF
464287176
4397707
40863
SH
SOLE
0
0
40863
ISHARES TR
CORE S&P MCP ETF
464287507
4358645
16669
SH
SOLE
0
0
16669
ISHARES TR
MSCI EAFE ETF
464287465
4100526
56559
SH
SOLE
0
0
56559
ISHARES TR
RUS 1000 GRW ETF
464287614
2195172
7977
SH
SOLE
0
0
7977
GOLDMAN SACHS BDC INC
SHS
38147U107
410048
29585
SH
SOLE
0
0
29585