0001995674-23-000009.txt : 20231113
0001995674-23-000009.hdr.sgml : 20231113
20231113104508
ACCESSION NUMBER: 0001995674-23-000009
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231113
DATE AS OF CHANGE: 20231113
EFFECTIVENESS DATE: 20231113
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: 231396316
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
09-30-2023
09-30-2023
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
11-13-2023
0
12
174662248
false
INFORMATION TABLE
2
owm13fq32023.xml
ISHARES TR
CORE MSCI EAFE
46432F842
43934266
682739
SH
SOLE
0
0
682739
SPDR S&P 500 ETF TR
TR UNIT
78462F103
38338047
89684
SH
SOLE
0
0
89684
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
28746363
73202
SH
SOLE
0
0
73202
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
20596252
291072
SH
SOLE
0
0
291072
ISHARES INC
CORE MSCI EMKT
46434G103
16490664
346515
SH
SOLE
0
0
346515
SPDR GOLD TR
GOLD SHS
78463V107
7265885
42379
SH
SOLE
0
0
42379
INVESCO DB COMMDY INDX TRCK
UNIT
46138B103
5777518
231471
SH
SOLE
0
0
231471
ISHARES TR
TIPS BD ETF
464287176
4397271
42396
SH
SOLE
0
0
42396
ISHARES TR
CORE S&P MCP ETF
464287507
4138543
16597
SH
SOLE
0
0
16597
ISHARES TR
MSCI EAFE ETF
464287465
2424989
35186
SH
SOLE
0
0
35186
ISHARES TR
RUS 1000 GRW ETF
464287614
2121692
7977
SH
SOLE
0
0
7977
GOLDMAN SACHS BDC INC
SHS
38147U107
430758
29585
SH
SOLE
0
0
29585