0001995674-23-000014.txt : 20231116 0001995674-23-000014.hdr.sgml : 20231116 20231116103328 ACCESSION NUMBER: 0001995674-23-000014 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 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: 231412879 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 03-31-2022 03-31-2022 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 801.449.9602 Scott Bird Cottonwood Heights UT 11-16-2023 0 14 206709819 false INFORMATION TABLE 2 owm13fq12022.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 49693280 110029 SH SOLE 0 0 110029 ISHARES TR CORE MSCI EAFE 46432F842 28773743 413951 SH SOLE 0 0 413951 ISHARES TR MSCI EMG MKT ETF 464287234 26153634 579261 SH SOLE 0 0 579261 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 19088665 241966 SH SOLE 0 0 241966 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 17570027 42320 SH SOLE 0 0 42320 ISHARES TR MSCI EAFE ETF 464287465 16706236 226987 SH SOLE 0 0 226987 ISHARES TR TIPS BD ETF 464287176 16385103 131533 SH SOLE 0 0 131533 SPDR GOLD TR GOLD SHS 78463V107 9321365 51599 SH SOLE 0 0 51599 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 8554288 328254 SH SOLE 0 0 328254 ISHARES INC CORE MSCI EMKT 46434G103 5241029 94348 SH SOLE 0 0 94348 ISHARES TR CORE S&P MCP ETF 464287507 4992457 18605 SH SOLE 0 0 18605 ISHARES TR IBOXX HI YD ETF 464288513 3218280 39109 SH SOLE 0 0 39109 GOLDMAN SACHS BDC INC SHS 38147U107 580162 29585 SH SOLE 0 0 29585 ISHARES TR RUS 1000 GRW ETF 464287614 431550 1554 SH SOLE 0 0 1554