Manager

0001995674-23-000018.txt : 20231116 0001995674-23-000018.hdr.sgml : 20231116 20231116115226 ACCESSION NUMBER: 0001995674-23-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 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: 231413262 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 03-31-2023 03-31-2023 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 182029339 false INFORMATION TABLE 2 owm13fq12023.xml ISHARES TR CORE MSCI EAFE 46432F842 44970220 672703 SH SOLE 0 0 672703 SPDR S&P 500 ETF TR TR UNIT 78462F103 38598456 94283 SH SOLE 0 0 94283 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29463426 78346 SH SOLE 0 0 78346 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 20737321 283452 SH SOLE 0 0 283452 ISHARES INC CORE MSCI EMKT 46434G103 19331235 396213 SH SOLE 0 0 396213 SPDR GOLD TR GOLD SHS 78463V107 7732256 42202 SH SOLE 0 0 42202 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 5420286 228319 SH SOLE 0 0 228319 ISHARES TR TIPS BD ETF 464287176 4845200 43947 SH SOLE 0 0 43947 ISHARES TR CORE S&P MCP ETF 464287507 4281997 17117 SH SOLE 0 0 17117 ISHARES TR MSCI EAFE ETF 464287465 4133582 57796 SH SOLE 0 0 57796 ISHARES TR RUS 1000 GRW ETF 464287614 2111525 8642 SH SOLE 0 0 8642 GOLDMAN SACHS BDC INC SHS 38147U107 403835 29585 SH SOLE 0 0 29585