0001995674-24-000003.txt : 20240223 0001995674-24-000003.hdr.sgml : 20240223 20240223091630 ACCESSION NUMBER: 0001995674-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240223 DATE AS OF CHANGE: 20240223 EFFECTIVENESS DATE: 20240223 FILER: COMPANY DATA: COMPANY CONFORMED NAME: OLYMPUS WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0001995674 ORGANIZATION NAME: IRS NUMBER: 462066292 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-23433 FILM NUMBER: 24667391 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001995674 XXXXXXXX 12-31-2023 12-31-2023 true 1 RESTATEMENT 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 02-23-2024 0 22 194869815 false INFORMATION TABLE 2 owm13fq420232.xml ISHARES TR CORE MSCI EAFE 46432F842 47913091 681067 SH SOLE 0 0 681067 SPDR S&P 500 ETF TR TR UNIT 78462F103 42533311 89485 SH SOLE 0 0 89485 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31072117 71136 SH SOLE 0 0 71136 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 21977475 288684 SH SOLE 0 0 288684 ISHARES INC CORE MSCI EMKT 46434G103 17277912 341596 SH SOLE 0 0 341596 SPDR GOLD TR GOLD SHS 78463V107 8016911 41936 SH SOLE 0 0 41936 ISHARES TR CORE S&P MCP ETF 464287507 4528717 16340 SH SOLE 0 0 16340 ISHARES TR TIPS BD ETF 464287176 4189741 38978 SH SOLE 0 0 38978 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 3946459 179059 SH SOLE 0 0 179059 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2541847 63451 SH SOLE 0 0 63451 VANGUARD INDEX FDS VALUE ETF 922908744 2338370 15641 SH SOLE 0 0 15641 ISHARES TR RUS 1000 GRW ETF 464287614 2328871 7682 SH SOLE 0 0 7682 ISHARES TR MSCI EAFE ETF 464287465 1723318 22871 SH SOLE 0 0 22871 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 946245 23023 SH SOLE 0 0 23023 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 46090F100 882575 66359 SH SOLE 0 0 66359 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 685144 1921 SH SOLE 0 0 1921 VANECK ETF TRUST BDC INCOME ETF 92189F411 438036 27309 SH SOLE 0 0 27309 SPDR SER TR NUVEEN BLOOMBERG 78464A284 423775 16750 SH SOLE 0 0 16750 ISHARES TR CORE US AGGBD ET 464287226 365736 3685 SH SOLE 0 0 3685 ISHARES TR IBOXX HI YD ETF 464288513 265989 3437 SH SOLE 0 0 3437 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 261911 5306 SH SOLE 0 0 5306 ISHARES TR 0-5 YR TIPS ETF 46429B747 212264 2153 SH SOLE 0 0 2153