Olympus Wealth Management 13F annual report

Olympus Wealth Management is an investment fund managing more than $310 billion ran by Donna Dimaria. There are currently 11 companies in Mrs. Dimaria’s portfolio. The largest investments include Spdr Sp 500 Etf Tr and Ishares Tr, together worth $172 billion.

$310 billion Assets Under Management (AUM)

As of 10th July 2024, Olympus Wealth Management’s top holding is 148,676 shares of Spdr Sp 500 Etf Tr currently worth over $80.9 billion and making up 26.1% of the portfolio value. In addition, the fund holds 1,176,604 shares of Ishares Tr worth $90.8 billion. The third-largest holding is Vanguard Index Fds worth $48.2 billion and the next is Schwab Strategic Tr worth $33.4 billion, with 430,092 shares owned.

Currently, Olympus Wealth Management's portfolio is worth at least $310 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Olympus Wealth Management

The Olympus Wealth Management office and employees reside in Cottonwood Heights, Utah. According to the last 13-F report filed with the SEC, Donna Dimaria serves as the CCO at Olympus Wealth Management.

Recent trades

In the most recent 13F filing, Olympus Wealth Management revealed that it had opened a new position in J P Morgan Exchange Traded F and bought 148,027 shares worth $7.44 billion.

The investment fund also strengthened its position in Spdr Sp 500 Etf Tr by buying 59,191 additional shares. This makes their stake in Spdr Sp 500 Etf Tr total 148,676 shares worth $80.9 billion.

On the other hand, there are companies that Olympus Wealth Management is getting rid of from its portfolio. Olympus Wealth Management closed its position in Vanguard Index Fds on 17th July 2024. It sold the previously owned 15,641 shares for $2.34 billion.

One of the smaller hedge funds

The two most similar investment funds to Olympus Wealth Management are Bridge Creek Capital Management and Vickerman Investment Advisors. They manage $310 billion and $310 billion respectively.

Donna Dimaria investment strategy

Olympus Wealth Management’s portfolio is diversified across 2 sectors. Currently, their heaviest sector is Finance — making up 0.3% of the total portfolio value. The fund focuses on investments in the United States as 9.1% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up approximately 0.1% of the total holdings value. On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio. The average market cap of the portfolio companies is close to $1.5 billion.

The complete list of Olympus Wealth Management trades based on 13F SEC filings

These positions were updated on July 17th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Spdr Sp 500 Etf Tr	66.15% 148,676	$80,912,224,000	26.09%
Ishares Tr	53.42% 1,176,604	$90,772,453,000	29.27%
Vanguard Index Fds	35.38% 96,305	$48,165,165,000	15.53%
Schwab Strategic Tr	48.98% 430,092	$33,443,937,000	10.78%
Ishares Inc	26.85% 433,298	$23,194,430,000	7.48%
Spdr Gold Tr	15.56% 48,460	$10,419,391,000	3.36%
J P Morgan Exchange Traded F	Opened 148,027	$7,439,324,000	2.40%
Select Sector Spdr Tr	196.03% 187,833	$7,214,663,000	2.33%
Vanguard Tax-managed Fds	Opened 86,371	$4,268,457,000	1.38%
Vanguard Intl Equity Index F	236.86% 77,556	$3,393,871,000	1.09%
Vanguard Index Fds	Closed 15,641	$2,338,370,000
Goldman Sachs BDC Inc	Opened 61,751	$928,118,000	0.30%
Invesco Actvely Mngd Etc Fd	Closed 66,359	$882,575,000
Berkshire Hathaway Inc.	Closed 1,921	$685,144,000
VanEck ETF Trust	Closed 27,309	$438,036,000
Spdr Ser Tr	Closed 16,750	$423,775,000
Ishares Tr	Closed 9,275	$843,989,000
Vanguard Charlotte Fds	Closed 5,306	$261,911,000
No transactions found
Showing first 500 out of 18 holdings