OMNI 360 Wealth, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Plainsboro, NJ
CIK
0002010436
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 122 178,395 ITOT, SPLG, IWF, DFAT 13F-HR 10/20/2025 000208585325000118
Q2 2025 113 161,068 ITOT, SPLG, IWF, DFAT RESTATEMENT 10/27/2025 000208585325000164
Q1 2025 108 149,270 ITOT, SPLG, DFAT, IDEV RESTATEMENT 10/27/2025 000208585325000163
Q4 2024 111 150,350 ITOT, SPLG, DFAT, IWF RESTATEMENT 10/27/2025 000208585325000162
Q3 2024 109 145,637 SPLG, ITOT, IWF, DFAT RESTATEMENT 10/27/2025 000208585325000161
Q2 2024 107 131,715 SPLG, ITOT, IWF, DFAT RESTATEMENT 10/27/2025 000208585325000160
Q1 2024 104 120,986 SPLG, ITOT, DFAT, IWF RESTATEMENT 10/27/2025 000208585325000159
Q4 2023 96 107,096 SPLG, ITOT, DFAT, IWF RESTATEMENT 10/27/2025 000208585325000158
Additional filings from OMNI 360 Wealth, Inc. that have since been restated