13F Insight
DOSSIER · 13F-HR · Q3 2026

OMNI 360 Wealth, Inc.

$221M in tracked AUM across 140 positions as of Q3 2026.

O3
CIK 0002010436 · last filed Sep 30, 2026
Total AUM
$221M
as of Q3 2026
Holdings
140
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

OMNI 360 Wealth, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$18M206K8.4%02
ITOT
ISHARES TR
$16M93K7.0%03
DFAT
DIMENSIONAL ETF TRUST
$10M148K4.5%04
IWF
ISHARES TR
$10M77K4.4%05
IDEV
ISHARES TR
$8M89K3.6%06
IEMG
ISHARES INC
$6M73K2.7%07
DFIV
DIMENSIONAL ETF TRUST
$6M102K2.6%08
VCRB
VANGUARD MALVERN FDS
$6M77K2.6%09
VGIT
VANGUARD SCOTTSDALE FDS
$5M95K2.4%10
QUAL
ISHARES TR
$5M23K2.3%

Filing history

2026Q3Sep 30
$221M▲ 2.0%
140 positionsView →2026Q2Jun 30
$216M▲ 11.7%
135 positionsView →2026Q1Mar 31
$194M▼ 0.8%
125 positionsView →2025Q4Dec 31
$195M▲ 9.5%
126 positionsView →2025Q3Sep 30
$178M▼ 12.0%
122 positionsLocked2025Q2Jun 30
$203M▲ 123.4%
211 positionsLocked2025Q1Mar 31
$91M▼ 43.2%
84 positionsLocked2024Q4Dec 31
$160M▲ 4.4%
122 positionsLocked2024Q3Sep 30
$153M▲ 13.6%
123 positionsLocked2024Q2Jun 30
$135M▲ 9.4%
112 positionsLocked2024Q1Mar 31
$123M▲ 14.6%
109 positionsLocked2023Q4Dec 31
$107M—
96 positionsLocked