OMNI 360 Wealth, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$966.12M
13F filings
7
Latest filing
Oct 27, 2025

Top 10 holdings

ITOT $13.15M
8.16% of AUM
ITOT $12.46M
8.29% of AUM
SPYM $12.39M
7.69% of AUM
ITOT $12.30M
8.24% of AUM
SPYM $11.67M
7.76% of AUM
SPYM $11.58M
7.76% of AUM
SPYM $11.53M
7.91% of AUM
SPYM $11.13M
9.20% of AUM
SPYM $11.00M
8.35% of AUM
ITOT $10.26M
7.04% of AUM

About this filer

FilingIQ has indexed 7 quarterly Form 13F filings from OMNI 360 Wealth, Inc.. Reported assets under management total $966.12M.

View live OMNI 360 Wealth, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does OMNI 360 Wealth, Inc. have under management?
Per OMNI 360 Wealth, Inc.'s most recent SEC Form 13F filing dated Oct 27, 2025, total assets under management are $966.12M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has OMNI 360 Wealth, Inc. submitted?
FilingIQ has indexed 7 quarterly Form 13F filings from OMNI 360 Wealth, Inc.. Filings are due 45 days after quarter-end.
Where does OMNI 360 Wealth, Inc.'s holdings data come from?
Every position shown on this page sources back to OMNI 360 Wealth, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.