OMNI 360 Wealth, Inc. Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$195.3B
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $14.8M |
SPYMSPDR SERIES TRUST | $13.9M |
DFATDIMENSIONAL ETF TRUST | $9.7M |
IWFISHARES TR | $8.7M |
IDEVISHARES TR | $8.1M |
VGITVANGUARD SCOTTSDALE FDS | $6.7M |
IEMGISHARES INC | $6.0M |
DFIVDIMENSIONAL ETF TRUST | $5.8M |
VCRBVANGUARD MALVERN FDS | $5.6M |
QUALISHARES TR | $5.3M |
BSVVANGUARD BD INDEX FDS | $5.2M |
VYMVANGUARD WHITEHALL FDS | $4.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $3.6M |
AAPLAPPLE INC | $3.2M |
DYNFBLACKROCK ETF TRUST | $3.1M |
EFVISHARES TR | $3.1M |
SPYSPDR S&P 500 ETF TR | $3.1M |
VTIPVANGUARD MALVERN FDS | $3.0M |
IVWISHARES TR | $2.8M |
DGROISHARES TR | $2.8M |
VTIVANGUARD INDEX FDS | $2.7M |
IQLTISHARES TR | $2.5M |
RSPINVESCO EXCHANGE TRADED FD T | $2.3M |
VPLSVANGUARD MALVERN FDS | $2.2M |
XLGINVESCO EXCHANGE TRADED FD T | $2.1M |
IVEISHARES TR | $1.7M |
IJRISHARES TR | $1.5M |
TPRTAPESTRY INC | $1.4M |
MSFTMICROSOFT CORP | $1.4M |
IYGISHARES TR | $1.4M |
DONWISDOMTREE TR | $1.4M |
XTENBONDBLOXX ETF TRUST | $1.3M |
VLUEISHARES TR | $1.3M |
FNDFSCHWAB STRATEGIC TR | $1.3M |
TCAFT ROWE PRICE ETF INC | $1.3M |
PRFINVESCO EXCHANGE TRADED FD T | $1.3M |
DFACDIMENSIONAL ETF TRUST | $1.3M |
SCHDSCHWAB STRATEGIC TR | $1.3M |
IUSBISHARES TR | $1.2M |
GRNYTIDAL TRUST I | $1.2M |
GOOGALPHABET INC | $1.1M |
VOVANGUARD INDEX FDS | $1.1M |
XLVSELECT SECTOR SPDR TR | $1.0M |
IVVISHARES TR | $989K |
VIGIVANGUARD WHITEHALL FDS | $975K |
PRFZINVESCO EXCHANGE TRADED FD T | $974K |
JEPIJ P MORGAN EXCHANGE TRADED F | $964K |
EFGISHARES TR | $960K |
IJHISHARES TR | $899K |
BAIBLACKROCK ETF TRUST | $886K |
THROBLACKROCK ETF TRUST | $883K |
SCHZSCHWAB STRATEGIC TR | $867K |
TSLATESLA INC | $854K |
VIGVANGUARD SPECIALIZED FUNDS | $845K |
SCHPSCHWAB STRATEGIC TR | $842K |
GLDMWORLD GOLD TR | $825K |
DONSPDR DOW JONES INDL AVERAGE | $819K |
VEUVANGUARD INTL EQUITY INDEX F | $815K |
KLMNINVESCO EXCH TRADED FD TR II | $814K |
BXBLACKSTONE INC | $808K |
ESGUISHARES TR | $806K |
SCYBSCHWAB STRATEGIC TR | $705K |
MTUMISHARES TR | $674K |
INDAISHARES TR | $651K |
SBACSBA COMMUNICATIONS CORP NEW | $643K |
KNGFIRST TR EXCHANGE-TRADED FD | $634K |
VEAVANGUARD TAX-MANAGED FDS | $593K |
VTEBVANGUARD MUN BD FDS | $585K |
NEENEXTERA ENERGY INC | $579K |
IYWISHARES TR | $573K |
XSOEWISDOMTREE TR | $566K |
NVDANVIDIA CORPORATION | $563K |
PGRPROGRESSIVE CORP | $554K |
BINCBLACKROCK ETF TRUST II | $550K |
ABBVABBVIE INC | $529K |
IBMINTERNATIONAL BUSINESS MACHS | $527K |
NDQINVESCO QQQ TR | $517K |
MBBISHARES TR | $506K |
LMTLOCKHEED MARTIN CORP | $495K |
AVEMAMERICAN CENTY ETF TR | $468K |
EFAISHARES TR | $458K |
FVDFIRST TR EXCHANGE-TRADED FD | $448K |
NXPNUVEEN SELECT TAX-FREE INCOM | $440K |
FTECFIDELITY COVINGTON TRUST | $436K |
XMHQINVESCO EXCHANGE TRADED FD T | $435K |
IAGGISHARES TR | $432K |
JNJJOHNSON & JOHNSON | $422K |
SHLDGLOBAL X FDS | $411K |
USMVISHARES TR | $406K |
DFSDDIMENSIONAL ETF TRUST | $397K |
SPDWSPDR INDEX SHS FDS | $386K |
XFEBFIRST TR EXCH TRADED FD III | $384K |
CVXCHEVRON CORP NEW | $383K |
AMTAMERICAN TOWER CORP NEW | $372K |
BUGGLOBAL X FDS | $372K |
FLOTISHARES TR | $367K |
VOOVANGUARD INDEX FDS | $361K |
SOSOUTHERN CO | $356K |
JPMJPMORGAN CHASE & CO. | $355K |
SCHFSCHWAB STRATEGIC TR | $351K |
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