OMNI 360 Wealth, Inc. - Portfolio Stock Holdings
OMNI 360 Wealth, Inc. disclosed 136 stock positions in a recent SEC 13F filing. $216,438,412 of stock holdings were filed, with the largest holdings including SPYM, ITOT, and DFAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $425,706,926 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
136Est. Stock Holding Value:
$216,438,412Top Stock Holdings By Sector
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Portfolio Stock Holdings - OMNI 360 Wealth, Inc.
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Stock
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% of Portfolio
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