OMNI 360 Wealth, Inc.
Q3 2025 13F Holdings
- Locationplainsboro, NJ
- Num holdings
122
- Value ($000)
$178,396
- Date Filed10/20/2025
- Form type13F-HR
- CIK0002010436
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $13.68 M | 8 % | 93,901 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $13.64 M | 8 % | 174,080 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.67 M | 5 % | 18,510 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $8.41 M | 5 % | 144,511 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $7.05 M | 4 % | 87,923 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.43 M | 4 % | 107,138 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.74 M | 3 % | 73,150 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.10 M | 3 % | 26,200 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $4.96 M | 3 % | 62,839 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $4.93 M | 3 % | 74,844 |
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