OMNI 360 Wealth, Inc.
Q4 2025 13F Holdings
- Locationplainsboro, NJ
- Num holdings
126
- Value ($000)
$195,299
- Date Filed01/29/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P TTL STK | 464287150 | $14.75M | 8 % | 97,571 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $13.87M | 7 % | 170,730 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $9.7M | 5 % | 154,196 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | $8.7M | 5 % | 18,511 | ||
ISHARES TR | CORE MSCI INTL | 46435G326 | $8.14M | 4 % | 95,475 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $6.69M | 3 % | 111,392 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | $5.98M | 3 % | 84,512 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $5.77M | 3 % | 112,019 | ||
VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $5.61M | 3 % | 71,635 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | $5.31M | 3 % | 26,208 |
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