Omni 360 Wealth, Inc. Portfolio Holdings

Omni 360 Wealth, Inc.

  • $195 Billion
  • Q4 2025

Omni 360 Wealth, Inc. has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $14.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $13.9B, Dimensional ETF Tr U S Target with a value of $9.7B, Ishares Russell 1000 Gr ETF with a value of $8.7B, and Ishares Core Msci Intl Develop with a value of $8.14B.

Examining the 13F form we can see an increase of $16.9B in the current position value, from $178B to 195B.

Omni 360 Wealth, Inc. is based out at Plainsboro, NJ

Below you can find more details about Omni 360 Wealth, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $160 Billion
Technology: $5.67 Billion
Consumer Cyclical: $3.03 Billion
Financial Services: $2.71 Billion
Communication Services: $1.36 Billion
Real Estate: $1.02 Billion
Industrials: $1.01 Billion
Healthcare: $952 Million
Other: $1.32 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $195 Billion
  • Prior Value $178 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 9 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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