OMNI 360 Wealth, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    plainsboro, NJ
  • CIK
    0002010436
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

122

$178.40M
ITOT, KRE, IWF, DFAT
13F-HR
Oct 20, 2025
000208585325000118

113

$161.07M
ITOT, KRE, IWF, DFAT
RESTATEMENT
Oct 27, 2025
000208585325000164

108

$149.27M
ITOT, KRE, DFAT, IDEV
RESTATEMENT
Oct 27, 2025
000208585325000163

111

$150.35M
ITOT, KRE, DFAT, IWF
RESTATEMENT
Oct 27, 2025
000208585325000162

109

$145.64M
KRE, ITOT, IWF, DFAT
RESTATEMENT
Oct 27, 2025
000208585325000161

107

$131.72M
KRE, ITOT, IWF, DFAT
RESTATEMENT
Oct 27, 2025
000208585325000160

104

$120.99M
KRE, ITOT, DFAT, IWF
RESTATEMENT
Oct 27, 2025
000208585325000159

96

$107.10M
KRE, ITOT, DFAT, IWF
RESTATEMENT
Oct 27, 2025
000208585325000158
Omni 360 Wealth, Inc. 13F Filings