OMNI 360 Wealth, Inc. - Portfolio overview

OMNI 360 Wealth, Inc. has 133 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 7.17%
2. SPYM - SPDR SERIES TRUST, 6.48%
3. SPLG - SPDR SERIES TRUST, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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