Omnitrust Wealth Management, Inc - Portfolio overview

Omnitrust Wealth Management, Inc has 64 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. TFLO - ISHARES TR, 48.65%
2. SPMD - SPDR SERIES TRUST, 7.04%
3. VOO - VANGUARD INDEX FDS, 6.98%

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

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