§ 13F · FUND PROFILE
OMNI 360 Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $145.6T (13F)Positions · 109Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$195.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 98K | $14.8T | 7.6% | NEW |
| 2 | SPYM | SPDR SERIES TRUST | 171K | $13.9T | 7.1% | NEW |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 154K | $9.7T | 5.0% | NEW |
| 4 | IWF | ISHARES TR | 19K | $8.7T | 4.5% | NEW |
| 5 | IDEV | ISHARES TR | 95K | $8.1T | 4.2% | NEW |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 111K | $6.7T | 3.4% | NEW |
| 7 | IEMG | ISHARES INC | 85K | $6.0T | 3.1% | NEW |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 112K | $5.8T | 3.0% | NEW |
| 9 | VCRB | VANGUARD MALVERN FDS | 72K | $5.6T | 2.9% | NEW |
| 10 | QUAL | ISHARES TR | 26K | $5.3T | 2.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OMNI SIGNAL
AC read
OMNI 360 Wealth, Inc. is a Other fund managing $145637.8 trillion in assets. The fund runs a portfolio of 109 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed