OMNI 360 Wealth, Inc.
All 13F Filings
- Location
- Plainsboro, NJ
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 220,671
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 140 | 220,671 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q2 2026 | 7/13/2026 | 135 | 216,438 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q1 2026 | 4/10/2026 | 125 | 193,823 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q4 2025 | 1/29/2026 | 126 | 195,299 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q3 2025 | 10/20/2025 | 122 | 178,396 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q2 2025 | 10/27/2025 | 113 | 161,068 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q2 2025 | 7/7/2025 | 211 | 202,662 | 13F-HR | OMNI 360 Wealth, Inc. |
| Q1 2025 | 10/27/2025 | 108 | 149,270 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q4 2024 | 10/27/2025 | 111 | 150,350 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q3 2024 | 10/27/2025 | 109 | 145,638 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q2 2024 | 10/27/2025 | 107 | 131,715 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q1 2024 | 10/27/2025 | 104 | 120,986 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
| Q4 2023 | 10/27/2025 | 96 | 107,096 | 13F-HR/A - RESTATEMENT | OMNI 360 Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.21 K | 11.0% | 1.447 K | 0 | 1.447 K |
| ETFs | 191.6 K | 86.8% | 3.026 K | 0 | 3.026 K |
| Debt | 4.909 K | 2.2% | 0 | 233 | -233 |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
220,671
Holdings
140
QoQ value change ($000)
4,233
(2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.