StockDriftsStockDriftsTop 50 Omni 360 Wealth INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.36% | 205.6K | $18.5M | +3.78%(+7.48K) | $57.98(+55.63%) | 2026-09-30 | |
| ITOT | ISHARES TR | 7.03% | 93.3K | $15.5M | -3.02%(-2.90K) | $110.85(+50.40%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.46% | 148.1K | $9.8M | -1.20%(-1.80K) | $52.46(+28.97%) | 2026-09-30 | |
| IWF | ISHARES TR | 4.37% | 77.1K | $9.7M | +0.05%(+38) | $75.49(+62.43%) | 2026-09-30 | |
| IDEV | ISHARES TR | 3.62% | 89.3K | $8.0M | -4.96%(-4.66K) | $66.31(+34.21%) | 2026-09-30 | |
| IEMG | ISHARES INC | 2.69% | 73.0K | $5.9M | -5.17%(-3.98K) | $51.74(+49.47%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.59% | 102.1K | $5.7M | -5.38%(-5.80K) | $36.93(+51.61%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 2.58% | 77.3K | $5.7M | +2.01%(+1.52K) | $77.04(-3.93%) | 2026-09-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.43% | 94.8K | $5.4M | -15.00%(-16.72K) | $58.58(-2.70%) | 2026-09-30 | |
| QUAL | ISHARES TR | 2.3% | 22.8K | $5.1M | -3.84%(-912) | $142.61(+57.93%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +41.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.22% |
Omni 360 Wealth INC reports $220.67M in US-listed equity holdings across 140 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (8.4%), ITOT (7.0%) and DFAT (4.5%). The top 20 holdings account for 58.63% of reported assets. Its disclosed equity book has returned +41.41% cumulatively over 11 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Omni 360 Wealth INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2010436). View Omni 360 Wealth INC’s 13F filings on SEC