OMNI 360 Wealth, Inc.
OMNI 360 Wealth, Inc. reported 135 positions worth $216.4M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: SPYM (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $17.4M | 8.04% | 198,077 | — | — | |
| ▸ 2 | ITOT | SH | $15.8M | 7.30% | 96,159 | — | — | |
| ▸ 3 | DFAT | SH | $10.5M | 4.84% | 149,852 | — | — | |
| ▸ 4 | IWF | SH | $9.6M | 4.42% | 77,021 | — | — | |
| ▸ 5 | IDEV | SH | $8.4M | 3.86% | 93,948 | — | — | |
| ▸ 6 | VGIT | SH | $6.6M | 3.04% | 111,489 | — | — | |
| ▸ 7 | IEMG | SH | $6.4M | 2.95% | 77,032 | — | — | |
| ▸ 8 | VCRB | SH | $5.8M | 2.70% | 75,743 | — | — | |
| ▸ 9 | DFIV | SH | $5.8M | 2.69% | 107,933 | — | — | |
| ▸ 10 | QUAL | SH | $5.2M | 2.41% | 23,756 | — | — |
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Frequently Asked Questions
What stocks does OMNI 360 Wealth, Inc. hold as of Q2 2026?
OMNI 360 Wealth, Inc. reported 135 positions worth $216.4M in its Q2 2026 13F filing. Largest positions: SPYM (8.0%), ITOT (7.3%), DFAT (4.8%), IWF (4.4%) and IDEV (3.9%).
What did OMNI 360 Wealth, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OMNI 360 Wealth, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.