Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OMNI 360 Wealth, Inc. (CIK 2010436) reported $193.8M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($14.9M, 7.71%), SPLG ($13.5M, 6.97%), DFAT ($10.5M, 5.44%), IDEV ($8.3M, 4.30%), IWF ($8.1M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $14.9M | 7.71% | 104,901 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $13.5M | 6.97% | 176,528 | Added |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $10.5M | 5.44% | 168,765 | Added |
| 4 | IDEV | ISHARES TR | $8.3M | 4.30% | 99,681 | Added |
| 5 | IWF | ISHARES TR | $8.1M | 4.18% | 19,016 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $6.7M | 3.45% | 112,366 | Added |
| 7 | DFIV | DIMENSIONAL ETF TRUST | $6.3M | 3.26% | 119,763 | Added |
| 8 | IEMG | ISHARES INC | $5.8M | 2.98% | 82,755 | Trimmed |
| 9 | VCRB | VANGUARD MALVERN FDS | $5.4M | 2.81% | 70,334 | Trimmed |
| 10 | BSV | VANGUARD BD INDEX FDS | $4.9M | 2.53% | 62,514 | Trimmed |
| 11 | QUAL | ISHARES TR | $4.8M | 2.48% | 25,103 | Trimmed |
| 12 | VYM | VANGUARD WHITEHALL FDS | $4.3M | 2.23% | 29,161 | Added |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.9M | 2.02% | 84,812 | Added |
| 14 | DYNF | BLACKROCK ETF TRUST | $3.1M | 1.61% | 53,560 | Added |
| 15 | AAPL | APPLE INC | $3.0M | 1.57% | 12,015 | Trimmed |
| 16 | VPLS | VANGUARD MALVERN FDS | $2.9M | 1.52% | 37,850 | Added |
| 17 | VTIP | VANGUARD MALVERN FDS | $2.9M | 1.52% | 58,810 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 1.49% | 4,449 | Added |
| 19 | EFV | ISHARES TR | $2.8M | 1.45% | 37,923 | Trimmed |
| 20 | IVW | ISHARES TR | $2.8M | 1.43% | 24,435 | Added |
| 21 | DGRO | ISHARES TR | $2.7M | 1.41% | 38,904 | Added |
| 22 | VTI | VANGUARD INDEX FDS | $2.6M | 1.32% | 7,992 | Trimmed |
| 23 | IQLT | ISHARES TR | $2.5M | 1.28% | 53,820 | Added |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.20% | 12,078 | Added |
| 25 | IVE | ISHARES TR | $2.1M | 1.07% | 9,827 | Added |
Source: SEC Form 13F filings · as of 2026-03-31