OMNI 360 Wealth, Inc.: 13F holdings
CIK 20104362026Q2
| Positions | 135 |
|---|---|
| Reported value | $216.4m |
| Filed | 2026-07-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 198,077 | $17.4m | 8.0% |
| ITOT ISHARES TR | 96,159 | $15.8m | 7.3% |
| DIMENSIONAL ETF TRUST | 149,852 | $10.5m | 4.8% |
| IWF ISHARES TR | 77,021 | $9.6m | 4.4% |
| VGK ISHARES TR | 93,948 | $8.4m | 3.9% |
| VGIT VANGUARD SCOTTSDALE FDS | 111,489 | $6.6m | 3.0% |
| IEMG ISHARES INC | 77,032 | $6.4m | 2.9% |
| VANGUARD MALVERN FDS | 75,743 | $5.8m | 2.7% |
| DFIV DIMENSIONAL ETF TRUST | 107,933 | $5.8m | 2.7% |
| QUAL ISHARES TR | 23,756 | $5.2m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2010436")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.