account_balance
Investment manager · 13F filer · SEC CIK 2010436
OMNI 360 Wealth, Inc.
Reported value$221Mas of Sep 30, 2026
Positions140 8 new, 3 sold out
Top 10 weight40.4%SPYM alone is 8%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
8.4%Added +4%
ITOTiShares Tr
7.0%Trimmed −3%
DFATDimensional ETF Trust
4.5%
IWFiShares Tr
4.4%
IDEViShares Tr
3.6%Trimmed −5%
IEMGiShares Inc
2.7%Trimmed −5%
DFIVDimensional ETF Trust
2.6%Trimmed −5%
VCRBVanguard Malvern FDS
2.6%Added +2%
VGITVanguard Scottsdale FDS
2.4%Trimmed −15%
QUALiShares Tr
2.3%−4%
VYMVanguard Whitehall FDS
2.2%
AAPLApple Inc.
2.1%+17%
SPYMSPDR Series Trust
8.4%Added +4%
ITOTiShares Tr
7.0%Trimmed −3%
DFATDimensional ETF Trust
4.5%
IWFiShares Tr
4.4%
IDEViShares Tr
3.6%−5%
IEMGiShares Inc
2.7%
DFIVDimensional ETF Trust
2.6%
VCRBVanguard Malvern FDS
2.6%
VGIT2.4%
QUAL2.3%
VYM2.2%
AAPL2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 8.4% Added +4%
ITOT iShares Tr 7.0% Trimmed −3%
DFAT Dimensional ETF Trust 4.5% Held
IWF iShares Tr 4.4% Held
IDEV iShares Tr 3.6% Trimmed −5%
IEMG iShares Inc 2.7% Trimmed −5%
DFIV Dimensional ETF Trust 2.6% Trimmed −5%
VCRB Vanguard Malvern FDS 2.6% Added +2%
VGIT Vanguard Scottsdale FDS 2.4% Trimmed −15%
QUAL iShares Tr 2.3% Trimmed −4%
VYM Vanguard Whitehall FDS 2.2% Held
AAPL Apple Inc. 2.1% Added +17%What changed
Biggest moves since Jun 30, 2026
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