13F Filings History of OMNI 360 Wealth, Inc.

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$195,298,743
Signature - Title
Valerie Zaffuto - Chief Compliance Officer
Location
Plainsboro, NJ
Summary
This page shows a list of all the recent 13F filings made by OMNI 360 Wealth, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. OMNI 360 Wealth, Inc. reported 126 stock holdings with total value $195,298,743 as of Q4 2025. Top holdings included ITOT, SPYM, DFAT, IWF, and IDEV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $195,298,743 +$16,061,415 -$5,695,752 +$10,365,663 ITOT, SPYM, DFAT, IWF, IDEV 13F-HR 29 Jan 2026, 08:33
Q3 2025 122 $178,395,902 +$8,782,312 -$1,885,781 +$6,896,531 ITOT, SPLG, IWF, DFAT, IDEV 13F-HR 20 Oct 2025, 12:43
Q2 2025 113 $161,068,299 +$6,568,646 -$5,472,300 +$1,096,346 ITOT, SPLG, IWF, DFAT, IDEV Restatement 27 Oct 2025, 08:52
Q1 2025 108 $149,270,244 +$8,302,298 -$6,789,708 +$1,512,590 ITOT, SPLG, DFAT, IDEV, IWF Restatement 27 Oct 2025, 08:41
Q4 2024 111 $150,350,253 +$15,225,452 -$7,618,815 +$7,606,637 ITOT, SPLG, DFAT, IWF, IDEV Restatement 27 Oct 2025, 08:40
Q3 2024 109 $145,637,829 +$8,715,565 -$2,863,869 +$5,851,696 SPLG, ITOT, IWF, DFAT, IDEV Restatement 27 Oct 2025, 08:38
Q2 2024 107 $131,715,203 +$13,011,934 -$3,568,679 +$9,443,255 SPLG, ITOT, IWF, DFAT, IDEV Restatement 27 Oct 2025, 08:33
Q1 2024 104 $120,986,135 +$11,029,123 -$3,079,438 +$7,949,685 SPLG, ITOT, DFAT, IWF, IDEV Restatement 27 Oct 2025, 08:32
Q4 2023 96 $107,096,203 $0 $0 $0 SPLG, ITOT, DFAT, IWF, IDEV Restatement 27 Oct 2025, 08:30