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Manager record

OMNI 360 Wealth, Inc.

Plainsboro, NJ · CIK 2010436 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$220.67MReported 13F valueQ3 2026 · as filed
140Holdings listed
+2.0%vs prior quartervalue change includes market moves
12Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q4 2023 to Q3 2026Q4 2023: $107.1M$107.1MQ4 202396 holdingsQ1 2024: $121.0M$121.0MQ1 2024104 holdingsQ2 2024: $131.7M$131.7MQ2 2024107 holdingsQ3 2024: $145.6M$145.6MQ3 2024109 holdingsQ4 2024: $150.4M$150.4MQ4 2024111 holdingsQ1 2025: $149.3M$149.3MQ1 2025108 holdingsQ2 2025: $161.1M$161.1MQ2 2025113 holdingsQ3 2025: $178.4M$178.4MQ3 2025122 holdingsQ4 2025: $195.3M$195.3MQ4 2025126 holdingsQ1 2026: $193.8M$193.8MQ1 2026125 holdingsQ2 2026: $216.4M$216.4MQ2 2026135 holdingsQ3 2026: $220.7M$220.7MQ3 2026140 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$220.67M · 140 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$216.44M · 135 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$193.82M · 125 holdings listed · View original SEC filing ↗
Jan 29 2026 13F-HR · period Q4 2025

$195.30M · 126 holdings listed · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q1 2024

$120.99M · 104 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q4 2023

$107.10M · 96 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q1 2025

$149.27M · 108 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q2 2025

$161.07M · 113 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q2 2024

$131.72M · 107 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q3 2024

$145.64M · 109 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 27 2025 13F-HR/A · period Q4 2024

$150.35M · 111 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$178.40M · 122 holdings listed · View original SEC filing ↗
Jul 07 2025 13F-HR · period Q2 2025

$202.66M · 211 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology