Manager record

OMNI 360 Wealth, Inc.

Plainsboro, NJ · CIK 2010436 · EDGAR filings ↗

The first ingest from SEC EDGAR is still running — this section fills in automatically as filings are parsed. Nothing here is placeholder data: when a number appears, it comes from a real filing.

This filer's filing history is below; full position parsing covers the tracked universe.

Filing record

Jul 13 2026 13F-HR · period Q2 2026

$216.44M · 135 positions · View original SEC filing ↗

Apr 13 2026 13F-HR · period Q1 2026

$193.82M · 125 positions · View original SEC filing ↗

Jan 29 2026 13F-HR · period Q4 2025

$195.30M · 126 positions · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q4 2023

$107.10M · 96 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q2 2025

$161.07M · 113 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q1 2024

$120.99M · 104 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q2 2024

$131.72M · 107 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q3 2024

$145.64M · 109 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q4 2024

$150.35M · 111 positions · amendment (restatement) · View original SEC filing ↗

Oct 27 2025 13F-HR/A · period Q1 2025

$149.27M · 108 positions · amendment (restatement) · View original SEC filing ↗

Oct 20 2025 13F-HR · period Q3 2025

$178.40M · 122 positions · View original SEC filing ↗

Jul 07 2025 13F-HR · period Q2 2025

$202.66M · 211 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: — · latest filing Jul 13, 2026 · Change methodology

☆ OMNI 360 Wealth, Inc.

OMNI 360 Wealth, Inc.