OMNI 360 Wealth, Inc.
OMNI 360 Wealth, Inc. reported 135 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
OMNI 360 Wealth, Inc. reported 135 holdings worth US$216M as of Jun 30, 2026. Largest: Apple Inc, Tapestry, Inc. and Alphabet Inc (google) Class C. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 135
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 11,648 | US$3.37M | 1.6% |
| Tapestry, Inc. | 10,664 | US$1.56M | 0.72% |
| Alphabet Inc (google) Class C | 3,955 | US$1.41M | 0.65% |
| Microsoft Corp. | 2,942 | US$1.1M | 0.51% |
| Tesla, Inc. | 1,949 | US$820K | 0.38% |
| Nextera Energy, Inc. | 6,890 | US$605K | 0.28% |
| Abbvie Inc. | 2,390 | US$602K | 0.28% |
| Blackstone Inc. | 5,092 | US$599K | 0.28% |
| Sba Communications Corporation | 3,349 | US$591K | 0.27% |
| Progressive Corporation (the) | 2,500 | US$546K | 0.25% |
| International Business Machines Corporation | 1,901 | US$535K | 0.25% |
| Nvidia Corporation | 2,647 | US$530K | 0.24% |
| Johnson & Johnson | 2,084 | US$529K | 0.24% |
| Lockheed Martin Corporation | 865 | US$440K | 0.20% |
| Southern Company (the) | 4,028 | US$385K | 0.18% |
| Chevron Corporation | 2,294 | US$380K | 0.18% |
| Jp Morgan Chase & Co. | 1,157 | US$379K | 0.17% |
| American Tower Corporation (reit) | 2,099 | US$343K | 0.16% |
| Amazon.com, Inc. | 1,197 | US$285K | 0.13% |
| The Bank Of New York Mellon Corporation | 1,936 | US$280K | 0.13% |
| Cisco Systems, Inc. | 2,011 | US$236K | 0.11% |
| Parker-hannifin Corporation | 234 | US$229K | 0.11% |
| Mcdonald's Corporation | 821 | US$222K | 0.10% |
| Home Depot, Inc. (the) | 615 | US$217K | 0.10% |
| American Electric Power Company, Inc. | 1,555 | US$213K | 0.10% |
Source
View original at SEC
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