OMNI 360 Wealth, Inc.
OMNI 360 Wealth, Inc. reported 140 holdings worth US$221M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 13, 2026
OMNI 360 Wealth, Inc. reported 140 holdings worth US$221M as of Sep 30, 2026. Largest: Apple Inc, Microsoft Corp. and Alphabet Inc (google) Class C. Filed Oct 13, 2026 (Form 13F).
- Holdings
- 140
- Value as reported
- US$221M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 13,662 | US$4.55M | 2.1% |
| Microsoft Corp. | 3,028 | US$1.55M | 0.70% |
| Alphabet Inc (google) Class C | 4,228 | US$1.44M | 0.65% |
| Tapestry, Inc. | 10,664 | US$1.23M | 0.56% |
| Nvidia Corporation | 4,876 | US$1.11M | 0.50% |
| Tesla, Inc. | 1,949 | US$692K | 0.31% |
| Abbvie Inc. | 2,494 | US$653K | 0.30% |
| Johnson & Johnson | 2,227 | US$590K | 0.27% |
| Blackstone Inc. | 4,960 | US$556K | 0.25% |
| Sba Communications Corporation | 3,349 | US$536K | 0.24% |
| Nextera Energy, Inc. | 6,890 | US$522K | 0.24% |
| Progressive Corporation (the) | 2,400 | US$498K | 0.23% |
| Chevron Corporation | 2,294 | US$468K | 0.21% |
| Jp Morgan Chase & Co. | 1,358 | US$449K | 0.20% |
| Lockheed Martin Corporation | 848 | US$432K | 0.20% |
| International Business Machines Corporation | 1,921 | US$423K | 0.19% |
| Amazon.com, Inc. | 1,675 | US$417K | 0.19% |
| American Tower Corporation (reit) | 2,099 | US$344K | 0.16% |
| Southern Company (the) | 4,074 | US$338K | 0.15% |
| The Bank Of New York Mellon Corporation | 1,936 | US$280K | 0.13% |
| Palantir Technologies Inc. | 1,383 | US$259K | 0.12% |
| Parker-hannifin Corporation | 259 | US$248K | 0.11% |
| Cisco Systems, Inc. | 2,290 | US$246K | 0.11% |
| American Electric Power Company, Inc. | 0 | US$0 | 0.00% |
| Home Depot, Inc. (the) | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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