OMNI 360 Wealth, Inc.

Plainsboro, NJ · CIK 2010436 · 13F filing filed 2026-07-13

SEC-registered investment adviser since 2021 · corporation

Assets managed$425.7m
Staff8 · 5 in investment roles
Main clients (by assets)High net worth individuals 71%, Individuals 24%, Companies 4%
Websiteomni360advisors.com
Form ADV · 2026-03-11SEC adviser record

Kindwealth
Others nearbyPlainsboro, NJ

$216.4m reported value +11.7% vs Q1 2026

135positions

42.3%in top 10

12 new 64 added 43 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	198,077	$17.4m8.04%	8.04%	Added +21.5k	+21,549 12.2%
2	ISHARES TR CORE S&P TTL STK ITOT	ITOT	96,159	$15.8m7.30%	7.30%	Reduced -8.7k	-8,742 -8.3%
3	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	149,852	$10.5m4.84%	4.84%	Reduced -18.9k	-18,913 -11.2%
4	ISHARES TR RUS 1000 GRW ETF IWF	IWF	77,021	$9.6m4.42%	4.42%	Added +957	+957 1.3%
5	ISHARES TR CORE MSCI INTL IDEV	IDEV	93,948	$8.4m3.86%	3.86%	Reduced -5.7k	-5,733 -5.8%
6	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	111,489	$6.6m3.04%	3.04%	Reduced -877	-877 -0.8%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	77,032	$6.4m2.95%	2.95%	Reduced -5.7k	-5,723 -6.9%
8	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	75,743	$5.8m2.70%	2.70%	Added +5.4k	+5,409 7.7%
9	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	107,933	$5.8m2.69%	2.69%	Reduced -11.8k	-11,830 -9.9%
10	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	23,756	$5.2m2.41%	2.41%	Reduced -1.3k	-1,347 -5.4%
11	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	31,583	$5.0m2.31%	2.31%	Added +2.4k	+2,422 8.3%
12	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	61,378	$4.8m2.21%	2.21%	Reduced -1.1k	-1,136 -1.8%
13	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	93,154	$4.3m1.98%	1.98%	Added +8.3k	+8,342 9.8%
14	VANGUARD MALVERN FDS CORE-PLUS BD ETF VPLS	VPLS	49,818	$3.9m1.79%	1.79%	Added +12.0k	+11,968 31.6%
15	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	55,004	$3.7m1.73%	1.73%	Added +1.4k	+1,444 2.7%
16	ISHARES TR S&P 500 GRWT ETF IVW	IVW	26,494	$3.6m1.68%	1.68%	Added +2.1k	+2,059 8.4%
17	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,215	$3.4m1.58%	1.58%	Added +1.2k	+1,223 15.3%
18	APPLE INC COM AAPL	AAPL	11,648	$3.4m1.56%	1.56%	Reduced -367	-367 -3.0%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,454	$3.3m1.54%	1.54%	Added +5	+5 0.1%
20	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	57,326	$2.9m1.33%	1.33%	Reduced -1.5k	-1,484 -2.5%
21	ISHARES TR EAFE VALUE ETF EFV	EFV	34,862	$2.7m1.23%	1.23%	Reduced -3.1k	-3,061 -8.1%
22	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	53,485	$2.7m1.22%	1.22%	Reduced -335	-335 -0.6%
23	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	12,291	$2.6m1.21%	1.21%	Added +213	+213 1.8%
24	ISHARES TR CORE DIV GRWTH DGRO	DGRO	32,009	$2.4m1.12%	1.12%	Reduced -6.9k	-6,895 -17.7%
25	ISHARES TR S&P 500 VAL ETF IVE	IVE	9,716	$2.2m1.02%	1.02%	Reduced -111	-111 -1.1%
26	ISHARES TR MSCI USA VALUE VLUE	VLUE	9,482	$1.9m0.88%	0.88%	Added +484	+484 5.4%
27	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	35,105	$1.9m0.86%	0.86%	Added +2.7k	+2,736 8.4%
28	ISHARES TR CORE S&P SCP ETF IJR	IJR	11,560	$1.7m0.79%	0.79%	Reduced -219	-219 -1.9%
29	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	31,194	$1.7m0.78%	0.78%	Added +1.0k	+1,025 3.4%
30	ISHARES TR CORE TOTAL USD IUSB	IUSB	35,775	$1.7m0.76%	0.76%	Added +8.5k	+8,542 31.4%
31	TAPESTRY INC COM TPR	TPR	10,664	$1.6m0.72%	0.72%	Unchanged
32	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	29,036	$1.5m0.71%	0.71%	Added +1.7k	+1,740 6.4%
33	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	24,815	$1.5m0.70%	0.70%	Added +311	+311 1.3%
34	ISHARES TR U.S. FIN SVC ETF IYG	IYG	16,775	$1.5m0.70%	0.70%	Added +2.0k	+1,977 13.4%
35	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	33,240	$1.5m0.70%	0.70%	Added +69	+69 0.2%
36	VANGUARD INDEX FDS MID CAP ETF VO	VO	17,748	$1.4m0.66%	0.66%	Added +3.1k	+3,136 21.5%
37	TIDAL TRUST I FUNDSTRAT GRANNY GRNY	GRNY	50,876	$1.4m0.65%	0.65%	Added +4.6k	+4,573 9.9%
38	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	31,261	$1.4m0.64%	0.64%	Added +54	+54 0.2%
39	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	8,186	$1.3m0.61%	0.61%	Reduced -268	-268 -3.2%
40	WISDOMTREE TR US MIDCAP DIVID DON	DON	22,056	$1.2m0.58%	0.58%	Reduced -3.4k	-3,402 -13.4%
41	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	7,625	$1.2m0.56%	0.56%	Added +720	+720 10.4%
42	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	37,040	$1.2m0.54%	0.54%	Reduced -1.9k	-1,947 -5.0%
43	ALPHABET INC CAP STK CL C GOOG	GOOG	3,321	$1.2m0.54%	0.54%	Reduced -60	-60 -1.8%
44	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	20,731	$1.2m0.53%	0.53%	Reduced -131	-131 -0.6%
45	MICROSOFT CORP COM MSFT	MSFT	2,942	$1.1m0.51%	0.51%	Reduced -81	-81 -2.7%
46	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	11,197	$1.1m0.50%	0.50%	Added +1.9k	+1,947 21.1%
47	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	44,553	$1.0m0.48%	0.48%	Added +2.9k	+2,873 6.9%
48	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	22,997	$991.4k0.46%	0.46%	Reduced -2.1k	-2,079 -8.3%
49	ISHARES TR CORE S&P500 ETF IVV	IVV	1,318	$986.9k0.46%	0.46%	Added +43	+43 3.4%
50	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	10,475	$978.2k0.45%	0.45%	Reduced -33	-33 -0.3%
51	ISHARES TR CORE S&P MCP ETF IJH	IJH	12,264	$945.7k0.44%	0.44%	Reduced -3	-3 -0.0%
52	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	16,235	$917.0k0.42%	0.42%	Unchanged
53	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,638	$904.3k0.42%	0.42%	Reduced -3	-3 -0.1%
54	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	34,046	$902.2k0.42%	0.42%	Added +2.1k	+2,055 6.4%
55	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	3,782	$894.9k0.41%	0.41%	Added +5	+5 0.1%
56	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	10,572	$885.4k0.41%	0.41%	Reduced -82	-82 -0.8%
57	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,657	$865.6k0.40%	0.40%	Unchanged
58	ISHARES TR EAFE GRWTH ETF EFG	EFG	6,698	$833.4k0.39%	0.39%	Added +47	+47 0.7%
59	TESLA INC COM TSLA	TSLA	1,949	$819.7k0.38%	0.38%	Unchanged
60	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	16,166	$817.7k0.38%	0.38%	Added +996	+996 6.6%
61	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	4,948	$809.8k0.37%	0.37%	Reduced -235	-235 -4.5%
62	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	19,400	$797.3k0.37%	0.37%	Reduced -14.9k	-14,877 -43.4%
63	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	21,611	$791.0k0.37%	0.37%	Added +2.0k	+1,980 10.1%
64	SCHWAB STRATEGIC TR HIGH YIELD BD ET SCYB	SCYB	29,040	$760.3k0.35%	0.35%	Added +1.6k	+1,633 6.0%
65	ISHARES TR MSCI ACWI EX US ACWX	ACWX	9,909	$754.2k0.35%	0.35%	Added +1.3k	+1,280 14.8%
66	FIDELITY COVINGTON TRUST MSCI INFO TECH I FTEC	FTEC	2,568	$733.4k0.34%	0.34%	Added +630	+630 32.5%
67	WISDOMTREE TR EM EX ST-OWNED XSOE	XSOE	14,466	$711.4k0.33%	0.33%	Added +412	+412 2.9%
68	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	9,456	$673.8k0.31%	0.31%	Added +292	+292 3.2%
69	ISHARES TR U.S. TECH ETF IYW	IYW	2,610	$658.3k0.30%	0.30%	Added +29	+29 1.1%
70	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	835	$615.2k0.28%	0.28%	Unchanged
71	NEXTERA ENERGY INC COM NEE	NEE	6,890	$604.7k0.28%	0.28%	Reduced -180	-180 -2.5%
72	ABBVIE INC COM ABBV	ABBV	2,390	$601.5k0.28%	0.28%	Added +6	+6 0.2%
73	BLACKSTONE INC COM BX	BX	5,092	$599.2k0.28%	0.28%	Unchanged
74	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	7,507	$596.2k0.28%	0.28%	Added +157	+157 2.1%
75	SBA COMMUNICATIONS CORP NEW CL A SBAC	SBAC	3,349	$591.0k0.27%	0.27%	Unchanged
76	ISHARES TR MBS ETF MBB	MBB	5,941	$561.6k0.26%	0.26%	Added +272	+272 4.8%
77	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	9,353	$558.5k0.26%	0.26%	Added +1.2k	+1,238 15.3%
78	PROGRESSIVE CORP COM PGR	PGR	2,500	$546.1k0.25%	0.25%	Reduced -200	-200 -7.4%
79	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,901	$534.6k0.25%	0.25%	Added +200	+200 11.8%
80	NVIDIA CORPORATION COM NVDA	NVDA	2,647	$529.6k0.24%	0.24%	Added +63	+63 2.4%
81	JOHNSON & JOHNSON COM JNJ	JNJ	2,084	$529.3k0.24%	0.24%	Added +150	+150 7.8%
82	ISHARES TR MSCI INDIA ETF INDA	INDA	10,626	$524.8k0.24%	0.24%	Added +237	+237 2.3%
83	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	9,732	$490.2k0.23%	0.23%	Added +2.1k	+2,087 27.3%
84	FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 KNG	KNG	9,700	$489.9k0.23%	0.23%	Reduced -1.5k	-1,500 -13.4%
85	ISHARES TR MSCI EAFE ETF EFA	EFA	4,625	$480.4k0.22%	0.22%	Added +10	+10 0.2%
86	NUVEEN SELECT TAX-FREE INCOM SH BEN INT NXP	NXP	33,540	$480.0k0.22%	0.22%	Reduced -1.0k	-1,000 -2.9%
87	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	4,137	$466.9k0.22%	0.22%	Reduced -19	-19 -0.5%
88	LOCKHEED MARTIN CORP COM LMT	LMT	865	$440.5k0.20%	0.20%	Unchanged
89	GLOBAL X FDS CYBRSCURTY ETF BUG	BUG	11,456	$437.5k0.20%	0.20%	Reduced -1.3k	-1,324 -10.4%
90	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	8,484	$427.5k0.20%	0.20%	Added +40	+40 0.5%
91	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	8,773	$418.9k0.19%	0.19%	Added +110	+110 1.3%
92	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,881	$417.7k0.19%	0.19%	Added +1.1k	+1,113 40.2%
93	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	578	$396.9k0.18%	0.18%	Added +6	+6 1.1%
94	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	14,249	$394.7k0.18%	0.18%	Added +580	+580 4.2%
95	SOUTHERN CO COM SO	SO	4,028	$385.5k0.18%	0.18%	Unchanged
96	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,276	$383.4k0.18%	0.18%	New
97	ISHARES TR MSCI USA MIN VOL USMV	USMV	3,963	$382.3k0.18%	0.18%	Reduced -195	-195 -4.7%
98	CHEVRON CORP NEW COM CVX	CVX	2,294	$380.3k0.18%	0.18%	Unchanged
99	JPMORGAN CHASE & CO COM JPM	JPM	1,157	$378.7k0.17%	0.17%	Added +1	+1 0.1%
100	ISHARES TR CORE INTL AGGR IAGG	IAGG	7,478	$378.4k0.17%	0.17%	Reduced -3.0k	-3,011 -28.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NUVEEN NEW JERSEY QULT MUN F XNXJX	XNXJX	24,184	$297.5k24.2k shares
J P MORGAN EXCHANGE TRADED F JMUB	JMUB	5,778	$288.8k5.8k shares