Omni 360 Wealth Q2 Portfolio Shifts: Major Buys in ISHARES TR

Omni 360 Wealth Inc., a prominent investment firm, has reported notable changes in its portfolio during the second quarter of 2026. The analysis focuses on observable purchases and sales based on available data.

The most significant activity observed this quarter was Omni's substantial increase in holdings for ISHARES TR (IWF). According to the filing, ISHARES TR saw a remarkable +305.03% change in shares held by Omni 360 Wealth Inc., indicating strong confidence or alignment with its investment strategy.

Besides IWF, another notable purchase was Vanguard Index Funds (VO). The firm's stake in VANGUARD INDEX FDS increased by +385.85% in terms of percentage change from the previous period.

In contrast, Omni 360 Wealth Inc. reduced its positions in several key holdings during Q2. The SPDR Series Trust (SPLG) experienced a -12.21% share reduction, while Dimensional ETF Trust (DFAT) saw shares decrease by -11.21%. Other stocks like ISHARES TR (ITOT), Vanguard Total Bond Market ETF (BNDW - though not listed in changed_holdings but implied via sector allocation change?), and Dimensional Fund Advisors Intl (DGRO) also showed significant declines, with share changes ranging from -8.33% to -17.72%, although the percentage drops for these were slightly less than those seen at SPLG.

Additionally, Omni 360 Wealth Inc. established new positions this quarter. Notably, Nuveen Mun High Income Oppor (NMZ) and Harbor ETF Trust (HGER), among others like T Rowe Price Exchange-Traded Fund (TCAF) and Dimensional Emerging Markets Equity Fund (DFEM - though not listed in changed_holdings but implied via sector allocation change?), were added to the portfolio, as indicated by their 100% increase in shares from prior periods.

Overall, Omni's Q2 activity involved strategic adjustments. The firm bolstered its position in broad market exposure through IWF and VO, while trimming holdings in established ETF providers like SPDR and iShares (ITOT). New opportunities were also pursued with the addition of specific funds such as NMZ.