# EDGAR Filing Document

**Accession Number:** 0002010436
**File Stem:** 0002085853-25-000161
**Filing Date:** 2025-10
**Character Count:** 14933
**Document Hash:** 4d944b31fbc4b85aa70bb9bddaa1a2a6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-25-000161.hdr.sgml**: 20251027

**ACCESSION NUMBER**: 0002085853-25-000161

**CONFORMED SUBMISSION TYPE**: 13F-HR/A

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240930

**FILED AS OF DATE**: 20251027

**DATE AS OF CHANGE**: 20251027

**EFFECTIVENESS DATE**: 20251027

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** OMNI 360 Wealth, Inc.
- **CENTRAL INDEX KEY:** 0002010436

**ORGANIZATION NAME:**
- **EIN:** 223436692
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR/A
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23645
- **FILM NUMBER:** 251417622

**BUSINESS ADDRESS:**
- **STREET 1:** 777 SCUDDERS MILL ROAD
- **STREET 2:** BLDG 4, SUITE 101
- **CITY:** PLAINSBORO
- **STATE:** NJ
- **ZIP:** 08536-1615
- **BUSINESS PHONE:** 609-452-0889

**MAIL ADDRESS:**
- **STREET 1:** 777 SCUDDERS MILL ROAD
- **STREET 2:** BLDG 4, SUITE 101
- **CITY:** PLAINSBORO
- **STATE:** NJ
- **ZIP:** 08536-1615

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2024

**Check here if Amendment** [x] **Amendment Number:** 1

**This Amendment (Check only one.):** [x] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** OMNI 360 Wealth Inc.<br>**Address:** 777 Scudders Mill Road<br>Bldg 4 Suite 101<br>Plainsboro, NJ 08536-1615

**Form 13F File Number:** 028-23645

**CRD Number (if applicable):** 000124878

**SEC File Number (if applicable):** 801-121387

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Linda J. Farinola<br>**Title:** President  Chief Compliance Officer<br>**Phone:** 609-452-0889

**Signature, Place, and Date of Signing:**

/s/ Linda J. Farinola  Plainsboro, NJ  10-27-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 109

**Form 13F Information Table Value Total:** $145637829

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 569582 | 2884 | SH |  | SOLE |  | 0 | 0 | 2884 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 487541 | 2940 | SH |  | SOLE |  | 0 | 0 | 2940 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 722928 | 4324 | SH |  | SOLE |  | 0 | 0 | 4324 |
| AMAZON COM INC | COM | 023135106 |  | 746625 | 4007 | SH |  | SOLE |  | 0 | 0 | 4007 |
| APPLE INC | COM | 037833100 |  | 4038993 | 17335 | SH |  | SOLE |  | 0 | 0 | 17335 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 540341 | 1174 | SH |  | SOLE |  | 0 | 0 | 1174 |
| BLACKROCK ETF TRUST | US EQT FACTOR | 09290C103 |  | 1718786 | 34744 | SH |  | SOLE |  | 0 | 0 | 34744 |
| BLACKSTONE INC | COM | 09260D107 |  | 888602 | 5803 | SH |  | SOLE |  | 0 | 0 | 5803 |
| CHEVRON CORP NEW | COM | 166764100 |  | 381033 | 2587 | SH |  | SOLE |  | 0 | 0 | 2587 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 6079251 | 109280 | SH |  | SOLE |  | 0 | 0 | 109280 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 1113431 | 32471 | SH |  | SOLE |  | 0 | 0 | 32471 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 2896607 | 76066 | SH |  | SOLE |  | 0 | 0 | 76066 |
| EATON CORP PLC | SHS | G29183103 |  | 329136 | 993 | SH |  | SOLE |  | 0 | 0 | 993 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 314056 | 1800 | SH |  | SOLE |  | 0 | 0 | 1800 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 419171 | 23159 | SH |  | SOLE |  | 0 | 0 | 23159 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 33738D408 |  | 525883 | 12533 | SH |  | SOLE |  | 0 | 0 | 12533 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 496223 | 13640 | SH |  | SOLE |  | 0 | 0 | 13640 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 324564 | 5570 | SH |  | SOLE |  | 0 | 0 | 5570 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S 500 | 33739Q705 |  | 1209456 | 22200 | SH |  | SOLE |  | 0 | 0 | 22200 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 1236762 | 27188 | SH |  | SOLE |  | 0 | 0 | 27188 |
| HOME DEPOT INC | COM | 437076102 |  | 328182 | 810 | SH |  | SOLE |  | 0 | 0 | 810 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 453435 | 2051 | SH |  | SOLE |  | 0 | 0 | 2051 |
| INVESCO EXCH TRADED FD TR II | S EMRNG MKTS | 46138E297 |  | 347232 | 13309 | SH |  | SOLE |  | 0 | 0 | 13309 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 |  | 915255 | 22028 | SH |  | SOLE |  | 0 | 0 | 22028 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 |  | 1529390 | 37642 | SH |  | SOLE |  | 0 | 0 | 37642 |
| INVESCO EXCHANGE TRADED FD T | S MDCP QUALITY | 46137V472 |  | 460166 | 4486 | SH |  | SOLE |  | 0 | 0 | 4486 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1239250 | 6917 | SH |  | SOLE |  | 0 | 0 | 6917 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 414860 | 850 | SH |  | SOLE |  | 0 | 0 | 850 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 279898 | 5632 | SH |  | SOLE |  | 0 | 0 | 5632 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 440909 | 7215 | SH |  | SOLE |  | 0 | 0 | 7215 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3501501 | 60991 | SH |  | SOLE |  | 0 | 0 | 60991 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1955255 | 20420 | SH |  | SOLE |  | 0 | 0 | 20420 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1928127 | 30757 | SH |  | SOLE |  | 0 | 0 | 30757 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 10258969 | 81667 | SH |  | SOLE |  | 0 | 0 | 81667 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1129929 | 1959 | SH |  | SOLE |  | 0 | 0 | 1959 |
| ISHARES TR | U.S. FIN SVC ETF | 464287770 |  | 712331 | 10030 | SH |  | SOLE |  | 0 | 0 | 10030 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1454697 | 12438 | SH |  | SOLE |  | 0 | 0 | 12438 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 2172528 | 52363 | SH |  | SOLE |  | 0 | 0 | 52363 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 4504627 | 25123 | SH |  | SOLE |  | 0 | 0 | 25123 |
| ISHARES TR | MBS ETF | 464288588 |  | 487989 | 5093 | SH |  | SOLE |  | 0 | 0 | 5093 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 473823 | 5189 | SH |  | SOLE |  | 0 | 0 | 5189 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 799846 | 12834 | SH |  | SOLE |  | 0 | 0 | 12834 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 303196 | 9124 | SH |  | SOLE |  | 0 | 0 | 9124 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 599607 | 2957 | SH |  | SOLE |  | 0 | 0 | 2957 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 745697 | 3782 | SH |  | SOLE |  | 0 | 0 | 3782 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2167371 | 37674 | SH |  | SOLE |  | 0 | 0 | 37674 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 361008 | 3680 | SH |  | SOLE |  | 0 | 0 | 3680 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 971733 | 6409 | SH |  | SOLE |  | 0 | 0 | 6409 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 1693980 | 15736 | SH |  | SOLE |  | 0 | 0 | 15736 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 858781 | 6806 | SH |  | SOLE |  | 0 | 0 | 6806 |
| ISHARES TR | US INFRASTRUC | 46435U713 |  | 232642 | 4953 | SH |  | SOLE |  | 0 | 0 | 4953 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 5269661 | 74399 | SH |  | SOLE |  | 0 | 0 | 74399 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 410916 | 4914 | SH |  | SOLE |  | 0 | 0 | 4914 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 242354 | 2231 | SH |  | SOLE |  | 0 | 0 | 2231 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 6569244 | 17500 | SH |  | SOLE |  | 0 | 0 | 17500 |
| ISHARES TR | MSCI USA VALUE | 46432F388 |  | 957344 | 8780 | SH |  | SOLE |  | 0 | 0 | 8780 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1516557 | 32185 | SH |  | SOLE |  | 0 | 0 | 32185 |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 46641Q647 |  | 234560 | 4575 | SH |  | SOLE |  | 0 | 0 | 4575 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 2067165 | 44561 | SH |  | SOLE |  | 0 | 0 | 44561 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1177053 | 19779 | SH |  | SOLE |  | 0 | 0 | 19779 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 508018 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 345824 | 1640 | SH |  | SOLE |  | 0 | 0 | 1640 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 569895 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| MCDONALDS CORP | COM | 580135101 |  | 265231 | 871 | SH |  | SOLE |  | 0 | 0 | 871 |
| META PLATFORMS INC | CL A | 30303M102 |  | 339533 | 593 | SH |  | SOLE |  | 0 | 0 | 593 |
| MICROSOFT CORP | COM | 594918104 |  | 2373689 | 5516 | SH |  | SOLE |  | 0 | 0 | 5516 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 623164 | 7372 | SH |  | SOLE |  | 0 | 0 | 7372 |
| NUVEEN N Y SELECT TAX FREE I | SH BEN INT | 67063V104 |  | 152125 | 12500 | SH |  | SOLE |  | 0 | 0 | 12500 |
| NUVEEN NEW JERSEY QULT MUN F | COM | 67069Y102 |  | 256324 | 19657 | SH |  | SOLE |  | 0 | 0 | 19657 |
| NUVEEN NEW YORK QLT MUN INC | COM | 67066X107 |  | 321199 | 27243 | SH |  | SOLE |  | 0 | 0 | 27243 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1364852 | 11239 | SH |  | SOLE |  | 0 | 0 | 11239 |
| PROGRESSIVE CORP | COM | 743315103 |  | 896936 | 3535 | SH |  | SOLE |  | 0 | 0 | 3535 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 726201 | 15282 | SH |  | SOLE |  | 0 | 0 | 15282 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 800127 | 14919 | SH |  | SOLE |  | 0 | 0 | 14919 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 1896605 | 22437 | SH |  | SOLE |  | 0 | 0 | 22437 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 1184629 | 31700 | SH |  | SOLE |  | 0 | 0 | 31700 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 217259 | 962 | SH |  | SOLE |  | 0 | 0 | 962 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 441430 | 5028 | SH |  | SOLE |  | 0 | 0 | 5028 |
| SOUTHERN CO | COM | 842587107 |  | 354379 | 3930 | SH |  | SOLE |  | 0 | 0 | 3930 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 731574 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 323772 | 8620 | SH |  | SOLE |  | 0 | 0 | 8620 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2413360 | 4206 | SH |  | SOLE |  | 0 | 0 | 4206 |
| SPDR SER TR | PORTFOLIO S | 78464A854 |  | 11525217 | 170719 | SH |  | SOLE |  | 0 | 0 | 170719 |
| SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 |  | 303041 | 11593 | SH |  | SOLE |  | 0 | 0 | 11593 |
| SPDR SER TR | PORTFOLI S | 78464A805 |  | 307547 | 4390 | SH |  | SOLE |  | 0 | 0 | 4390 |
| T ROWE PRICE ETF INC | US EQUITY RESEAR | 87283Q503 |  | 204383 | 5660 | SH |  | SOLE |  | 0 | 0 | 5660 |
| T ROWE PRICE ETF INC | CAP APPRECIATION | 87283Q867 |  | 1245346 | 37454 | SH |  | SOLE |  | 0 | 0 | 37454 |
| TAPESTRY INC | COM | 876030107 |  | 505975 | 10770 | SH |  | SOLE |  | 0 | 0 | 10770 |
| TESLA INC | COM | 88160R101 |  | 638242 | 2439 | SH |  | SOLE |  | 0 | 0 | 2439 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 339978 | 581 | SH |  | SOLE |  | 0 | 0 | 581 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 3588269 | 45600 | SH |  | SOLE |  | 0 | 0 | 45600 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 256745 | 3276 | SH |  | SOLE |  | 0 | 0 | 3276 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1026176 | 3890 | SH |  | SOLE |  | 0 | 0 | 3890 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2841117 | 10034 | SH |  | SOLE |  | 0 | 0 | 10034 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 264890 | 502 | SH |  | SOLE |  | 0 | 0 | 502 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 276567 | 1584 | SH |  | SOLE |  | 0 | 0 | 1584 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 732597 | 11629 | SH |  | SOLE |  | 0 | 0 | 11629 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 1888864 | 38306 | SH |  | SOLE |  | 0 | 0 | 38306 |
| VANGUARD MALVERN FDS | CORE BD ETF | 922020748 |  | 2911117 | 36761 | SH |  | SOLE |  | 0 | 0 | 36761 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 737495 | 9298 | SH |  | SOLE |  | 0 | 0 | 9298 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 347716 | 6802 | SH |  | SOLE |  | 0 | 0 | 6802 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 |  | 4880354 | 80774 | SH |  | SOLE |  | 0 | 0 | 80774 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 1059250 | 12648 | SH |  | SOLE |  | 0 | 0 | 12648 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 676751 | 3417 | SH |  | SOLE |  | 0 | 0 | 3417 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 280527 | 5312 | SH |  | SOLE |  | 0 | 0 | 5312 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 715341 | 8103 | SH |  | SOLE |  | 0 | 0 | 8103 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 2241522 | 17485 | SH |  | SOLE |  | 0 | 0 | 17485 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 1116705 | 21841 | SH |  | SOLE |  | 0 | 0 | 21841 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 413932 | 12532 | SH |  | SOLE |  | 0 | 0 | 12532 |

---