Omnitrust Wealth Management, Inc
Omnitrust Wealth Management, Inc reported 68 positions worth $84.8M as of June 30, 2025 (13F filed August 3, 2026). Largest holding: TFLO (22.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TFLO | SH | $18.7M | 22.02% | 369,001 | — | — | |
| ▸ 2 | VOO | SH | $9.9M | 11.62% | 14,356 | — | — | |
| ▸ 3 | QQQM | SH | $5.0M | 5.94% | 16,641 | — | — | |
| ▸ 4 | VT | SH | $5.0M | 5.84% | 31,548 | — | — | |
| ▸ 5 | SPMD | SH | $4.9M | 5.80% | 72,842 | — | — | |
| ▸ 6 | VYM | SH | $4.8M | 5.70% | 30,618 | — | — | |
| ▸ 7 | NVDA | SH | $2.6M | 3.06% | 12,958 | — | — | |
| ▸ 8 | SPTM | SH | $1.6M | 1.90% | 17,754 | — | — | |
| ▸ 9 | SPYM | SH | $1.6M | 1.90% | 18,327 | — | — | |
| ▸ 10 | AAPL | SH | $1.6M | 1.89% | 5,549 | — | — |
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Frequently Asked Questions
What stocks does Omnitrust Wealth Management, Inc hold as of Q2 2025?
Omnitrust Wealth Management, Inc reported 68 positions worth $84.8M in its Q2 2025 13F filing. Largest positions: TFLO (22.0%), VOO (11.6%), QQQM (5.9%), VT (5.8%) and SPMD (5.8%).
What did Omnitrust Wealth Management, Inc buy in Q2 2025?
No previous quarter is available yet; the comparison appears with the next filing.
What did Omnitrust Wealth Management, Inc sell in Q2 2025?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.