Omnitrust Wealth Management, Inc. has disclosed its latest 13F-HR filing, revealing a total of $85.4 million in assets under management as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and portfolio composition, which can impact its position within the wealth management industry.

Founded in Florida, Omnitrust Wealth Management operates in the financial services sector, focusing on wealth management. The company is registered under the Central Index Key (CIK) number 0002108483, and its filings are made available through the SEC. The latest 13F-HR filing is part of a series of quarterly reports, with previous submissions dating back to April 2026.

The recent filing, accession number 0002108483-26-000004, highlights that Omnitrust has a total of 119 entries in its portfolio. The filing notes that the total value of reported securities amounts to $85,424,643. This figure reflects the company's strategic investments across various sectors, with a notable emphasis on technology stocks.

Among the significant holdings reported, Omnitrust has invested in major companies such as Apple Inc., Microsoft Corp., and NVIDIA Corporation. These investments indicate a focus on high-growth sectors, particularly technology, which has been a driving force in the market. The report also mentions other notable investments, including shares in Tesla Inc. and Amazon.com Inc., further emphasizing the company's commitment to diversifying its portfolio.

The filing may affect various stakeholders, including clients seeking to understand the company's investment approach and competitors looking to benchmark their strategies against Omnitrust's portfolio. The wealth management industry is highly competitive, and firms are continuously seeking to optimize their asset allocations to attract and retain clients.

As for what comes next, the filing does not specify any upcoming actions or changes in strategy. However, given the dynamic nature of the financial markets, it is likely that Omnitrust will continue to adjust its portfolio in response to market conditions and client needs.