You're signed outSign in or to get full access.
360 Financial, Inc.
360 Financial is an independent wealth management firm with a team of specialized financial advisors and financial planners.
Investment Strategy
Customized wealth management strategies including financial planning, investment management, retirement planning, estate planning, and tax planning.
Latest 13F Filing Activity
360 Financial, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $317M. The fund increased holdings in Invesco Exch Traded FD TR II, Vanguard Specialized Funds, First TR Exchange-traded FD among other positions. 360 Financial, Inc. reduced exposure to Berkshire Hathaway Inc. Del, Pepsico Inc., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VIG | VANGUARD SPECIALIZED FUNDS | 21.39% | $67.8M | 331,166 | $138.10 | $204.67 | +$5.7M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 9.55% | $30.3M | 133,259 | $180.45 | $227.10 | +$5.9M |
X XSVM | INVESCO EXCHANGE TRADED FD T | 5.15% | $16.3M | 313,944 | $45.31 | $51.99 | +$1.5M |
Q QUAL | ISHARES TR | 5.07% | $16.1M | 87,807 | $173.39 | $182.82 | +$1.8M |
S SYLD | CAMBRIA ETF TR | 5.06% | $16.0M | 246,693 | $59.09 | $65.03 | +$1.1M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more