Omnia Family Wealth, LLC Portfolio Holdings
Omnia Family Wealth, LLC
- $306 Million
- Q3 2025
Omnia Family Wealth, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $306 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $108M, Spdr Gold Trust with a value of $22.2M, Ishares Trishares 0 3 Mnth Tre with a value of $19.6M, Vanguard Ftse Developed Market with a value of $13.9M, and Ishares Tr with a value of $13M.
Examining the 13F form we can see an increase of $31.8M in the current position value, from $275M to 306M.
Below you can find more details about Omnia Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$306 Million
ETFs: $219 Million
Technology: $31.9 Million
Financial Services: $18.6 Million
Communication Services: $12 Million
Consumer Cyclical: $9.9 Million
Healthcare: $5.15 Million
Consumer Defensive: $3.77 Million
Industrials: $3.24 Million
Other: $2.85 Million