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Omnia Family Wealth, LLC
Omnia Family Wealth, LLC is a registered investment advisor providing services to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and pooled investment vehicles. It is organized as a limited liability company under the laws of Florida, though it is incorporated in Delaware. The firm was founded in September 2015.
Latest 13F Filing Activity
Omnia Family Wealth, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 102 equity positions with a total 13F market value of $276M. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Tax-managed FDS among other positions. Omnia Family Wealth, LLC reduced exposure to Apple Inc., Unitedhealth Group Inc., Amgen Inc. among others.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 35.99% | $99.4M | 325,915 | $221.04 | $303.93 | +$12.0M |
G GLD | SPDR GOLD TR | 6.72% | $18.5M | 60,820 | $166.10 | $304.83 | +$914.2K |
S SGOV | ISHARES TR | 6.14% | $16.9M | 168,284 | $100.40 | $100.69 | +$1.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 4.79% | $13.2M | 232,021 | $45.53 | $57.01 | +$2.6M |
I IEFA | ISHARES TR | 4.59% | $12.7M | 151,899 | $61.64 | $83.48 | +$1.2M |
Industry Allocation
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