Omnia Family Wealth, LLC Portfolio Holdings
Omnia Family Wealth, LLC
- $275 Million
- Q2 2025
Omnia Family Wealth, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $275 Million distributed in 102 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 $99.1M, Spdr Gold Trust with a value of $18.5M, Ishares Trishares 0 3 Mnth Tre with a value of $16.9M, Vanguard Ftse Developed Market with a value of $13.2M, and Ishares Tr with a value of $12.7M.
Examining the 13F form we can see an increase of $36.1M in the current position value, from $238M to 275M.
Below you can find more details about Omnia Family Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$275 Million
ETFs: $194 Million
Technology: $28.4 Million
Financial Services: $18.3 Million
Communication Services: $10.6 Million
Consumer Cyclical: $8.81 Million
Healthcare: $4.61 Million
Consumer Defensive: $4.09 Million
Industrials: $3.2 Million
Other: $2.33 Million