CIK 1696136
Omnia Family Wealth, LLC
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 327K | $1M+ | SH |
| SGOV | ISHARES TR | 366K | $1M+ | SH |
| GLD | SPDR GOLD TR | 63K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 280K | $1M+ | SH |
| IEFA | ISHARES TR | 148K | $1M+ | SH |
| AAPL | APPLE INC | 38K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 127K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 156K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 36K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 10K | $1M+ | SH |
| ILF | ISHARES TR | 210K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 35K | $1M+ | SH |
| GOOGL | ALPHABET INC | 16K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 7K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| TSLA | TESLA INC | 4K | $1M+ | SH |
| DIS | DISNEY WALT CO | 15K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 7K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| V | VISA INC | 3K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 22K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| WMT | WALMART INC | 7K | $500K+ | SH |
| ED | CONSOLIDATED EDISON INC | 7K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 4K | $500K+ | SH |
| LEN | LENNAR CORP | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| RTX | RTX CORPORATION | 3K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| DLR | DIGITAL RLTY TR INC | 3K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| CAT | CATERPILLAR INC | 866 | $100K–$500K | SH |
| PCAR | PACCAR INC | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 6K | $100K–$500K | SH |