Universe · entity

Omnia Family Wealth, LLC

Institutional manager (13F) · CIK 1696136
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $307M
#IssuerValueShares
1VANGUARD INDEX FDS$104M323,530
2ISHARES TR$52M517,354
3SPDR GOLD TR$27M62,002
4VANGUARD TAX-MANAGED FDS$18M287,746
5ISHARES TR$13M145,431
6ISHARES GOLD TR$11M126,607
7VANGUARD INTL EQUITY INDEX F$8M155,098
8APPLE INC$8M31,813
9ISHARES TR$8M213,047
10STATE STR SPDR S&P 500 ETF T$6M8,495
11MICROSOFT CORP$5M12,239
12NVIDIA CORPORATION$4M25,182
13VANGUARD INDEX FDS$4M12,991
14VANGUARD INDEX FDS$3M5,663
15ALPHABET INC$3M10,653
16ALPHABET INC$2M7,992
17AMAZON COM INC$2M10,987
18ELI LILLY & CO$2M2,131
19META PLATFORMS INC$2M3,123
20JPMORGAN CHASE & CO$2M6,035
21MASTERCARD INCORPORATED$2M3,211
22BERKSHIRE HATHAWAY INC DEL$1M2
23DISNEY WALT CO$1M14,053
24ADVANCED MICRO DEVICES INC$1M6,066
25BERKSHIRE HATHAWAY INC DEL$1M2,377
26LOCKHEED MARTIN CORP$1M1,863
27BROADCOM INC$1M3,427
28TESLA INC$920k2,476
29BANK AMERICA CORP$913k18,722
30ABBVIE INC$912k4,194
31VISA INC$798k2,641
32JOHNSON & JOHNSON$677k2,771
33ISHARES TR$659k1,848
34VANGUARD INDEX FDS$604k3,080
35MCDONALDS CORP$604k1,943
36LENNAR CORP$601k6,916
37PHILIP MORRIS INTL INC$598k3,587
38WALMART INC$561k4,507
39DIGITAL RLTY TR INC$557k3,090
40PROCTER & GAMBLE CO$542k3,751
41MERCK & CO INC$521k4,298
42MORGAN STANLEY$513k3,117
43COSTCO WHOLESALE CORPORATION$505k507
44MOTOROLA SOLUTIONS INC$502k1,154
45PACCAR INC$476k4,121
46CATERPILLAR INC$451k636
47MICRON TECHNOLOGY INC$445k1,317
48ISHARES TR$442k5,352
49COLGATE PALMOLIVE CO$430k5,045
50RTX CORPORATION$409k2,118
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.