Universe · entity
Omnia Family Wealth, LLC
Institutional manager (13F) · CIK 1696136
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $307M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $104M | 323,530 |
| 2 | ISHARES TR | $52M | 517,354 |
| 3 | SPDR GOLD TR | $27M | 62,002 |
| 4 | VANGUARD TAX-MANAGED FDS | $18M | 287,746 |
| 5 | ISHARES TR | $13M | 145,431 |
| 6 | ISHARES GOLD TR | $11M | 126,607 |
| 7 | VANGUARD INTL EQUITY INDEX F | $8M | 155,098 |
| 8 | APPLE INC | $8M | 31,813 |
| 9 | ISHARES TR | $8M | 213,047 |
| 10 | STATE STR SPDR S&P 500 ETF T | $6M | 8,495 |
| 11 | MICROSOFT CORP | $5M | 12,239 |
| 12 | NVIDIA CORPORATION | $4M | 25,182 |
| 13 | VANGUARD INDEX FDS | $4M | 12,991 |
| 14 | VANGUARD INDEX FDS | $3M | 5,663 |
| 15 | ALPHABET INC | $3M | 10,653 |
| 16 | ALPHABET INC | $2M | 7,992 |
| 17 | AMAZON COM INC | $2M | 10,987 |
| 18 | ELI LILLY & CO | $2M | 2,131 |
| 19 | META PLATFORMS INC | $2M | 3,123 |
| 20 | JPMORGAN CHASE & CO | $2M | 6,035 |
| 21 | MASTERCARD INCORPORATED | $2M | 3,211 |
| 22 | BERKSHIRE HATHAWAY INC DEL | $1M | 2 |
| 23 | DISNEY WALT CO | $1M | 14,053 |
| 24 | ADVANCED MICRO DEVICES INC | $1M | 6,066 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,377 |
| 26 | LOCKHEED MARTIN CORP | $1M | 1,863 |
| 27 | BROADCOM INC | $1M | 3,427 |
| 28 | TESLA INC | $920k | 2,476 |
| 29 | BANK AMERICA CORP | $913k | 18,722 |
| 30 | ABBVIE INC | $912k | 4,194 |
| 31 | VISA INC | $798k | 2,641 |
| 32 | JOHNSON & JOHNSON | $677k | 2,771 |
| 33 | ISHARES TR | $659k | 1,848 |
| 34 | VANGUARD INDEX FDS | $604k | 3,080 |
| 35 | MCDONALDS CORP | $604k | 1,943 |
| 36 | LENNAR CORP | $601k | 6,916 |
| 37 | PHILIP MORRIS INTL INC | $598k | 3,587 |
| 38 | WALMART INC | $561k | 4,507 |
| 39 | DIGITAL RLTY TR INC | $557k | 3,090 |
| 40 | PROCTER & GAMBLE CO | $542k | 3,751 |
| 41 | MERCK & CO INC | $521k | 4,298 |
| 42 | MORGAN STANLEY | $513k | 3,117 |
| 43 | COSTCO WHOLESALE CORPORATION | $505k | 507 |
| 44 | MOTOROLA SOLUTIONS INC | $502k | 1,154 |
| 45 | PACCAR INC | $476k | 4,121 |
| 46 | CATERPILLAR INC | $451k | 636 |
| 47 | MICRON TECHNOLOGY INC | $445k | 1,317 |
| 48 | ISHARES TR | $442k | 5,352 |
| 49 | COLGATE PALMOLIVE CO | $430k | 5,045 |
| 50 | RTX CORPORATION | $409k | 2,118 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.