Omnia Family Wealth, LLC - Portfolio Stock Holdings
Omnia Family Wealth, LLC disclosed 108 stock positions in a recent SEC 13F filing. $373,060,349 of stock holdings were filed, with the largest holdings including VTI, SGOV, and GLD. This filing represented positions held on June 30, 2026, and was filed on July 9, 2026.We estimate the fund has a total AUM of $994,578,445 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
108Est. Stock Holding Value:
$373,060,349Top Stock Holdings By Sector
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Portfolio Stock Holdings - Omnia Family Wealth, LLC
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% of Portfolio
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