Omnia Family Wealth, LLC
Q3 2025 13F Holdings
- Locationaventura, FL
- Num holdings
101
- Value ($000)
$307,983
- Date Filed11/06/2025
- Form type13F-HR
- CIK0001696136
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $107.90 M | 35 % | 327,892 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $22.19 M | 7 % | 62,434 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $19.60 M | 6 % | 194,640 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.91 M | 5 % | 232,110 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $13.00 M | 4 % | 148,888 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.27 M | 3 % | 16,726 | ||
AAPL APPLE INC | COM | 037833100 | $10.15 M | 3 % | 39,852 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $9.32 M | 3 % | 128,096 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.04 M | 3 % | 15,521 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.83 M | 2 % | 36,579 |
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