Omnia Family Wealth, LLC
Q4 2025 13F Holdings
- Locationaventura, FL
- Num holdings
102
- Value ($000)
$338,641
- Date Filed01/16/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $109.51M | 32 % | 326,639 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $36.73M | 11 % | 365,934 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | $24.79M | 7 % | 62,542 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $17.49M | 5 % | 280,014 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $13.28M | 4 % | 148,393 | ||
APPLE INC | COM | 037833100 | $10.46M | 3 % | 38,467 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | $10.29M | 3 % | 126,824 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.33M | 3 % | 14,874 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $8.36M | 3 % | 155,551 | ||
MICROSOFT CORP | COM | 594918104 | $7.46M | 2 % | 15,432 |
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