Omnia Family Wealth, LLC - Portfolio overview

Omnia Family Wealth, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 30.45%
2. SGOV - ISHARES TR, 15.28%
3. GLD - SPDR GOLD TR, 7.83%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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