Omnia Family Wealth, LLC

13F filer · CIK 0001696136

Reported Jul 9, 2026

Net buyer this quarter

13F portfolio value$373MU.S. long equity reported on 13F

Positions8614 new · 6 closed

Net flow last quarter+$2.28MBuys minus sells

Top 10 positions weight18.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 202686 positions
GLDSPDR Gold Trust	$23.3M	6.25%	0.02%	+2.1%	Q4 2016
IAUIshares Gold Trust	$9.5M	2.55%	0.02%	-0.6%	Q4 2016
AAPLApple Inc.	$9.19M	2.46%	0.00%	-0.2%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$6.24M	1.67%	Not reported	-1.9%	Q4 2016
NVDANvidia Corp	$5.11M	1.37%	0.00%	+1.4%	Q4 2016
MSFTMicrosoft Corp	$4.57M	1.23%	0.00%	+0.2%	Q4 2016
GOOGLAlphabet Inc.	$3.8M	1.02%	0.00%	-0.2%	Q4 2016
AMDAdvanced Micro Devices Inc	$3.41M	0.91%	0.00%	-3.4%	Q3 2021
GOOGAlphabet Inc.	$2.85M	0.76%	Not reported	+1.1%	Q4 2016
AMZNAmazon Com Inc	$2.69M	0.72%	0.00%	+2.9%	Q4 2016
LLYELI LILLY & Co	$2.57M	0.69%	0.00%	+0.6%	Q4 2016
METAMeta Platforms, Inc.	$1.82M	0.49%	Not reported	+3.3%	Q4 2016
MAMastercard Inc	$1.64M	0.44%	0.00%	-0.3%	Q4 2016
JPMJPMorgan Chase & Co	$1.53M	0.41%	0.00%	-22.4%	Q4 2016
BRK.ABerkshire Hathaway Inc	$1.5M	0.40%	Not reported	Not reported	Q1 2017
MUMicron Technology Inc	$1.47M	0.40%	0.00%	-3.0%	Q4 2016
DISWalt Disney Co	$1.38M	0.37%	0.00%	+1.0%	Q4 2016
AVGOBroadcom Inc.	$1.33M	0.36%	0.00%	+2.9%	Q4 2016
INTCIntel Corp	$1.32M	0.35%	0.00%	+14.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$1.24M	0.33%	Not reported	+4.3%	Q4 2016
TSLATesla, Inc.	$1.1M	0.30%	0.00%	+5.9%	Q4 2016
ABBVAbbVie Inc.	$1.06M	0.28%	0.00%	+0.6%	Q4 2016
VVisa Inc.	$941K	0.25%	0.00%	+3.9%	Q4 2016
LMTLockheed Martin Corp	$892K	0.24%	0.00%	-6.1%	Q4 2016
JNJJohnson & Johnson	$672K	0.18%	0.00%	-4.5%	Q4 2016
CATCaterpillar Inc	$672K	0.18%	0.00%	-0.8%	Q4 2016
MSMorgan Stanley	$655K	0.18%	0.00%	+0.5%	Q4 2016
PMPhilip Morris International Inc.	$608K	0.16%	0.00%	-7.1%	Q4 2016
HDHome Depot, Inc.	$571K	0.15%	0.00%	+38.2%	Q4 2016
DLRDigital Realty Trust, Inc.	$551K	0.15%	0.00%	-0.7%	Q4 2016
MRKMerck & Co., Inc.	$541K	0.14%	0.00%	-2.8%	Q4 2016
LRCXLam Research Corp	$526K	0.14%	0.00%	Not reported	Q4 2016
MCDMcdonalds Corp	$510K	0.14%	0.00%	-2.9%	Q4 2016
WMTWalmart Inc.	$503K	0.13%	0.00%	-1.4%	Q4 2016
COSTCostco Wholesale Corp	$497K	0.13%	0.00%	+4.7%	Q4 2016
PCARPaccar Inc	$496K	0.13%	0.00%	+0.1%	Q4 2016
CLColgate Palmolive Co	$492K	0.13%	0.00%	+6.4%	Q1 2017
GSGoldman Sachs Group Inc	$489K	0.13%	0.00%	+0.8%	Q4 2016
MSIMotorola Solutions, Inc.	$477K	0.13%	0.00%	-0.7%	Q4 2016
BACBank of America Corp	$461K	0.12%	0.00%	-56.8%	Q4 2016
PGPROCTER & GAMBLE Co	$458K	0.12%	0.00%	-16.8%	Q4 2016
QCOMQualcomm Inc	$453K	0.12%	0.00%	+9.2%	Q4 2016
RTXRTX Corp	$446K	0.12%	0.00%	+11.0%	Q1 2024
CSCOCisco Systems, Inc.	$425K	0.11%	0.00%	+1.0%	Q4 2016
LENLennar Corp	$421K	0.11%	Not reported	-32.8%	Q4 2016
ETNEaton Corp plc	$411K	0.11%	0.00%	Not reported	Q4 2016
WFCWells Fargo & Company	$397K	0.11%	0.00%	+42.6%	Q4 2016
AMATApplied Materials Inc	$380K	0.10%	0.00%	Not reported	Q4 2016
SBCFSeacoast Banking Corp of Florida	$373K	0.10%	0.01%	Not reported	Q4 2022
DHIHorton D R Inc	$370K	0.10%	0.00%	+6.6%	Q4 2016

Q1 2026Reported May 7, 202677 positions
GLDSPDR Gold Trust	$26.7M	8.41%	0.02%	-0.9%	Q4 2016
IAUIshares Gold Trust	$11.2M	3.52%	0.01%	-0.2%	Q4 2016
AAPLApple Inc.	$8.07M	2.54%	0.00%	-17.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$5.54M	1.75%	Not reported	-11.8%	Q4 2016
MSFTMicrosoft Corp	$4.53M	1.43%	0.00%	-20.7%	Q4 2016
NVDANvidia Corp	$4.39M	1.38%	0.00%	-30.4%	Q4 2016
GOOGLAlphabet Inc.	$3.06M	0.97%	0.00%	-32.0%	Q4 2016
GOOGAlphabet Inc.	$2.29M	0.72%	Not reported	+4.6%	Q4 2016
AMZNAmazon Com Inc	$2.29M	0.72%	0.00%	-24.6%	Q4 2016
LLYELI LILLY & Co	$1.96M	0.62%	0.00%	-11.4%	Q4 2016
METAMeta Platforms, Inc.	$1.79M	0.56%	Not reported	-30.2%	Q4 2016
JPMJPMorgan Chase & Co	$1.78M	0.56%	0.00%	-17.3%	Q4 2016
MAMastercard Inc	$1.6M	0.51%	0.00%	-10.4%	Q4 2016
BRK.ABerkshire Hathaway Inc	$1.44M	0.45%	Not reported	Not reported	Q1 2017
DISWalt Disney Co	$1.35M	0.43%	0.00%	-5.5%	Q4 2016
AMDAdvanced Micro Devices Inc	$1.23M	0.39%	0.00%	-17.3%	Q3 2021
BRK.BBerkshire Hathaway Inc	$1.14M	0.36%	Not reported	-20.3%	Q4 2016
LMTLockheed Martin Corp	$1.13M	0.35%	0.00%	+4.9%	Q4 2016
AVGOBroadcom Inc.	$1.06M	0.33%	0.00%	-35.0%	Q4 2016
TSLATesla, Inc.	$920K	0.29%	0.00%	-35.8%	Q4 2016
BACBank of America Corp	$913K	0.29%	0.00%	-13.6%	Q4 2016
ABBVAbbVie Inc.	$912K	0.29%	0.00%	-16.8%	Q4 2016
VVisa Inc.	$798K	0.25%	0.00%	-24.2%	Q4 2016
JNJJohnson & Johnson	$677K	0.21%	0.00%	-35.3%	Q4 2016
MCDMcdonalds Corp	$604K	0.19%	0.00%	-13.7%	Q4 2016
LENLennar Corp	$601K	0.19%	Not reported	+8.9%	Q4 2016
PMPhilip Morris International Inc.	$598K	0.19%	0.00%	-13.5%	Q4 2016
WMTWalmart Inc.	$561K	0.18%	0.00%	-33.9%	Q4 2016
DLRDigital Realty Trust, Inc.	$557K	0.18%	0.00%	-8.1%	Q4 2016
PGPROCTER & GAMBLE Co	$542K	0.17%	0.00%	-23.3%	Q4 2016
MRKMerck & Co., Inc.	$521K	0.16%	0.00%	-17.6%	Q4 2016
MSMorgan Stanley	$513K	0.16%	0.00%	-17.8%	Q4 2016
COSTCostco Wholesale Corp	$505K	0.16%	0.00%	+39.3%	Q4 2016
MSIMotorola Solutions, Inc.	$502K	0.16%	0.00%	-4.9%	Q4 2016
PCARPaccar Inc	$476K	0.15%	0.00%	-5.4%	Q4 2016
CATCaterpillar Inc	$451K	0.14%	0.00%	-26.6%	Q4 2016
MUMicron Technology Inc	$445K	0.14%	0.00%	-10.0%	Q4 2016
CLColgate Palmolive Co	$430K	0.14%	0.00%	-5.8%	Q1 2017
RTXRTX Corp	$409K	0.13%	0.00%	-30.2%	Q1 2024
GSGoldman Sachs Group Inc	$406K	0.13%	0.00%	Not reported	Q4 2016
HDHome Depot, Inc.	$385K	0.12%	0.00%	-27.9%	Q4 2016
INTCIntel Corp	$364K	0.11%	0.00%	-16.4%	Q4 2016
EPDEnterprise Products Partners L.P.	$355K	0.11%	0.00%	Not reported	Q4 2016
PLTRPalantir Technologies Inc.	$351K	0.11%	0.00%	-18.0%	Q2 2025
ETNEaton Corp plc	$345K	0.11%	0.00%	-11.6%	Q4 2016
SBCFSeacoast Banking Corp of Florida	$340K	0.11%	0.01%	Not reported	Q4 2022
NFLXNetflix Inc	$331K	0.10%	0.00%	-24.1%	Q4 2016
XOMExxonMobil Holdings Corp	$322K	0.10%	0.00%	-48.7%	Q4 2016
CVXChevron Corp	$318K	0.10%	0.00%	-26.2%	Q4 2016
HONHoneywell International Inc	$312K	0.10%	0.00%	+7.4%	Q4 2016

Q4 2025Reported Jan 16, 202688 positions
GLDSPDR Gold Trust	$24.8M	7.32%	0.02%	+0.2%	Q4 2016
AAPLApple Inc.	$10.5M	3.09%	0.00%	-3.5%	Q4 2016
IAUIshares Gold Trust	$10.3M	3.04%	0.02%	-1.0%	Q4 2016
MSFTMicrosoft Corp	$7.46M	2.20%	0.00%	-0.6%	Q4 2016
NVDANvidia Corp	$6.74M	1.99%	0.00%	-1.2%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$6.58M	1.94%	Not reported	+10.0%	Q4 2016
ARESAres Management Corp	$5.66M	1.67%	0.01%	0.0%	Q4 2021
GOOGLAlphabet Inc.	$4.9M	1.45%	0.00%	+0.4%	Q4 2016
AMZNAmazon Com Inc	$3.36M	0.99%	0.00%	-22.5%	Q4 2016
METAMeta Platforms, Inc.	$2.95M	0.87%	Not reported	-1.0%	Q4 2016
LLYELI LILLY & Co	$2.58M	0.76%	0.00%	+6.2%	Q4 2016
GOOGAlphabet Inc.	$2.4M	0.71%	Not reported	-6.4%	Q4 2016
JPMJPMorgan Chase & Co	$2.35M	0.69%	0.00%	Not reported	Q4 2016
MAMastercard Inc	$2.04M	0.60%	0.00%	-4.7%	Q4 2016
AVGOBroadcom Inc.	$1.82M	0.54%	0.00%	-0.2%	Q4 2016
TSLATesla, Inc.	$1.73M	0.51%	0.00%	-2.1%	Q4 2016
DISWalt Disney Co	$1.7M	0.50%	0.00%	+0.6%	Q4 2016
AMDAdvanced Micro Devices Inc	$1.57M	0.46%	0.00%	+0.1%	Q3 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.45%	Not reported	Not reported	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.5M	0.44%	Not reported	-0.6%	Q4 2016
VVisa Inc.	$1.22M	0.36%	0.00%	-1.1%	Q4 2016
BACBank of America Corp	$1.19M	0.35%	0.00%	+2.1%	Q4 2016
ABBVAbbVie Inc.	$1.15M	0.34%	0.00%	Not reported	Q4 2016
JNJJohnson & Johnson	$887K	0.26%	0.00%	-2.0%	Q4 2016
LMTLockheed Martin Corp	$859K	0.25%	0.00%	-1.2%	Q4 2016
WMTWalmart Inc.	$761K	0.22%	0.00%	+2.7%	Q4 2016
EDConsolidated Edison Inc	$744K	0.22%	0.00%	-0.7%	Q4 2016
PGPROCTER & GAMBLE Co	$700K	0.21%	0.00%	+5.1%	Q4 2016
MCDMcdonalds Corp	$688K	0.20%	0.00%	-2.1%	Q4 2016
MSMorgan Stanley	$673K	0.20%	0.00%	+0.7%	Q4 2016
PMPhilip Morris International Inc.	$671K	0.20%	0.00%	+0.1%	Q4 2016
LENLennar Corp	$653K	0.19%	Not reported	+0.4%	Q4 2016
HDHome Depot, Inc.	$559K	0.17%	0.00%	-9.2%	Q4 2016
RTXRTX Corp	$556K	0.16%	0.00%	-1.3%	Q1 2024
MRKMerck & Co., Inc.	$554K	0.16%	0.00%	Not reported	Q4 2016
DLRDigital Realty Trust, Inc.	$524K	0.15%	0.00%	+3.7%	Q4 2016
PLTRPalantir Technologies Inc.	$520K	0.15%	0.00%	+0.5%	Q2 2025
CATCaterpillar Inc	$496K	0.15%	0.00%	+0.9%	Q4 2016
PCARPaccar Inc	$483K	0.14%	0.00%	+3.9%	Q4 2016
CSCOCisco Systems, Inc.	$483K	0.14%	0.00%	Not reported	Q4 2016
MSIMotorola Solutions, Inc.	$466K	0.14%	0.00%	+1.9%	Q4 2016
XOMExxonMobil Holdings Corp	$445K	0.13%	0.00%	+18.9%	Q4 2016
QCOMQualcomm Inc	$433K	0.13%	0.00%	+2.5%	Q4 2016
NFLXNetflix Inc	$426K	0.13%	0.00%	-13.5%	Q4 2016
CLColgate Palmolive Co	$423K	0.12%	0.00%	+8.9%	Q1 2017
GSGoldman Sachs Group Inc	$422K	0.12%	0.00%	-4.0%	Q4 2016
MUMicron Technology Inc	$418K	0.12%	0.00%	+2.1%	Q4 2016
WFCWells Fargo & Company	$414K	0.12%	0.00%	Not reported	Q4 2016
UNHUnitedhealth Group Inc	$392K	0.12%	0.00%	+2.1%	Q4 2016
AXPAmerican Express Co	$389K	0.11%	0.00%	Not reported	Q4 2016

Q3 2025Reported Nov 6, 202591 positions
GLDSPDR Gold Trust	$22.2M	7.21%	0.02%	+2.7%	Q4 2016
AAPLApple Inc.	$10.1M	3.29%	0.00%	-2.4%	Q4 2016
IAUIshares Gold Trust	$9.32M	3.03%	0.02%	-1.0%	Q4 2016
MSFTMicrosoft Corp	$8.04M	2.61%	0.00%	+0.6%	Q4 2016
NVDANvidia Corp	$6.83M	2.22%	0.00%	+0.9%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$5.85M	1.90%	Not reported	-0.9%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$5.73M	1.86%	Not reported	-5.9%	Q2 2018
ARESAres Management Corp	$5.6M	1.82%	0.01%	0.0%	Q4 2021
AMZNAmazon Com Inc	$4.13M	1.34%	0.00%	+0.8%	Q4 2016
GOOGLAlphabet Inc.	$3.79M	1.23%	0.00%	+2.6%	Q4 2016
METAMeta Platforms, Inc.	$3.32M	1.08%	Not reported	+0.4%	Q4 2016
JPMJPMorgan Chase & Co	$2.3M	0.75%	0.00%	-0.1%	Q4 2016
MAMastercard Inc	$2.14M	0.69%	0.00%	-0.8%	Q4 2016
GOOGAlphabet Inc.	$1.99M	0.65%	Not reported	Not reported	Q4 2016
TSLATesla, Inc.	$1.75M	0.57%	0.00%	+0.7%	Q4 2016
AVGOBroadcom Inc.	$1.74M	0.57%	0.00%	+3.6%	Q4 2016
LLYELI LILLY & Co	$1.73M	0.56%	0.00%	-5.9%	Q4 2016
DISWalt Disney Co	$1.69M	0.55%	0.00%	-0.3%	Q4 2016
BRK.ABerkshire Hathaway Inc	$1.51M	0.49%	Not reported	Not reported	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.51M	0.49%	Not reported	+10.2%	Q4 2016
VVisa Inc.	$1.2M	0.39%	0.00%	-5.6%	Q4 2016
AMDAdvanced Micro Devices Inc	$1.19M	0.39%	0.00%	+0.7%	Q3 2021
ABBVAbbVie Inc.	$1.17M	0.38%	0.00%	+12.8%	Q4 2016
BACBank of America Corp	$1.09M	0.36%	0.00%	-0.6%	Q4 2016
LMTLockheed Martin Corp	$898K	0.29%	0.00%	-1.8%	Q4 2016
JNJJohnson & Johnson	$810K	0.26%	0.00%	+17.9%	Q4 2016
LENLennar Corp	$797K	0.26%	Not reported	+0.2%	Q4 2016
EDConsolidated Edison Inc	$759K	0.25%	0.00%	-0.8%	Q4 2016
HDHome Depot, Inc.	$725K	0.24%	0.00%	+1.4%	Q4 2016
PGPROCTER & GAMBLE Co	$715K	0.23%	0.00%	-15.6%	Q4 2016
MCDMcdonalds Corp	$699K	0.23%	0.00%	+6.8%	Q4 2016
WMTWalmart Inc.	$683K	0.22%	0.00%	-0.5%	Q4 2016
PMPhilip Morris International Inc.	$672K	0.22%	0.00%	-3.5%	Q4 2016
NFLXNetflix Inc	$629K	0.20%	0.00%	+1.4%	Q4 2016
MSMorgan Stanley	$598K	0.19%	0.00%	-0.3%	Q4 2016
DLRDigital Realty Trust, Inc.	$561K	0.18%	0.00%	-0.1%	Q4 2016
ORCLOracle Corp	$548K	0.18%	0.00%	+9.3%	Q4 2016
MSIMotorola Solutions, Inc.	$546K	0.18%	0.00%	+2.1%	Q4 2016
PLTRPalantir Technologies Inc.	$531K	0.17%	0.00%	-1.2%	Q2 2025
RTXRTX Corp	$514K	0.17%	0.00%	+1.8%	Q1 2024
COSTCostco Wholesale Corp	$470K	0.15%	0.00%	-6.6%	Q4 2016
MRKMerck & Co., Inc.	$442K	0.14%	0.00%	+24.1%	Q4 2016
CSCOCisco Systems, Inc.	$429K	0.14%	0.00%	+4.0%	Q4 2016
PCARPaccar Inc	$412K	0.13%	0.00%	-0.3%	Q4 2016
QCOMQualcomm Inc	$411K	0.13%	0.00%	+6.5%	Q4 2016
CATCaterpillar Inc	$409K	0.13%	0.00%	+0.9%	Q4 2016
DHIHorton D R Inc	$404K	0.13%	0.00%	+9.2%	Q4 2016
ETNEaton Corp plc	$402K	0.13%	0.00%	+0.8%	Q4 2016
UNHUnitedhealth Group Inc	$402K	0.13%	0.00%	Not reported	Q4 2016
GSGoldman Sachs Group Inc	$398K	0.13%	0.00%	Not reported	Q4 2016

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