Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Omnia Family Wealth, LLC (CIK 1696136) reported $317.4M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($103.8M, 32.70%), SGOV ($52.1M, 16.41%), GLD ($26.7M, 8.41%), VEA ($18.4M, 5.81%), IEFA ($13.2M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $103.8M | 32.70% | 323,530 | Trimmed |
| 2 | SGOV | ISHARES TR | $52.1M | 16.41% | 517,354 | Added |
| 3 | GLD | SPDR GOLD TR | $26.7M | 8.41% | 62,002 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $18.4M | 5.81% | 287,746 | Added |
| 5 | IEFA | ISHARES TR | $13.2M | 4.15% | 145,431 | Trimmed |
| 6 | IAU | ISHARES GOLD TR | $11.2M | 3.52% | 126,607 | Trimmed |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | $8.4M | 2.64% | 155,098 | Trimmed |
| 8 | AAPL | APPLE INC | $8.1M | 2.54% | 31,813 | Trimmed |
| 9 | ILF | ISHARES TR | $7.6M | 2.38% | 213,047 | Added |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 1.75% | 8,495 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $4.5M | 1.43% | 12,239 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $4.4M | 1.38% | 25,182 | Trimmed |
| 13 | VO | VANGUARD INDEX FDS | $3.7M | 1.18% | 12,991 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $3.4M | 1.07% | 5,663 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $3.1M | 0.97% | 10,653 | Trimmed |
| 16 | GOOG | ALPHABET INC | $2.3M | 0.72% | 7,992 | Added |
| 17 | AMZN | AMAZON COM INC | $2.3M | 0.72% | 10,987 | Trimmed |
| 18 | LLY | ELI LILLY & CO | $2.0M | 0.62% | 2,131 | Trimmed |
| 19 | JPM | JPMORGAN CHASE & CO | $1.8M | 0.56% | 6,035 | Trimmed |
| 20 | META | META PLATFORMS INC | $1.8M | 0.56% | 3,123 | Trimmed |
| 21 | MA | MASTERCARD INCORPORATED | $1.6M | 0.51% | 3,211 | Trimmed |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.4M | 0.45% | 2 | Hold |
| 23 | DIS | DISNEY WALT CO | $1.4M | 0.43% | 14,053 | Trimmed |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.39% | 6,066 | Trimmed |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.36% | 2,377 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31