Omnia Family Wealth, LLC
Q1 2025 13F Holdings
- Locationaventura, FL
- Num holdings
91
- Value ($000)
$239,075
- Date Filed04/23/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $87.33M | 37 % | 317,733 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $17.63M | 7 % | 61,170 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $15.37M | 6 % | 152,674 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $11.50M | 5 % | 152,058 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.63M | 4 % | 209,115 | ||
AAPL APPLE INC | COM | 037833100 | $9.20M | 4 % | 41,413 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.06M | 3 % | 136,741 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $5.58M | 2 % | 9,939 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.39M | 2 % | 14,355 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.27M | 2 % | 11,216 |
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