Omnia Family Wealth, LLC
Q2 2025 13F Holdings
- Locationaventura, FL
- Num holdings
102
- Value ($000)
$276,025
- Date Filed07/28/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $99.35M | 36 % | 325,915 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $18.54M | 7 % | 60,820 | ||
SGOV ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $16.94M | 6 % | 168,284 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $13.23M | 5 % | 232,021 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.68M | 5 % | 151,899 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $9.95M | 4 % | 17,461 | ||
AAPL APPLE INC | COM | 037833100 | $8.37M | 3 % | 40,810 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $8.07M | 3 % | 129,410 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.67M | 3 % | 15,422 | ||
ARES ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | $6.06M | 2 % | 35,011 |
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