account_balance
Investment manager · 13F filer · SEC CIK 1696136
Omnia Family Wealth, LLC
Reported value$364Mas of Sep 30, 2026
Positions122 29 new, 10 sold out
Top 10 weight77.4%VTI alone is 32%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
32.3%
SGOViShares Tr
17.2%Trimmed −11%
GLDSPDR Gold Trust
6.6%
VEAVanguard Tax-Managed FDS
5.7%
IEFAiShares Tr
3.8%−2%
AAPLApple Inc.
2.8%Trimmed −3%
IAUiShares Gold Trust
2.7%
VWOVanguard Intl Equity Index F
2.5%Trimmed −3%
ILFiShares Tr
2.1%
SPYSPDR S&P 500 ETF Trust
1.7%
NVDAVTIVanguard Index FDS
32.3%
SGOViShares Tr
17.2%Trimmed −11%
VEAVanguard Tax-Managed FDS
5.7%
IEFA
AAPLIAU2.7%VWO
ILF
MSFTSPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 32.3% Held
SGOV iShares Tr 17.2% Trimmed −11%
GLD SPDR Gold Trust 6.6% HeldVEA Vanguard Tax-Managed FDS 5.7% Held
IEFA iShares Tr 3.8% Trimmed −2%
AAPL Apple Inc. 2.8% Trimmed −3%IAU iShares Gold Trust 2.7% HeldVWO Vanguard Intl Equity Index F 2.5% Trimmed −3%
ILF iShares Tr 2.1% Held
MSFT Microsoft Corp 1.8% Added +3%SPY SPDR S&P 500 ETF Trust 1.7% HeldNVDA NVIDIA Corp 1.4% Trimmed −13%What changed
Biggest moves since Jun 30, 2026
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