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Portfolio (Quarterly) Guide ↗

Omnia Family Wealth, LLC

· CIK 0001696136
13F Portfolio $339M AUM 102 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 30 Added 31 Reduced 9 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 365,934.0 $36.7M 10.85% +171K +88.0% $100.38 +0.2%
2 VEA VANGUARD TAX-MANAGED FDS 280,014.0 $17.5M 5.17% +48K +20.6% $62.47 +13.2%
3 VWO VANGUARD INTL EQUITY INDEX F 155,551.0 $8.4M 2.47% +144K +1248.8% $53.76 +9.2%
4 SPY SPDR S&P 500 ETF TR Financial Services 9,627.0 $6.6M 1.94% +873.0 +10.0% $683.73 +8.6%
5 LLY ELI LILLY & CO Healthcare 2,404.0 $2.6M 0.76% +140.0 +6.2% $1074.88 -3.1%
6 DIS DISNEY WALT CO Communication Services 14,869.0 $1.7M 0.50% +89.0 +0.6% $114.51 -9.5%
7 BAC BANK AMERICA CORP Financial Services 21,661.0 $1.2M 0.35% +448.0 +2.1% $55.00 -6.4%
8 WMT WALMART INC Consumer Defensive 6,813.0 $761K 0.23% +181.0 +2.7% $111.64 +17.2%
9 PG PROCTER AND GAMBLE CO Consumer Defensive 4,888.0 $700K 0.21% +236.0 +5.1% $143.31 -0.6%
10 MS MORGAN STANLEY Financial Services 3,792.0 $673K 0.20% +28.0 +0.7% $177.53 +12.9%
11 DLR DIGITAL RLTY TR INC Real Estate 3,363.0 $524K 0.15% +120.0 +3.7% $155.84 +24.7%
12 PLTR PALANTIR TECHNOLOGIES INC Technology 2,928.0 $520K 0.15% +15.0 +0.5% $177.75 -22.8%
13 CAT CATERPILLAR INC Industrials 866.0 $496K 0.15% +8.0 +0.9% $572.87 +51.2%
14 PCAR PACCAR INC Industrials 4,357.0 $483K 0.14% +165.0 +3.9% $110.91 -1.4%
15 MSI MOTOROLA SOLUTIONS INC Technology 1,213.0 $466K 0.14% +22.0 +1.9% $384.46 +4.1%
16 XOM EXXON MOBIL CORP Energy 3,699.0 $445K 0.13% +588.0 +18.9% $120.35 +29.9%
17 SHY ISHARES TR 5,352.0 $443K 0.13% +508.0 +10.5% $82.82 -0.8%
18 QCOM QUALCOMM INC Technology 2,530.0 $433K 0.13% +61.0 +2.5% $171.05 +18.4%
19 NFLX NETFLIX INC Communication Services 4,539.0 $426K 0.13% +4K +764.6% $93.76 -4.8%
20 CL COLGATE PALMOLIVE CO Consumer Defensive 5,353.0 $423K 0.12% +438.0 +8.9% $79.02 +14.5%
Page 1 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 25.6%
Communication Services 9.9%
Consumer Cyclical 6.6%
Healthcare 5.1%
Industrials 2.8%
Consumer Defensive 2.7%
Energy 0.8%
Utilities 0.8%
Real Estate 0.4%