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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 1,464.0 $418K 0.12% +30.0 +2.1% $285.53 +166.9%
22 UNH UNITEDHEALTH GROUP INC Healthcare 1,188.0 $392K 0.12% +24.0 +2.1% $330.11 +16.1%
23 INTC INTEL CORP Technology 9,864.0 $364K 0.11% +97.0 +1.0% $36.90 +221.1%
24 ETN EATON CORP PLC Industrials 1,092.0 $348K 0.10% +17.0 +1.6% $318.51 +19.8%
25 CB CHUBB LIMITED Financial Services 982.0 $307K 0.09% +229.0 +30.4% $313.01 +5.5%
26 CRM SALESFORCE INC Technology 1,138.0 $302K 0.09% +205.0 +22.0% $265.32 -33.5%
27 SBUX STARBUCKS CORP Consumer Cyclical 2,901.0 $244K 0.07% +45.0 +1.6% $84.21 +26.5%
28 CMCSA COMCAST CORP NEW Communication Services 8,124.0 $243K 0.07% +878.0 +12.1% $29.89 -16.1%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 787.0 $233K 0.07% +20.0 +2.6% $296.28 -14.6%
30 BN BROOKFIELD CORP Financial Services 5,060.0 $233K 0.07% +2K +50.0% $45.98 -1.2%
Page 2 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%