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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LEN LENNAR CORP Consumer Cyclical 6,349.0 $653K 0.19% $102.80 -13.6%
42 HD HOME DEPOT INC Consumer Cyclical 1,625.0 $559K 0.17% -165.0 -9.2% $344.06 -8.8%
43 RTX RTX CORPORATION Industrials 3,034.0 $556K 0.16% -40.0 -1.3% $183.40 -4.7%
44 MRK MERCK & CO INC Healthcare 5,218.0 $554K 0.16% $106.11 +9.2%
45 DLR DIGITAL RLTY TR INC Real Estate 3,363.0 $524K 0.15% +120.0 +3.7% $155.84 +24.7%
46 PLTR PALANTIR TECHNOLOGIES INC Technology 2,928.0 $520K 0.15% +15.0 +0.5% $177.75 -22.8%
47 VTV VANGUARD INDEX FDS 2,656.0 $507K 0.15% NEW $190.99 +9.4%
48 CAT CATERPILLAR INC Industrials 866.0 $496K 0.15% +8.0 +0.9% $572.87 +51.2%
49 PCAR PACCAR INC Industrials 4,357.0 $483K 0.14% +165.0 +3.9% $110.91 -1.4%
50 CSCO CISCO SYS INC Technology 6,271.0 $483K 0.14% $77.04 +53.4%
51 MSI MOTOROLA SOLUTIONS INC Technology 1,213.0 $466K 0.14% +22.0 +1.9% $384.46 +4.1%
52 XOM EXXON MOBIL CORP Energy 3,699.0 $445K 0.13% +588.0 +18.9% $120.35 +29.9%
53 SHY ISHARES TR 5,352.0 $443K 0.13% +508.0 +10.5% $82.82 -0.8%
54 QCOM QUALCOMM INC Technology 2,530.0 $433K 0.13% +61.0 +2.5% $171.05 +18.4%
55 NFLX NETFLIX INC Communication Services 4,539.0 $426K 0.13% +4K +764.6% $93.76 -4.8%
56 CL COLGATE PALMOLIVE CO Consumer Defensive 5,353.0 $423K 0.12% +438.0 +8.9% $79.02 +14.5%
57 GS GOLDMAN SACHS GROUP INC Financial Services 480.0 $422K 0.12% -20.0 -4.0% $879.08 +12.4%
58 MU MICRON TECHNOLOGY INC Technology 1,464.0 $418K 0.12% +30.0 +2.1% $285.53 +166.9%
59 WFC WELLS FARGO CO NEW Financial Services 4,440.0 $414K 0.12% $93.20 -18.7%
60 IWM ISHARES TR 1,638.0 $403K 0.12% -25K -93.9% $246.16 +14.8%
Page 3 of 6  ·  102 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%