StockDriftsStockDriftsTop 50 Omnia Family Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 31.32% | 315.8K | $116.9M | -2.39%(-7.73K) | $214.62(+78.62%) | 2026-06-30 | |
| SGOV | ISHARES TR | 18.78% | 696.1K | $70.1M | +34.54%(+178.71K) | $100.54(+0.02%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 6.25% | 63.3K | $23.3M | +2.05%(+1.27K) | $174.96(+131.01%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 5.52% | 289.0K | $20.6M | +0.45%(+1.28K) | $48.99(+51.07%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.73% | 144.1K | $13.9M | -0.92%(-1.34K) | $64.77(+56.43%) | 2026-06-30 | |
| VNQ | VANGUARD INDEX FDS | 2.93% | 113.3K | $10.9M | new | $91.88(+6.45%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.57% | 160.7K | $9.6M | +3.60%(+5.58K) | $53.39(+13.10%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.55% | 125.8K | $9.5M | -0.62%(-791) | $32.29(+157.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.46% | 31.8K | $9.2M | -0.18%(-57) | $108.86(+180.53%) | 2026-06-30 | |
| ILF | ISHARES TR | 1.97% | 218.1K | $7.4M | +2.35%(+5.01K) | $29.81(+12.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.19% | +56.87% | +9.16% | +54.97% |
| Top 20 Holdings Unweighted | +18.33% | +65.67% | +9.76% | +59.31% |
Omnia Family Wealth, LLC reports $373.16M in US-listed equity holdings across 103 positions in its most recent 13F filing. Its largest disclosed positions are VTI (31.3%), SGOV (18.8%) and GLD (6.3%). The top 20 holdings account for 88.59% of reported assets. Its disclosed equity book has returned +56.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Omnia Family Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1696136). View Omnia Family Wealth, LLC’s 13F filings on SEC