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Portfolio (Quarterly) Guide ↗

Omnia Family Wealth, LLC

· CIK 0001696136
13F Portfolio $373M AUM 103 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 19 New 13 Added 60 Reduced 18 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VNQ VANGUARD INDEX FDS 113,260.0 $10.9M 2.93% NEW $96.43 +1.3%
2 IEF ISHARES TR 5,000.0 $473K 0.13% NEW $94.57 -1.4%
3 PANW PALO ALTO NETWORKS INC Technology 1,025.0 $350K 0.09% NEW $341.02 +12.3%
4 GEV GE VERNOVA INC Utilities 291.0 $342K 0.09% NEW $1175.36 -18.8%
5 FIX COMFORT SYS USA INC Industrials 169.0 $335K 0.09% NEW $1981.95 -18.5%
6 WDC WESTERN DIGITAL CORP Technology 468.0 $299K 0.08% NEW $638.72 -27.7%
7 SNDK SANDISK CORP Technology 118.0 $268K 0.07% NEW $2273.73 -34.7%
8 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 249.0 $240K 0.06% NEW $965.74 -12.3%
9 VUG VANGUARD INDEX FDS 2,700.0 $233K 0.06% NEW $86.14 +3.2%
10 TRV TRAVELERS COMPANIES INC Financial Services 687.0 $227K 0.06% NEW $330.12 +11.9%
11 ENB ENBRIDGE INC Energy 4,172.0 $226K 0.06% NEW $54.22 -7.9%
12 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,907.0 $225K 0.06% NEW $57.62 +16.2%
13 CNC CENTENE CORP DEL Healthcare 3,340.0 $214K 0.06% NEW $64.19 +1.8%
14 IVE ISHARES TR 913.0 $207K 0.06% NEW $227.06 +4.4%
15 SLB SLB LIMITED Energy 4,379.0 $205K 0.06% NEW $46.79 +17.6%
16 AEP AMERICAN ELEC PWR CO INC Utilities 1,472.0 $201K 0.05% NEW $136.81 -10.3%
17 MPC MARATHON PETE CORP Energy 784.0 $200K 0.05% NEW $255.67 +42.2%
18 PCG PG&E CORP Utilities 10,712.0 $181K 0.05% NEW $16.87 +6.4%
19 AVAX ONE TECHNOLOGY LTD 10,967.0 $57K 0.01% NEW $5.19

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 44.1%
Technology 28.6%
Communication Services 6.8%
Consumer Cyclical 6.4%
Healthcare 5.3%
Industrials 3.6%
Consumer Defensive 2.6%
Energy 1.1%
Utilities 0.9%
Real Estate 0.5%