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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
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 2,621.0 $1.1M 0.29% -1K -32.0% $420.60 -15.6%
22 ABBV ABBVIE INC Healthcare 4,219.0 $1.1M 0.28% -823.0 -16.3% $251.64 +2.5%
23 V VISA INC Financial Services 2,744.0 $941K 0.25% -742.0 -21.3% $343.09 +10.7%
24 LMT LOCKHEED MARTIN CORP Industrials 1,750.0 $892K 0.24% -26.0 -1.5% $509.46 +11.1%
25 JNJ JOHNSON & JOHNSON Healthcare 2,647.0 $672K 0.18% -2K -38.2% $253.97 +4.6%
26 CAT CATERPILLAR INC Industrials 631.0 $672K 0.18% -235.0 -27.1% $1064.90 -23.3%
27 MS MORGAN STANLEY Financial Services 3,132.0 $655K 0.17% -660.0 -17.4% $209.04 +2.8%
28 PM PHILIP MORRIS INTL INC Consumer Defensive 3,331.0 $608K 0.16% -815.0 -19.7% $182.38 +4.4%
29 DLR DIGITAL RLTY TR INC Real Estate 3,067.0 $551K 0.15% -296.0 -8.8% $179.58 +7.0%
30 MRK MERCK & CO INC Healthcare 4,179.0 $541K 0.14% -1K -19.9% $129.35 +15.6%
31 LRCX LAM RESEARCH CORP Technology 1,213.0 $526K 0.14% -663.0 -35.3% $433.59 -26.5%
32 MCD MCDONALDS CORP Consumer Cyclical 1,886.0 $510K 0.14% -366.0 -16.2% $270.31 -3.8%
33 WMT WALMART INC Consumer Defensive 4,445.0 $503K 0.14% -2K -34.8% $113.26 -9.4%
34 PCAR PACCAR INC Industrials 4,126.0 $496K 0.13% -231.0 -5.3% $120.12 +5.3%
35 MSI MOTOROLA SOLUTIONS INC Technology 1,146.0 $477K 0.13% -67.0 -5.5% $416.50 +16.8%
36 BAC BANK OF AMER CORP Financial Services 8,096.0 $461K 0.12% -14K -62.6% $56.98 +7.4%
37 PG PROCTER & GAMBLE CO Consumer Defensive 3,122.0 $458K 0.12% -2K -36.1% $146.64 -2.4%
38 QCOM QUALCOMM INC Technology 2,453.0 $453K 0.12% -77.0 -3.0% $184.79 -10.8%
39 RTX RTX CORPORATION Industrials 2,351.0 $446K 0.12% -683.0 -22.5% $189.73 +11.8%
40 CSCO CISCO SYS INC Technology 3,622.0 $425K 0.11% -3K -42.2% $117.46 -4.5%
Page 2 of 3  ·  60 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 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%