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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 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 META META PLATFORMS INC Communication Services 3,226.0 $1.8M 0.49% -1K -27.9% $563.23 +3.2%
22 MA MASTERCARD INCORPORATED Financial Services 3,202.0 $1.6M 0.44% -380.0 -10.6% $513.60 +15.7%
23 JPM JPMORGAN CHASE & CO Financial Services 4,683.0 $1.5M 0.41% -3K -35.8% $327.33 +8.4%
24 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.40% $748850.00
25 MU MICRON TECHNOLOGY INC Technology 1,277.0 $1.5M 0.40% -187.0 -12.8% $1154.29 -19.2%
26 DIS DISNEY WALT CO Communication Services 14,193.0 $1.4M 0.37% -676.0 -4.5% $97.00 +10.9%
27 AVGO BROADCOM INC Technology 3,526.0 $1.3M 0.36% -2K -33.1% $377.75 -1.2%
28 INTC INTEL CORP Technology 9,462.0 $1.3M 0.35% -402.0 -4.1% $139.63 -33.3%
29 BERKSHIRE HATHAWAY INC DEL 2,478.0 $1.2M 0.33% -503.0 -16.9% $500.39
30 TSLA TESLA INC Consumer Cyclical 2,621.0 $1.1M 0.29% -1K -32.0% $420.60 -15.7%
31 ABBV ABBVIE INC Healthcare 4,219.0 $1.1M 0.28% -823.0 -16.3% $251.64 +2.2%
32 V VISA INC Financial Services 2,744.0 $941K 0.25% -742.0 -21.3% $343.09 +11.4%
33 LMT LOCKHEED MARTIN CORP Industrials 1,750.0 $892K 0.24% -26.0 -1.5% $509.46 +10.5%
34 IWB ISHARES TR 1,848.0 $757K 0.20% $409.50 +3.2%
35 JNJ JOHNSON & JOHNSON Healthcare 2,647.0 $672K 0.18% -2K -38.2% $253.97 +4.5%
36 CAT CATERPILLAR INC Industrials 631.0 $672K 0.18% -235.0 -27.1% $1064.90 -23.5%
37 VTV VANGUARD INDEX FDS 3,080.0 $671K 0.18% +424.0 +16.0% $217.93 +3.6%
38 MS MORGAN STANLEY Financial Services 3,132.0 $655K 0.17% -660.0 -17.4% $209.04 +3.0%
39 PM PHILIP MORRIS INTL INC Consumer Defensive 3,331.0 $608K 0.16% -815.0 -19.7% $182.38 +4.8%
40 HD HOME DEPOT INC Consumer Cyclical 1,620.0 $571K 0.15% $352.64 -6.7%
Page 2 of 6  ·  103 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%