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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 3 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DLR DIGITAL RLTY TR INC Real Estate 3,067.0 $551K 0.15% -296.0 -8.8% $179.58 +7.0%
42 MRK MERCK & CO INC Healthcare 4,179.0 $541K 0.14% -1K -19.9% $129.35 +15.6%
43 LRCX LAM RESEARCH CORP Technology 1,213.0 $526K 0.14% -663.0 -35.3% $433.59 -26.5%
44 MCD MCDONALDS CORP Consumer Cyclical 1,886.0 $510K 0.14% -366.0 -16.2% $270.31 -3.8%
45 WMT WALMART INC Consumer Defensive 4,445.0 $503K 0.14% -2K -34.8% $113.26 -9.4%
46 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 531.0 $497K 0.13% +167.0 +45.9% $935.47 -0.1%
47 PCAR PACCAR INC Industrials 4,126.0 $496K 0.13% -231.0 -5.3% $120.12 +5.3%
48 CL COLGATE PALMOLIVE CO Consumer Defensive 5,369.0 $492K 0.13% $91.68 -0.8%
49 GS GOLDMAN SACHS GROUP INC Financial Services 484.0 $489K 0.13% +4.0 +0.8% $1010.62 +3.0%
50 MSI MOTOROLA SOLUTIONS INC Technology 1,146.0 $477K 0.13% -67.0 -5.5% $416.50 +16.8%
51 IEF ISHARES TR 5,000.0 $473K 0.13% NEW $94.57 -1.4%
52 BAC BANK OF AMER CORP Financial Services 8,096.0 $461K 0.12% -14K -62.6% $56.98 +7.4%
53 PG PROCTER & GAMBLE CO Consumer Defensive 3,122.0 $458K 0.12% -2K -36.1% $146.64 -2.4%
54 QCOM QUALCOMM INC Technology 2,453.0 $453K 0.12% -77.0 -3.0% $184.79 -10.8%
55 RTX RTX CORPORATION Industrials 2,351.0 $446K 0.12% -683.0 -22.5% $189.73 +11.8%
56 CSCO CISCO SYS INC Technology 3,622.0 $425K 0.11% -3K -42.2% $117.46 -4.5%
57 LEN LENNAR CORP Consumer Cyclical 4,648.0 $421K 0.11% -2K -26.8% $90.49 -5.9%
58 ETN EATON CORP PLC Industrials 965.0 $411K 0.11% -127.0 -11.6% $426.12 -2.4%
59 SHY ISHARES TR 4,844.0 $398K 0.11% -508.0 -9.5% $82.11 -0.1%
60 WFC WELLS FARGO & CO Financial Services 4,805.0 $397K 0.11% +365.0 +8.2% $82.64 +2.8%
Page 3 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%