Omnia Family Wealth, LLC
All 13F Filings
- Location
- Aventura, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 373,160
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 103 | 373,160 | 13F-HR | Omnia Family Wealth, LLC |
| Q1 2026 | 5/7/2026 | 90 | 317,359 | 13F-HR | Omnia Family Wealth, LLC |
| Q4 2025 | 1/16/2026 | 102 | 338,641 | 13F-HR | Omnia Family Wealth, LLC |
| Q3 2025 | 11/6/2025 | 101 | 307,983 | 13F-HR | Omnia Family Wealth, LLC |
| Q2 2025 | 7/28/2025 | 102 | 276,025 | 13F-HR | Omnia Family Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.64 K | 19.7% | 12.44 K | 0 | 12.44 K |
| ETFs | 299.5 K | 80.3% | 43.37 K | 0 | 43.37 K |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
373,160
Holdings
103
QoQ value change ($000)
55,801
(17.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.