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OMNIA FAMILY WEALTH, LLC 13F portfolio summary

OMNIA FAMILY WEALTH, LLC of OMNIA FAMILY WEALTH, LLC has 89 current stock holdings with a reported portfolio value of $317.4M. The portfolio 1 year return is +20.04%. Top holdings include SPY (0.00%), VTI (33.29%), SGOV (16.71%), GLD (8.56%), VEA (5.91%).

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OMNIA FAMILY WEALTH, LLC

OMNIA FAMILY WEALTH, LLC
Latest filing: 2026-03-31

OMNIA FAMILY WEALTH, LLC runs OMNIA FAMILY WEALTH, LLC and currently holds 89 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $317.36M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OMNIA FAMILY WEALTH, LLC ranks #829 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OMNIA FAMILY WEALTH, LLC's portfolio at OMNIA FAMILY WEALTH, LLC has delivered returns of +20.04%. Their 3-year annualized return is +54.08%. Looking at the 5-year horizon, OMNIA FAMILY WEALTH, LLC has achieved +56.16% annualized returns at OMNIA FAMILY WEALTH, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+20.04%
#641/1000
3 Year
+54.08%
#766/1000
5 Year
+56.16%
#766/1000

Portfolio Value

$317.36M

Alpha Score

42.5

#829 of 1000

Holdings

89

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change