Omnia Family Wealth, LLC
Annual return '25
+18.7%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$317.4M
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Sold 3.5% (13.0k → 12.6k shares)
32.7%
02
$SGOV
ISHARES TR
Held since at least Q1 2024
16.4%
03
$GQ9
SPDR GOLD TR
Q4 2025: New position (985 shares)
8.4%
04
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +814.4% (19.9k → 182.4k shares)
5.8%
05
$IEFA
ISHARES TR
Q1 2026: Sold 9.1% (4.4k → 4.0k shares)
4.1%
06
$IAU
ISHARES GOLD TR
Q1 2026: Exited (was 6.8k shares)
3.5%
07
$VWO
VANGUARD INTL EQUITY INDEX F
Q1 2026: Increased +2126.6% (8.1k → 180.8k shares)
2.6%
08
$AAPL
APPLE INC
Q4 2025: New position (106.5k shares)
2.5%
09
$ILF
ISHARES TR
Held since at least Q1 2024
2.4%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: New position (1.2k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:55 UTC.