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Home > Institutional Investor > Omnia Family Wealth, Llc > Profile

Instuitional Investor - Omnia Family Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Omnia Family Wealth, Llc
Portfolio Value $307,983,405
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 327,892 $107,901,700 35.03%
2.
Spdr Gold Trust
 GLD 62,434 $22,193,414 7.21%
3.
Ishares Tr
 194,640 $19,600,248 6.36%
4.
Vanguard Tax-Managed Fds
 232,110 $13,908,033 4.52%
5.
Ishares Trust
 VLUE 148,888 $12,999,411 4.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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