Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $338,641,313
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 326,639 $109,512,189 32.34%
2.
Ishares Tr
 365,934 $36,732,490 10.85%
3.
Spdr Gold Trust
 GLD 62,542 $24,786,020 7.32%
4.
Vanguard Tax-Managed Fds
 280,014 $17,492,466 5.17%
5.
Ishares Trust
 VLUE 148,393 $13,275,238 3.92%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.