Notify me when Omnia Family Wealth, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 102 | $338,641,313 | +$39,021,330 | -$17,861,884 | +$21,159,446 | VTI, SGOV, GLD, VEA, IEFA | 13F-HR | 16 Jan 2026, 16:22 |
| Q3 2025 | 101 | $307,983,405 | +$13,636,678 | -$3,994,496 | +$9,642,182 | VTI, GLD, SGOV, VEA, IEFA | 13F-HR | 06 Nov 2025, 16:57 |
| Q2 2025 | 102 | $276,025,256 | +$17,910,635 | -$4,166,225 | +$13,744,410 | VTI, GLD, SGOV, VEA, IEFA | 13F-HR | 28 Jul 2025, 17:02 |
| Q1 2025 | 91 | $239,075,158 | +$11,001,608 | -$9,425,255 | +$1,576,353 | VTI, GLD, SGOV, IEFA, VEA | 13F-HR | 23 Apr 2025, 15:42 |
| Q4 2024 | 79 | $241,952,663 | +$18,600,231 | -$10,873,577 | +$7,726,654 | VTI, GLD, SGOV, VEA, IEFA | Restatement | 27 Feb 2025, 14:13 |
| Q3 2024 | 79 | $233,344,357 | +$18,436,910 | -$34,906,192 | -$16,469,282 | VTI, GLD, SGOV, IEFA, VEA | 13F-HR | 06 Nov 2024, 10:53 |
| Q2 2024 | 78 | $236,234,672 | +$30,583,785 | -$10,653,370 | +$19,930,415 | VTI, SGOV, GLD, IEFA, VEA | 13F-HR | 14 Aug 2024, 09:17 |
| Q1 2024 | 74 | $213,472,009 | +$38,944,027 | -$34,061,394 | +$4,882,633 | VTI, SGOV, GLD, IEFA, VEA | 13F-HR | 30 Apr 2024, 10:13 |
| Q4 2023 | 64 | $195,107,099 | +$54,910,478 | -$36,079,923 | +$18,830,555 | VTI, SGOV, SPY, IEFA, GLD | 13F-HR | 05 Feb 2024, 12:49 |
| Q3 2023 | 65 | $161,328,854 | +$38,459,733 | -$19,701,101 | +$18,758,632 | VTI, IEFA, XME, GLD, VWO | 13F-HR | 01 Nov 2023, 09:49 |
| Q2 2023 | 65 | $147,175,859 | +$31,488,436 | -$22,774,909 | +$8,713,527 | VTI, IEFA, VWO, SGOV, IAU | 13F-HR | 31 Jul 2023, 09:23 |
| Q1 2023 | 65 | $130,018,423 | +$23,934,502 | -$25,319,726 | -$1,385,224 | VTI, IEFA, IAU, GLD, AMD | 13F-HR | 11 May 2023, 14:47 |
| Q4 2022 | 70 | $123,566,872 | +$25,221,456 | -$31,785,711 | -$6,564,255 | VTI, IEFA, XLP, IAU, VWO | 13F-HR | 31 Jan 2023, 10:29 |
| Q3 2022 | 61 | $121,662,000 | +$16,045,598 | -$22,110,264 | -$6,064,666 | VTI, SGOV, VEA, GLD, XLP | 13F-HR | 27 Oct 2022, 17:15 |
| Q2 2022 | 64 | $135,870,000 | +$43,147,987 | -$36,562,860 | +$6,585,127 | VTI, SGOV, IEFA, GLD, SCHB | 13F-HR | 22 Jul 2022, 09:43 |
| Q1 2022 | 69 | $150,568,000 | +$8,978,975 | -$17,877,637 | -$8,898,662 | VTI, VEA, GLD, SHY, DBA | 13F-HR | 06 May 2022, 10:32 |
| Q4 2021 | 75 | $164,420,000 | +$32,637,049 | -$23,747,552 | +$8,889,497 | VTI, VEA, GLD, AAPL, DBA | 13F-HR | 03 Feb 2022, 18:28 |
| Q3 2021 | 69 | $145,362,000 | +$20,598,358 | -$30,369,749 | -$9,771,391 | VTI, VEA, GLD, VWO, AMD | 13F-HR | 03 Nov 2021, 13:53 |
| Q2 2021 | 67 | $156,372,000 | +$19,843,814 | -$4,359,374 | +$15,484,440 | VTI, VEA, TAIL, IVOL, VWO | 13F-HR | 03 Aug 2021, 08:34 |
| Q1 2021 | 66 | $134,813,000 | +$56,212,891 | -$33,089,112 | +$23,123,779 | VTI, VEA, TAIL, IVOL, GLD | 13F-HR | 12 May 2021, 08:09 |
| Q4 2020 | 72 | $109,580,043 | +$11,282,683 | -$11,960,098 | -$677,415 | VTI, TLT, TIP, GLD, SHY | 13F-HR | 08 Feb 2021, 08:17 |
| Q3 2020 | 71 | $104,820,000 | +$4,686,654 | -$2,524,089 | +$2,162,565 | TLT, VTI, TAIL, GLD, SHY | 13F-HR | 28 Oct 2020, 08:52 |
| Q2 2020 | 70 | $101,982,478 | +$13,067,120 | -$19,679,745 | -$6,612,625 | TLT, VTI, TAIL, GLD, SHY | 13F-HR | 04 Aug 2020, 08:21 |
| Q1 2020 | 74 | $96,143,000 | +$5,507,842 | -$95,143,045 | -$89,635,203 | VTI, TLT, SHY, GLD, AAPL | 13F-HR | 05 May 2020, 16:14 |
| Q4 2019 | 93 | $218,130,000 | +$75,188,508 | -$2,956,636 | +$72,231,872 | VTI, VEA, VWO, TLT, SCHB | Restatement | 04 Feb 2020, 18:49 |
| Q3 2019 | 88 | $137,022,000 | +$5,657,913 | -$67,624,025 | -$61,966,112 | VTI, VEA, TLT, SCHB, VWO | 13F-HR | 12 Nov 2019, 09:48 |
| Q2 2019 | 94 | $198,247,000 | +$2,653,291 | -$12,747,492 | -$10,094,201 | VTI, VEA, VWO, TLT, IEFA | 13F-HR | 07 Aug 2019, 16:24 |
| Q1 2019 | 583 | $202,782,000 | +$7,664,644 | -$10,042,352 | -$2,377,708 | VTI, VEA, VWO, TLT, IEFA | 13F-HR | 14 May 2019, 19:32 |
| Q4 2018 | 558 | $185,214,000 | +$30,663,016 | -$37,614,686 | -$6,951,670 | VTI, VEA, VWO, TLT, IEFA | 13F-HR | 25 Feb 2019, 17:58 |
| Q3 2018 | 573 | $218,243,000 | +$3,511,930 | -$5,609,934 | -$2,098,004 | VTI, VEA, VWO, IEFA, TIP | 13F-HR | 14 Nov 2018, 07:39 |
| Q2 2018 | 561 | $213,756,000 | +$9,888,530 | -$12,187,264 | -$2,298,734 | VTI, VEA, VWO, IEFA, TIP | 13F-HR | 10 Aug 2018, 12:46 |
| Q1 2018 | 600 | $217,693,000 | +$13,754,188 | -$11,496,435 | +$2,257,753 | VEA, VTI, VWO, TIP, IEFA | 13F-HR | 11 May 2018, 15:41 |
| Q4 2017 | 601 | $218,368,000 | +$12,253,402 | -$8,372,613 | +$3,880,789 | VEA, VTI, VWO, TIP, IEFA | 13F-HR | 02 Feb 2018, 15:48 |
| Q3 2017 | 624 | $206,114,000 | +$5,267,250 | -$16,032,921 | -$10,765,671 | VEA, VTI, VWO, TIP, IEFA | 13F-HR | 13 Nov 2017, 17:54 |
| Q2 2017 | 704 | $208,770,000 | +$7,922,286 | -$10,481,331 | -$2,559,045 | VTI, VEA, VWO, TIP, IEFA | 13F-HR | 10 Aug 2017, 14:42 |
| Q1 2017 | 718 | $206,047,000 | +$14,016,765 | -$19,821,675 | -$5,804,910 | VTI, VEA, VWO, TIP, IEFA | Restatement | 15 May 2017, 09:41 |
| Q4 2016 | 742 | $201,576,000 | $0 | $0 | $0 | VTI, VEA, VWO, TIP, QAI | 13F-HR | 03 Apr 2017, 12:33 |