DOSSIER · 13F-HR · Q3 2026
Omnia Family Wealth, LLC
$364M in tracked AUM across 122 positions as of Q3 2026.
OF
CIK 0001696136 · last filed Sep 30, 2026
AI Analysis · Q3 2026
1. Portfolio Overview
Omnia Family Wealth, LLC has reported a substantial transformation in its 13F filing for the period ending December 31, 2025. The most striking feature of this report is the massive expansion in portfolio size, which grew by +314.2%, increasing from approximately $81.76M to $338.64M. This rapid capital infusion suggests a significant deployment of client cash or a strategic restructuring of assets under management (AUM).
The portfolio has shifted towar...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology
Quarter at a glance — Q3 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.
Filing history
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