Long-term investor
Omnia Family Wealth, LLC @omniafamilywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001696136).
Record
- Tracked since 2025-06-30 (434 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months +8.4% · 1 year +17.3% · all +17.3%
- Max drawdown -1.9% · Sharpe 1.22 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 31.3% · long · since 2025-06-30
- SGOV · 18.8% · long · since 2025-06-30
- GLD · 6.2% · long · since 2025-06-30
- VEA · 5.5% · long · since 2025-06-30
- IEFA · 3.7% · long · since 2025-06-30
- VNQ · 2.9% · long · since 2026-06-30
- VWO · 2.6% · long · since 2025-06-30
- IAU · 2.5% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- ILF · 2.0% · long · since 2025-12-31
- SPY · 1.7% · long · since 2025-06-30
- NVDA · 1.4% · long · since 2025-06-30