# EDGAR Filing Document

**Accession Number:** 0001696136
**File Stem:** 0001951757-25-001299
**Filing Date:** 2025-11
**Character Count:** 13697
**Document Hash:** ec5978cacee711eb2c4ea548a34dfe97
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-25-001299.hdr.sgml**: 20251106

**ACCESSION NUMBER**: 0001951757-25-001299

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251106

**DATE AS OF CHANGE**: 20251106

**EFFECTIVENESS DATE**: 20251106

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Omnia Family Wealth, LLC
- **CENTRAL INDEX KEY:** 0001696136

**ORGANIZATION NAME:**
- **EIN:** 474980835
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18002
- **FILM NUMBER:** 251459351

**BUSINESS ADDRESS:**
- **STREET 1:** 18851 NE 29TH AVENUE
- **STREET 2:** SUITE 400
- **CITY:** AVENTURA
- **STATE:** FL
- **ZIP:** 33180
- **BUSINESS PHONE:** 305-602-9080

**MAIL ADDRESS:**
- **STREET 1:** 18851 NE 29TH AVENUE
- **STREET 2:** SUITE 400
- **CITY:** AVENTURA
- **STATE:** FL
- **ZIP:** 33180

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Omnia Family Wealth LLC<br>**Address:** 18851 NE 29TH AVENUE<br>SUITE 400<br>AVENTURA, FL 33180

**Form 13F File Number:** 028-18002

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ivan Hernandez<br>**Title:** Chief Compliance Officer<br>**Phone:** (305) 602-9080

**Signature, Place, and Date of Signing:**

Ivan Hernandez  Aventura, FL  11-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 101

**Form 13F Information Table Value Total:** $307983405

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

| No.   | Name   | Form 13F File Number   |
|:---|:---|:---|
|  | Aperio |  |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1167425 | 5042 | SH |  | DFND | 1.0 | 0 | 751 | 4291 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1186406 | 7333 | SH |  | DFND | 1.0 | 0 | 1072 | 6261 |
| AKARI THERAPEUTICS PLC | SPONSORED ADR | 00972G207 |  | 28724 | 28440 | SH |  | SOLE |  | 0 | 0 | 28440 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1988829 | 8166 | SH |  | DFND | 1.0 | 0 | 514 | 7652 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3790725 | 15593 | SH |  | DFND | 1.0 | 0 | 6144 | 9449 |
| AMAZON COM INC | COM | 023135106 |  | 4129014 | 18805 | SH |  | DFND | 1.0 | 0 | 6273 | 12532 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 348778 | 1050 | SH |  | DFND | 1.0 | 0 | 443 | 607 |
| APPLE INC | COM | 037833100 |  | 10147603 | 39852 | SH |  | DFND | 1.0 | 0 | 9268 | 30584 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 5599987 | 35024 | SH |  | DFND | 1.0 | 0 | 24 | 35000 |
| AT INC | COM | 00206R102 |  | 316041 | 11191 | SH |  | DFND | 1.0 | 0 | 5413 | 5778 |
| BANK AMERICA CORP | COM | 060505104 |  | 1094377 | 21213 | SH |  | DFND | 1.0 | 0 | 4336 | 16877 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1508400 | 2 | SH |  | SOLE |  | 0 | 0 | 2 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1508220 | 3000 | SH |  | DFND | 1.0 | 0 | 1230 | 1770 |
| BLACKSTONE INC | COM | 09260D107 |  | 362685 | 2123 | SH |  | DFND | 1.0 | 0 | 377 | 1746 |
| BROADCOM INC | COM | 11135F101 |  | 1741925 | 5280 | SH |  | DFND | 1.0 | 0 | 2663 | 2617 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 |  | 231282 | 3374 | SH |  | SOLE |  | 0 | 0 | 3374 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 246593 | 1160 | SH |  | DFND | 1.0 | 0 | 242 | 918 |
| CATERPILLAR INC | COM | 149123101 |  | 409395 | 858 | SH |  | DFND | 1.0 | 0 | 211 | 647 |
| CHEVRON CORP NEW | COM | 166764100 |  | 366484 | 2360 | SH |  | DFND | 1.0 | 0 | 667 | 1693 |
| CHUBB LIMITED | COM | H1467J104 |  | 213156 | 753 | SH |  | DFND | 1.0 | 0 | 539 | 214 |
| CISCO SYS INC | COM | 17275R102 |  | 429048 | 6271 | SH |  | DFND | 1.0 | 0 | 3784 | 2487 |
| COCA COLA CO | COM | 191216100 |  | 328472 | 4915 | SH |  | DFND | 1.0 | 0 | 1816 | 3099 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 392905 | 4915 | SH |  | DFND | 1.0 | 0 | 415 | 4500 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 227669 | 7246 | SH |  | DFND | 1.0 | 0 | 2844 | 4402 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 758524 | 7546 | SH |  | DFND | 1.0 | 0 | 121 | 7425 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 470220 | 508 | SH |  | DFND | 1.0 | 0 | 283 | 225 |
| D R HORTON INC | COM | 23331A109 |  | 403508 | 2381 | SH |  | DFND | 1.0 | 0 | 131 | 2250 |
| DIGITAL RLTY TR INC | COM | 253868103 |  | 560650 | 3243 | SH |  | DFND | 1.0 | 0 | 185 | 3058 |
| DISNEY WALT CO | COM | 254687106 |  | 1692310 | 14780 | SH |  | DFND | 1.0 | 0 | 773 | 14007 |
| EATON CORP PLC | SHS | G29183103 |  | 402319 | 1075 | SH |  | DFND | 1.0 | 0 | 375 | 700 |
| ELI LILLY  CO | COM | 532457108 |  | 1727759 | 2264 | SH |  | DFND | 1.0 | 0 | 322 | 1942 |
| ENBRIDGE INC | COM | 29250N105 |  | 210549 | 4172 | SH |  | SOLE |  | 0 | 0 | 4172 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 293438 | 9384 | SH |  | SOLE |  | 0 | 0 | 9384 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 350754 | 3111 | SH |  | DFND | 1.0 | 0 | 1501 | 1610 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3319752 | 4520 | SH |  | DFND | 1.0 | 0 | 1585 | 2935 |
| GE AEROSPACE | COM NEW | 369604301 |  | 298538 | 991 | SH |  | DFND | 1.0 | 0 | 356 | 635 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 397995 | 500 | SH |  | DFND | 1.0 | 0 | 273 | 227 |
| HEALTH CATALYST INC | COM | 42225T107 |  | 68400 | 24000 | SH |  | SOLE |  | 0 | 0 | 24000 |
| HOME DEPOT INC | COM | 437076102 |  | 725208 | 1790 | SH |  | DFND | 1.0 | 0 | 1011 | 779 |
| HONEYWELL INTL INC | COM | 438516106 |  | 305014 | 1449 | SH |  | DFND | 1.0 | 0 | 933 | 516 |
| INTEL CORP | COM | 458140100 |  | 327681 | 9767 | SH |  | DFND | 1.0 | 0 | 1732 | 8035 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 216452 | 767 | SH |  | DFND | 1.0 | 0 | 378 | 389 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 5728792 | 9531 | SH |  | SOLE |  | 0 | 0 | 9531 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 19600248 | 194640 | SH |  | SOLE |  | 0 | 0 | 194640 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 12999411 | 148888 | SH |  | SOLE |  | 0 | 0 | 148888 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 9321546 | 128096 | SH |  | SOLE |  | 0 | 0 | 128096 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 262743 | 2814 | SH |  | SOLE |  | 0 | 0 | 2814 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 6465655 | 26722 | SH |  | SOLE |  | 0 | 0 | 26722 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 401858 | 4844 | SH |  | SOLE |  | 0 | 0 | 4844 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 810471 | 4371 | SH |  | DFND | 1.0 | 0 | 2030 | 2341 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2301693 | 7297 | SH |  | DFND | 1.0 | 0 | 1758 | 5539 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 251684 | 1876 | SH |  | DFND | 1.0 | 0 | 1251 | 625 |
| LENNAR CORP | CL A | 526057104 |  | 796951 | 6323 | SH |  | DFND | 1.0 | 0 | 57 | 6266 |
| LINDE PLC | SHS | G54950103 |  | 267425 | 563 | SH |  | DFND | 1.0 | 0 | 313 | 250 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 897580 | 1798 | SH |  | DFND | 1.0 | 0 | 126 | 1672 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2137588 | 3758 | SH |  | DFND | 1.0 | 0 | 598 | 3160 |
| MCDONALDS CORP | COM | 580135101 |  | 699251 | 2301 | SH |  | DFND | 1.0 | 0 | 267 | 2034 |
| MERCK  CO INC | COM | 58933Y105 |  | 442173 | 5218 | SH |  | DFND | 1.0 | 0 | 2438 | 2780 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 239937 | 1434 | SH |  | DFND | 1.0 | 0 | 500 | 934 |
| MICROSOFT CORP | COM | 594918104 |  | 8039082 | 15521 | SH |  | DFND | 1.0 | 0 | 5350 | 10171 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 279398 | 4437 | SH |  | DFND | 1.0 | 0 | 1049 | 3388 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 598325 | 3764 | SH |  | DFND | 1.0 | 0 | 752 | 3012 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 545931 | 1191 | SH |  | DFND | 1.0 | 0 | 39 | 1152 |
| NETFLIX INC | COM | 64110L106 |  | 629433 | 525 | SH |  | DFND | 1.0 | 0 | 330 | 195 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 317964 | 4212 | SH |  | DFND | 1.0 | 0 | 3021 | 1191 |
| NORWEGIAN CRUISE LINE HLDG L | SHS | G66721104 |  | 379548 | 15410 | SH |  | SOLE |  | 0 | 0 | 15410 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6825293 | 36579 | SH |  | DFND | 1.0 | 0 | 19320 | 17259 |
| ORACLE CORP | COM | 68389X105 |  | 548137 | 1949 | SH |  | DFND | 1.0 | 0 | 613 | 1336 |
| NEXTPLAT CORP | COM NEW | 68557F209 |  | 75305 | 90229 | SH |  | SOLE |  | 0 | 0 | 90229 |
| PACCAR INC | COM | 693718108 |  | 412157 | 4192 | SH |  | DFND | 1.0 | 0 | 264 | 3928 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 531389 | 2913 | SH |  | DFND | 1.0 | 0 | 1343 | 1570 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 244140 | 1199 | SH |  | DFND | 1.0 | 0 | 648 | 551 |
| PEPSICO INC | COM | 713448108 |  | 238857 | 1701 | SH |  | DFND | 1.0 | 0 | 678 | 1023 |
| PFIZER INC | COM | 717081103 |  | 297274 | 11667 | SH |  | DFND | 1.0 | 0 | 2770 | 8897 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 671832 | 4142 | SH |  | DFND | 1.0 | 0 | 808 | 3334 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 714780 | 4652 | SH |  | DFND | 1.0 | 0 | 1758 | 2894 |
| PULTE GROUP INC | COM | 745867101 |  | 273305 | 2065 | SH |  | DFND | 1.0 | 0 | 57 | 2008 |
| QUALCOMM INC | COM | 747525103 |  | 410743 | 2469 | SH |  | DFND | 1.0 | 0 | 263 | 2206 |
| RTX CORPORATION | COM | 75513E101 |  | 514372 | 3074 | SH |  | DFND | 1.0 | 0 | 2233 | 841 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 |  | 215197 | 663 | SH |  | DFND | 1.0 | 0 | 243 | 420 |
| S GLOBAL INC | COM | 78409V104 |  | 204905 | 421 | SH |  | DFND | 1.0 | 0 | 244 | 177 |
| SALESFORCE INC | COM | 79466L302 |  | 221512 | 933 | SH |  | DFND | 1.0 | 0 | 565 | 368 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 |  | 341546 | 11224 | SH |  | SOLE |  | 0 | 0 | 11224 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 22193414 | 62434 | SH |  | SOLE |  | 0 | 0 | 62434 |
| STARBUCKS CORP | COM | 855244109 |  | 241618 | 2856 | SH |  | DFND | 1.0 | 0 | 605 | 2251 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5847769 | 8754 | SH |  | SOLE |  | 0 | 0 | 8754 |
| TESLA INC | COM | 88160R101 |  | 1750863 | 3937 | SH |  | DFND | 1.0 | 0 | 1866 | 2071 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 240298 | 495 | SH |  | DFND | 1.0 | 0 | 320 | 175 |
| THOMSON REUTERS CORP | COM | 884903808 |  | 272455 | 1754 | SH |  | SOLE |  | 0 | 0 | 1754 |
| TOLL BROTHERS INC | COM | 889478103 |  | 292028 | 2114 | SH |  | DFND | 1.0 | 0 | 114 | 2000 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 |  | 200195 | 2504 | SH |  | SOLE |  | 0 | 0 | 2504 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 298221 | 3044 | SH |  | DFND | 1.0 | 0 | 1700 | 1344 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 401929 | 1164 | SH |  | DFND | 1.0 | 0 | 698 | 466 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 13908033 | 232110 | SH |  | SOLE |  | 0 | 0 | 232110 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 624858 | 11533 | SH |  | SOLE |  | 0 | 0 | 11533 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3830589 | 12995 | SH |  | SOLE |  | 0 | 0 | 12995 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 10271771 | 16726 | SH |  | SOLE |  | 0 | 0 | 16726 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 107901700 | 327892 | SH |  | SOLE |  | 0 | 0 | 327892 |
| VISA INC | COM CL A | 92826C839 |  | 1203364 | 3525 | SH |  | DFND | 1.0 | 0 | 1265 | 2260 |
| WALMART INC | COM | 931142103 |  | 683494 | 6632 | SH |  | DFND | 1.0 | 0 | 4112 | 2520 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 372161 | 4440 | SH |  | DFND | 1.0 | 0 | 2400 | 2040 |

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