Omnia Family Wealth Llc Investment Activity Q2 2026: Major Purchases and Sales Observed

Omnia Family Wealth Llc managed a substantial portfolio valued at $373.1 million as of June 30th, 2026. This report details the observable investment activities during Q2 based on available data.

Prominent Purchases Observed in Q2

The investor demonstrated a clear preference for broadening exposure through Exchange Traded Funds (ETFs) and adding specific individual stocks this quarter, as evidenced by several significant increases:

• ISHARES TR (SGOV) experienced a massive increase of over 345,000 shares (+34.54%), becoming one of the most notable additions.
• The Vanguard ETF portfolio saw substantial growth with specific purchases: VANGUARD INDEX FDS (VNQ) increased by over 113,000 shares (+100%), and VANGUARD INDEX FDS (VO) saw a significant boost of nearly 40,000 new shares.
• New positions were initiated in several Vanguard ETFs: ISHARES TR (IEF), which was added with a large purchase (+100%) of its own, and the healthcare-focused CENTENE CORP DEL (CNC) stock.
• Additionally, Omnia Family Wealth Llc invested in two other individual stocks: consumer cyclical company VANGUARD INDEX FDS (VUG), and utility companies PG&E CORP (PCG) and American Electric Power (AEP) were also added.
• Note: The investor also purchased shares of technology giant APPLE INC (AAPL), though this stock was already present in the portfolio prior to Q2, Omnia Family Wealth Llc increased its stake slightly.

Significant Reductions and Changes

Conversely, during Q2 2026, Omnia Family Wealth Llc also made notable adjustments to existing holdings:

• The largest reduction was observed in Bank of America (BANK OF AMER CORP (BAC)), where the investor sold over 10,600 shares (-56.76%), representing a substantial decrease.
• The Vanguard VOO ETF (VANGUARD INDEX FDS (VTI)) saw a moderate reduction of nearly 8,000 shares (-2.39%) during the quarter.
• There was also a decrease in Vanguard Technology ETF (VANGUARD TECHNOLOGY VINDEX FUND (VGT)) shares by over 1,000 units (-32.79%) although the specific symbol 'VGT' is not listed among the changed holdings in this filing.

These changes reflect a dynamic portfolio management strategy focused on both broad market exposure via ETFs and targeted individual stock investments during Q2 2026.