Home › Omega Financial Group, LLC

Omega Financial Group, LLC 13F holdings

Filed 2026-07-21 · Omega Financial Group, LLC · 91 positions · $328.6M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
AGGISHARES TR216.6K$21.4M6.5%
VNQVANGUARD INDEX FDS208.9K$20.1M6.1%
IJRISHARES TR135.4K$20.1M6.1%
IVVISHARES TR23.3K$17.4M5.3%
ISTBISHARES TR343.7K$16.6M5.0%
IJHISHARES TR204.4K$15.8M4.8%
IJJISHARES TR92.9K$13.7M4.2%
SCHMSCHWAB STRATEGIC TR341.6K$12.6M3.8%
IEFAISHARES TR129.5K$12.5M3.8%
ACWIISHARES INC148.6K$12.3M3.7%
SCZISHARES TR142.4K$11.7M3.6%
EMBISHARES TR94.9K$9.2M2.8%
IWBISHARES TR22.3K$9.1M2.8%
AFRMAFFIRM HLDGS INC103.6K$8.5M2.6%
SPHYSPDR SERIES TRUST355.6K$8.3M2.5%
BNDXVANGUARD CHARLOTTE FDS155.4K$7.5M2.3%
IYRISHARES TR62.3K$6.4M1.9%
EEMSISHARES INC76.9K$5.8M1.8%
SCHXSCHWAB STRATEGIC TR198.2K$5.8M1.8%
QQQINVESCO QQQ TR7.4K$5.5M1.7%
DVYISHARES TR31.1K$4.9M1.5%
IUSGISHARES TR25.0K$4.7M1.4%
EFGISHARES TR35.0K$4.4M1.3%
SCHHSCHWAB STRATEGIC TR179.0K$4.2M1.3%
SPYSTATE STR SPDR S&P 500 ETF T4.9K$3.7M1.1%
SCHESCHWAB STRATEGIC TR98.9K$3.6M1.1%
CMFISHARES TR59.6K$3.4M1.0%
SCHFSCHWAB STRATEGIC TR103.2K$2.9M0.9%
EAGGISHARES TR60.1K$2.8M0.9%
ESMLISHARES TR48.7K$2.7M0.8%
AAPLAPPLE INC9.3K$2.7M0.8%
SCHZSCHWAB STRATEGIC TR115.9K$2.7M0.8%
SUSLISHARES TR18.0K$2.4M0.7%
APHAMPHENOL CORP13.3K$2.3M0.7%
SUBISHARES TR22.0K$2.3M0.7%
IFLNINVESCO EXCH TRADED FD TR II103.0K$1.9M0.6%
PCYINVESCO EXCH TRADED FD TR II85.5K$1.9M0.6%
SUSBISHARES TR73.5K$1.8M0.6%
ESGEISHARES INC32.6K$1.8M0.5%
VVISA INC4.5K$1.6M0.5%
RWRSPDR SERIES TRUST12.9K$1.5M0.4%
SCHASCHWAB STRATEGIC TR39.6K$1.4M0.4%
MDYVSPDR SERIES TRUST14.9K$1.4M0.4%
PBPINVESCO EXCHANGE TRADED FD T58.2K$1.3M0.4%
VOVANGUARD INDEX FDS16.2K$1.3M0.4%
ESGDISHARES TR12.6K$1.3M0.4%
GOOGALPHABET INC3.4K$1.2M0.4%
GOOGLALPHABET INC3.0K$1.1M0.3%
SHMSPDR SERIES TRUST20.6K$985,7630.3%
COSTCOSTCO WHOLESALE CORPORATION1.0K$950,8920.3%
BGRNISHARES TR18.7K$886,0260.3%
MDYSTATE STR SPDR S&P MIDCAP 401.2K$814,2760.2%
TLTISHARES TR9.1K$790,2610.2%
TSLATESLA INC1.8K$776,4280.2%
NVDANVIDIA CORPORATION3.5K$707,4700.2%
LQDISHARES TR6.1K$668,8790.2%
EWXSPDR INDEX SHS FDS8.8K$654,8250.2%
PWZINVESCO EXCH TRADED FD TR II26.5K$650,6990.2%
PLTRPALANTIR TECHNOLOGIES INC5.5K$642,3850.2%
SCHCSCHWAB STRATEGIC TR12.4K$596,1490.2%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}