Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC reported 208 positions worth $657.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: JPST (6.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPST | SH | $40.3M | 6.14% | 797,365 | — | — | |
| ▸ 2 | VUSB | SH | $23.9M | 3.64% | 479,829 | — | — | |
| ▸ 3 | MSFT | SH | $19.1M | 2.90% | 51,133 | — | — | |
| ▸ 4 | AAPL | SH | $18.5M | 2.81% | 63,805 | — | — | |
| ▸ 5 | GSST | SH | $16.3M | 2.48% | 322,583 | — | — | |
| ▸ 6 | FNDF | SH | $15.2M | 2.31% | 287,876 | — | — | |
| ▸ 7 | CSCO | SH | $14.2M | 2.16% | 120,761 | — | — | |
| ▸ 8 | CVS | SH | $12.7M | 1.94% | 123,122 | — | — | |
| ▸ 9 | ABBV | SH | $12.1M | 1.84% | 47,949 | — | — | |
| ▸ 10 | CVX | SH | $12.0M | 1.82% | 72,127 | — | — |
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Frequently Asked Questions
What stocks does Alpha Omega Wealth Management LLC hold as of Q2 2026?
Alpha Omega Wealth Management LLC reported 208 positions worth $657.0M in its Q2 2026 13F filing. Largest positions: JPST (6.1%), VUSB (3.6%), MSFT (2.9%), AAPL (2.8%) and GSST (2.5%).
What did Alpha Omega Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alpha Omega Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.