Omega Financial Group, LLC
Omega Financial Group, LLC reported 91 positions worth $328.6M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: AGG (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AGG | SH | $21.4M | 6.52% | 216,553 | — | — | |
| ▸ 2 | VNQ | SH | $20.1M | 6.13% | 208,874 | — | — | |
| ▸ 3 | IJR | SH | $20.1M | 6.11% | 135,396 | — | — | |
| ▸ 4 | IVV | SH | $17.4M | 5.30% | 23,260 | — | — | |
| ▸ 5 | ISTB | SH | $16.6M | 5.05% | 343,682 | — | — | |
| ▸ 6 | IJH | SH | $15.8M | 4.80% | 204,398 | — | — | |
| ▸ 7 | IJJ | SH | $13.7M | 4.18% | 92,908 | — | — | |
| ▸ 8 | SCHM | SH | $12.6M | 3.83% | 341,565 | — | — | |
| ▸ 9 | IEFA | SH | $12.5M | 3.81% | 129,502 | — | — | |
| ▸ 10 | IEMG | SH | $12.3M | 3.75% | 148,609 | — | — |
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Frequently Asked Questions
What stocks does Omega Financial Group, LLC hold as of Q2 2026?
Omega Financial Group, LLC reported 91 positions worth $328.6M in its Q2 2026 13F filing. Largest positions: AGG (6.5%), VNQ (6.1%), IJR (6.1%), IVV (5.3%) and ISTB (5.0%).
What did Omega Financial Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Omega Financial Group, 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.