Omega Financial Group, LLC

Institutional manager (13F) · CIK 1767982

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $287M

#	Issuer	Value	Shares
1	ISHARES TR	$20M	204,508
2	VANGUARD INDEX FDS	$18M	201,443
3	ISHARES TR	$17M	133,423
4	ISHARES TR	$16M	325,624
5	ISHARES TR	$15M	22,965
6	ISHARES TR	$14M	200,511
7	ISHARES TR	$12M	91,176
8	ISHARES TR	$12M	127,796
9	ISHARES TR	$11M	141,407
10	APPLE INC	$11M	42,846
11	SCHWAB STRATEGIC TR	$11M	348,334
12	ISHARES INC	$10M	149,522
13	ISHARES TR	$9M	92,362
14	ISHARES TR	$8M	22,793
15	SPDR SERIES TRUST	$8M	347,107
16	VANGUARD CHARLOTTE FDS	$7M	149,377
17	ISHARES TR	$6M	63,587
18	ISHARES INC	$5M	77,308
19	SCHWAB STRATEGIC TR	$5M	198,290
20	ISHARES TR	$5M	31,542
21	AFFIRM HLDGS INC	$5M	103,627
22	INVESCO QQQ TR	$4M	7,549
23	ISHARES TR	$4M	35,195
24	ISHARES TR	$4M	25,013
25	SCHWAB STRATEGIC TR	$4M	180,169
26	ISHARES TR	$4M	62,311
27	STATE STR SPDR S&P 500 ETF T	$3M	5,047
28	SCHWAB STRATEGIC TR	$3M	98,531
29	ISHARES TR	$3M	60,275
30	SCHWAB STRATEGIC TR	$3M	114,135
31	SCHWAB STRATEGIC TR	$3M	103,639
32	ISHARES TR	$2M	22,844
33	ISHARES TR	$2M	50,571
34	ISHARES TR	$2M	18,785
35	ISHARES TR	$2M	75,894
36	INVESCO EXCH TRADED FD TR II	$2M	103,013
37	INVESCO EXCH TRADED FD TR II	$2M	85,411
38	AMPHENOL CORP	$2M	13,300
39	ISHARES INC	$2M	33,299
40	VISA INC	$1M	4,566
41	INVESCO EXCHANGE TRADED FD T	$1M	59,265
42	SPDR SERIES TRUST	$1M	12,862
43	SPDR SERIES TRUST	$1M	15,100
44	ISHARES TR	$1M	12,955
45	VANGUARD INDEX FDS	$1M	4,245
46	SCHWAB STRATEGIC TR	$1M	38,495
47	COSTCO WHOLESALE CORPORATION	$1M	1,016
48	ALPHABET INC	$982k	3,425
49	SPDR SERIES TRUST	$968k	20,231
50	ISHARES TR	$892k	18,795

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.