Alpha Omega Wealth Management LLC - Portfolio Stock Holdings
Alpha Omega Wealth Management LLC disclosed 214 stock positions in a recent SEC 13F filing. $664,094,866 of stock holdings were filed, with the largest holdings including JPST, MSFT, and VUSB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,023,955,176 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
214Est. Stock Holding Value:
$664,094,866Top Stock Holdings By Sector
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Portfolio Stock Holdings - Alpha Omega Wealth Management LLC
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% of Portfolio
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