Omega Financial Group, LLC - Portfolio Stock Holdings
Omega Financial Group, LLC disclosed 98 stock positions in a recent SEC 13F filing. $318,285,159 of stock holdings were filed, with the largest holdings including AGG, VNQ, and IJR. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $552,413,654 and has 6 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:
98Est. Stock Holding Value:
$318,285,159Top Stock Holdings By Sector
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Portfolio Stock Holdings - Omega Financial Group, LLC
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Portfolio Options Holdings - Omega Financial Group, LLC
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