13F Insight
DOSSIER · 13F-HR · Q2 2026

Omega Financial Group, LLC

$329M in tracked AUM across 91 positions as of Q2 2026.

OF
CIK 0001767982 · last filed Jun 30, 2026
Total AUM
$329M
as of Q2 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Omega Financial Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AGG
ISHARES TR
$21M217K6.5%02
VNQ
VANGUARD INDEX FDS
$20M209K6.1%03
IJR
ISHARES TR
$20M135K6.1%04
IVV
ISHARES TR
$17M23K5.3%05
ISTB
ISHARES TR
$17M344K5.0%06
IJH
ISHARES TR
$16M204K4.8%07
IJJ
ISHARES TR
$14M93K4.2%08
SCHM
SCHWAB STRATEGIC TR
$13M342K3.8%09
IEFA
ISHARES TR
$13M130K3.8%10
IEMG
ISHARES INC
$12M149K3.7%

Filing history

2026Q2Jun 30
$329M▲ 6.8%
91 positionsView →2026Q1Mar 31
$308M▲ 1.2%
101 positionsView →2025Q4Dec 31
$304M▲ 0.6%
111 positionsView →2025Q3Sep 30
$302M▲ 7.5%
113 positionsView →2025Q2Jun 30
$281M▲ 7.9%
101 positionsLocked2025Q1Mar 31
$261M▼ 1.4%
80 positionsLocked2024Q4Dec 31
$264M▲ 0.1%
80 positionsLocked2024Q3Sep 30
$264M▲ 6.8%
81 positionsLocked2024Q2Jun 30
$247M▲ 1.1%
82 positionsLocked2024Q1Mar 31
$244M▲ 4.6%
80 positionsLocked2023Q4Dec 31
$234M▲ 14.2%
80 positionsLocked2023Q3Sep 30
$205M▼ 6.3%
78 positionsLocked
Showing 12 of 31