account_balance
Investment manager · 13F filer · SEC CIK 1665633
Alpha Omega Wealth Management LLC
Reported value$665Mas of Sep 30, 2026
Positions207 6 new, 7 sold out
Top 10 weight29.9%JPST alone is 6%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
JPSTJ P Morgan Exchange Traded F
6.1%
MSFTMicrosoft Corp
3.9%
VUSBVanguard Bd Index FDS
3.8%Added +5%
AAPLApple Inc.
3.2%
GSSTGoldman Sachs ETF Tr
2.7%Added +9%
FNDFSchwab Strategic Tr
2.4%Added +5%
CVXChevron Corp
2.2%
CSCOCisco Systems, Inc.
1.9%
ABBVAbbVie Inc.
1.9%
JNJJohnson & Johnson
1.8%
CVSCVS Health Corp
1.6%
VZVerizon Communications Inc
1.6%Added +5%
JPSTJ P Morgan Exchange Traded F
6.1%
MSFTMicrosoft Corp
3.9%
VUSBVanguard Bd Index FDS
3.8%Added +5%
AAPLApple Inc.
3.2%
GSSTGoldman Sachs ETF Tr
2.7%+9%
FNDFSchwab Strategic Tr
2.4%
CVXChevron Corp
2.2%
CSCOCisco Systems, Inc.
1.9%
ABBVAbbVie Inc.
1.9%
JNJ1.8%CVS1.6%VZ1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
JPST J P Morgan Exchange Traded F 6.1% Held
MSFT Microsoft Corp 3.9% HeldVUSB Vanguard Bd Index FDS 3.8% Added +5%
AAPL Apple Inc. 3.2% HeldGSST Goldman Sachs ETF Tr 2.7% Added +9%
FNDF Schwab Strategic Tr 2.4% Added +5%
CVX Chevron Corp 2.2% HeldCSCO Cisco Systems, Inc. 1.9% HeldABBV AbbVie Inc. 1.9% HeldJNJ Johnson & Johnson 1.8% HeldCVS CVS Health Corp 1.6% HeldVZ Verizon Communications Inc 1.6% Added +5%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.