account_balance

Investment manager · 13F filer · SEC CIK 1767982

Omega Financial Group, LLC

Reported value$318Mas of Sep 30, 2026
Positions96 7 new, 2 sold out
Top 10 weight49.0%AGG alone is 7%
FiledOct 2929 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AGG iShares Tr 6.6% Added +3%
VNQ Vanguard Index FDS 6.0% Held
IJR iShares Tr 5.7% Held
IVV iShares Tr 5.5% Held
ISTB iShares Tr 5.2% Held
IJH iShares Tr 4.6% Held
IJJ iShares Tr 4.0% Held
IEFA iShares Tr 3.9% Held
IEMG iShares Inc 3.8% Held
SCZ iShares Tr 3.8% Held
SCHM Schwab Strategic Tr 3.5% Trimmed −3%
IWB iShares Tr 2.8% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 29, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • Berkshire Hathaway Inc $1.49M
  • AMGN $344K
  • XOM $319K
  • UNP $207K
arrow_upwardAdded
arrow_downwardTrimmed
  • SCHA −10%
  • MDYV −8%
  • SCHF −7%
  • IFLN −6%
remove_circleSold out
  • VIG $251K
  • XCEM $209K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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