Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Omega Financial Group, LLC (CIK 1767982) reported $307.6M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AGG ($20.3M, 6.60%), VNQ ($17.9M, 5.81%), IJR ($16.6M, 5.39%), ISTB ($15.8M, 5.13%), IVV ($15.0M, 4.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $20.3M | 6.60% | 204,508 | Added |
| 2 | VNQ | VANGUARD INDEX FDS | $17.9M | 5.81% | 201,443 | Added |
| 3 | IJR | ISHARES TR | $16.6M | 5.39% | 133,423 | Added |
| 4 | ISTB | ISHARES TR | $15.8M | 5.13% | 325,624 | Added |
| 5 | IVV | ISHARES TR | $15.0M | 4.88% | 22,965 | Added |
| 6 | IJH | ISHARES TR | $13.5M | 4.40% | 200,511 | Added |
| 7 | IJJ | ISHARES TR | $12.1M | 3.93% | 91,176 | Added |
| 8 | IEFA | ISHARES TR | $11.6M | 3.76% | 127,796 | Added |
| 9 | SCZ | ISHARES TR | $11.1M | 3.60% | 141,407 | Added |
| 10 | AAPL | APPLE INC | $10.9M | 3.53% | 42,846 | Added |
| 11 | SCHM | SCHWAB STRATEGIC TR | $10.8M | 3.51% | 348,334 | Trimmed |
| 12 | IEMG | ISHARES INC | $10.4M | 3.39% | 149,522 | Added |
| 13 | EMB | ISHARES TR | $8.7M | 2.82% | 92,362 | Added |
| 14 | IWB | ISHARES TR | $8.1M | 2.64% | 22,793 | Trimmed |
| 15 | SPHY | SPDR SERIES TRUST | $8.1M | 2.63% | 347,107 | Added |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $7.2M | 2.33% | 149,377 | Added |
| 17 | IYR | ISHARES TR | $6.0M | 1.95% | 63,587 | Trimmed |
| 18 | EEMS | ISHARES INC | $5.3M | 1.74% | 77,308 | Added |
| 19 | SCHX | SCHWAB STRATEGIC TR | $5.1M | 1.65% | 198,290 | Trimmed |
| 20 | DVY | ISHARES TR | $4.8M | 1.55% | 31,542 | Trimmed |
| 21 | AFRM | AFFIRM HLDGS INC | $4.7M | 1.54% | 103,627 | Hold |
| 22 | QQQ | INVESCO QQQ TR | $4.4M | 1.44% | 7,649 | Trimmed |
| 23 | EFG | ISHARES TR | $3.9M | 1.27% | 35,195 | Added |
| 24 | SCHH | SCHWAB STRATEGIC TR | $3.9M | 1.26% | 180,169 | Trimmed |
| 25 | IUSG | ISHARES TR | $3.9M | 1.26% | 25,013 | Added |
Source: SEC Form 13F filings · as of 2026-03-31