Omega Financial Group, LLC: 13F holdings
CIK 17679822026Q2
| Positions | 91 |
|---|---|
| Reported value | $328.6m |
| Filed | 2026-07-21 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AGG ISHARES TR | 216,553 | $21.4m | 6.5% |
| VNQ VANGUARD INDEX FDS | 208,874 | $20.1m | 6.1% |
| IJR ISHARES TR | 135,396 | $20.1m | 6.1% |
| IVV ISHARES TR | 23,260 | $17.4m | 5.3% |
| ISTB ISHARES TR | 343,682 | $16.6m | 5.0% |
| IJH ISHARES TR | 204,398 | $15.8m | 4.8% |
| IJJ ISHARES TR | 92,908 | $13.7m | 4.2% |
| SCHM SCHWAB STRATEGIC TR | 341,565 | $12.6m | 3.8% |
| IEFA ISHARES TR | 129,502 | $12.5m | 3.8% |
| IEMG ISHARES INC | 148,609 | $12.3m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767982")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.