Omega Financial Group, LLC Portfolio Holdings
Omega Financial Group, LLC
- $280 Million
- Q2 2025
Omega Financial Group, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $280 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Specialized Funds Van with a value of $21.8M, Ishares Core U.S. Aggregate Bo with a value of $17M, Ishares Core S&P 500 ETF with a value of $13.5M, Ishares Core S&P Sm Cap ETF with a value of $13.3M, and Ihares Core 1 5 Years Usd Bond with a value of $13.3M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $260M to 280M.
Below you can find more details about Omega Financial Group, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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