Omega Financial Group, LLC - Portfolio overview

Omega Financial Group, LLC has 108 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 6.55%
2. VNQ - VANGUARD INDEX FDS, 5.77%
3. IJR - ISHARES TR, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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