StockScan > Holders > Omega Financial Group

Omega Financial Group's Portfolio and 13F Filing

Value: $197.2M
Website: www.omegafingroup.com
CIK: 0001767982
Phone: 805-617-4363
Address: 812 Anacapa Street, Santa Barbara, CA (93101)
Latest 13F Filing: 2026-07-21
Omega Financial Group's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

 Current Value Percent
21 iShares Core S&P U.S. Growth ETF IUSG $196.88 N/A 25,020 $4,925,938 2.50%
22 iShares Select Dividend ETF DVY $156.01 N/A 31,077 $4,848,323 2.46%
23 iShares MSCI EAFE Growth ETF EFG $119.53 N/A 35,014 $4,185,223 2.12%
24 Schwab U.S. REIT ETF SCHH $22.37 N/A 178,953 $4,003,179 2.03%
25 State Street SPDR S&P 500 ETF Trust SPY $778.01 N/A 4,897 $3,809,915 1.93%
26 Schwab Emerging Markets Equity ETF SCHE $36.68 N/A 98,889 $3,627,249 1.84%
27 iShares California Muni Bond ETF CMF $54.49 N/A 59,613 $3,248,312 1.65%
28 Apple Inc. AAPL $341.27 N/A 9,316 $3,179,271 1.61%
29 Schwab International Equity ETF SCHF $27.14 N/A 103,161 $2,799,790 1.42%
30 iShares ESG Aware U.S. Aggregate Bond ETF EAGG $45.34 N/A 60,077 $2,723,891 1.38%
31 Schwab US Aggregate Bond ETF SCHZ $22.15 N/A 115,868 $2,566,476 1.30%
32 iShares ESG Aware MSCI USA Small-Cap ETF ESML $52.45 N/A 48,703 $2,554,472 1.30%
33 iShares ESG MSCI USA Leaders ETF SUSL $138.84 N/A 18,019 $2,501,810 1.27%
34 iShares Short-Term National Muni Bond ETF SUB $105.02 N/A 21,954 $2,305,609 1.17%
35 Invesco Bloomberg Enhanced Fallen Angels ETF IFLN $17.56 N/A 103,009 $1,808,838 0.92%
36 VISA Inc. V $396.06 N/A 4,545 $1,800,093 0.91%
37 iShares Trust iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB $24.44 N/A 73,533 $1,797,147 0.91%
38 iShares, Inc. iShares ESG Aware MSCI EM ETF ESGE $53.34 N/A 32,629 $1,740,431 0.88%
39 Invesco Emerging Markets Sovereign Debt ETF PCY $20.12 N/A 85,508 $1,720,421 0.87%
40 Invesco S and P 500 BuyWrite ETF PBP $23.53 N/A 58,201 $1,369,179 0.69%
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