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
41 State Street SPDR Dow Jones REIT ETF RWR $105.58 N/A 12,948 $1,367,050 0.69%
42 State Street SPDR S&P 400 Mid Cap Value ETF MDYV $90.64 N/A 14,902 $1,350,717 0.68%
43 Vanguard Morningstar Mid-Cap ETF VO $81.02 N/A 16,203 $1,312,767 0.67%
44 iShares Trust iShares ESG Aware MSCI EAFE ETF ESGD $102.64 N/A 12,581 $1,291,314 0.65%
45 Schwab U.S Small- Cap ETF SCHA $32.56 N/A 39,600 $1,289,376 0.65%
46 Alphabet Inc. Class C Capital Stock GOOG $349.52 N/A 3,392 $1,185,572 0.60%
47 Palantir Technologies Inc. Class A Common Stock PLTR $208.67 N/A 5,506 $1,148,937 0.58%
48 Amphenol Corporation APH $85.89 N/A 13,261 $1,138,987 0.58%
49 Alphabet Inc. Class A Common Stock GOOGL $353.78 N/A 2,983 $1,055,326 0.54%
50 Costco Wholesale Corp COST $954.63 N/A 1,016 $969,904 0.49%
51 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM $46.86 N/A 20,552 $963,067 0.49%
52 iShares Trust iShares USD Green Bond ETF BGRN $45.70 N/A 18,664 $852,984 0.43%
53 Nvidia Corp NVDA $228.52 N/A 3,536 $808,047 0.41%
54 State Street SPDR S&P MIDCAP 400 ETF Trust MDY $668.12 N/A 1,158 $773,683 0.39%
55 iShares 20+ Year Treasury Bond ETF TLT $78.37 N/A 9,144 $716,615 0.36%
56 Tesla, Inc. Common Stock TSLA $375.23 N/A 1,846 $692,675 0.35%
57 State Street SPDR S&P Emerging Markets Small Cap ETF EWX $71.40 N/A 8,813 $629,248 0.32%
58 iShares iBoxx $ Investment Grade Corporate Bond ETF LQD $102.55 N/A 6,133 $628,939 0.32%
59 Schwab International Small-Cap Equity ETF SCHC $49.30 N/A 12,389 $610,778 0.31%
60 Schwab US Dividend Equity ETF SCHD $33.37 N/A 18,277 $609,903 0.31%
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