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
61 Invesco California AMT-Free Municipal Bond ETF PWZ $22.53 N/A 26,548 $598,126 0.30%
62 NetFlix Inc NFLX $70.46 N/A 7,376 $519,713 0.26%
63 Microsoft Corp MSFT $543.45 N/A 884 $480,410 0.24%
64 State Street SPDR Bloomberg International Corporate Bond ETF IBND $29.65 N/A 15,605 $462,688 0.23%
65 Amazon.Com Inc AMZN $258.58 N/A 1,769 $457,428 0.23%
66 Ecolab, Inc. ECL $285.66 N/A 1,531 $437,345 0.22%
67 iShares iBoxx $ High Yield Corporate Bond ETF HYG $77.09 N/A 5,299 $408,500 0.21%
68 Schwab U.S. Large-Cap Growth ETF SCHG $36.59 N/A 10,980 $401,758 0.20%
69 iShares Russell 2000 ETF IWM $276.70 N/A 1,439 $398,171 0.20%
70 First Trust Exchange-Traded Fund II First Trust NASDAQ Cybersecurity ETF CIBR $107.47 N/A 3,628 $389,901 0.20%
71 American Express Company AXP $309.84 N/A 1,200 $371,808 0.19%
72 State Street SPDR Nuveen ICE Municipal Bond ETF TFI $43.05 N/A 8,232 $354,388 0.18%
73 iShares Semiconductor ETF SOXX $543.90 N/A 629 $342,113 0.17%
74 Schwab 1000 Index ETF SCHK $37.37 N/A 8,934 $333,864 0.17%
75 iShares U.S. Technology ETF IYW $267.31 N/A 1,198 $320,237 0.16%
76 BERKSHIRE HATHAWAY Class B BRK.B $520.59 N/A 594 $309,230 0.16%
77 Northrop Grumman Corp. NOC $481.38 N/A 593 $285,458 0.14%
78 Vanguard Morningstar Small-Cap Value ETF VBR $235.62 N/A 1,127 $265,544 0.13%
79 State Street SPDR S&P International Small Cap ETF GWX $45.30 N/A 5,753 $260,611 0.13%
80 Qualcomm Inc QCOM $176.86 N/A 1,453 $256,978 0.13%
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