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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 |
| # | Stock Name | Symbol | Current Price | Previous Holdings (# Shares) |
Current Holdings (# Shares) |
Current Value | Percent |
|---|---|---|---|---|---|---|---|
| 81 | Vanguard Dividend Appreciation ETF | VIG | $239.71 | N/A | 1,060 | $254,093 | 0.13% |
| 82 | Vanguard FTSE All-World Ex-US ETF | VEU | $82.61 | N/A | 2,892 | $238,908 | 0.12% |
| 83 | Ross Stores Inc | ROST | $225.68 | N/A | 1,048 | $236,513 | 0.12% |
| 84 | Vanguard Morningstar Growth ETF | VUG | $91.75 | N/A | 2,482 | $227,724 | 0.12% |
| 85 | Vanguard Morningstar Small-Cap ETF | VB | $288.16 | N/A | 785 | $226,206 | 0.11% |
| 86 | iShares Russell 3000 ETF | IWV | $440.31 | N/A | 495 | $217,953 | 0.11% |
| 87 | RTX Corporation | RTX | $183.02 | N/A | 1,138 | $208,277 | 0.11% |
| 88 | Vanguard FTSE Emerging Markets ETF | VWO | $59.68 | N/A | 3,389 | $202,256 | 0.10% |
| 89 | Columbia EM Core ex-China ETF | XCEM | $50.59 | N/A | 3,955 | $200,083 | 0.10% |
| 90 | Applied Digital Corporation Common Stock | APLD | $22.44 | N/A | 5,734 | $128,671 | 0.07% |
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