§ 13F · FUND PROFILE
Omega Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $281.1T (13F)Positions · 101Turnover · — · Q4Filed · —
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED —
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 185K | $18.5T | 6.1% | +6% |
| 2 | VNQ | VANGUARD INDEX FDS | 191K | $16.9T | 5.5% | −24% |
| 3 | IJR | ISHARES TR | 130K | $15.6T | 5.1% | +2% |
| 4 | IVV | ISHARES TR | 22K | $15.1T | 5.0% | ±0% |
| 5 | ISTB | ISHARES TR | 303K | $14.8T | 4.9% | +6% |
| 6 | IJH | ISHARES TR | 195K | $12.9T | 4.2% | +2% |
| 7 | IJJ | ISHARES TR | 89K | $11.7T | 3.9% | +2% |
| 8 | IEFA | ISHARES TR | 126K | $11.3T | 3.7% | +1% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 365K | $11.0T | 3.6% | −1% |
| 10 | SCZ | ISHARES TR | 141K | $10.9T | 3.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OMEGA SIGNAL
AC read
Omega Financial Group, LLC is a Other fund managing $281143.0 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed