Omega Financial Group, LLC

Q3 2025 13F Holdings

  • Location
    santa barbara, CA
  • Num holdings

    113

  • Value ($000)

    $302,140

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001767982
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VNQ

VANGUARD INDEX FDS

REAL ESTATE ETF
922908553
$22.94M
8 %

250,941

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$17.53M
6 %

174,866

I
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$15.14M
5 %

127,381

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$14.72M
5 %

21,998

I
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$13.98M
5 %

286,277

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$12.48M
4 %

191,310

I
IJJ

ISHARES TR

S&P MC 400VL ETF
464287705
$11.34M
4 %

87,381

S
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
808524508
$10.92M
4 %

368,522

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$10.89M
4 %

124,700

S
SCZ

ISHARES TR

EAFE SML CP ETF
464288273
$10.69M
4 %

139,386

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