Omega Financial Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    santa barbara, CA
  • CIK
    0001767982
  • All SEC filings
Created with Highcharts 12.1.2Holdings ValueQ4 2018Q1 2019Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025$ 0$ 50M$ 100M$ 150M$ 200M$ 250M$ 300MHighcharts.com
Created with Highcharts 12.1.2Q1 2025 SummaryHighcharts.com
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

80

$260.55M
VNQ, AGG, ISTB, IJR
13F-HR
May 1, 2025
000117266125001550

80

$264.27M
VNQ, AGG, IJR, IVV
13F-HR
Jan 14, 2025
000108514625000204

81

$263.87M
VNQ, AGG, IJR, IVV
13F-HR
Oct 7, 2024
000108514624004661

82

$247.03M
IYR, SCHM, ISTB, AGG
13F-HR
Jul 12, 2024
000108514624002936

80

$244.44M
SCHM, IYR, ISTB, IJR
13F-HR
Apr 18, 2024
000108514624001870

80

$233.77M
IYR, SCHM, ISTB, IJR
13F-HR
Jan 10, 2024
000108514624000166

78

$204.66M
SCHM, ISTB, IYR, IJR
13F-HR
Oct 11, 2023
000108514623003671

81

$218.34M
SCHM, IYR, ISTB, IJR
13F-HR
Jul 12, 2023
000108514623002654

82

$216.57M
IYR, SCHM, ISTB, IJR
13F-HR
Apr 7, 2023
000108514623001548

81

$193.85M
ISTB, SCHM, IYR, IJR
13F-HR
Feb 10, 2023
000108514623000942

77

$193.36M
ISTB, SCHM, IYR, IJR
13F-HR
Oct 14, 2022
000108514622003419

80

$207.36M
ISTB, SCHM, AGG, IYR
13F-HR
Jul 13, 2022
000108514622002382

73

$231.00M
ISTB, SCHM, IYR, AGG
13F-HR
Apr 25, 2022
000108514622001520

68

$225.61M
SCHM, ISTB, IYR, IWB
13F-HR
Jan 24, 2022
000108514622000282

64

$209.82M
SCHM, ISTB, IYR, IWB
13F-HR
Oct 13, 2021
000108514621002761

61

$207.03M
SCHM, ISTB, IWB, SCHH
13F-HR
Aug 16, 2021
000108514621002575

62

$196.65M
SCHM, SCHH, IWB, SCHZ
13F-HR
Apr 19, 2021
000108514621001223

61

$185.11M
SCHM, SCHZ, IWB, SCHH
13F-HR
Feb 4, 2021
000108514621000452

60

$164.35M
SCHM, SCHZ, IWB, BSCL
13F-HR
Oct 14, 2020
000108514620002517

60

$155.42M
SCHM, SCHZ, BSCL, SCHH
13F-HR
Jul 9, 2020
000108514620001713

53

$131.99M
SCHM, SCHZ, BSCL, SCHH
13F-HR
Apr 29, 2020
000108514620001247

61

$152.22M
SCHM, BSCK, SCHZ, SCHX
13F-HR
Jan 13, 2020
000108514620000116

61

$142.61M
SCHM, SCHZ, SCHH, IWB
13F-HR
Oct 22, 2019
000108514619002611

61

$135.39M
SCHM, IWB, SCHZ, BSCK
13F-HR
Aug 2, 2019
000108514619002055

63

$135.62M
SCHM, IWB, SCHZ, VNQ
13F-HR
May 10, 2019
000108514619001423

57

$113.30M
SCHM, IWB, SCHZ, DVY
13F-HR
Feb 14, 2019
000108514619000883