Omega Financial Group, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationsanta barbara, CA
- CIK0001767982
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
80 | $260.55 M | VNQ, AGG, ISTB, IJR | 13F-HR | May 1, 2025 | 000117266125001550 | ||
80 | $264.27 M | VNQ, AGG, IJR, IVV | 13F-HR | Jan 14, 2025 | 000108514625000204 | ||
81 | $263.87 M | VNQ, AGG, IJR, IVV | 13F-HR | Oct 7, 2024 | 000108514624004661 | ||
82 | $247.03 M | IYR, SCHM, ISTB, AGG | 13F-HR | Jul 12, 2024 | 000108514624002936 | ||
80 | $244.44 M | SCHM, IYR, ISTB, IJR | 13F-HR | Apr 18, 2024 | 000108514624001870 | ||
80 | $233.77 M | IYR, SCHM, ISTB, IJR | 13F-HR | Jan 10, 2024 | 000108514624000166 | ||
78 | $204.66 M | SCHM, ISTB, IYR, IJR | 13F-HR | Oct 11, 2023 | 000108514623003671 | ||
81 | $218.34 M | SCHM, IYR, ISTB, IJR | 13F-HR | Jul 12, 2023 | 000108514623002654 | ||
82 | $216.57 M | IYR, SCHM, ISTB, IJR | 13F-HR | Apr 7, 2023 | 000108514623001548 | ||
81 | $193.85 M | ISTB, SCHM, IYR, IJR | 13F-HR | Feb 10, 2023 | 000108514623000942 | ||
77 | $193.36 M | ISTB, SCHM, IYR, IJR | 13F-HR | Oct 14, 2022 | 000108514622003419 | ||
80 | $207.36 M | ISTB, SCHM, AGG, IYR | 13F-HR | Jul 13, 2022 | 000108514622002382 | ||
73 | $231.00 M | ISTB, SCHM, IYR, AGG | 13F-HR | Apr 25, 2022 | 000108514622001520 | ||
68 | $225.61 M | SCHM, ISTB, IYR, IWB | 13F-HR | Jan 24, 2022 | 000108514622000282 | ||
64 | $209.82 M | SCHM, ISTB, IYR, IWB | 13F-HR | Oct 13, 2021 | 000108514621002761 | ||
61 | $207.03 M | SCHM, ISTB, IWB, SCHH | 13F-HR | Aug 16, 2021 | 000108514621002575 | ||
62 | $196.65 M | SCHM, SCHH, IWB, SCHZ | 13F-HR | Apr 19, 2021 | 000108514621001223 | ||
61 | $185.11 M | SCHM, SCHZ, IWB, SCHH | 13F-HR | Feb 4, 2021 | 000108514621000452 | ||
60 | $164.35 M | SCHM, SCHZ, IWB, BSCL | 13F-HR | Oct 14, 2020 | 000108514620002517 | ||
60 | $155.42 M | SCHM, SCHZ, BSCL, SCHH | 13F-HR | Jul 9, 2020 | 000108514620001713 | ||
53 | $131.99 M | SCHM, SCHZ, BSCL, SCHH | 13F-HR | Apr 29, 2020 | 000108514620001247 | ||
61 | $152.22 M | SCHM, BSCK, SCHZ, SCHX | 13F-HR | Jan 13, 2020 | 000108514620000116 | ||
61 | $142.61 M | SCHM, SCHZ, SCHH, IWB | 13F-HR | Oct 22, 2019 | 000108514619002611 | ||
61 | $135.39 M | SCHM, IWB, SCHZ, BSCK | 13F-HR | Aug 2, 2019 | 000108514619002055 | ||
63 | $135.62 M | SCHM, IWB, SCHZ, VNQ | 13F-HR | May 10, 2019 | 000108514619001423 | ||
57 | $113.30 M | SCHM, IWB, SCHZ, DVY | 13F-HR | Feb 14, 2019 | 000108514619000883 |