Notify me when Omega Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 100 | $297,345,818 | +$10,048,886 | -$3,538,968 | +$6,509,918 | VNQ, AGG, IJR, IVV, ISTB | 13F-HR | 12 Nov 2025, 11:00 |
| Q2 2025 | 91 | $277,223,470 | +$7,294,866 | -$6,574,076 | +$720,790 | VNQ, AGG, IVV, IJR, ISTB | 13F-HR | 08 Aug 2025, 12:36 |
| Q1 2025 | 80 | $260,545,083 | +$5,146,486 | -$3,954,876 | +$1,191,610 | VNQ, AGG, ISTB, IJR, IVV | 13F-HR | 01 May 2025, 09:44 |
| Q4 2024 | 80 | $264,267,973 | +$24,973,376 | -$2,855,645 | +$22,117,731 | VNQ, AGG, IJR, IVV, ISTB | 13F-HR | 14 Jan 2025, 20:26 |
| Q3 2024 | 81 | $263,872,785 | +$32,109,734 | -$33,259,910 | -$1,150,176 | VNQ, AGG, IJR, IVV, SCHM | 13F-HR | 07 Oct 2024, 13:47 |
| Q2 2024 | 82 | $247,030,002 | +$7,926,747 | -$3,443,540 | +$4,483,207 | IYR, SCHM, ISTB, AGG, IJR | 13F-HR | 12 Jul 2024, 15:06 |
| Q1 2024 | 80 | $244,436,984 | +$14,218,494 | -$2,942,533 | +$11,275,961 | SCHM, IYR, ISTB, IJR, AGG | 13F-HR | 17 Apr 2024, 18:22 |
| Q4 2023 | 80 | $233,768,650 | +$11,314,731 | -$3,909,377 | +$7,405,354 | IYR, SCHM, ISTB, IJR, AGG | 13F-HR | 10 Jan 2024, 14:45 |
| Q3 2023 | 78 | $204,662,309 | +$1,973,503 | -$6,280,519 | -$4,307,016 | SCHM, ISTB, IYR, IJR, AGG | 13F-HR | 10 Oct 2023, 21:18 |
| Q2 2023 | 81 | $218,338,351 | +$1,966,727 | -$6,172,416 | -$4,205,689 | SCHM, IYR, ISTB, IJR, IVV | 13F-HR | 11 Jul 2023, 21:10 |
| Q1 2023 | 82 | $216,569,326 | +$19,796,015 | -$4,164,708 | +$15,631,307 | IYR, SCHM, ISTB, IJR, IVV | 13F-HR | 07 Apr 2023, 13:17 |
| Q4 2022 | 81 | $193,850,993 | +$15,070,265 | -$26,050,100 | -$10,979,835 | ISTB, SCHM, IYR, IJR, AGG | 13F-HR | 09 Feb 2023, 20:40 |
| Q3 2022 | 77 | $193,358,000 | +$9,706,352 | -$10,437,876 | -$731,524 | ISTB, SCHM, IYR, IJR, AGG | 13F-HR | 14 Oct 2022, 17:15 |
| Q2 2022 | 80 | $207,363,000 | +$18,947,003 | -$11,962,402 | +$6,984,601 | ISTB, SCHM, AGG, IYR, IJR | 13F-HR | 13 Jul 2022, 13:36 |
| Q1 2022 | 73 | $231,003,000 | +$30,399,215 | -$6,235,421 | +$24,163,794 | ISTB, SCHM, IYR, AGG, IJR | 13F-HR | 22 Apr 2022, 20:00 |
| Q4 2021 | 68 | $225,607,000 | +$14,061,009 | -$8,309,420 | +$5,751,589 | SCHM, ISTB, IYR, IWB, IJR | 13F-HR | 21 Jan 2022, 19:09 |
| Q3 2021 | 64 | $209,820,000 | +$16,730,945 | -$11,364,855 | +$5,366,090 | SCHM, ISTB, IYR, IWB, IJR | 13F-HR | 12 Oct 2021, 21:50 |
| Q2 2021 | 61 | $207,029,000 | +$16,894,427 | -$16,312,949 | +$581,478 | SCHM, ISTB, IWB, SCHH, SCHZ | 13F-HR | 16 Aug 2021, 14:04 |
| Q1 2021 | 62 | $196,649,000 | +$13,126,928 | -$10,247,659 | +$2,879,269 | SCHM, SCHH, IWB, SCHZ, BSCM | 13F-HR | 19 Apr 2021, 09:36 |
| Q4 2020 | 61 | $185,111,000 | +$8,970,056 | -$4,919,122 | +$4,050,934 | SCHM, SCHZ, IWB, SCHH, BSCL | 13F-HR | 04 Feb 2021, 15:06 |
| Q3 2020 | 60 | $164,346,000 | +$6,989,539 | -$3,836,787 | +$3,152,752 | SCHM, SCHZ, IWB, BSCL, SCHH | 13F-HR | 14 Oct 2020, 12:30 |
| Q2 2020 | 60 | $155,424,000 | +$6,601,670 | -$1,980,424 | +$4,621,246 | SCHM, SCHZ, BSCL, SCHH, IWB | 13F-HR | 08 Jul 2020, 17:49 |
| Q1 2020 | 53 | $131,986,000 | +$32,937,019 | -$25,782,347 | +$7,154,672 | SCHM, SCHZ, BSCL, SCHH, IWB | 13F-HR | 29 Apr 2020, 14:13 |
| Q4 2019 | 61 | $152,216,000 | +$5,520,265 | -$1,494,759 | +$4,025,506 | SCHM, BSCK, SCHZ, SCHX, SCHH | 13F-HR | 10 Jan 2020, 19:01 |
| Q3 2019 | 61 | $142,607,000 | +$7,903,753 | -$1,863,911 | +$6,039,842 | SCHM, SCHZ, SCHH, IWB, BSCK | 13F-HR | 22 Oct 2019, 13:35 |
| Q2 2019 | 61 | $135,386,000 | +$5,362,101 | -$8,414,017 | -$3,051,916 | SCHM, IWB, SCHZ, BSCK, VNQ | 13F-HR | 02 Aug 2019, 17:17 |
| Q1 2019 | 63 | $135,616,000 | +$17,136,585 | -$5,981,075 | +$11,155,510 | SCHM, IWB, SCHZ, VNQ, DVY | 13F-HR | 09 May 2019, 19:09 |
| Q4 2018 | 57 | $113,301,000 | $0 | $0 | $0 | SCHM, IWB, SCHZ, DVY, VNQ | 13F-HR | 14 Feb 2019, 14:32 |