Omega Financial Group, LLC
Q2 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
101
- Value ($000)
$281,143
- Date Filed08/08/2025
- Form type13F-HR
- CIK0001767982
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $21.78 M | 8 % | 244,610 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.98 M | 6 % | 171,125 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $13.51 M | 5 % | 21,763 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $13.34 M | 5 % | 122,085 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $13.32 M | 5 % | 273,767 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $11.43 M | 4 % | 184,282 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.43 M | 4 % | 371,948 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $10.31 M | 4 % | 83,459 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $10.19 M | 4 % | 122,014 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $10.15 M | 4 % | 139,650 |
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