Omega Financial Group, LLC
Q3 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
113
- Value ($000)
$302,140
- Date Filed11/12/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $22.94 M | 8 % | 250,941 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $17.53 M | 6 % | 174,866 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.14 M | 5 % | 127,381 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $14.72 M | 5 % | 21,998 | ||
ISTB ISHARES TR | CORE 1 5 YR USD | 46432F859 | $13.98 M | 5 % | 286,277 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.48 M | 4 % | 191,310 | ||
IJJ ISHARES TR | S&P MC 400VL ETF | 464287705 | $11.34 M | 4 % | 87,381 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.92 M | 4 % | 368,522 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $10.89 M | 4 % | 124,700 | ||
SCZ ISHARES TR | EAFE SML CP ETF | 464288273 | $10.69 M | 4 % | 139,386 |
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