Omega Financial Group, LLC
Q4 2025 13F Holdings
- Locationsanta barbara, CA
- Num holdings
111
- Value ($000)
$303,923
- Date Filed01/28/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE US AGGBD ET | 464287226 | $18.53M | 6 % | 185,474 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $16.86M | 6 % | 190,512 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $15.62M | 5 % | 129,941 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $15.13M | 5 % | 22,088 | ||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | $14.77M | 5 % | 302,924 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | $12.88M | 4 % | 195,083 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | $11.72M | 4 % | 89,034 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | $11.27M | 4 % | 125,990 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $10.98M | 4 % | 365,003 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | $10.92M | 4 % | 140,796 |
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