The Analysis of Omega Financial Group, LLC's Holdings

Currently, Omega Financial Group, LLC holds 100 types of securities in its portfolio with a total value $297.3M. In the most recent quarter, they have increased their positions in COST (+1.3K shares, valued at $1.2M), IJR (+5.3K shares, valued at $629.3K), APH (+5.1K shares, valued at $627.8K); decreased their positions in AFRM (-9.0K shares, valued at $657.9K), CMF (-3.9K shares, valued at $223.0K), MDYV (-2.4K shares, valued at $200.3K); initiated new positions in ECL (+1.6K shares, valued at $438.3K), VB (+1.2K shares, valued at $299.5K), INTU (+422 shares, valued at $288.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VNQ VANGUARD INDEX FDS250.9K shares2.59%2025-09-302025-11-12

AGG ISHARES TR174.9K shares2.19%2025-09-302025-11-12

IJR ISHARES TR127.4K shares4.34%2025-09-302025-11-12

IVV ISHARES TR22.0K shares1.08%2025-09-302025-11-12

ISTB ISHARES TR286.3K shares4.57%2025-09-302025-11-12

IJH ISHARES TR191.3K shares3.81%2025-09-302025-11-12

IJJ ISHARES TR87.4K shares4.70%2025-09-302025-11-12

SCHM SCHWAB STRATEGIC TR368.5K shares-0.92%2025-09-302025-11-12

Sponsored

IEFA ISHARES TR124.7K shares2.20%2025-09-302025-11-12

SCZ ISHARES TR139.4K shares-0.19%2025-09-302025-11-12

IEMG ISHARES INC143.1K shares2.16%2025-09-302025-11-12

IWB ISHARES TR25.1K shares-2.06%2025-09-302025-11-12

EMB ISHARES TR90.3K shares0.18%2025-09-302025-11-12

SPHY SPDR SERIES TRUST338.8K shares0.87%2025-09-302025-11-12

AFRM AFFIRM HLDGS INC105.6K shares-7.85%2025-09-302025-11-12

BNDX VANGUARD CHARLOTTE FDS137.9K shares-0.38%2025-09-302025-11-12

Sponsored

SCHX SCHWAB STRATEGIC TR227.0K shares-1.05%2025-09-302025-11-12

EEMS ISHARES INC74.5K shares2.00%2025-09-302025-11-12

DVY ISHARES TR35.0K shares-2.54%2025-09-302025-11-12

QQQ INVESCO QQQ TR7.7K shares-1.59%2025-09-302025-11-12

SCHH SCHWAB STRATEGIC TR198.2K shares-0.38%2025-09-302025-11-12

CMF ISHARES TR71.0K shares-5.22%2025-09-302025-11-12

IUSG ISHARES TR24.5K shares0.51%2025-09-302025-11-12

EFG ISHARES TR35.0K shares1.26%2025-09-302025-11-12

Sponsored

SPY SPDR S&P 500 ETF TR5.2K shares-1.15%2025-09-302025-11-12

SCHE SCHWAB STRATEGIC TR101.7K shares1.11%2025-09-302025-11-12

EAGG ISHARES TR58.7K shares-3.00%2025-09-302025-11-12

SUB ISHARES TR24.4K shares-3.71%2025-09-302025-11-12

ESML ISHARES TR57.5K shares-3.68%2025-09-302025-11-12

SUSL ISHARES TR21.8K shares-2.35%2025-09-302025-11-12

SCHZ SCHWAB STRATEGIC TR106.7K shares0.84%2025-09-302025-11-12

SCHF SCHWAB STRATEGIC TR107.4K shares-3.34%2025-09-302025-11-12

Sponsored

AAPL APPLE INC9.1K shares-6.09%2025-09-302025-11-12

PHB INVESCO EXCH TRADED FD TR II110.5K shares1.06%2025-09-302025-11-12

PCY INVESCO EXCH TRADED FD TR II90.3K shares4.10%2025-09-302025-11-12

SUSB ISHARES TR74.0K shares1.53%2025-09-302025-11-12

ESGE ISHARES INC40.8K shares-5.70%2025-09-302025-11-12

V VISA INC5.1K shares45.21%2025-09-302025-11-12

APH AMPHENOL CORP NEW13.4K shares60.91%2025-09-302025-11-12

RWR SPDR SERIES TRUST14.9K shares-6.67%2025-09-302025-11-12

Sponsored

COST COSTCO WHSL CORP NEW1.6K shares393.19%2025-09-302025-11-12

MDYV SPDR SERIES TRUST17.3K shares-12.17%2025-09-302025-11-12

ESGD ISHARES TR14.1K shares-2.95%2025-09-302025-11-12

PBP INVESCO EXCHANGE TRADED FD T57.9K shares0.42%2025-09-302025-11-12

VO VANGUARD INDEX FDS4.3K shares-1.37%2025-09-302025-11-12

SCHA SCHWAB STRATEGIC TR42.8K shares-2.88%2025-09-302025-11-12

MINT PIMCO ETF TR10.9K shares0.80%2025-09-302025-11-12

TLT ISHARES TR11.8K shares-0.98%2025-09-302025-11-12

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.5K shares0.40%2025-09-302025-11-12

SHM SPDR SERIES TRUST20.4K shares0.30%2025-09-302025-11-12

BGRN ISHARES TR18.5K shares2.47%2025-09-302025-11-12

NFLX NETFLIX INC725 shares-0.96%2025-09-302025-11-12

MDY SPDR S&P MIDCAP 400 ETF TR1.4K shares-8.72%2025-09-302025-11-12

TSLA TESLA INC1.9K shares1.98%2025-09-302025-11-12

GOOG ALPHABET INC3.2K shares92.90%2025-09-302025-11-12

TFI SPDR SERIES TRUST16.3K shares-1.36%2025-09-302025-11-12

Sponsored

LQD ISHARES TR6.6K shares0.20%2025-09-302025-11-12

GOOGL ALPHABET INC2.9K shares42.07%2025-09-302025-11-12

EWX SPDR INDEX SHS FDS10.2K shares-4.13%2025-09-302025-11-12

MSFT MICROSOFT CORP1.3K shares8.76%2025-09-302025-11-12

NVDA NVIDIA CORPORATION3.4K shares-3.93%2025-09-302025-11-12

SCHC SCHWAB STRATEGIC TR13.9K shares-2.33%2025-09-302025-11-12

PWZ INVESCO EXCH TRADED FD TR II25.2K shares0.54%2025-09-302025-11-12

IBND SPDR SERIES TRUST16.2K shares-0.95%2025-09-302025-11-12

Sponsored

IYR ISHARES TR5.3K shares-0.28%2025-09-302025-11-12

IEI ISHARES TR4.2K shares2.35%2025-09-302025-11-12

SCHD SCHWAB STRATEGIC TR17.8K shares0.86%2025-09-302025-11-12

FBTC FIDELITY WISE ORIGIN BITCOIN4.8K shares88.51%2025-09-302025-11-12

IGIB ISHARES TR8.8K shares0.96%2025-09-302025-11-12

VIG VANGUARD SPECIALIZED FUNDS2.1K shares39.64%2025-09-302025-11-12

ECL ECOLAB INC1.6K sharesnew addition2025-09-302025-11-12

AXP AMERICAN EXPRESS CO1.2K shares0.00%2025-09-302025-11-12

Sponsored

SCHG SCHWAB STRATEGIC TR12.4K shares-0.53%2025-09-302025-11-12

HYG ISHARES TR4.8K shares0.70%2025-09-302025-11-12

BRK.B BERKSHIRE HATHAWAY INC DEL727 shares-24.66%2025-09-302025-11-12

AMZN AMAZON COM INC1.7K shares-1.19%2025-09-302025-11-12

SHYG ISHARES TR8.3K shares0.75%2025-09-302025-11-12

IWM ISHARES TR1.4K shares-1.17%2025-09-302025-11-12

TLH ISHARES TR3.3K shares2.61%2025-09-302025-11-12

ACN ACCENTURE PLC IRELAND1.3K shares-21.81%2025-09-302025-11-12

Sponsored

VB VANGUARD INDEX FDS1.2K sharesnew addition2025-09-302025-11-12

INTU INTUIT422 sharesnew addition2025-09-302025-11-12

SCHK SCHWAB STRATEGIC TR8.9K shares0.24%2025-09-302025-11-12

CIBR FIRST TR EXCHANGE TRADED FD3.6K shares-0.52%2025-09-302025-11-12

GWX SPDR INDEX SHS FDS6.2K shares-3.12%2025-09-302025-11-12

VUG VANGUARD INDEX FDS515 sharesnew addition2025-09-302025-11-12

QCOM QUALCOMM INC1.5K sharesnew addition2025-09-302025-11-12

LIN LINDE PLC506 sharesnew addition2025-09-302025-11-12

Sponsored

IYW ISHARES TR1.2K shares-14.31%2025-09-302025-11-12

VBR VANGUARD INDEX FDS1.1K shares0.38%2025-09-302025-11-12

VWO VANGUARD INTL EQUITY INDEX F4.0K shares-3.24%2025-09-302025-11-12

XOM EXXON MOBIL CORP1.9K shares-10.47%2025-09-302025-11-12

VEU VANGUARD INTL EQUITY INDEX F2.9K sharesnew addition2025-09-302025-11-12

ATMP BARCLAYS BANK PLC7.0K sharesnew addition2025-09-302025-11-12

ABNB AIRBNB INC1.1K sharesnew addition2025-09-302025-11-12

VTI VANGUARD INDEX FDS330 sharesnew addition2025-09-302025-11-12

Sponsored

CCL CARNIVAL CORP1.1K shares0.00%2025-09-302025-11-12

CRWD CROWDSTRIKE HLDGS INC16 shares0.00%2025-09-302025-11-12

BABA ALIBABA GROUP HLDG LTD40 sharesnew addition2025-09-302025-11-12

TGT TARGET CORP12 shares0.00%2025-09-302025-11-12

Call Option Holdings

TSLA Call CallTESLA INC2.6K shares136.36%2025-09-302025-11-12

PLTR Call CallPALANTIR TECHNOLOGIES INC4.1K shares13.89%2025-09-302025-11-12

TGT Call CallTARGET CORP5.0K shares0.00%2025-09-302025-11-12

CCL Call CallCARNIVAL CORP13.6K shares0.00%2025-09-302025-11-12

MSFT Call CallMICROSOFT CORP500 shares0.00%2025-09-302025-11-12

CRWD Call CallCROWDSTRIKE HLDGS INC500 shares-66.67%2025-09-302025-11-12

ABNB Call CallAIRBNB INC1.8K sharesnew addition2025-09-302025-11-12

AAPL Call CallAPPLE INC800 shares-11.11%2025-09-302025-11-12

BABA Call CallALIBABA GROUP HLDG LTD1.1K sharesnew addition2025-09-302025-11-12

VTI Call CallVANGUARD INDEX FDS400 sharesnew addition2025-09-302025-11-12

SPY Call CallSPDR S&P 500 ETF TR100 shares0.00%2025-09-302025-11-12

QQQ Call CallINVESCO QQQ TR100 shares0.00%2025-09-302025-11-12

Put Option Holdings

TSLA Put PutTESLA INC1.5K shares-46.43%2025-09-302025-11-12