Alpha Omega Wealth Management LLC
All 13F Filings
- Location
- Richmond, VA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 657,006
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 208 | 657,006 | 13F-HR | Alpha Omega Wealth Management LLC |
| Q1 2026 | 4/7/2026 | 206 | 616,752 | 13F-HR | Alpha Omega Wealth Management LLC |
| Q4 2025 | 1/22/2026 | 202 | 602,809 | 13F-HR | Alpha Omega Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 204 | 600,994 | 13F-HR/A - RESTATEMENT | Alpha Omega Wealth Management LLC |
| Q3 2025 | 10/22/2025 | 204 | 600,994 | 13F-HR | Alpha Omega Wealth Management LLC |
| Q2 2025 | 7/15/2025 | 206 | 558,433 | 13F-HR | Alpha Omega Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 456.8 K | 69.5% | 29.91 K | 0 | 29.91 K |
| ETFs | 197 K | 30.0% | 25.07 K | 0 | 25.07 K |
| Debt | 3.13 K | 0.5% | 0 | 14.72 K | -14.72 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
657,006
Holdings
208
QoQ value change ($000)
40,254
(6.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.