Omega Financial Group, LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 328,637
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 | 7/21/2026 | 91 | 328,637 | 13F-HR | Omega Financial Group, LLC |
| Q1 2026 | 5/12/2026 | 101 | 307,614 | 13F-HR | Omega Financial Group, LLC |
| Q4 2025 | 1/28/2026 | 111 | 303,923 | 13F-HR | Omega Financial Group, LLC |
| Q3 2025 | 11/12/2025 | 113 | 302,140 | 13F-HR | Omega Financial Group, LLC |
| Q2 2025 | 8/8/2025 | 101 | 281,143 | 13F-HR | Omega Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.28 K | 7.4% | 0 | 4.314 K | -4.314 K |
| ETFs | 303.5 K | 92.3% | 29.61 K | 0 | 29.61 K |
| Debt | 886 | 0.3% | 0 | 6 | -6 |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
328,637
Holdings
91
QoQ value change ($000)
21,023
(6.8%)
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.