Omega Financial Group, LLC
All 13F Filings
- Location
- Santa Barbara, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 303,923
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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)
Derivatives reported exposure ($000):
3.354 K
(1.1% of total reported value)
· QoQ Δ:
-1.44 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.9 K | 38.2% | 3.374 K | 0 | 3.374 K |
| ETFs | 161.2 K | 53.6% | 0 | 1.114 K | -1.114 K |
| Debt | 887 | 0.3% | 0 | 4 | -4 |
| Other | 23.55 K | 7.8% | 977 | 0 | 977 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
303,923
Holdings
111
QoQ value change ($000)
1,783
(0.6%)
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.