Long-term investor

Omega Financial Group, LLC @omegafinancialgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001767982).

Record

  • Tracked since 2025-06-30 (454 days), 75 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +995.7% · all +995.7%
  • Max drawdown n/a · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287226 · 6.5% · long · since 2025-06-30
  • 922908553 · 6.1% · long · since 2025-06-30
  • 464287804 · 6.1% · long · since 2025-06-30
  • 464287200 · 5.3% · long · since 2025-06-30
  • 46432F859 · 5.0% · long · since 2025-06-30
  • 464287507 · 4.8% · long · since 2025-06-30
  • 464287705 · 4.2% · long · since 2025-06-30
  • 808524508 · 3.8% · long · since 2025-06-30
  • 46432F842 · 3.8% · long · since 2025-06-30
  • 46434G103 · 3.7% · long · since 2025-06-30
  • 464288273 · 3.6% · long · since 2025-06-30
  • 464288281 · 2.8% · long · since 2025-06-30

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