StockDriftsStockDriftsTop 50 Omega Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 6.69% | 204.5K | $20.3M | +10.26%(+19.03K) | $103.39(-4.59%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 5.89% | 201.4K | $17.9M | +5.74%(+10.93K) | $86.02(+10.81%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.47% | 133.4K | $16.6M | +2.68%(+3.48K) | $93.84(+45.08%) | 2026-03-31 | |
| ISTB | ISHARES TR | 5.2% | 325.6K | $15.8M | +7.49%(+22.70K) | $50.18(-3.86%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.95% | 23.0K | $15.0M | +3.97%(+877) | $359.79(+108.89%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.46% | 200.5K | $13.5M | +2.78%(+5.43K) | $48.24(+52.25%) | 2026-03-31 | |
| IJJ | ISHARES TR | 3.98% | 91.2K | $12.1M | +2.41%(+2.14K) | $98.84(+41.48%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.81% | 127.8K | $11.6M | +1.43%(+1.81K) | $69.24(+39.96%) | 2026-03-31 | |
| SCZ | ISHARES TR | 3.66% | 141.4K | $11.1M | +0.43%(+611) | $64.18(+33.43%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.58% | 42.8K | $10.9M | +370.78%(+33.74K) | $236.93(+25.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.93% | +29.25% |
| Top 20 Holdings Unweighted | +9.88% | +32.65% |
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