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Portfolio (Quarterly) Guide ↗

Alpha Omega Wealth Management LLC

· CIK 0001665633
13F Portfolio $657M AUM 208 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 44 Added 94 Reduced 8 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GSST GOLDMAN SACHS ETF TR 322,583.0 $16.3M 2.48% +31K +10.8% $50.58 -0.1%
2 FNDF SCHWAB STRATEGIC TR 287,876.0 $15.2M 2.31% +7K +2.5% $52.76 +5.8%
3 VZ VERIZON COMMUNICATIONS INC Communication Services 216,529.0 $9.2M 1.40% +2K +1.2% $42.34 +16.8%
4 RHI ROBERT HALF INC. Industrials 237,926.0 $7.3M 1.11% +7K +3.1% $30.70 +45.8%
5 MKTX MARKETAXESS HLDGS INC Financial Services 61,453.0 $7.0M 1.06% +51K +464.1% $113.49 +42.8%
6 VBR VANGUARD INDEX FDS 28,306.0 $6.9M 1.05% +268.0 +1.0% $242.99 +2.5%
7 MKL MARKEL GROUP INC Financial Services 3,502.0 $6.8M 1.04% +57.0 +1.6% $1953.01 -8.1%
8 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 121,009.0 $6.6M 1.01% +7K +6.6% $54.90 -18.9%
9 GNTX GENTEX CORP Consumer Cyclical 251,792.0 $6.4M 0.97% +12K +5.0% $25.27 -6.5%
10 PFE PFIZER INC Healthcare 218,573.0 $5.3M 0.80% +6K +2.8% $24.08 +16.6%
11 AVDV AMERICAN CENTY ETF TR 50,334.0 $5.2M 0.79% +2K +3.4% $103.05 +8.6%
12 ACN ACCENTURE PLC IRELAND Technology 37,715.0 $4.7M 0.71% +19K +100.8% $124.44 +48.9%
13 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 109,961.0 $4.3M 0.65% +9K +9.1% $38.96 +10.2%
14 KMB KIMBERLY-CLARK CORP Consumer Defensive 37,667.0 $4.1M 0.63% +271.0 +0.7% $109.77 -0.4%
15 KMX CARMAX INC Consumer Cyclical 78,133.0 $4.1M 0.63% +4K +5.9% $52.89 +17.5%
16 KVUE KENVUE INC Consumer Defensive 157,892.0 $3.0M 0.46% +4K +2.5% $19.11 -0.3%
17 DGS WISDOMTREE TR 43,252.0 $2.8M 0.43% +262.0 +0.6% $64.71 -2.1%
18 SMURFIT WESTROCK PLC 59,544.0 $2.8M 0.42% +18K +42.4% $46.26
19 STIP ISHARES TR 24,579.0 $2.5M 0.38% +260.0 +1.1% $102.16 -1.2%
20 FNDX SCHWAB STRATEGIC TR 74,556.0 $2.3M 0.35% +6K +9.0% $31.10 +4.6%
Page 1 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.3%
Financial Services 14.3%
Healthcare 12.8%
Energy 11.0%
Industrials 10.3%
Consumer Defensive 7.3%
Real Estate 6.0%
Consumer Cyclical 5.8%
Communication Services 5.1%
Utilities 3.1%