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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WY WEYERHAEUSER CO Real Estate 13,427.0 $321K 0.05% -636.0 -4.5% $23.94 +2.0%
82 DON WISDOMTREE TR 5,662.0 $320K 0.05% -177.0 -3.0% $56.52 +3.1%
83 IJH ISHARES TR 3,896.0 $300K 0.05% -165.0 -4.1% $77.11 -0.4%
84 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 763.0 $295K 0.04% -17.0 -2.2% $386.73 +3.6%
85 TJX TJX COS INC NEW Consumer Cyclical 1,841.0 $279K 0.04% -19.0 -1.0% $151.50 -7.3%
86 SCHC SCHWAB STRATEGIC TR 5,795.0 $279K 0.04% -72.0 -1.2% $48.12 +6.5%
87 COP CONOCOPHILLIPS Energy 2,601.0 $270K 0.04% -228.0 -8.1% $103.96 +29.7%
88 ATO ATMOS ENERGY CORP Utilities 1,529.0 $263K 0.04% -62.0 -3.9% $172.27 -3.1%
89 BNDX VANGUARD CHARLOTTE FDS 5,211.0 $252K 0.04% -54.0 -1.0% $48.43 -1.6%
90 GS GOLDMAN SACHS GROUP INC Financial Services 233.0 $236K 0.04% -6.0 -2.5% $1011.37 +2.8%
91 CNQ CANADIAN NAT RES LTD MED TER Energy 5,700.0 $225K 0.03% -37.0 -0.6% $39.50 +30.1%
92 CRM SALESFORCE INC Technology 1,403.0 $220K 0.03% -175.0 -11.1% $156.66 +33.5%
93 SCHO SCHWAB STRATEGIC TR 8,819.0 $213K 0.03% -1K -10.2% $24.14 -0.2%
94 NKE NIKE INC Consumer Cyclical 4,888.0 $201K 0.03% -302.0 -5.8% $41.05 -0.7%
Page 5 of 5  ·  94 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%