Institutions / Alpha Omega Wealth Management LLC
Alpha Omega Wealth Management LLC
CIK 1665633 · Institution · as of Dec 31, 2025
Portfolio value
$602.81M
Positions
202
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 202 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange Traded F | $41.00M | 6.8% |
| Microsoft Corp | $25.21M | 4.2% |
| Vanguard Bd Index Fds | $23.95M | 4.0% |
| Apple Inc. | $18.77M | 3.1% |
| Goldman Sachs ETF Tr | $14.36M | 2.4% |
| Schwab Strategic Tr | $11.86M | 2.0% |
| CVS HEALTH Corp | $11.82M | 2.0% |
| Chevron Corp | $11.70M | 1.9% |
| Capital One Financial Corp | $11.24M | 1.9% |
| AbbVie Inc. | $11.17M | 1.9% |
| Cisco Systems, Inc. | $11.06M | 1.8% |
| International Business Machines Corp | $10.51M | 1.7% |
| Johnson & Johnson | $10.26M | 1.7% |
| JPMorgan Chase & Co | $10.18M | 1.7% |
| Verizon Communications Inc | $9.52M | 1.6% |
| Vanguard Index Fds | $8.65M | 1.4% |
| Broadcom Inc. | $7.99M | 1.3% |
| Truist Financial Corp | $7.56M | 1.3% |
| Simon Property Group Inc | $7.39M | 1.2% |
| Markel Group Inc | $7.19M | 1.2% |
| Marathon Petroleum Corp | $7.01M | 1.2% |
| Alphabet Inc. | $6.25M | 1.0% |
| Schwab Strategic Tr | $5.99M | 1.0% |
| Schwab Strategic Tr | $5.80M | 1.0% |
| Vanguard Index Fds | $5.75M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.