# EDGAR Filing Document

**Accession Number:** 0001767982
**File Stem:** 0001172661-25-002965
**Filing Date:** 2025-8
**Character Count:** 13892
**Document Hash:** f7aa595b50706cb7f21a663a5e6011a4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-002965.hdr.sgml**: 20250808

**ACCESSION NUMBER**: 0001172661-25-002965

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250808

**DATE AS OF CHANGE**: 20250808

**EFFECTIVENESS DATE**: 20250808

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Omega Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001767982

**ORGANIZATION NAME:**
- **EIN:** 611606475
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19338
- **FILM NUMBER:** 251197204

**BUSINESS ADDRESS:**
- **STREET 1:** 812 ANACAPA STREET
- **CITY:** SANTA BARBARA
- **STATE:** CA
- **ZIP:** 93101
- **BUSINESS PHONE:** 8056174363

**MAIL ADDRESS:**
- **STREET 1:** 812 ANACAPA STREET
- **CITY:** SANTA BARBARA
- **STATE:** CA
- **ZIP:** 93101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Omega Financial Group LLC<br>**Address:** 812 Anacapa Street<br>Santa Barbara, CA 93101

**Form 13F File Number:** 028-19338

**CRD Number (if applicable):** 000164147

**SEC File Number (if applicable):** 801-77745

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Bryan Reinhard<br>**Title:** Chief Compliance Officer<br>**Phone:** 805-617-4363

**Signature, Place, and Date of Signing:**

/s/ Bryan Reinhard  Santa Barbara, CA  08-08-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 101

**Form 13F Information Table Value Total:** $281143050

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 509906 | 1706 | SH |  | SOLE |  | 1706 | 0 | 0 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 |  | 7925518 | 114630 | SH |  | SOLE |  | 114630 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 365612 | 2075 | SH |  | SOLE |  | 2075 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 289804 | 1634 | SH |  | SOLE |  | 1634 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 368435 | 1679 | SH |  | SOLE |  | 1679 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 382776 | 1200 | SH |  | SOLE |  | 1200 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 822486 | 8329 | SH |  | SOLE |  | 8329 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 1981226 | 9657 | SH |  | SOLE |  | 9657 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 184653 | 900 | SH | Call | SOLE |  | 900 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 468768 | 965 | SH |  | SOLE |  | 965 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 32338 | 1150 | SH |  | SOLE |  | 1150 | 0 | 0 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 382432 | 13600 | SH | Call | SOLE |  | 13600 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 319683 | 323 | SH |  | SOLE |  | 323 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 763965 | 1500 | SH | Call | SOLE |  | 1500 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 8149 | 16 | SH |  | SOLE |  | 16 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 228587 | 2120 | SH |  | SOLE |  | 2120 | 0 | 0 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 240552 | 2559 | SH |  | SOLE |  | 2559 | 0 | 0 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 274460 | 3631 | SH |  | SOLE |  | 3631 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 205487 | 1853 | SH |  | SOLE |  | 1853 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 207039 | 381 | SH |  | SOLE |  | 381 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | 46138E206 |  | 584518 | 25044 | SH |  | SOLE |  | 25044 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 46138E719 |  | 2018484 | 109344 | SH |  | SOLE |  | 109344 | 0 | 0 |
| INVESCO EXCH TRADED FD TR II | EMRNG MKT SVRG | 46138E784 |  | 1772060 | 86738 | SH |  | SOLE |  | 86738 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S BUY WRT | 46137V399 |  | 1261236 | 57696 | SH |  | SOLE |  | 57696 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4304124 | 7802 | SH |  | SOLE |  | 7802 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 55164 | 100 | SH | Call | SOLE |  | 100 | 0 | 0 |
| ISHARES INC | EM MKT SM-CP ETF | 464286475 |  | 4736481 | 73037 | SH |  | SOLE |  | 73037 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 8409723 | 140092 | SH |  | SOLE |  | 140092 | 0 | 0 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 |  | 1694654 | 43264 | SH |  | SOLE |  | 43264 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 13342647 | 122085 | SH |  | SOLE |  | 122085 | 0 | 0 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 500366 | 5280 | SH |  | SOLE |  | 5280 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 8703375 | 25631 | SH |  | SOLE |  | 25631 | 0 | 0 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 |  | 2693098 | 25325 | SH |  | SOLE |  | 25325 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 16975642 | 171125 | SH |  | SOLE |  | 171125 | 0 | 0 |
| ISHARES TR | ESG MSCI LEADR | 46435U218 |  | 2419131 | 22327 | SH |  | SOLE |  | 22327 | 0 | 0 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 |  | 2466952 | 59689 | SH |  | SOLE |  | 59689 | 0 | 0 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 486125 | 4082 | SH |  | SOLE |  | 4082 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 13512552 | 21763 | SH |  | SOLE |  | 21763 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 2876650 | 60510 | SH |  | SOLE |  | 60510 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 1297426 | 14542 | SH |  | SOLE |  | 14542 | 0 | 0 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 356466 | 8263 | SH |  | SOLE |  | 8263 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 4177676 | 74949 | SH |  | SOLE |  | 74949 | 0 | 0 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 3671487 | 24411 | SH |  | SOLE |  | 24411 | 0 | 0 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 380763 | 4721 | SH |  | SOLE |  | 4721 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 313042 | 1451 | SH |  | SOLE |  | 1451 | 0 | 0 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 466021 | 8745 | SH |  | SOLE |  | 8745 | 0 | 0 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 10313908 | 83459 | SH |  | SOLE |  | 83459 | 0 | 0 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 716893 | 6540 | SH |  | SOLE |  | 6540 | 0 | 0 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 3872808 | 34579 | SH |  | SOLE |  | 34579 | 0 | 0 |
| ISHARES TR | USD GRN BOND ETF | 46435U440 |  | 861038 | 18062 | SH |  | SOLE |  | 18062 | 0 | 0 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 10185716 | 122014 | SH |  | SOLE |  | 122014 | 0 | 0 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 |  | 1834842 | 72898 | SH |  | SOLE |  | 72898 | 0 | 0 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 326949 | 3218 | SH |  | SOLE |  | 3218 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1052312 | 11924 | SH |  | SOLE |  | 11924 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 8344593 | 90095 | SH |  | SOLE |  | 90095 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 11429176 | 184282 | SH |  | SOLE |  | 184282 | 0 | 0 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 13318751 | 273767 | SH |  | SOLE |  | 273767 | 0 | 0 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 4773782 | 35944 | SH |  | SOLE |  | 35944 | 0 | 0 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 243438 | 1405 | SH |  | SOLE |  | 1405 | 0 | 0 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 10149741 | 139650 | SH |  | SOLE |  | 139650 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 248705 | 500 | SH | Call | SOLE |  | 500 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 595821 | 1198 | SH |  | SOLE |  | 1198 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 |  | 980243 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 559224 | 3540 | SH |  | SOLE |  | 3540 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 753577 | 5528 | SH |  | SOLE |  | 5528 | 0 | 0 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 490752 | 3600 | SH | Call | SOLE |  | 3600 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1088593 | 10828 | SH |  | SOLE |  | 10828 | 0 | 0 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 4210398 | 198979 | SH |  | SOLE |  | 198979 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 10433145 | 371948 | SH |  | SOLE |  | 371948 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 5606206 | 229386 | SH |  | SOLE |  | 229386 | 0 | 0 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 468978 | 17697 | SH |  | SOLE |  | 17697 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 3031690 | 100587 | SH |  | SOLE |  | 100587 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 2456072 | 111134 | SH |  | SOLE |  | 111134 | 0 | 0 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 808524722 |  | 263951 | 8851 | SH |  | SOLE |  | 8851 | 0 | 0 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 2458524 | 105788 | SH |  | SOLE |  | 105788 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 365517 | 12513 | SH |  | SOLE |  | 12513 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 1114334 | 44045 | SH |  | SOLE |  | 44045 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 607243 | 14258 | SH |  | SOLE |  | 14258 | 0 | 0 |
| SPDR INDEX SHS FDS | S EMKTSC ETF | 78463X756 |  | 661573 | 10665 | SH |  | SOLE |  | 10665 | 0 | 0 |
| SPDR INDEX SHS FDS | S INTL SMLCP | 78463X871 |  | 239742 | 6448 | SH |  | SOLE |  | 6448 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 61785 | 100 | SH | Call | SOLE |  | 100 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3236916 | 5239 | SH |  | SOLE |  | 5239 | 0 | 0 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 876862 | 1548 | SH |  | SOLE |  | 1548 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | 78468R721 |  | 738331 | 16529 | SH |  | SOLE |  | 16529 | 0 | 0 |
| SPDR SERIES TRUST | DJ REIT ETF | 78464A607 |  | 1543089 | 16001 | SH |  | SOLE |  | 16001 | 0 | 0 |
| SPDR SERIES TRUST | BLOOMBERG INTL | 78464A151 |  | 534180 | 16391 | SH |  | SOLE |  | 16391 | 0 | 0 |
| SPDR SERIES TRUST | PORTFLI HIGH YLD | 78468R606 |  | 7993747 | 335872 | SH |  | SOLE |  | 335872 | 0 | 0 |
| SPDR SERIES TRUST | NUVEEN ICE SHORT | 78468R739 |  | 971269 | 20307 | SH |  | SOLE |  | 20307 | 0 | 0 |
| SPDR SERIES TRUST | S 400 MDCP VAL | 78464A839 |  | 1567472 | 19734 | SH |  | SOLE |  | 19734 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 1184 | 12 | SH |  | SOLE |  | 12 | 0 | 0 |
| TARGET CORP | COM | 87612E106 |  | 493250 | 5000 | SH | Call | SOLE |  | 5000 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 349426 | 1100 | SH | Call | SOLE |  | 1100 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 889448 | 2800 | SH | Put | SOLE |  | 2800 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 576235 | 1814 | SH |  | SOLE |  | 1814 | 0 | 0 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 6852342 | 138403 | SH |  | SOLE |  | 138403 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 21784963 | 244610 | SH |  | SOLE |  | 244610 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1209539 | 4322 | SH |  | SOLE |  | 4322 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 206326 | 1058 | SH |  | SOLE |  | 1058 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 204768 | 4140 | SH |  | SOLE |  | 4140 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 307117 | 1501 | SH |  | SOLE |  | 1501 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 1248827 | 3517 | SH |  | SOLE |  | 3517 | 0 | 0 |

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