Alpha Omega Wealth Management LLC — 13F Holdings & Portfolio

CIK 1665633 · latest 13F-HR filed 2026-07-20

Alpha Omega Wealth Management LLC manages $657.0M in 13F-reported U.S. long-equity assets across 208 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JPST (6.14%), VUSB (3.64%), MSFT (2.90%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 8, added to 104, and trimmed 40.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
7202 GLEN FOREST DRIVE
SUITE 300
RICHMOND, VA 23226
Phone
(804) 955-1600
Filing Manager
Alpha Omega Wealth Management LLC
RICHMOND, VA
Signatory
LeAnn Mitchell
Chief Compliance Officer
Loading holdings…
AUM

$657.0M

Long-equity book

Holdings

208

Distinct positions

Period

2026-06-30

Filed 2026-07-20

Q/Q Activity

+10 / −8 / ↑104 / ↓40

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MARKETAXESS HLDGS INC$5.2M +288.0%
  • CISCO SYS INC$3.9M +38.0%
  • CORNING INC$3.0M +47.6%
  • FORTUNE BRANDS INNOVATIONS I$2.2M +50.1%
  • CVS HEALTH CORP$2.0M +19.1%
Show all 104

Top Trims

  • CHEVRON CORPORATION-$3.4M -21.9%
  • VERIZON COMMUNICATIONS INC-$1.6M -14.7%
  • AT&T INC-$1.4M -31.6%
  • PAYPAL HLDGS INC-$1.2M -19.4%
  • INTEL CORP-$1.1M -63.4%
Show all 40

New Positions

  • DEVON ENERGY CORP NEW$3.5M
  • BADGER METER INC$1.9M
  • HONEYWELL INTL INC$661.7K
  • HONEYWELL AEROSPACE INC$652.0K
  • PALO ALTO NETWORKS INC$330.8K
Show all 10

Exited Positions

  • COTERRA ENERGY INC$4.2M
  • INTERNATIONAL PAPER CO$1.4M
  • HONEYWELL INTL INC$1.3M
  • VALERO ENERGY CORP$284.6K
  • ZOETIS INC$279.6K
Show all 8
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $40.3M 6.14% 797,365 SH
2 VANGUARD BD INDEX FDS VUSB 92203C303 $23.9M 3.64% 479,829 SH
3 MICROSOFT CORP MSFT 594918104 $19.1M 2.90% 51,133 SH
4 APPLE INC AAPL 037833100 $18.5M 2.81% 63,805 SH
5 GOLDMAN SACHS ETF TR GSST 381430230 $16.3M 2.48% 322,583 SH
6 SCHWAB STRATEGIC TR FNDF 808524755 $15.2M 2.31% 287,876 SH
7 CISCO SYS INC CSCO 17275R102 $14.2M 2.16% 120,761 SH
8 CVS HEALTH CORP CVS 126650100 $12.7M 1.94% 123,122 SH
9 ABBVIE INC ABBV 00287Y109 $12.1M 1.84% 47,949 SH
10 CHEVRON CORPORATION CVX 166764100 $12.0M 1.82% 72,127 SH
11 JOHNSON & JOHNSON JNJ 478160104 $11.7M 1.78% 46,163 SH
12 MARATHON PETE CORP MPC 56585A102 $10.2M 1.56% 40,086 SH
13 JPMORGAN CHASE & CO JPM 46625H100 $10.0M 1.52% 30,491 SH
14 VANGUARD INDEX FDS VOE 922908512 $9.9M 1.51% 50,254 SH
15 INTERNATIONAL BUSINESS MACHS IBM 459200101 $9.3M 1.42% 33,209 SH
16 CAPITAL ONE FINL CORP COF 14040H105 $9.2M 1.40% 46,008 SH
17 CORNING INC GLW 219350105 $9.2M 1.40% 36,104 SH
18 VERIZON COMMUNICATIONS INC VZ 92343V104 $9.2M 1.40% 216,529 SH
19 SIMON PPTY GROUP INC NEW SPG 828806109 $8.5M 1.29% 37,982 SH
20 TRUIST FINL CORP TFC 89832Q109 $7.5M 1.15% 151,216 SH
21 BROADCOM INC AVGO 11135F101 $7.5M 1.13% 19,740 SH
22 ROBERT HALF INC. RHI 770323103 $7.3M 1.11% 237,926 SH
23 MARKETAXESS HLDGS INC MKTX 57060D108 $7.0M 1.06% 61,453 SH
24 ALPHABET INC GOOGL 02079K305 $6.9M 1.05% 19,264 SH
25 VANGUARD INDEX FDS VBR 922908611 $6.9M 1.05% 28,306 SH
26 MARKEL GROUP INC MKL 570535104 $6.8M 1.04% 3,502 SH
27 SCHWAB STRATEGIC TR SCHF 808524805 $6.7M 1.02% 243,114 SH
28 FORTUNE BRANDS INNOVATIONS I FBIN 34964C106 $6.6M 1.01% 121,009 SH
29 GENTEX CORP GNTX 371901109 $6.4M 0.97% 251,792 SH
30 SCHWAB STRATEGIC TR SCHD 808524797 $5.9M 0.89% 184,517 SH
31 SCHWAB STRATEGIC TR SCHP 808524870 $5.8M 0.88% 217,362 SH
32 ALPHABET INC GOOG 02079K107 $5.6M 0.85% 15,891 SH
33 PHILLIPS 66 PSX 718546104 $5.6M 0.85% 33,114 SH
34 ENBRIDGE INC ENB 29250N105 $5.6M 0.85% 102,889 SH
35 HEALTHPEAK PROPERTIES INC DOC 42250P103 $5.5M 0.84% 259,079 SH
36 GENERAL MILLS INC GIS 370334104 $5.5M 0.84% 158,592 SH
37 REALTY INCOME CORP O 756109104 $5.4M 0.83% 87,742 SH
38 SCHWAB STRATEGIC TR FNDE 808524730 $5.3M 0.80% 132,933 SH
39 PFIZER INC PFE 717081103 $5.3M 0.80% 218,573 SH
40 EATON CORP PLC ETN G29183103 $5.2M 0.79% 12,223 SH
41 AMERICAN CENTY ETF TR AVDV 025072802 $5.2M 0.79% 50,334 SH
42 SCHWAB STRATEGIC TR SCHB 808524102 $5.2M 0.79% 178,179 SH
43 SCHWAB STRATEGIC TR SCHM 808524508 $5.2M 0.78% 139,747 SH
44 FEDERATED HERMES INC FHI 314211103 $5.0M 0.76% 90,469 SH
45 PAYPAL HLDGS INC PYPL 70450Y103 $5.0M 0.76% 114,936 SH
46 ACCENTURE PLC IRELAND ACN G1151C101 $4.7M 0.71% 37,715 SH
47 MONDELEZ INTL INC MDLZ 609207105 $4.7M 0.71% 81,092 SH
48 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.7M 0.71% 9,298 SH
49 NORFOLK SOUTHN CORP NSC 655844108 $4.6M 0.70% 14,692 SH
50 SLB LIMITED SLB 806857108 $4.6M 0.69% 98,127 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-20 $657.0M 208 0001665633-26-000003
2026-03-31 2026-04-07 $616.8M 206 0001665633-26-000002
2025-12-31 2026-01-22 $602.8M 202 0001665633-26-000001