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Manager record

Alpha Omega Wealth Management LLC

Richmond, VA · CIK 1665633 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$664.82MReported 13F valueQ3 2026 · as filed
207Holdings listed
+1.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $558.4M$558.4MQ2 2025206 holdingsQ3 2025: $601.0M$601.0MQ3 2025204 holdingsQ4 2025: $602.8M$602.8MQ4 2025202 holdingsQ1 2026: $616.8M$616.8MQ1 2026206 holdingsQ2 2026: $657.0M$657.0MQ2 2026208 holdingsQ3 2026: $664.8M$664.8MQ3 2026207 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR · period Q3 2026

$664.82M · 207 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$657.01M · 208 holdings listed · View original SEC filing ↗
Apr 07 2026 13F-HR · period Q1 2026

$616.75M · 206 holdings listed · View original SEC filing ↗
Jan 22 2026 13F-HR · period Q4 2025

$602.81M · 202 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR/A · period Q3 2025

$600.99M · 204 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$660.99M · 204 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$558.43M · 206 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology