Fund Holdings

Alpha Omega Wealth Management LLC

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
GOLDMAN SACHS ETF TR0322,583+322,583016,314,6322.48%+16,314,632
SCHWAB STRATEGIC TR0132,933+132,93305,274,7810.80%+5,274,781
MARKETAXESS HLDGS INC(MKTX)10,89561,453+50,5581,797,4576,974,3011.06%+5,176,844
CISCO SYS INC(CSCO)132,457120,761-11,69610,277,37214,184,6192.16%+3,907,247
DEVON ENERGY CORP NEW(DVN)085,546+85,54603,534,7610.54%+3,534,761
CORNING INC(GLW)45,95036,104-9,8466,247,8789,221,9221.40%+2,974,044
FORTUNE BRANDS INNOVATIONS I(FBIN)113,552121,009+7,4574,425,1156,643,3831.01%+2,218,268
CVS HEALTH CORP(CVS)148,915123,122-25,79310,695,09812,736,9661.94%+2,041,868
ADVANCED MICRO DEVICES INC(AMD)5,1455,099-461,046,6472,962,0600.45%+1,915,413
BADGER METER INC012,581+12,58101,866,7690.28%+1,866,769
SPDR SERIES TRUST059,924+59,92401,798,3100.27%+1,798,310
APPLE INC(AAPL)66,32363,805-2,51816,832,10118,462,6332.81%+1,630,532
SCHWAB STRATEGIC TR280,867287,876+7,00913,742,82215,188,3382.31%+1,445,516
ROBERT HALF INC.(RHI)230,778237,926+7,1485,861,7627,304,3431.11%+1,442,581
ABBVIE INC(ABBV)49,08947,949-1,14010,676,26112,065,9041.84%+1,389,643
HEALTHPEAK PROPERTIES INC(DOC)258,933259,079+1464,254,2695,544,2910.84%+1,290,022
RALLIANT CORP(RAL)39,39139,39101,638,2722,900,3590.44%+1,262,087
ALPHABET INC(GOOG)19,84519,264-5815,706,6286,884,3761.05%+1,177,748
APPLIED MATLS INC3,8573,438-4191,318,2842,485,6740.38%+1,167,390
GENTEX CORP(GNTX)239,710251,792+12,0825,237,6586,362,7890.97%+1,125,131
SMURFIT WESTROCK PLC(SW)41,82859,544+17,7161,666,8452,754,5050.42%+1,087,660
CARMAX INC(KMX)73,76378,133+4,3703,067,0664,132,4540.63%+1,065,388
SIMON PPTY GROUP INC NEW(SPG)39,83437,982-1,8527,430,2008,494,7441.29%+1,064,544
INTERNATIONAL BUSINESS MACHS(IBM)34,22733,209-1,0188,296,3029,338,5811.42%+1,042,279
BROADCOM INC(AVGO)20,83519,740-1,0956,448,6507,456,7961.13%+1,008,146
ACCENTURE PLC IRELAND18,78537,715+18,9303,724,8784,693,2550.71%+968,377
ALPHABET INC(GOOG)16,36515,891-4744,694,4645,614,7670.85%+920,303
JPMORGAN CHASE & CO(JPM)31,20930,491-7189,180,3499,980,5431.52%+800,194
KLA CORP(KLAC)7046,055+5,3511,036,5771,826,8540.28%+790,277
VANGUARD INDEX FDS28,03828,306+2686,091,3556,877,9561.05%+786,601
SCHWAB STRATEGIC TR141,108139,747-1,3614,368,7065,152,4630.78%+783,757
CAPITAL ONE FINL CORP(COF)46,42946,008-4218,469,9849,230,0621.40%+760,078
SCHWAB STRATEGIC TR103,136103,191+552,999,1963,728,2990.57%+729,103
VANGUARD INDEX FDS50,11450,254+1409,235,0089,930,1901.51%+695,182
SCHWAB STRATEGIC TR244,188243,114-1,0746,043,6466,734,2611.02%+690,615
HONEYWELL INTL INC02,956+2,9560661,7420.10%+661,742
HONEYWELL AEROSPACE INC02,949+2,9490651,9650.10%+651,965
SCHWAB STRATEGIC TR182,953178,179-4,7744,592,1155,160,0630.79%+567,948
KIMBERLY-CLARK CORP(KMB)37,39637,667+2713,607,5924,134,7070.63%+527,115
TRUIST FINL CORP(TFC)152,493151,216-1,2777,010,1097,533,5781.15%+523,469
ISHARES INC43,71642,793-9233,049,1913,544,9720.54%+495,781
ELI LILLY & CO(LLY)1,6861,706+201,550,7322,046,2280.31%+495,496
EATON CORP PLC(ETN)13,35912,223-1,1364,778,1145,208,4650.79%+430,351
QUALCOMM INC(QCOM)10,9079,895-1,0121,404,6031,828,4970.28%+423,894
SCHWAB STRATEGIC TR68,41374,556+6,1431,905,3022,318,6920.35%+413,390
SCHWAB STRATEGIC TR69,48069,670+1902,253,2362,651,6400.40%+398,404
KENVUE INC(KVUE)154,103157,892+3,7892,656,7443,017,3190.46%+360,575
OLD DOMINION FREIGHT LINE IN(ODFL)19,71319,448-2653,851,9204,212,4370.64%+360,517
VANGUARD INDEX FDS8,2438,083-1602,644,3162,990,9880.46%+346,672
VISA INC(V)9,8949,705-1892,990,3633,329,6880.51%+339,325
PALO ALTO NETWORKS INC(PANW)0970+9700330,7890.05%+330,789
NORFOLK SOUTHN CORP(NSC)14,95514,692-2634,292,0264,621,8030.70%+329,777
AMERICAN CENTY ETF TR48,69950,334+1,6354,863,0825,186,9190.79%+323,837
AMAZON COM INC(AMZN)13,88713,472-4152,892,2453,210,9160.49%+318,671
INVESCO EXCHANGE TRADED FD T15,43415,352-822,962,0933,266,4450.50%+304,352
ALLSTATE CORP(ALL)9,1079,10701,888,2452,166,9200.33%+278,675
ADOBE INC(ADBE)7,0099,642+2,6331,703,7481,976,8030.30%+273,055
SPDR SERIES TRUST04,450+4,4500271,8950.04%+271,895
SCHWAB STRATEGIC TR75,06374,292-7711,924,6182,186,4240.33%+261,806
NUCOR CORP(NUE)01,126+1,1260250,8170.04%+250,817
MARKEL GROUP INC(MKL)3,4453,502+576,593,9716,839,4411.04%+245,470
STATE STR SPDR S&P 500 ETF T(SPY)2,4982,504+61,624,7201,869,8220.28%+245,102
TEXAS INSTRS INC(TXN)2,5742,489-85499,716741,8960.11%+242,180
ISHARES TR9,7339,696-371,209,9101,438,0110.22%+228,101
NVIDIA CORPORATION(NVDA)01,125+1,1250225,1010.03%+225,101
VANGUARD ADMIRAL FDS INC01,009+1,0090221,1830.03%+221,183
WISDOMTREE TR(WT)42,99043,252+2622,583,6892,798,8410.43%+215,152
DEERE & CO(DE)0333+3330211,2320.03%+211,232
ISHARES TR01,860+1,8600204,8790.03%+204,879
MARATHON PETE CORP(MPC)41,22640,086-1,14010,066,44910,248,8351.56%+182,386
WP CAREY INC(WPC)51,38051,334-463,491,7573,670,3520.56%+178,595
CATERPILLAR INC(CAT)567540-27401,697575,0460.09%+173,349
EXPEDITORS INTL WASH INC(EXPD)8,9258,875-501,278,3281,446,4480.22%+168,120
UNION PAC CORP(UNP)5,4175,438+211,314,2731,479,1360.23%+164,863
DOMINION ENERGY INC(D)23,10423,327+2231,428,2891,592,9860.24%+164,697
MARRIOTT INTL INC NEW(MAR)4,4464,351-951,454,1531,612,4370.25%+158,284
VANGUARD INDEX FDS2,04612,121+10,075893,6721,044,1030.16%+150,431
AMERICAN ELEC PWR CO INC33,10232,774-3284,339,0714,483,8720.68%+144,801
JOHNSON & JOHNSON(JNJ)47,37746,163-1,21411,580,73111,723,9611.78%+143,230
SMUCKER J M CO(SJM)8,7328,7320842,114982,3500.15%+140,236
SCHWAB STRATEGIC TR41,37241,415+431,363,2171,501,7020.23%+138,485
LAMAR ADVERTISING CO(LAMR)4,7194,7190597,709736,0700.11%+138,361
PARAMOUNT SKYDANCE CORP(PSKY)180,394178,687-1,7071,627,1521,761,8580.27%+134,706
ALLIANT ENERGY CORP(LNT)41,93641,130-8063,009,3283,137,8270.48%+128,499
BERKSHIRE HATHAWAY INC DEL9,4419,298-1434,524,1274,652,6260.71%+128,499
LIVE NATION ENTERTAINMENT IN(LYV)4,1454,1450632,154758,9910.12%+126,837
PHILIP MORRIS INTL INC(PM)7,1317,200+691,179,0401,302,5180.20%+123,478
SCHWAB STRATEGIC TR186,693184,517-2,1765,727,7405,851,0210.89%+123,281
WILLIAMS SONOMA INC(WSM)2,4352,420-15443,974564,1020.09%+120,128
PAYCHEX INC(PAYX)3,9864,857+871367,190477,5890.07%+110,399
HOME DEPOT INC(HD)6,6936,536-1572,201,2612,305,1160.35%+103,855
ISHARES TR1,7851,790+5253,809357,6600.05%+103,851
ISHARES INC4,1514,174+23326,518427,0210.06%+100,503
FORTIVE CORP(FTV)17,53417,481-53969,2801,067,9140.16%+98,634
WATSCO INC(WSO)3,3533,157-1961,219,7881,315,6170.20%+95,829
ALTRIA GROUP INC(MO)15,58315,614+311,028,3221,123,4460.17%+95,124
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6806800229,806324,7480.05%+94,942
VULCAN MATLS CO(VMC)4,1624,16201,133,3131,227,8320.19%+94,519
BANK OF AMER CORP29,41726,734-2,6831,434,0841,523,3080.23%+89,224
ISHARES TR9,0219,162+141876,202951,7800.14%+75,578
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