SEC Form 13F · Q2 2026

Alpha Omega Wealth Management LLC

Institutional Holdings Report

13F-HRVA
$657.0M
Portfolio Value
208
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Alpha Omega Wealth Management LLC
CIK
1665633
Accession No.
0001665633-26-000003
Location
RICHMOND, VA
Form Type
13F-HR
Portfolio Value
$657.0M
Holdings Reported
208
Reporting Period
Q2 2026
Filed
July 20, 2026

About this Filing

Alpha Omega Wealth Management LLC is an institutional investment manager based in RICHMOND, VA reporting approximately $657.0M in 13(f) securities across 208 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.