Institutions / KOM Wealth Management Group, LLC

KOM Wealth Management Group, LLC

CIK 1804116 · Institution · as of Dec 31, 2025

Portfolio value

$141.36M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 86 →

Company	Class	Value	Shares	% of portfolio
Vanguard Index Fds	—	$28.89M	86,161	20.4%
iShares Tr	—	$13.63M	196,277	9.6%
Fidelity Covington Trust	—	$12.20M	397,655	8.6%
iShares Tr	—	$5.58M	244,141	4.0%
Schwab Strategic Tr	—	$4.45M	184,936	3.1%
American Centy ETF Tr	—	$4.35M	46,280	3.1%
Dimensional ETF Trust	—	$4.28M	108,004	3.0%
Sprott Asset Management LP	—	$3.99M	120,896	2.8%
J P Morgan Exchange Traded F	—	$3.43M	72,344	2.4%
ProShares Tr	—	$3.40M	40,371	2.4%
iShares Tr	—	$3.28M	26,933	2.3%
Wheaton Precious Metals Corp	—	$3.12M	26,508	2.2%
Microsoft Corp	—	$2.84M	5,871	2.0%
Select Sector SPDR Tr	—	$2.80M	65,695	2.0%
iShares Tr	—	$2.10M	31,826	1.5%
iShares MSCI UAE ETF	—	$1.92M	12,904	1.4%
iShares Tr	—	$1.70M	75,523	1.2%
Capital Group Dividend Value	—	$1.53M	35,049	1.1%
First Tr Exchange-Traded Fd	—	$1.52M	30,457	1.1%
iShares Tr	—	$1.51M	12,594	1.1%
Newmont Corp	—	$1.47M	14,697	1.0%
Capital Group Intl Focus Eqt	—	$1.30M	43,848	0.9%
Vanguard Specialized Funds	—	$1.27M	5,781	0.9%
Exxon Mobil Corp	—	$1.15M	9,583	0.8%
Dimensional ETF Trust	—	$1.14M	33,161	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.