13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001804116
Total reported value
$165.5M
$165.5M
77 檔
34.2%
In Q4 2024, KOM Wealth Management Group, LLC's U.S. equity holdings reached a combined market value of $165.5M, distributed across 77 disclosed stock positions.
In Q4 2024, KOM Wealth Management Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | ETF-Other | 12.68% | -0.06% | +2.20% | |
| 2 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 11.63% | -0.41% | +10.96% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.45% | -0.20% | +4.42% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.64% | -0.11% | +3.12% | |
| 5 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 5.37% | -0.96% | +321.72% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 5.18% | — | +34.71% | |
| 7 | DFIC | Dimensional International Co | ETF-Other | 4.60% | -0.18% | +6.99% | |
| 8 | YLD | Principal Act Hi Yld ETF | ETF-Other | 3.94% | — | +214.68% | |
| 9 | CLOZ | Eldridge Bbb-b Clo ETF | ETF-Other | 3.93% | — | +265.39% | |
| 10 | SEIX | Virtus Seix Senior Loan ETF | ETF-Other | 3.68% | — | +317.65% | |
| 11 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.86% | -0.21% | +4.43% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.03% | -0.01% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-Other | 2.31% | -0.49% | +12.24% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.30% | -2.25% | |
| 15 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.55% | -0.15% | +0.21% | |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.34% | -0.25% | +12.00% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.33% | -0.06% | -4.73% | |
| 18 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 1.28% | -0.77% | +0.72% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.45% | -45.99% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.88% | -0.03% | +0.08% | |
| 21 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.85% | — | +4.04% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.36% | +0.26% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.79% | -0.13% | -1.29% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.68% | -0.03% | -41.54% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | — | -0.71% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.63% | -0.05% | — | |
| 27 | IDV | Ishares International Select | ETF-Other | 0.57% | -0.13% | +21.71% | |
| 28 | CGXU | Cap Group Intl Focus | ETF-Other | 0.57% | +0.07% | +2.26% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-Other | 0.56% | +0.05% | +20.30% | |
| 30 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.54% | -0.07% | +2.53% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.52% | -0.09% | +0.02% | |
| 32 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.50% | -0.05% | +63.72% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.43% | +0.02% | +11.72% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.43% | -0.10% | -14.67% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.42% | -0.01% | +1.19% | |
| 36 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.41% | +0.08% | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.05% | -0.41% | |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.39% | — | +50.63% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.38% | — | — | |
| 40 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.38% | -0.19% | EXIT | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.36% | — | +0.21% | |
| 42 | CPK | Chesapeake Utilities CORP | Stock-Other | 0.32% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.32% | — | -3.86% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.31% | -0.05% | +0.41% | |
| 45 | PWR | Quanta Services Inc | Stock-Industrials | 0.31% | +0.07% | -13.18% | |
| 46 | CGUS | Cap Group Core Equity | ETF-Other | 0.31% | +0.05% | +34.19% | |
| 47 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.30% | +0.10% | +1.90% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.03% | +3.99% | |
| 49 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.28% | -0.01% | -6.63% | |
| 50 | WPC | Wp Carey Inc | Stock-Real Estate | 0.28% | -0.02% | -9.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBTG | Ishares Ibonds Dec 2026 Term | +3.9% | +321.72% | Add |
| 2 | CLOZ | Eldridge Bbb-b Clo ETF | +2.7% | +265.39% | Add |
| 3 | SEIX | Virtus Seix Senior Loan ETF | +2.7% | +317.65% | Add |
| 4 | YLD | Principal Act Hi Yld ETF | +2.5% | +214.68% | Add |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +34.71% | Add |
| 6 | IBTH | Ishares Ibonds Dec 2027 Term | +0.4% | NEW | New buy |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | NEW | New buy |
| 8 | FLBL | Franklin Senior Loan ETF | +0.2% | NEW | New buy |
| 9 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +107.29% | Add |
| 10 | WFC | Wells Fargo & Co | +0.2% | NEW | New buy |
| 11 | FBND | Fidelity Total Bond ETF | +0.1% | +63.72% | Add |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +50.63% | Add |
| 13 | CGUS | Cap Group Core Equity | +0.1% | +34.19% | Add |
| 14 | AVGO | Broadcom Inc | +0.1% | +3.99% | Add |
| 15 | CGGR | Cap Group Growth Equity | 0% | +11.72% | Add |
| 16 | CGDV | Cap Group Dividend Value | 0% | +20.30% | Add |
| 17 | TM | Toyota Motor CORP -spon Adr | 0% | +7.22% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | — | -0.43% | Trim |
| 19 | IDV | Ishares International Select | 0% | +21.71% | Add |
| 20 | AAPL | Apple Inc | 0% | +0.08% | Add |
| 21 | NVDA | Nvidia CORP | -0.1% | -0.01% | Trim |
| 22 | NEM | Newmont CORP | -0.1% | +22.81% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | -0.1% | -15.04% | Trim |
| 24 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | -13.23% | Trim |
| 25 | KO | Coca-cola Co/the | -0.1% | +0.22% | Add |
| 26 | JNJ | Johnson & Johnson | -0.1% | +0.41% | Add |
| 27 | DFAX | Dimensional World Ex US Core | -0.1% | +1.19% | Add |
| 28 | DFAC | Dimensional US Core Equity 2 | -0.1% | +10.96% | Add |
| 29 | CARR | Carrier Global CORP | -0.1% | -2.89% | Trim |
| 30 | WPC | Wp Carey Inc | -0.1% | -9.06% | Trim |
| 31 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +12.00% | Add |
| 32 | UNH | Unitedhealth Group Inc | -0.1% | +0.21% | Add |
| 33 | HDV | Ishares Core High Dividend E | -0.1% | +12.24% | Add |
| 34 | CGXU | Cap Group Intl Focus | -0.1% | +2.26% | Add |
| 35 | PM | Philip Morris International | -0.2% | EXIT | Sold out |
| 36 | AFL | Aflac Inc | -0.2% | EXIT | Sold out |
| 37 | CLF | Cleveland-cliffs Inc | -0.2% | -6.63% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.2% | +0.26% | Add |
| 39 | VNQ | Vanguard Real Estate ETF | -0.2% | -1.29% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -4.73% | Trim |
| 41 | REGL | Prshrs S&p Mid 400 Dvd Arist | -0.3% | +4.43% | Add |
| 42 | PFF | Ishares Preferred & Income S | -0.3% | EXIT | Sold out |
| 43 | WPM | Wheaton Precious Metals CORP | -0.3% | +0.72% | Add |
| 44 | MSFT | Microsoft CORP | -0.4% | -2.25% | Trim |
| 45 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +4.42% | Add |
| 46 | IJR | Ishares Core S&p Small-cap E | -0.6% | +3.12% | Add |
| 47 | DFIC | Dimensional International Co | -0.7% | +6.99% | Add |
| 48 | IXUS | Ishares Core Intl Stock ETF | -0.8% | -41.54% | Trim |
| 49 | VTI | Vanguard Total Stock Mkt ETF | -1% | -45.99% | Trim |
| 50 | IBTE | Ishares Ibonds Dec 2024 Term | -3.6% | EXIT | Sold out |
According to official SEC Form 13F filings, KOM Wealth Management Group, LLC reported a total U.S. public equity portfolio value of $165.5M across 77 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRO, DFAC, IJH) accounted for 34.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
IBTH
市值: $551.0K
Top Position Liquidated / Trimmed
IBTE
前期市值: $4.4M
During Q4 2024, KOM Wealth Management Group, LLC's top holdings by market value included DGRO (12.7%)、DFAC (11.6%)、IJH (6.5%). The largest single position, DGRO, represented 12.7% of total portfolio value.
In Q4 2024, KOM Wealth Management Group, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 30 positions, trimming 12 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.