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CIK: 0001804116
Total reported value
$165.5M
$165.5M
86 檔
39.1%
The Q4 2025 SEC filing reveals that KOM Wealth Management Group, LLC held a total portfolio value of $165.5M, covering 86 public equity positions.
In Q4 2025, KOM Wealth Management Group, LLC displayed an active expansion posture, initiating 6 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 20.44% | +0.45% | +2.34% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.64% | -0.06% | +2.43% | |
| 3 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 8.63% | +0.61% | +1.69% | |
| 4 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 3.95% | -0.96% | -1.36% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.15% | +0.74% | +16.19% | |
| 6 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.08% | +0.06% | +71.69% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.02% | -0.41% | -6.17% | |
| 8 | PHYS | Sprott Physical Gold Trust | Stock-Other | 2.82% | -0.53% | +15.18% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.42% | +0.98% | — | |
| 10 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.41% | -0.21% | +1.87% | |
| 11 | HDV | Ishares Core High Dividend E | ETF-Other | 2.32% | -0.49% | +0.08% | |
| 12 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.20% | -0.77% | -6.34% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.01% | -0.30% | -2.72% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.98% | -0.25% | +103.11% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.49% | -0.20% | -7.34% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.36% | -0.06% | -1.68% | |
| 17 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.20% | +0.08% | +24.50% | |
| 18 | CGDV | Cap Group Dividend Value | ETF-Other | 1.08% | +0.05% | +1.69% | |
| 19 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.08% | -0.15% | +2.54% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | -0.11% | -11.63% | |
| 21 | NEM | Newmont CORP | Stock-Materials | 1.04% | -0.25% | +0.17% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-Other | 0.92% | +0.07% | +7.46% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | — | +1.92% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.36% | -0.19% | |
| 25 | DFIC | Dimensional International Co | ETF-Other | 0.81% | -0.18% | -5.46% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.09% | +0.03% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-Other | 0.77% | +0.02% | +2.11% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.74% | -0.13% | +0.41% | |
| 29 | IDV | Ishares International Select | ETF-Other | 0.69% | -0.13% | +0.05% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.67% | +0.05% | +6.47% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.65% | -0.05% | +0.64% | |
| 32 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.63% | +0.10% | +14.43% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.62% | +0.07% | +12.27% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.58% | -0.03% | -0.66% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.55% | -0.07% | -0.28% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.55% | +0.06% | +9.03% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.03% | -1.84% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.47% | — | +31.18% | |
| 39 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.46% | -0.19% | EXIT | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.10% | -1.68% | |
| 41 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.45% | +0.08% | — | |
| 42 | PWR | Quanta Services Inc | Stock-Industrials | 0.43% | +0.07% | -2.03% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | -0.03% | — | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.40% | -0.01% | -13.50% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.40% | -0.05% | +32.31% | |
| 46 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.39% | -0.01% | -2.09% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | +0.54% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | +0.03% | -13.87% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | -5.49% | |
| 50 | WPC | Wp Carey Inc | Stock-Real Estate | 0.33% | -0.02% | +1.31% |
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 86 disclosed positions in Q4 2025.
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 VTI, DGRO, FFSM) accounted for 39.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
JCPB
市值: $3.4M
Top Position Liquidated / Trimmed
TLT
前期市值: $2.8M
During Q4 2025, KOM Wealth Management Group, LLC's top holdings by market value included VTI (20.4%)、DGRO (9.6%)、FFSM (8.6%). The largest single position, VTI, represented 20.4% of total portfolio value.
In Q4 2025, KOM Wealth Management Group, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 24 positions, trimming 15 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.
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