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CIK: 0001804116
Total reported value
$165.5M
$165.5M
89 檔
40.7%
In Q1 2026, KOM Wealth Management Group, LLC's U.S. equity holdings reached a combined market value of $165.5M, distributed across 89 disclosed stock positions.
In Q1 2026, KOM Wealth Management Group, LLC displayed an active expansion posture, initiating 7 new positions and adding to 47 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 | 19.72% | +0.45% | +4.65% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.52% | -0.06% | +1.36% | |
| 3 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 9.05% | +0.61% | +4.42% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.87% | +0.74% | +23.89% | |
| 5 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.72% | +0.06% | +18.04% | |
| 6 | PHYS | Sprott Physical Gold Trust | Stock-Other | 3.25% | -0.53% | +11.28% | |
| 7 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 3.12% | +0.98% | +34.33% | |
| 8 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.53% | -0.96% | -33.61% | |
| 9 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 2.32% | -0.21% | -2.58% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.17% | -0.41% | -24.27% | |
| 11 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.13% | -0.77% | -10.10% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 2.00% | -0.49% | -19.75% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.91% | -0.25% | -6.84% | |
| 14 | LMBS | First Trust Low Duration Opp | ETF-Other | 1.55% | -0.15% | +49.39% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.46% | -0.30% | -1.21% | |
| 16 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 1.31% | +0.08% | +13.54% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.24% | -0.20% | -15.58% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.24% | -0.06% | -1.40% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | -0.36% | +0.21% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-Other | 1.09% | +0.05% | +7.36% | |
| 21 | NEM | Newmont CORP | Stock-Materials | 1.05% | -0.25% | -2.85% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-Other | 0.93% | +0.07% | +5.37% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.86% | — | +1.76% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | -0.11% | -20.49% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.79% | -0.09% | -1.21% | |
| 26 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.78% | +0.08% | +80.96% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-Other | 0.73% | +0.07% | +25.50% | |
| 28 | CGGR | Cap Group Growth Equity | ETF-Other | 0.71% | +0.02% | +6.02% | |
| 29 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.70% | +0.06% | +26.83% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.68% | +0.05% | +11.63% | |
| 31 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 0.64% | +0.10% | +15.37% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.62% | -0.05% | +0.41% | |
| 33 | IDV | Ishares International Select | ETF-Other | 0.61% | -0.13% | -15.11% | |
| 34 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.55% | — | +22.25% | |
| 35 | DFIC | Dimensional International Co | ETF-Other | 0.55% | -0.18% | -31.48% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.55% | -0.13% | -23.90% | |
| 37 | ITW | Illinois Tool Works | Stock-Industrials | 0.55% | — | +114.49% | |
| 38 | PWR | Quanta Services Inc | Stock-Industrials | 0.54% | +0.07% | +0.07% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.54% | -0.03% | +3.06% | |
| 40 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.54% | -0.07% | -1.25% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.03% | +8.39% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.10% | -1.43% | |
| 43 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.46% | +0.08% | +52.53% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.45% | -0.05% | +17.20% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | +0.11% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.41% | -0.03% | -0.01% | |
| 47 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.40% | +0.07% | — | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.38% | -0.01% | -5.37% | |
| 49 | WPC | Wp Carey Inc | Stock-Real Estate | 0.34% | -0.02% | +1.33% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.33% | — | +1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | +0.7% | +23.89% | Add |
| 2 | JCPB | Jpmorgan Core Plus Bond ETF | +0.7% | +34.33% | Add |
| 3 | AVDV | Avantis Intl S/c Value ETF | +0.6% | +18.04% | Add |
| 4 | LMBS | First Trust Low Duration Opp | +0.5% | +49.39% | Add |
| 5 | PHYS | Sprott Physical Gold Trust | +0.4% | +11.28% | Add |
| 6 | FFSM | Fidelity Fndm Sm Mid Cap ETF | +0.4% | +4.42% | Add |
| 7 | IBTI | Ishares Ibonds Dec 2028 Term | +0.3% | +80.96% | Add |
| 8 | ITW | Illinois Tool Works | +0.3% | +114.49% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +0.21% | Add |
| 10 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +26.83% | Add |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +52.53% | Add |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +13.54% | Add |
| 13 | PFF | Ishares Preferred & Income S | +0.1% | +25.50% | Add |
| 14 | PWR | Quanta Services Inc | +0.1% | +0.07% | Add |
| 15 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +22.25% | Add |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.11% | Add |
| 17 | CVX | Chevron CORP | +0.1% | -5.62% | Trim |
| 18 | FBND | Fidelity Total Bond ETF | +0.1% | +17.20% | Add |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +27.59% | Add |
| 20 | CAT | Caterpillar Inc | +0.1% | -0.81% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | +35.99% | Add |
| 22 | WMT | Walmart Inc | 0% | -1.43% | Trim |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +24.43% | Add |
| 24 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 25 | ETN | Eaton Corporation plc | 0% | +5.09% | Add |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | +13.44% | Add |
| 27 | NEM | Newmont CORP | 0% | -2.85% | Trim |
| 28 | CGDV | Cap Group Dividend Value | 0% | +7.36% | Add |
| 29 | CGXU | Cap Group Intl Focus | 0% | +5.37% | Add |
| 30 | CGUS | Cap Group Core Equity | 0% | +11.63% | Add |
| 31 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +15.37% | Add |
| 32 | WPC | Wp Carey Inc | 0% | +1.33% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +5.41% | Add |
| 34 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 35 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 36 | POWW | Outdoor Holding Co | 0% | -0.43% | Trim |
| 37 | RTX | Rtx CORP | — | -1.21% | Trim |
| 38 | VYM | Vanguard High Dvd Yield ETF | — | +1.33% | Add |
| 39 | WEC | Wec Energy Group Inc | — | -2.08% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | — | +17.16% | Add |
| 41 | SDY | Ss Spdr S&p Dividend ETF | — | +0.10% | Add |
| 42 | IXUS | Ishares Core Intl Stock ETF | — | -0.01% | Trim |
| 43 | MCK | Mckesson CORP | — | +0.35% | Add |
| 44 | DVY | Ishares Select Dividend ETF | — | -1.44% | Trim |
| 45 | PM | Philip Morris International | — | +0.77% | Add |
| 46 | DWX | State Street Spdr S&p Intern | — | +0.48% | Add |
| 47 | VTIP | Vanguard Short-term Tips | — | -1.53% | Trim |
| 48 | NVDA | Nvidia CORP | 0% | +8.39% | Add |
| 49 | TSLA | Tesla Inc | 0% | +17.22% | Add |
| 50 | GD | General Dynamics CORP | 0% | +0.36% | Add |
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 89 disclosed positions in Q1 2026.
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 40.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
IBTJ
市值: $581.1K
Top Position Liquidated / Trimmed
WFC
前期市值: $297.9K
During Q1 2026, KOM Wealth Management Group, LLC's top holdings by market value included VTI (19.7%)、DGRO (9.5%)、FFSM (9.1%). The largest single position, VTI, represented 19.7% of total portfolio value.
In Q1 2026, KOM Wealth Management Group, LLC made 89 total portfolio adjustments, initiating 7 new buys, adding to 47 positions, trimming 31 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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