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: 0001906322
Total reported value
$88.3M
$88.3M
201 檔
92.1%
According to the latest 13F quarterly dataset, POM Investment Strategies, LLC managed an equity portfolio of $88.3M at the end of Q3 2025, spanning 201 distinct U.S. exchange-listed positions.
POM Investment Strategies, LLC executed strategic sector rebalancing during Q3 2025, establishing 8 new positions while fully exiting 15 holdings and trimming 6 positions.
Showing top 200 holdings (of 201 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.56% | +0.07% | +28.27% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 7.75% | — | +26.43% | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 7.72% | -0.02% | +22.66% | |
| 4 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 7.59% | +0.05% | +28.82% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.58% | — | +24.54% | |
| 6 | IEV | Ishares Europe ETF | ETF-Other | 7.44% | -0.06% | +33.24% | |
| 7 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.37% | +0.05% | +55.64% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.96% | -0.02% | +20.32% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.04% | +0.01% | +36.63% | |
| 10 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 4.02% | -0.18% | +12.48% | |
| 11 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 3.92% | — | +46.02% | |
| 12 | CTA | Simplify Managed Futures St | ETF-Other | 3.85% | -0.26% | -15.56% | |
| 13 | SVOL | Simplify Volatility Premium | ETF-Other | 3.08% | -0.08% | -33.58% | |
| 14 | AGGH | Simplify Aggregate Bond ETF | ETF-Other | 1.98% | -0.13% | — | |
| 15 | SBAR | Simplify Barrier Income ETF | ETF-Other | 1.94% | -0.13% | — | |
| 16 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.93% | +0.13% | +16.53% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.33% | +0.02% | -42.27% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.12% | +0.01% | -28.43% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.12% | +0.01% | -13.12% | |
| 20 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-Other | 0.97% | -0.04% | — | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.88% | -0.62% | +2.59% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | -0.12% | +8000.00% | |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.38% | — | -39.48% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.38% | — | -39.02% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.04% | +504.69% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | — | +1.45% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.18% | — | — | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +1.03% | -2.59% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | -0.05% | +12350.00% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | +0.40% | +0.96% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | -0.48% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.10% | -0.05% | +1.00% | |
| 33 | XMAG | Defiance Le Cap Ex-mag 7 ETF | ETF-Other | 0.09% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.08% | — | — | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.07% | — | +48.86% | |
| 36 | IONQ | Ionq Inc | Stock-Tech | 0.07% | +0.08% | — | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | -0.09% | +1861.11% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | -0.05% | EXIT | |
| 39 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.06% | -0.02% | — | |
| 40 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.06% | -0.02% | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.06% | -0.01% | EXIT | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.06% | — | — | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.06% | — | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.05% | — | +1428.57% | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.05% | — | — | |
| 46 | HDV | Ishares Core High Dividend E | ETF-Other | 0.05% | — | — | |
| 47 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.05% | — | — | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.05% | — | — | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.04% | +1.98% | NEW | |
| 50 | WSFS | Wsfs Financial CORP | Stock-Other | 0.04% | — | — |
According to official SEC Form 13F filings, POM Investment Strategies, LLC reported a total U.S. public equity portfolio value of $88.3M across 201 disclosed positions in Q3 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 SPYM, EEM, XLG) accounted for 92.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
EEM
市值: $14.3M
Top Position Liquidated / Trimmed
EDOW
前期市值: $7.1M
During Q3 2025, POM Investment Strategies, LLC's top holdings by market value included SPYM (13.6%)、EEM (7.8%)、XLG (7.7%). The largest single position, SPYM, represented 13.6% of total portfolio value.
In Q3 2025, POM Investment Strategies, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 21 positions, trimming 6 holdings, and fully liquidating 15 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.