PI

POM Investment Strategies, LLC

Diversified strategyHigh-turnover traderContrarian

Total reported value

$80.5M

Reporting period: 2026-03-31 · Number of holdings: 433

POM Investment Strategies, LLC disclosed 433 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $80.5M and a quarterly turnover rate of 182.5%.

Personality snowflake

Concentration
21.84
Portfolio Stability
100
Momentum/Contrarian
0
Sector conviction
45.15
Diversification
100
Sizing Uniformity
52.36

Recent moves

  • Trim SPYM

    -96.6%　-$25.9M

  • Trim XLG

    -98.4%　-$15.1M

  • Trim EEM

    -98.5%　-$15.0M

  • Trim IEV

    -98.4%　-$14.9M

  • Trim QQQ

    -98.2%　-$14.7M

  • Trim MTUM

    -98.4%　-$14.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GSEPFt Vest US Equity Moderate BETF-Other11.08%+11.08%NEW
2JANWAlianzim US Eq Bfr20 Jan-usdETF-Other9.46%+9.46%NEW
3OCTWAlianzim US Eq Bfr20 Oct-usdETF-Other9.07%+9.07%NEW
4DECUAllianzim US Bf15 Uncap DecETF-Other8.84%+8.84%NEW
5SEPWAlianzim US Eq Bfr20 Sep-usdETF-Other8.19%+8.19%NEW
6DECWAlianzim US Eq Bfr20 Dec-usdETF-Other7.40%+7.40%NEW
7JULUAllianzim US Bf15 Uncap JulETF-Other3.68%+3.68%NEW
8BILZPimco Ultra Shrt Govt ActiveETF-Other2.25%+2.25%NEW
9SIXOAllian US Equ 6 Mon Bu10-usdETF-Other2.20%+2.20%NEW
10QBERTrueshares Quartly B Hdg ETFETF-Other2.20%+2.20%NEW
11AAPLApple INCStock-Tech2.06%—-2.57%
12JPMJpmorgan Chase & CoStock-Financials1.49%+1.47%+4158.33%
13ONEZTrueshr Seasonality La B ETFETF-Other1.46%+1.46%NEW
14JANZTrueshares Struct Outc JanETF-Other1.45%+1.45%NEW
15OCTZTrueshares Struc Outcome OctETF-Other1.45%+1.45%NEW
16SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth1.07%-12.68%-96.63%
17TSLATesla INCStock-Consumer Disc0.85%—+26.36%
18SEPUAllianzim US Bf15 Uncap SepETF-Other0.72%+0.72%NEW
19AUGZTs Str Outcome Aug ETFETF-Other0.72%+0.72%NEW
20FLJJAllianzim US 6m Flr5 Jan-julETF-Other0.72%+0.72%NEW
21DECZTrueshares Struc Out Dec ETFETF-Other0.71%+0.71%NEW
22SEPZTrueshares Struc Out Sep ETFETF-Other0.71%+0.71%NEW
23PAYMTs S&p Autocal Dfns INC ETFETF-Other0.69%+0.69%NEW
24FBCGFidelity Blue Chip Grow ETFETF-Other0.62%+0.61%+2292.57%
25IBMIntl Business Machines CORPStock-Tech0.58%—+18.93%
26NVDANvidia CORPStock-Tech0.53%—-7.38%
27SPYVSs Spdr P S&p 500 Value ETFETF-Large Cap & Growth0.48%-5.60%-96.71%
28SPYGSs Spdr P S&p 500 Growth ETFETF-Large Cap & Growth0.48%-6.97%-97.10%
29CVXChevron CORPStock-Energy0.44%+0.44%NEW
30VZVerizon Communications INCStock-Comm Services0.44%+0.42%+744.04%
31BACBank Of America CORPStock-Financials0.41%—+504.70%
32DUKDuke Energy CORPStock-Utilities0.41%+0.40%+1582.00%
33IHAKIshares Cybersecurity & TechETF-Tech0.40%+0.39%+3243.44%
34FDCFFidelity Disruptive Comm ETFETF-Other0.38%—+2494.22%
35CTASimplify Managed Futures StETF-Other0.36%-2.98%-95.99%
36CATCaterpillar INCStock-Industrials0.35%——
37GEGeneral ElectricStock-Industrials0.34%—+1181.58%
38FDFFFidelity Disrupt Finan ETFETF-Other0.34%—+3168.66%
39FBOTFidelity Disrupt Automat ETFETF-Other0.33%—+2248.98%
40IEFAIshares Core Msci Eafe ETFETF-Other0.32%-3.98%-96.91%
41QQQInvesco Qqq Trust Series 1ETF-Tech0.31%-7.39%-98.21%
42EEMIshares Msci Emerging MarketETF-Emerging Markets0.30%-7.55%-98.46%
43BUCKSimplify Treasury Option INCETF-Gov Bonds0.30%-3.26%-96.45%
44IEVIshares Europe ETFETF-Other0.29%-7.50%-98.43%
45XLGInvesco S&p 500 Top 50 ETFETF-Large Cap & Growth0.28%-7.59%-98.41%
46GEVGE Vernova INCStock-Industrials0.28%——
47MTUMIshares Msci USA Momentum FaETF-Other0.27%-7.21%-98.41%
48TAt&t INCStock-Comm Services0.27%—+217.82%
49COSTCostco Wholesale CORPStock-Consumer Staples0.27%—+1.90%
50LLYEli Lilly & CoStock-Healthcare0.26%—+324.53%
1–50 of 433

Holding changes this quarter

POM Investment Strategies, LLC's most significant position changes for 2026-03-31: New buy: Ft Vest US Equity Moderate B (GSEP); New buy: Alianzim US Eq Bfr20 Jan-usd (JANW); New buy: Alianzim US Eq Bfr20 Oct-usd (OCTW); New buy: Allianzim US Bf15 Uncap Dec (DECU); New buy: Alianzim US Eq Bfr20 Sep-usd (SEPW).

Position changes disclosed by POM Investment Strategies, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1JPMJpmorgan Chase & Co+1.5%+4158.33%Add
2FBCGFidelity Blue Chip Grow ETF+0.6%+2292.57%Add
3VZVerizon Communications INC+0.4%+744.04%Add
4DUKDuke Energy CORP+0.4%+1582.00%Add
5IHAKIshares Cybersecurity & Tech+0.4%+3243.44%Add
6JNJJohnson & Johnson-0.2%-99.01%Trim
7SPSMSs Spdr P S&p 600 Small Cap-0.3%-95.18%Trim
8AVUVAvantis US Small Cap Value-0.3%-95.30%Trim
9IVVIshares Core S&p 500 ETF-0.4%-88.75%Trim
10GAEMSimplify Gamma Emrg Mrk Bnd-0.8%-96.41%Trim
11IJKIshares S&p Mid-cap 400 Grow-1%-95.64%Trim
12IJJIshares S&p Mid-cap 400 Valu-1%-95.65%Trim
13SPMDSs Spdr P S&p 400 Midcap ETF-1.2%-95.23%Trim
14FOXYSimplify Currency Strtgy ETF-1.5%-94.84%Trim
15SBARSimplify Barrier Income ETF-1.6%-94.64%Trim
16AVEMAvantis Emerging Markets Eq-1.7%-94.91%Trim
17SVOLSimplify Volatility Premium-1.7%-96.38%Trim
18AGGHSimplify Aggregate Bond ETF-2.4%-96.37%Trim
19CTASimplify Managed Futures St-3%-95.99%Trim
20BUCKSimplify Treasury Option INC-3.3%-96.45%Trim
21IEFAIshares Core Msci Eafe ETF-4%-96.91%Trim
22SPYVSs Spdr P S&p 500 Value ETF-5.6%-96.71%Trim
23SPYGSs Spdr P S&p 500 Growth ETF-7%-97.10%Trim
24MTUMIshares Msci USA Momentum Fa-7.2%-98.41%Trim
25QQQInvesco Qqq Trust Series 1-7.4%-98.21%Trim
26IEVIshares Europe ETF-7.5%-98.43%Trim
27EEMIshares Msci Emerging Market-7.6%-98.46%Trim
28XLGInvesco S&p 500 Top 50 ETF-7.6%-98.41%Trim
29SPYMSte Str Spdr Pt S&p 500 ETF-12.7%-96.63%Trim
30GSEPFt Vest US Equity Moderate B—NEWNew buy
31JANWAlianzim US Eq Bfr20 Jan-usd—NEWNew buy
32OCTWAlianzim US Eq Bfr20 Oct-usd—NEWNew buy
33DECUAllianzim US Bf15 Uncap Dec—NEWNew buy
34SEPWAlianzim US Eq Bfr20 Sep-usd—NEWNew buy
35DECWAlianzim US Eq Bfr20 Dec-usd—NEWNew buy
36HIGHSimplify Enhanced Income ETF—EXITSold out
37JULUAllianzim US Bf15 Uncap Jul—NEWNew buy
38BILZPimco Ultra Shrt Govt Active—NEWNew buy
39SIXOAllian US Equ 6 Mon Bu10-usd—NEWNew buy
40QBERTrueshares Quartly B Hdg ETF—NEWNew buy
41ONEZTrueshr Seasonality La B ETF—NEWNew buy
42JANZTrueshares Struct Outc Jan—NEWNew buy
43OCTZTrueshares Struc Outcome Oct—NEWNew buy
44SEPUAllianzim US Bf15 Uncap Sep—NEWNew buy
45AUGZTs Str Outcome Aug ETF—NEWNew buy
46FLJJAllianzim US 6m Flr5 Jan-jul—NEWNew buy
47DECZTrueshares Struc Out Dec ETF—NEWNew buy
48SEPZTrueshares Struc Out Sep ETF—NEWNew buy
49PAYMTs S&p Autocal Dfns INC ETF—NEWNew buy
50CVXChevron CORP—NEWNew buy

FAQ

What is POM Investment Strategies, LLC and what type of investor is it?
POM Investment Strategies, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $80.5M, spread across 433 disclosed positions.
What are POM Investment Strategies, LLC's largest equity positions?
Based on the latest 13F filing, POM Investment Strategies, LLC's top holdings by market value are: 1. Ft Vest US Equity Moderate B (GSEP) — $8.9M (11.1%) 2. Alianzim US Eq Bfr20 Jan-usd (JANW) — $7.6M (9.5%) 3. Alianzim US Eq Bfr20 Oct-usd (OCTW) — $7.3M (9.1%) 4. Allianzim US Bf15 Uncap Dec (DECU) — $7.1M (8.8%) 5. Alianzim US Eq Bfr20 Sep-usd (SEPW) — $6.6M (8.2%)
What changes did POM Investment Strategies, LLC make in its most recent portfolio filing?
In the latest reported quarter, POM Investment Strategies, LLC made 50 notable position adjustments: 20 new positions were initiated, 5 existing holdings were added to, 24 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Ft Vest US Equity Moderate B (GSEP); New buy: Alianzim US Eq Bfr20 Jan-usd (JANW); New buy: Alianzim US Eq Bfr20 Oct-usd (OCTW); New buy: Allianzim US Bf15 Uncap Dec (DECU); New buy: Alianzim US Eq Bfr20 Sep-usd (SEPW)
What sectors does POM Investment Strategies, LLC focus on?
POM Investment Strategies, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 27.7% • Financials: 18.3% • Consumer Discretionary: 10.1% • Health Care: 8.2% • Industrials: 7.9% • Utilities: 7.8%