Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KOM Wealth Management Group, LLC (CIK 1804116) reported $146.7M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($28.9M, 19.72%), DGRO ($14.0M, 9.52%), FFSM ($13.3M, 9.05%), SCHF ($5.7M, 3.87%), AVDV ($5.5M, 3.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $28.9M | 19.72% | 90,171 | Added |
| 2 | DGRO | ISHARES TR | $14.0M | 9.52% | 198,956 | Added |
| 3 | FFSM | FIDELITY COVINGTON TRUST | $13.3M | 9.05% | 415,240 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $5.7M | 3.87% | 229,120 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $5.5M | 3.72% | 54,628 | Added |
| 6 | PHYS | SPROTT ASSET MANAGEMENT LP | $4.8M | 3.25% | 134,538 | Added |
| 7 | JCPB | J P MORGAN EXCHANGE TRADED F | $4.6M | 3.12% | 97,183 | Added |
| 8 | IBTG | ISHARES TR | $3.7M | 2.53% | 162,085 | Trimmed |
| 9 | REGL | PROSHARES TR | $3.4M | 2.32% | 39,329 | Trimmed |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $3.2M | 2.17% | 81,789 | Trimmed |
| 11 | WPM | WHEATON PRECIOUS METALS CORP | $3.1M | 2.13% | 23,832 | Trimmed |
| 12 | HDV | ISHARES TR | $2.9M | 2.00% | 21,615 | Trimmed |
| 13 | XLU | SELECT SECTOR SPDR TR | $2.8M | 1.91% | 61,201 | Trimmed |
| 14 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.55% | 45,500 | Added |
| 15 | MSFT | MICROSOFT CORP | $2.1M | 1.46% | 5,800 | Trimmed |
| 16 | IBTH | ISHARES TR | $1.9M | 1.31% | 85,746 | Added |
| 17 | ITOT | ISHARES TR | $1.8M | 1.24% | 12,723 | Trimmed |
| 18 | IJH | ISHARES TR | $1.8M | 1.24% | 26,867 | Trimmed |
| 19 | XOM | EXXON MOBIL CORP | $1.6M | 1.11% | 9,603 | Added |
| 20 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.6M | 1.09% | 37,629 | Added |
| 21 | NEM | NEWMONT CORP | $1.5M | 1.05% | 14,278 | Trimmed |
| 22 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.4M | 0.93% | 46,202 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.3M | 0.86% | 5,883 | Added |
| 24 | IJR | ISHARES TR | $1.2M | 0.85% | 10,014 | Trimmed |
| 25 | RTX | RTX CORPORATION | $1.2M | 0.79% | 6,022 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31