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 $165.5M across 96 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($33.4M, 20.17%), FFSM ($16.0M, 9.66%), DGRO ($15.7M, 9.46%), SCHF ($7.6M, 4.61%), JCPB ($6.8M, 4.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $33.4M | 20.17% | 90,206 | Added |
| 2 | FFSM | FIDELITY COVINGTON TRUST | $16.0M | 9.66% | 418,435 | Added |
| 3 | DGRO | ISHARES TR | $15.7M | 9.46% | 206,662 | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $7.6M | 4.61% | 275,327 | Added |
| 5 | JCPB | J P MORGAN EXCHANGE TRADED F | $6.8M | 4.10% | 144,430 | Added |
| 6 | AVDV | AMERICAN CENTY ETF TR | $6.3M | 3.78% | 60,781 | Added |
| 7 | PHYS | SPROTT ASSET MANAGEMENT LP | $4.5M | 2.72% | 149,208 | Added |
| 8 | REGL | PROSHARES TR | $3.5M | 2.11% | 38,098 | Trimmed |
| 9 | DFAC | DIMENSIONAL ETF TRUST | $2.9M | 1.76% | 65,554 | Trimmed |
| 10 | XLU | SELECT SECTOR SPDR TR | $2.8M | 1.66% | 60,721 | Trimmed |
| 11 | IBTG | ISHARES TR | $2.6M | 1.57% | 113,843 | Trimmed |
| 12 | HDV | ISHARES TR | $2.5M | 1.51% | 91,188 | Added |
| 13 | LMBS | FIRST TR EXCHANGE-TRADED FD | $2.3M | 1.40% | 46,633 | Added |
| 14 | IBTH | ISHARES TR | $2.3M | 1.39% | 102,696 | Added |
| 15 | WPM | WHEATON PRECIOUS METALS CORP | $2.3M | 1.36% | 20,037 | Trimmed |
| 16 | ITOT | ISHARES TR | $2.0M | 1.18% | 11,887 | Trimmed |
| 17 | MSFT | MICROSOFT CORP | $1.9M | 1.16% | 5,146 | Trimmed |
| 18 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $1.9M | 1.14% | 38,338 | Added |
| 19 | CGSD | CAPITAL GRP FIXED INCM ETF T | $1.9M | 1.12% | 72,305 | New |
| 20 | IJH | ISHARES TR | $1.7M | 1.04% | 22,414 | Trimmed |
| 21 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $1.6M | 0.99% | 47,563 | Added |
| 22 | IBTI | ISHARES TR | $1.4M | 0.86% | 64,247 | Added |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $1.4M | 0.86% | 6,004 | Added |
| 24 | PFF | ISHARES TR | $1.3M | 0.80% | 43,473 | Added |
| 25 | NEM | NEWMONT CORP | $1.3M | 0.80% | 14,131 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30