KOM Wealth Management Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, KOM Wealth Management Group, LLC held in its portfolio 86 assets valued at $141,360,049 (i.e. $141.36M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($28.89M), ISHARES TR ($13.63M), and FIDELITY COVINGTON TRUST ($12.20M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KOM Wealth Management Group, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 86161 | 28887099 | TOTAL STK MKT |
| ISHARES TR | 196277 | 13625578 | CORE DIV GRWTH |
| FIDELITY COVINGTON TRUST | 397655 | 12204023 | FUNDAMENTAL SMAL |
| ISHARES TR | 244141 | 5584734 | IBONDS 26 TRM TS |
| SCHWAB STRATEGIC TR | 184936 | 4445856 | INTL EQTY ETF |
| AMERICAN CENTY ETF TR | 46280 | 4348894 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 108004 | 4275878 | US CORE EQUITY 2 |
| SPROTT ASSET MANAGEMENT LP | 120896 | 3991984 | PHYSICAL GOLD TR |
| J P MORGAN EXCHANGE TRADED F | 72344 | 3425475 | CORE PLUS BD ETF |
| PROSHARES TR | 40371 | 3400085 | S&P MDCP 400 DIV |
| ISHARES TR | 26933 | 3275278 | CORE HIGH DV ETF |
| WHEATON PRECIOUS METALS CORP | 26508 | 3115247 | COM |
| MICROSOFT CORP | 5871 | 2839177 | COM |
| SELECT SECTOR SPDR TR | 65695 | 2804518 | STATE STREET UTI |
| ISHARES TR | 31826 | 2100493 | CORE S&P MCP ETF |
| ISHARES TR | 12904 | 1918761 | CORE S&P TTL STK |
| ISHARES TR | 75523 | 1697004 | IBONDS 27 TRM TS |
| CAPITAL GROUP DIVIDEND VALUE | 35049 | 1529526 | SHS CREATION UNI |
| FIRST TR EXCHANGE-TRADED FD | 30457 | 1522557 | FST LOW OPPT EFT |
| ISHARES TR | 12594 | 1513594 | CORE S&P SCP ETF |
| NEWMONT CORP | 14697 | 1467505 | COM |
| CAPITAL GROUP INTL FOCUS EQT | 43848 | 1295709 | SHS CREATION UNI |
| VANGUARD SPECIALIZED FUNDS | 5781 | 1270554 | DIV APP ETF |
| EXXON MOBIL CORP | 9583 | 1153215 | COM |
| DIMENSIONAL ETF TRUST | 33161 | 1142720 | INTL CORE EQUITY |
| RTX CORPORATION | 6096 | 1117922 | COM |
| CAPITAL GROUP GROWTH ETF | 24404 | 1085249 | SHS CREATION UNI |
| VANGUARD INDEX FDS | 11874 | 1050701 | REAL ESTATE ETF |
| ISHARES TR | 24722 | 975287 | INTL SEL DIV ETF |
| CAPITAL GROUP CORE EQUITY ET | 23384 | 940751 | SHS CREATION UNI |
| ISHARES TR | 9811 | 923800 | MSCI USA MIN VOL |
| FIDELITY COVINGTON TRUST | 16269 | 892213 | BLUE CHIP GRWTH |
| ISHARES TR | 28102 | 870034 | PFD AND INCM SEC |
| APPLE INC | 3005 | 817042 | COM |
| PROSHARES TR | 7504 | 780925 | S&P 500 DV ARIST |
| PACER FDS TR | 12922 | 777513 | US CASH COWS 100 |
| NVIDIA CORPORATION | 3958 | 738089 | COM |
| ISHARES TR | 27393 | 665104 | IBONDS 27 ETF |
| ISHARES TR | 26721 | 647460 | IBONDS DEC2026 |
| WALMART INC | 5724 | 637759 | COM |
| ISHARES TR | 28191 | 630492 | IBONDS 28 TRM TS |
| QUANTA SVCS INC | 1448 | 611290 | COM |
| ISHARES TR | 6869 | 581366 | CORE MSCI TOTAL |
| DIMENSIONAL ETF TRUST | 17417 | 570042 | WORLD EX US CORE |
| FIDELITY MERRIMACK STR TR | 12272 | 565007 | TOTAL BD ETF |
| CLEVELAND-CLIFFS INC NEW | 41977 | 557456 | COM |
| JOHNSON & JOHNSON | 2625 | 543229 | COM |
| BROADCOM INC | 1441 | 498812 | COM |
| VANGUARD WHITEHALL FDS | 3234 | 464076 | HIGH DIV YLD |
| WP CAREY INC | 7204 | 463633 | COM |
| ISHARES TR | 17604 | 448115 | IBDS DEC28 ETF |
| BERKSHIRE HATHAWAY INC DEL | 832 | 418205 | CL B NEW |
| ALPHABET INC | 1332 | 416937 | CAP STK CL A |
| VANGUARD STAR FDS | 5286 | 398785 | VG TL INTL STK F |
| ISHARES TR | 540 | 370189 | CORE S&P500 ETF |
| CATERPILLAR INC | 617 | 353683 | COM |
| ILLINOIS TOOL WKS INC | 1435 | 353412 | COM |
| SPDR GOLD TR | 885 | 350625 | GOLD SHS |
| CHEVRON CORP NEW | 2154 | 328333 | COM |
| COCA COLA CO | 4563 | 318976 | COM |
| AMAZON COM INC | 1345 | 310374 | COM |
| PALANTIR TECHNOLOGIES INC | 1690 | 300378 | CL A |
| SPDR S&P 500 ETF TR | 438 | 298830 | TR UNIT |
| WELLS FARGO CO NEW | 3196 | 297876 | COM |
| TOYOTA MOTOR CORP | 1373 | 293961 | ADS |
| VANGUARD INDEX FDS | 1011 | 293500 | MID CAP ETF |
| TESLA INC | 633 | 284672 | COM |
| SPDR SERIES TRUST | 2040 | 283911 | STATE STREET SPD |
| GENERAL DYNAMICS CORP | 828 | 278759 | COM |
| CARRIER GLOBAL CORPORATION | 5167 | 273024 | COM |
| COSTCO WHSL CORP NEW | 304 | 261787 | COM |
| VANGUARD MALVERN FDS | 5229 | 258622 | STRM INFPROIDX |
| PHILIP MORRIS INTL INC | 1553 | 249130 | COM |
| OTIS WORLDWIDE CORP | 2765 | 241523 | COM |
| ISHARES TR | 2664 | 238329 | CORE MSCI EAFE |
| MCKESSON CORP | 286 | 234868 | COM |
| FIDELITY NATL INFORMATION SV | 3427 | 227784 | COM |
| ISHARES TR | 1596 | 225321 | SELECT DIVID ETF |
| WEC ENERGY GROUP INC | 2120 | 223564 | COM |
| ALPHABET INC | 705 | 221173 | CAP STK CL C |
| INVESCO QQQ TR | 357 | 219293 | UNIT SER 1 |
| IONIS PHARMACEUTICALS INC | 2695 | 213201 | COM |
| SPDR INDEX SHS FDS | 4804 | 211045 | S&P INTL ETF |
| MGE ENERGY INC | 2566 | 201231 | COM |
| EATON CORP PLC | 629 | 200252 | SHS |
| OUTDOOR HOLDING CO | 11500 | 19665 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.