StockDriftsStockDriftsTop 50 KOM Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.72% | 90.2K | $28.9M | +4.65%(+4.01K) | $281.86(+29.39%) | 2026-03-31 | |
| DGRO | ISHARES TR | 9.52% | 199.0K | $14.0M | +1.36%(+2.68K) | $53.65(+36.39%) | 2026-03-31 | |
| FFSM | FIDELITY COVINGTON TRUST | 9.05% | 415.2K | $13.3M | +4.42%(+17.59K) | $26.36(+36.55%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 3.87% | 229.1K | $5.7M | +23.89%(+44.18K) | $20.88(+30.78%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.72% | 54.6K | $5.5M | +18.04%(+8.35K) | $88.70(+24.09%) | 2026-03-31 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.25% | 134.5K | $4.8M | +11.28%(+13.64K) | $26.94(+31.83%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.12% | 97.2K | $4.6M | +34.33%(+24.84K) | $47.39(-1.31%) | 2026-03-31 | |
| IBTG | ISHARES TR | 2.53% | 162.1K | $3.7M | -33.61%(-82.06K) | $22.91(-0.20%) | 2026-03-31 | |
| REGL | PROSHARES TR | 2.32% | 39.3K | $3.4M | -2.58%(-1.04K) | $72.34(+21.79%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.17% | 81.8K | $3.2M | -24.27%(-26.21K) | $28.11(+53.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.46% | +42.22% |
| Top 20 Holdings Unweighted | +13.89% | +47.74% |
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