StockDriftsStockDriftsTop 50 Kom Wealth Management Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 17.57% | 94.6K | $35.4M | +4.82%(+4.35K) | $272.70(+37.71%) | 2026-09-30 | |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 10.75% | 857.5K | $21.7M | +1086.00%(+785.24K) | $25.51(-0.55%) | 2026-09-30 | |
| FFSM | FIDELITY COVINGTON TRUST | 7.7% | 458.3K | $15.5M | +9.53%(+39.86K) | $27.26(+23.18%) | 2026-09-30 | |
| DGRO | ISHARES TR | 7.55% | 201.5K | $15.2M | -2.48%(-5.12K) | $54.35(+44.42%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 6.87% | 309.1K | $13.8M | +114.04%(+164.71K) | $46.50(-3.26%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 5.43% | 148.6K | $10.9M | new | $75.52(-1.99%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.07% | 371.9K | $10.2M | +35.07%(+96.56K) | $23.24(+15.80%) | 2026-09-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.7% | 68.2K | $7.5M | +12.15%(+7.38K) | $91.60(+17.17%) | 2026-09-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 3.15% | 203.2K | $6.4M | +36.17%(+53.97K) | $28.32(+10.40%) | 2026-09-30 | |
| XLU | SELECT SECTOR SPDR TR | 1.13% | 57.5K | $2.3M | -5.26%(-3.19K) | $35.44(+16.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.28% | +53.19% | +6.47% | +36.84% |
| Top 20 Holdings Unweighted | +15.67% | +54.75% | +6.65% | +37.99% |
Kom Wealth Management Group LLC reports $201.38M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VTI (17.6%), CGSD (10.8%) and FFSM (7.7%). The top 20 holdings account for 78.23% of reported assets. Its disclosed equity book has returned +53.19% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kom Wealth Management Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1804116). View Kom Wealth Management Group LLC’s 13F filings on SEC