StockDriftsStockDriftsTop 50 KOM Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 20.17% | 90.2K | $33.4M | +0.04%(+35) | $281.88(+36.00%) | 2026-06-30 | |
| FFSM | FIDELITY COVINGTON TRUST | 9.66% | 418.4K | $16.0M | +0.77%(+3.19K) | $26.43(+44.25%) | 2026-06-30 | |
| DGRO | ISHARES TR | 9.46% | 206.7K | $15.7M | +3.87%(+7.71K) | $54.35(+46.44%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.61% | 275.3K | $7.6M | +20.17%(+46.21K) | $21.71(+31.97%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.1% | 144.4K | $6.8M | +48.62%(+47.25K) | $47.24(-2.17%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.78% | 60.8K | $6.3M | +11.26%(+6.15K) | $89.83(+23.62%) | 2026-06-30 | |
| PHYS | SPROTT ASSET MANAGEMENT LP | 2.72% | 149.2K | $4.5M | +10.90%(+14.67K) | $27.46(+21.72%) | 2026-06-30 | |
| REGL | PROSHARES TR | 2.11% | 38.1K | $3.5M | -3.13%(-1.23K) | $72.34(+32.10%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 1.76% | 65.6K | $2.9M | -19.85%(-16.23K) | $28.11(+63.82%) | 2026-06-30 | |
| XLU | SELECT SECTOR SPDR TR | 1.66% | 60.7K | $2.8M | -0.78%(-480) | $35.43(+24.17%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.43% | +49.84% | +6.44% | +36.64% |
| Top 20 Holdings Unweighted | +14.06% | +48.38% | +6.19% | +35.01% |
KOM Wealth Management Group, LLC reports $165.50M in US-listed equity holdings across 96 positions in its most recent 13F filing. Its largest disclosed positions are VTI (20.2%), FFSM (9.7%) and DGRO (9.5%). The top 20 holdings account for 72.9% of reported assets. Its disclosed equity book has returned +49.84% on a three-year cumulative basis. Figures reflect the Q2 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