KOM Wealth Management Group, LLC: 13F holdings
CIK 18041162026Q2
| Positions | 96 |
|---|---|
| Reported value | $165.5m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VTI VANGUARD INDEX FDS | 90,206 | $33.4m | 20.2% |
| FIDELITY COVINGTON TRUST | 418,435 | $16.0m | 9.7% |
| DGRO ISHARES TR | 206,662 | $15.7m | 9.5% |
| SCHF SCHWAB STRATEGIC TR | 275,327 | $7.6m | 4.6% |
| JCPB J P MORGAN EXCHANGE TRADED F | 144,430 | $6.8m | 4.1% |
| AVDV AMERICAN CENTY ETF TR | 60,781 | $6.3m | 3.8% |
| PHYS SPROTT ASSET MANAGEMENT LP | 149,208 | $4.5m | 2.7% |
| REGL PROSHARES TR | 38,098 | $3.5m | 2.1% |
| DIMENSIONAL ETF TRUST | 65,554 | $2.9m | 1.8% |
| XLU SELECT SECTOR SPDR TR | 60,721 | $2.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1804116")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.