§ 13F · FUND PROFILE
KOM Wealth Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.3T (13F)Positions · 84Turnover · — · Q3Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 84K | $27.6T | 20.9% | — |
| 2 | DGRO | ISHARES TR | 192K | $13.0T | 9.9% | — |
| 3 | FFSM | FIDELITY COVINGTON TRUST | 391K | $11.4T | 8.6% | — |
| 4 | IBTG | ISHARES TR | 247K | $5.7T | 4.3% | — |
| 5 | DFAC | DIMENSIONAL ETF TRUST | 115K | $4.4T | 3.4% | — |
| 6 | SCHF | SCHWAB STRATEGIC TR | 159K | $3.7T | 2.8% | — |
| 7 | REGL | PROSHARES TR | 40K | $3.4T | 2.6% | — |
| 8 | HDV | ISHARES TR | 27K | $3.3T | 2.5% | — |
| 9 | WPM | WHEATON PRECIOUS METALS CORP | 28K | $3.2T | 2.4% | — |
| 10 | MSFT | MICROSOFT CORP | 6K | $3.1T | 2.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KOM SIGNAL
AC read
KOM Wealth Management Group, LLC is a Other fund managing $132288.6 trillion in assets. The fund runs a portfolio of 84 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed