KOM Wealth Management Group, LLC
CIK: 0001804116SEC EDGAR →
Portfolio Value
$141.4B
Holdings
86
As of
Q4 2025
New Positions
86
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 86,161 | $28.9B | 20.44% |
| 2 | ISHARES TR | 196,277 | $13.6B | 9.64% |
| 3 | FIDELITY COVINGTON TRUST | 397,655 | $12.2B | 8.63% |
| 4 | ISHARES TR | 244,141 | $5.6B | 3.95% |
| 5 | SCHWAB STRATEGIC TR | 184,936 | $4.4B | 3.14% |
| 6 | AMERICAN CENTY ETF TR | 46,280 | $4.3B | 3.08% |
| 7 | DIMENSIONAL ETF TRUST | 108,004 | $4.3B | 3.02% |
| 8 | SPROTT ASSET MANAGEMENT LP | 120,896 | $4.0B | 2.82% |
| 9 | J P MORGAN EXCHANGE TRADED F | 72,344 | $3.4B | 2.42% |
| 10 | PROSHARES TR | 40,371 | $3.4B | 2.41% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (86)
$28.9B · 86K shares
$13.6B · 196K shares
$12.2B · 398K shares
$5.6B · 244K shares
$4.4B · 185K shares
$4.3B · 46K shares
$4.3B · 108K shares
$4.0B · 121K shares
$3.4B · 72K shares
$3.4B · 40K shares
$3.3B · 27K shares
$3.1B · 27K shares
$2.8B · 6K shares
$2.8B · 66K shares
$2.1B · 32K shares
$1.9B · 13K shares
$1.7B · 76K shares
$1.5B · 35K shares
$1.5B · 30K shares
$1.5B · 13K shares
$1.5B · 15K shares
$1.3B · 44K shares
$1.3B · 6K shares
$1.2B · 10K shares
$1.1B · 33K shares
$1.1B · 6K shares
$1.1B · 24K shares
$1.1B · 12K shares
$975.0M · 25K shares
$940.0M · 23K shares
$923.0M · 10K shares
$892.0M · 16K shares
$870.0M · 28K shares
$817.0M · 3K shares
$780.0M · 8K shares
$777.0M · 13K shares
$738.0M · 4K shares
$665.0M · 27K shares
$647.0M · 27K shares
$637.0M · 6K shares
$630.0M · 28K shares
$611.0M · 1K shares
$581.0M · 7K shares
$570.0M · 17K shares
$565.0M · 12K shares
$557.0M · 42K shares
$543.0M · 3K shares
$498.0M · 1K shares
$464.0M · 3K shares
$463.0M · 7K shares
$448.0M · 18K shares
$418.0M · 832 shares
$416.0M · 1K shares
$398.0M · 5K shares
$370.0M · 540 shares
$353.0M · 617 shares
$353.0M · 1K shares
$350.0M · 885 shares
$328.0M · 2K shares
$318.0M · 5K shares
$310.0M · 1K shares
$300.0M · 2K shares
$298.0M · 438 shares
$297.0M · 3K shares
$293.0M · 1K shares
$293.0M · 1K shares
$284.0M · 633 shares
$283.0M · 2K shares
$278.0M · 828 shares
$273.0M · 5K shares
$261.0M · 304 shares
$258.0M · 5K shares
$249.0M · 2K shares
$241.0M · 3K shares
$238.0M · 3K shares
$234.0M · 286 shares
$227.0M · 3K shares
$225.0M · 2K shares
$223.0M · 2K shares
$221.0M · 705 shares
$219.0M · 357 shares
$213.0M · 3K shares
$211.0M · 5K shares
$201.0M · 3K shares
$200.0M · 629 shares
$19.0M · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 44 | $114.6B | 81.1% |
| Unknown | 10 | $7.1B | 5.0% |
| Technology | 6 | $5.4B | 3.8% |
| Basic Materials | 3 | $5.1B | 3.6% |
| Industrials | 9 | $3.4B | 2.4% |
| Energy | 2 | $1.5B | 1.0% |
| Consumer Defensive | 3 | $1.2B | 0.9% |
| Consumer Cyclical | 3 | $887.0M | 0.6% |
| Healthcare | 2 | $777.0M | 0.5% |
| Communication Services | 2 | $637.0M | 0.5% |
| Real Estate | 1 | $463.0M | 0.3% |
| Utilities | 1 | $223.0M | 0.2% |