KOM Wealth Management Group, LLC — 13F holdings

KOM Wealth Management Group, LLC reported 96 holdings worth $201M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $35.4M (17.6%)
  2. CGSD CAPITAL GRP FIXED INCM ETF T — $21.7M (10.8%)
  3. FFSM FIDELITY COVINGTON TRUST — $15.5M (7.7%)
  4. DGRO ISHARES TR — $15.2M (7.5%)
  5. JCPB J P MORGAN EXCHANGE TRADED F — $13.8M (6.9%)
  6. VCRB VANGUARD MALVERN FDS — $10.9M (5.4%)
  7. SCHF SCHWAB STRATEGIC TR — $10.2M (5.1%)
  8. AVDV AMERICAN CENTY ETF TR — $7.46M (3.7%)
  9. PHYS SPROTT ASSET MANAGEMENT LP — $6.35M (3.2%)
  10. XLU SELECT SECTOR SPDR TR — $2.27M (1.1%)