account_balance
Investment manager · 13F filer · SEC CIK 1804116
KOM Wealth Management Group, LLC
Reported value$201Mas of Sep 30, 2026
Positions96 8 new, 8 sold out
Top 10 weight68.9%VTI alone is 18%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
17.6%Added +5%
CGSDCapital GRP Fixed Incm ETF T
10.8%Added +1086%
FFSMFidelity Covington Trust
7.7%Added +10%
DGROiShares Tr
7.5%Trimmed −2%
JCPBJ P Morgan Exchange Traded F
6.9%Added +114%
VCRBVanguard Malvern FDS
5.4%New
SCHFSchwab Strategic Tr
5.1%Added +35%
AVDVAmerican Centy ETF Tr
3.7%Added +12%
PHYSSprott Physical Gold Trust
3.2%Added +36%
XLU1.1%
IBTH1.1%
MSFTVTIVanguard Index FDS
17.6%Added +5%
CGSDCapital GRP Fixed Incm ETF T
10.8%+1086%
FFSMFidelity Covington Trust
7.7%+10%
DGROiShares Tr
7.5%−2%
JCPBJ P Morgan Exchange Traded F
6.9%+114%
VCRBVanguard Malvern FDS
5.4%
SCHFSchwab Strategic Tr
5.1%+35%
AVDV3.7%
PHYS3.2%XLU
IBTH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 17.6% Added +5%
CGSD Capital GRP Fixed Incm ETF T 10.8% Added +1086%
FFSM Fidelity Covington Trust 7.7% Added +10%
DGRO iShares Tr 7.5% Trimmed −2%
JCPB J P Morgan Exchange Traded F 6.9% Added +114%
VCRB Vanguard Malvern FDS 5.4% New
SCHF Schwab Strategic Tr 5.1% Added +35%
AVDV American Centy ETF Tr 3.7% Added +12%
PHYS Sprott Physical Gold Trust 3.2% Added +36%XLU Select Sector SPDR Tr 1.1% Trimmed −5%
IBTH iShares Tr 1.1% Held
MSFT Microsoft Corp 1.1% Trimmed −16%What changed
Biggest moves since Jun 30, 2026
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