KOM Wealth Management Group, LLC

CIK 0001804116 • 5 13F filings • Oct 21, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $126.2M85 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$306K	0.2%Prev: 0.3%	1,737 SH	Decreased+415 SH
AMAZON COM INC	COM	$349K	0.3%Prev: 0.3%	1,589 SH	Decreased-240 SH
APPLE INC	COM	$757K	0.6%Prev: 0.5%	3,689 SH	Decreased+592 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$459K	0.4%Prev: 0.3%	944 SH	Increased+80 SH
BROADCOM INC	COM	$561K	0.4%Prev: 0.3%	2,037 SH	Increased+515 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$725K	0.6%Prev: 0.7%	19,620 SH	Decreased-6,483 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.3M	1.0%Prev: 1.1%	31,806 SH	Decreased-5,823 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$910K	0.7%Prev: 0.7%	22,383 SH	Decreased-3,489 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.0M	0.8%Prev: 0.9%	37,651 SH	Decreased-8,551 SH
CARRIER GLOBAL CORPORATION	COM	$378K	0.3%Prev: 0.2%	5,167 SH	Increased
CATERPILLAR INC	COM	$267K	0.2%Prev: 0.3%	687 SH	Decreased+75 SH
CHEVRON CORP NEW	COM	$359K	0.3%	2,505 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$372K	0.3%Prev: 0.3%	48,925 SH	Decreased+4,705 SH
COCA COLA CO	COM	$350K	0.3%Prev: 0.2%	4,944 SH	Increased+381 SH
COSTCO WHSL CORP NEW	COM	$287K	0.2%	290 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.0M	0.8%Prev: 0.6%	33,732 SH	Increased+11,009 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.0M	3.2%Prev: 2.2%	112,877 SH	Increased+31,088 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$623K	0.5%Prev: 0.4%	21,227 SH	Increased+4,746 SH
EATON CORP PLC	SHS	$212K	0.2%Prev: 0.2%	594 SH	Decreased-67 SH
EXXON MOBIL CORP	COM	$1.2M	0.9%Prev: 1.1%	10,805 SH	Decreased+1,202 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$611K	0.5%Prev: 0.6%	12,668 SH	Decreased-6,102 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$13.7M	10.8%Prev: 9.0%	502,919 SH	Increased+87,679 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$418K	0.3%Prev: 0.4%	9,146 SH	Decreased-5,237 SH
FIDELITY NATL INFORMATION SV	COM	$278K	0.2%	3,421 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.4M	1.1%Prev: 1.5%	28,539 SH	Decreased-16,961 SH
FISERV INC	COM	$217K	0.2%	1,261 SH	New
FRANKLIN TEMPLETON ETF TR	SENIOR LOAN ETF	$241K	0.2%	9,953 SH	New
GENERAL DYNAMICS CORP	COM	$243K	0.2%Prev: 0.2%	834 SH	Decreased+3 SH
ILLINOIS TOOL WKS INC	COM	$359K	0.3%Prev: 0.5%	1,453 SH	Decreased-1,625 SH
ISHARES TR	CORE DIV GRWTH	$12.2M	9.6%Prev: 9.5%	190,330 SH	Decreased-8,626 SH
ISHARES TR	CORE HIGH DV ETF	$3.1M	2.5%Prev: 2.0%	26,720 SH	Increased+5,105 SH
ISHARES TR	CORE MSCI EAFE	$224K	0.2%Prev: 0.2%	2,683 SH	Decreased-339 SH
ISHARES TR	CORE MSCI TOTAL	$661K	0.5%Prev: 0.4%	8,550 SH	Increased+1,682 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	1.6%Prev: 1.2%	33,530 SH	Increased+6,663 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	1.2%Prev: 0.8%	14,030 SH	Increased+4,016 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	1.4%Prev: 1.2%	13,471 SH	Increased+748 SH
ISHARES TR	CORE S&P500 ETF	$328K	0.3%Prev: 0.3%	529 SH	Decreased-160 SH
ISHARES TR	IBDS DEC28 ETF	$217K	0.2%Prev: 0.5%	8,534 SH	Decreased-18,318 SH
ISHARES TR	IBONDS 25 TRM TS	$2.9M	2.3%	126,103 SH	New
ISHARES TR	IBONDS 26 TRM TS	$5.6M	4.4%Prev: 2.5%	242,524 SH	Increased+80,439 SH
ISHARES TR	IBONDS 27 ETF	$501K	0.4%Prev: 0.6%	20,663 SH	Decreased-12,826 SH
ISHARES TR	IBONDS 27 TRM TS	$1.3M	1.0%Prev: 1.3%	58,481 SH	Decreased-27,265 SH
ISHARES TR	IBONDS DEC2026	$695K	0.6%Prev: 0.2%	28,642 SH	Increased+17,352 SH
ISHARES TR	IBONDS DEC25 ETF	$352K	0.3%	13,978 SH	New
ISHARES TR	INTL SEL DIV ETF	$826K	0.7%Prev: 0.6%	23,941 SH	Decreased+2,955 SH
ISHARES TR	MSCI USA MIN VOL	$912K	0.7%Prev: 0.6%	9,715 SH	Decreased-136 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.8%Prev: 0.7%	34,338 SH	Decreased-930 SH
ISHARES TR	SELECT DIVID ETF	$209K	0.2%Prev: 0.2%	1,574 SH	Decreased+1 SH
JOHNSON & JOHNSON	COM	$432K	0.3%Prev: 0.4%	2,826 SH	Decreased+198 SH
KIMBERLY-CLARK CORP	COM	$225K	0.2%	1,745 SH	New
MCKESSON CORP	COM	$210K	0.2%Prev: 0.2%	286 SH	Decreased-1 SH
MGE ENERGY INC	COM	$231K	0.2%	2,615 SH	New
MICROSOFT CORP	COM	$3.2M	2.5%Prev: 1.5%	6,438 SH	Increased+638 SH
NEWMONT CORP	COM	$775K	0.6%Prev: 1.1%	13,294 SH	Decreased-984 SH
NVIDIA CORPORATION	COM	$682K	0.5%Prev: 0.5%	4,316 SH	Decreased+26 SH
OTIS WORLDWIDE CORP	COM	$274K	0.2%Prev: 0.1%	2,765 SH	Increased
OUTDOOR HOLDING CO	COM	$14K	0.0%Prev: 0.0%	11,250 SH	Decreased-200 SH
PACER FDS TR	US CASH COWS 100	$965K	0.8%Prev: 0.7%	17,522 SH	Decreased+1,133 SH
PALANTIR TECHNOLOGIES INC	CL A	$262K	0.2%Prev: 0.2%	1,923 SH	Decreased+96 SH
PHILIP MORRIS INTL INC	COM	$300K	0.2%Prev: 0.2%	1,648 SH	Increased+83 SH
PROSHARES TR	S&P 500 DV ARIST	$754K	0.6%Prev: 0.5%	7,484 SH	Decreased+74 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.1M	2.5%Prev: 2.3%	38,463 SH	Decreased-866 SH
QUANTA SVCS INC	COM	$559K	0.4%Prev: 0.5%	1,478 SH	Decreased+29 SH
RTX CORPORATION	COM	$900K	0.7%Prev: 0.8%	6,163 SH	Decreased+141 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.4M	2.7%Prev: 3.9%	154,671 SH	Decreased-74,449 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.9M	2.3%	35,455 SH	New
SPDR GOLD TR	GOLD SHS	$281K	0.2%Prev: 0.2%	921 SH	Decreased+148 SH
SPDR S&P 500 ETF TR	TR UNIT	$491K	0.4%	795 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$287K	0.2%	2,113 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$2.0M	1.6%	77,865 SH	New
TESLA INC	COM	$245K	0.2%Prev: 0.2%	771 SH	Decreased+29 SH
TOYOTA MOTOR CORP	ADS	$270K	0.2%Prev: 0.2%	1,566 SH	Decreased+201 SH
UNION PAC CORP	COM	$525K	0.4%	2,282 SH	New
UNITEDHEALTH GROUP INC	COM	$282K	0.2%	905 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$280K	0.2%Prev: 0.2%	1,000 SH	Decreased+24 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.8%Prev: 0.5%	11,892 SH	Increased+2,856 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$25.8M	20.4%Prev: 19.7%	84,742 SH	Decreased-5,429 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.9%Prev: 0.9%	5,470 SH	Decreased-413 SH
VANGUARD STAR FDS	VG TL INTL STK F	$292K	0.2%Prev: 0.3%	4,230 SH	Decreased-1,342 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$454K	0.4%Prev: 0.3%	3,404 SH	Decreased+127 SH
WALMART INC	COM	$612K	0.5%Prev: 0.5%	6,256 SH	Decreased+614 SH
WEC ENERGY GROUP INC	COM	$286K	0.2%Prev: 0.2%	2,746 SH	Increased+670 SH
WELLS FARGO CO NEW	COM	$253K	0.2%	3,162 SH	New
WHEATON PRECIOUS METALS CORP	COM	$2.6M	2.1%Prev: 2.1%	29,007 SH	Decreased+5,175 SH
WP CAREY INC	COM	$438K	0.3%Prev: 0.3%	7,014 SH	Decreased-286 SH

Sold (vs prior filing)

ALPHABET INC — $237K
AMERICAN CENTY ETF TR — $5.5M
BANK MONTREAL MEDIUM — $206K
CAPITAL GROUP DIVIDEND GROWE — $201K
CHENIERE ENERGY INC — $204K
CHEVRON CORPORATION — $421K
COSTCO WHOLESALE CORPORATION — $303K
INVESCO QQQ TR — $204K
ISHARES TR — $1.1M
ISHARES TR — $581K
ISHARES TR — $332K
J P MORGAN EXCHANGE TRADED F — $4.6M
SELECT SECTOR SPDR TR — $221K
SELECT SECTOR SPDR TR — $2.8M
SPDR INDEX SHS FDS — $220K
SPDR SERIES TRUST — $298K
SPROTT ASSET MANAGEMENT LP — $4.8M
STATE STR SPDR S&P 500 ETF T — $354K
VANGUARD MALVERN FDS — $257K
VANGUARD MUN BD FDS — $201K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001804116-26-000005	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001804116-26-000001	$141.4M	View
Oct 21, 2025	Q3 2025