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: $132.3M84 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$326K	0.2%Prev: 0.3%	1,339 SH	Decreased+83 SH
ALPHABET INC	CAP STK CL C	$206K	0.2%Prev: 0.2%	844 SH	Decreased+36 SH
AMAZON COM INC	COM	$294K	0.2%Prev: 0.3%	1,341 SH	Decreased-467 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.4M	1.8%Prev: 3.8%	26,956 SH	Decreased-33,825 SH
APPLE INC	COM	$770K	0.6%Prev: 0.5%	3,025 SH	Decreased+94 SH
BANK MONTREAL QUE	COM	$202K	0.2%	1,549 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$471K	0.4%Prev: 0.2%	937 SH	Increased+181 SH
BROADCOM INC	COM	$552K	0.4%Prev: 0.3%	1,673 SH	Decreased+158 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$868K	0.7%	21,964 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.4M	1.1%	34,465 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.0M	0.8%	23,899 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.2M	0.9%	40,804 SH	New
CARRIER GLOBAL CORPORATION	COM	$308K	0.2%Prev: 0.2%	5,167 SH	Decreased
CATERPILLAR INC	COM	$327K	0.2%Prev: 0.4%	685 SH	Decreased+77 SH
CHEVRON CORP NEW	COM	$333K	0.3%	2,141 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$523K	0.4%Prev: 0.2%	42,871 SH	Increased+653 SH
COCA COLA CO	COM	$302K	0.2%Prev: 0.2%	4,550 SH	Decreased-19 SH
COSTCO WHSL CORP NEW	COM	$271K	0.2%	293 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.2M	0.9%Prev: 0.4%	35,077 SH	Increased+18,835 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.4M	3.4%	115,102 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$632K	0.5%Prev: 0.4%	20,136 SH	Increased+3,622 SH
EATON CORP PLC	SHS	$225K	0.2%Prev: 0.2%	602 SH	Decreased-178 SH
EXXON MOBIL CORP	COM	$1.1M	0.8%Prev: 0.7%	9,601 SH	Decreased+581 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$763K	0.6%Prev: 0.7%	14,217 SH	Decreased-5,589 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$11.4M	8.6%	391,045 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$429K	0.3%Prev: 0.4%	9,275 SH	Decreased-5,184 SH
FIDELITY NATL INFORMATION SV	COM	$226K	0.2%	3,424 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.5M	1.1%Prev: 1.4%	29,704 SH	Decreased-16,929 SH
GENERAL DYNAMICS CORP	COM	$281K	0.2%Prev: 0.2%	825 SH	Decreased-9 SH
ILLINOIS TOOL WKS INC	COM	$381K	0.3%Prev: 0.6%	1,461 SH	Decreased-1,933 SH
ISHARES TR	CORE DIV GRWTH	$13.0M	9.9%Prev: 9.5%	191,618 SH	Decreased-15,044 SH
ISHARES TR	CORE HIGH DV ETF	$3.3M	2.5%Prev: 1.5%	26,912 SH	Increased-64,276 SH
ISHARES TR	CORE MSCI EAFE	$233K	0.2%Prev: 0.2%	2,669 SH	Decreased-329 SH
ISHARES TR	CORE S&P MCP ETF	$2.2M	1.7%Prev: 1.0%	34,347 SH	Increased+11,933 SH
ISHARES TR	CORE S&P SCP ETF	$1.7M	1.3%Prev: 0.7%	14,252 SH	Increased+6,017 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	1.4%Prev: 1.2%	13,125 SH	Decreased+1,238 SH
ISHARES TR	CORE S&P500 ETF	$348K	0.3%Prev: 0.3%	520 SH	Decreased-121 SH
ISHARES TR	IBDS DEC28 ETF	$220K	0.2%Prev: 0.5%	8,626 SH	Decreased-26,547 SH
ISHARES TR	IBONDS 25 TRM TS	$2.8M	2.1%	118,902 SH	New
ISHARES TR	IBONDS 26 TRM TS	$5.7M	4.3%Prev: 1.6%	247,495 SH	Increased+133,652 SH
ISHARES TR	IBONDS 27 ETF	$508K	0.4%Prev: 0.5%	20,882 SH	Decreased-16,624 SH
ISHARES TR	IBONDS 27 TRM TS	$1.4M	1.0%Prev: 1.4%	60,662 SH	Decreased-42,034 SH
ISHARES TR	IBONDS DEC2026	$651K	0.5%	26,774 SH	New
ISHARES TR	IBONDS DEC25 ETF	$337K	0.3%	13,359 SH	New
ISHARES TR	INTL SEL DIV ETF	$903K	0.7%Prev: 0.5%	24,710 SH	Increased+5,513 SH
ISHARES TR	MSCI USA MIN VOL	$928K	0.7%	9,749 SH	New
ISHARES TR	PFD AND INCM SEC	$791K	0.6%Prev: 0.8%	25,031 SH	Decreased-18,442 SH
ISHARES TR	SELECT DIVID ETF	$224K	0.2%Prev: 0.2%	1,579 SH	Decreased-105 SH
JOHNSON & JOHNSON	COM	$484K	0.4%Prev: 0.4%	2,611 SH	Decreased+40 SH
MCKESSON CORP	COM	$221K	0.2%Prev: 0.1%	286 SH	Increased-1 SH
MGE ENERGY INC	COM	$218K	0.2%Prev: 0.1%	2,589 SH	Increased+130 SH
MICROSOFT CORP	COM	$3.1M	2.4%Prev: 1.2%	6,035 SH	Increased+889 SH
MP MATERIALS CORP	COM CL A	$227K	0.2%	3,381 SH	New
NEWMONT CORP	COM	$1.2M	0.9%Prev: 0.8%	14,672 SH	Decreased+541 SH
NVIDIA CORPORATION	COM	$752K	0.6%Prev: 0.5%	4,032 SH	Decreased+47 SH
OTIS WORLDWIDE CORP	COM	$253K	0.2%	2,765 SH	New
OUTDOOR HOLDING CO	COM	$17K	0.0%Prev: 0.0%	11,250 SH	Decreased+50 SH
PACER FDS TR	US CASH COWS 100	$681K	0.5%Prev: 0.8%	11,852 SH	Decreased-8,238 SH
PALANTIR TECHNOLOGIES INC	CL A	$351K	0.3%Prev: 0.1%	1,925 SH	Increased+44 SH
PHILIP MORRIS INTL INC	COM	$250K	0.2%Prev: 0.2%	1,539 SH	Decreased+26 SH
PROSHARES TR	S&P 500 DV ARIST	$776K	0.6%Prev: 0.5%	7,525 SH	Decreased-6,392 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.4M	2.6%Prev: 2.1%	39,629 SH	Decreased+1,531 SH
QUANTA SVCS INC	COM	$613K	0.5%Prev: 0.6%	1,478 SH	Decreased+69 SH
RTX CORPORATION	COM	$1.0M	0.8%Prev: 0.7%	6,094 SH	Decreased+20 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.7M	2.8%Prev: 4.6%	159,161 SH	Decreased-116,166 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$2.8M	2.1%	32,345 SH	New
SPDR GOLD TR	GOLD SHS	$348K	0.3%Prev: 0.2%	979 SH	Increased+258 SH
SPDR INDEX SHS FDS	S&P INTL ETF	$202K	0.2%	4,732 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$304K	0.2%	456 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$284K	0.2%	2,025 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$3.1M	2.4%Prev: 2.7%	104,966 SH	Decreased-44,242 SH
TESLA INC	COM	$307K	0.2%Prev: 0.2%	691 SH	Increased-26 SH
TOYOTA MOTOR CORP	ADS	$273K	0.2%Prev: 0.1%	1,426 SH	Increased+60 SH
VANGUARD INDEX FDS	MID CAP ETF	$295K	0.2%Prev: 0.2%	1,004 SH	Decreased-2,911 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.8%Prev: 0.4%	11,826 SH	Increased+4,631 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$27.6M	20.9%Prev: 20.2%	84,188 SH	Decreased-6,018 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.2M	0.9%Prev: 0.9%	5,672 SH	Decreased-332 SH
VANGUARD STAR FDS	VG TL INTL STK F	$344K	0.3%Prev: 0.3%	4,680 SH	Decreased-1,152 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$482K	0.4%Prev: 0.3%	3,422 SH	Decreased+9 SH
WALMART INC	COM	$600K	0.5%Prev: 0.4%	5,822 SH	Decreased+295 SH
WEC ENERGY GROUP INC	COM	$238K	0.2%Prev: 0.1%	2,081 SH	Decreased-3 SH
WELLS FARGO CO NEW	COM	$267K	0.2%	3,179 SH	New
WHEATON PRECIOUS METALS CORP	COM	$3.2M	2.4%Prev: 1.4%	28,302 SH	Increased+8,265 SH
WP CAREY INC	COM	$480K	0.4%Prev: 0.3%	7,111 SH	Decreased-281 SH

Sold (vs prior filing)

APPLIED MATLS INC — $226K
BANK MONTREAL MEDIUM — $270K
CAPITAL GROUP CORE EQUITY ET — $1.2M
CAPITAL GROUP DIVIDEND GROWE — $220K
CAPITAL GROUP DIVIDEND VALUE — $1.9M
CAPITAL GROUP GROWTH ETF — $1.2M
CAPITAL GROUP INTL FOCUS EQT — $1.6M
CAPITAL GRP FIXED INCM ETF T — $1.9M
CHEVRON CORPORATION — $337K
CISCO SYS INC — $268K
COSTCO WHOLESALE CORPORATION — $285K
DELL TECHNOLOGIES INC — $335K
DIMENSIONAL ETF TRUST — $2.9M
FIDELITY COVINGTON TRUST — $16.0M
FIDELITY MERRIMACK STR TR — $246K
INTEL CORP — $213K
INVESCO QQQ TR — $222K
IONIS PHARMACEUTICALS INC — $210K
ISHARES TR — $624K
ISHARES TR — $304K
… and 13 more

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