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: $141.4M86 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$417K	0.3%Prev: 0.2%	1,332 SH	Increased-7 SH
ALPHABET INC	CAP STK CL C	$221K	0.2%Prev: 0.2%	705 SH	Increased-139 SH
AMAZON COM INC	COM	$310K	0.2%Prev: 0.2%	1,345 SH	Increased+4 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$4.3M	3.1%Prev: 1.8%	46,280 SH	Increased+19,324 SH
APPLE INC	COM	$817K	0.6%Prev: 0.6%	3,005 SH	Increased-20 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$418K	0.3%Prev: 0.4%	832 SH	Decreased-105 SH
BROADCOM INC	COM	$499K	0.4%Prev: 0.4%	1,441 SH	Decreased-232 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$941K	0.7%Prev: 0.7%	23,384 SH	Increased+1,420 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.5M	1.1%Prev: 1.1%	35,049 SH	Increased+584 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.1M	0.8%Prev: 0.8%	24,404 SH	Increased+505 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.3M	0.9%Prev: 0.9%	43,848 SH	Increased+3,044 SH
CARRIER GLOBAL CORPORATION	COM	$273K	0.2%Prev: 0.2%	5,167 SH	Decreased
CATERPILLAR INC	COM	$354K	0.3%Prev: 0.2%	617 SH	Increased-68 SH
CHEVRON CORP NEW	COM	$328K	0.2%Prev: 0.3%	2,154 SH	Decreased+13 SH
CLEVELAND-CLIFFS INC NEW	COM	$557K	0.4%Prev: 0.4%	41,977 SH	Increased-894 SH
COCA COLA CO	COM	$319K	0.2%Prev: 0.2%	4,563 SH	Increased+13 SH
COSTCO WHSL CORP NEW	COM	$262K	0.2%Prev: 0.2%	304 SH	Decreased+11 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.1M	0.8%Prev: 0.9%	33,161 SH	Decreased-1,916 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.3M	3.0%Prev: 3.4%	108,004 SH	Decreased-7,098 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$570K	0.4%Prev: 0.5%	17,417 SH	Decreased-2,719 SH
EATON CORP PLC	SHS	$200K	0.1%Prev: 0.2%	629 SH	Decreased+27 SH
EXXON MOBIL CORP	COM	$1.2M	0.8%Prev: 0.8%	9,583 SH	Increased-18 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$892K	0.6%Prev: 0.6%	16,269 SH	Increased+2,052 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$12.2M	8.6%Prev: 8.6%	397,655 SH	Increased+6,610 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$565K	0.4%Prev: 0.3%	12,272 SH	Increased+2,997 SH
FIDELITY NATL INFORMATION SV	COM	$228K	0.2%Prev: 0.2%	3,427 SH	Increased+3 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.5M	1.1%Prev: 1.1%	30,457 SH	Increased+753 SH
GENERAL DYNAMICS CORP	COM	$279K	0.2%Prev: 0.2%	828 SH	Decreased+3 SH
ILLINOIS TOOL WKS INC	COM	$353K	0.3%Prev: 0.3%	1,435 SH	Decreased-26 SH
INVESCO QQQ TR	UNIT SER 1	$219K	0.2%	357 SH	New
IONIS PHARMACEUTICALS INC	COM	$213K	0.2%	2,695 SH	New
ISHARES TR	CORE DIV GRWTH	$13.6M	9.6%Prev: 9.9%	196,277 SH	Increased+4,659 SH
ISHARES TR	CORE HIGH DV ETF	$3.3M	2.3%Prev: 2.5%	26,933 SH	Decreased+21 SH
ISHARES TR	CORE MSCI EAFE	$238K	0.2%Prev: 0.2%	2,664 SH	Increased-5 SH
ISHARES TR	CORE MSCI TOTAL	$581K	0.4%	6,869 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.1M	1.5%Prev: 1.7%	31,826 SH	Decreased-2,521 SH
ISHARES TR	CORE S&P SCP ETF	$1.5M	1.1%Prev: 1.3%	12,594 SH	Decreased-1,658 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	1.4%Prev: 1.4%	12,904 SH	Increased-221 SH
ISHARES TR	CORE S&P500 ETF	$370K	0.3%Prev: 0.3%	540 SH	Increased+20 SH
ISHARES TR	IBDS DEC28 ETF	$448K	0.3%Prev: 0.2%	17,604 SH	Increased+8,978 SH
ISHARES TR	IBONDS 26 TRM TS	$5.6M	4.0%Prev: 4.3%	244,141 SH	Decreased-3,354 SH
ISHARES TR	IBONDS 27 ETF	$665K	0.5%Prev: 0.4%	27,393 SH	Increased+6,511 SH
ISHARES TR	IBONDS 27 TRM TS	$1.7M	1.2%Prev: 1.0%	75,523 SH	Increased+14,861 SH
ISHARES TR	IBONDS 28 TRM TS	$630K	0.4%	28,191 SH	New
ISHARES TR	IBONDS DEC2026	$647K	0.5%Prev: 0.5%	26,721 SH	Decreased-53 SH
ISHARES TR	INTL SEL DIV ETF	$975K	0.7%Prev: 0.7%	24,722 SH	Increased+12 SH
ISHARES TR	MSCI USA MIN VOL	$924K	0.7%Prev: 0.7%	9,811 SH	Decreased+62 SH
ISHARES TR	PFD AND INCM SEC	$870K	0.6%Prev: 0.6%	28,102 SH	Increased+3,071 SH
ISHARES TR	SELECT DIVID ETF	$225K	0.2%Prev: 0.2%	1,596 SH	Increased+17 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$3.4M	2.4%	72,344 SH	New
JOHNSON & JOHNSON	COM	$543K	0.4%Prev: 0.4%	2,625 SH	Increased+14 SH
MCKESSON CORP	COM	$235K	0.2%Prev: 0.2%	286 SH	Increased
MGE ENERGY INC	COM	$201K	0.1%Prev: 0.2%	2,566 SH	Decreased-23 SH
MICROSOFT CORP	COM	$2.8M	2.0%Prev: 2.4%	5,871 SH	Decreased-164 SH
NEWMONT CORP	COM	$1.5M	1.0%Prev: 0.9%	14,697 SH	Increased+25 SH
NVIDIA CORPORATION	COM	$738K	0.5%Prev: 0.6%	3,958 SH	Decreased-74 SH
OTIS WORLDWIDE CORP	COM	$242K	0.2%Prev: 0.2%	2,765 SH	Decreased
OUTDOOR HOLDING CO	COM	$20K	0.0%Prev: 0.0%	11,500 SH	Increased+250 SH
PACER FDS TR	US CASH COWS 100	$778K	0.6%Prev: 0.5%	12,922 SH	Increased+1,070 SH
PALANTIR TECHNOLOGIES INC	CL A	$300K	0.2%Prev: 0.3%	1,690 SH	Decreased-235 SH
PHILIP MORRIS INTL INC	COM	$249K	0.2%Prev: 0.2%	1,553 SH	Decreased+14 SH
PROSHARES TR	S&P 500 DV ARIST	$781K	0.6%Prev: 0.6%	7,504 SH	Increased-21 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.4M	2.4%Prev: 2.6%	40,371 SH	Increased+742 SH
QUANTA SVCS INC	COM	$611K	0.4%Prev: 0.5%	1,448 SH	Decreased-30 SH
RTX CORPORATION	COM	$1.1M	0.8%Prev: 0.8%	6,096 SH	Increased+2 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.4M	3.1%Prev: 2.8%	184,936 SH	Increased+25,775 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.8M	2.0%	65,695 SH	New
SPDR GOLD TR	GOLD SHS	$351K	0.2%Prev: 0.3%	885 SH	Increased-94 SH
SPDR INDEX SHS FDS	S&P INTL ETF	$211K	0.1%Prev: 0.2%	4,804 SH	Increased+72 SH
SPDR S&P 500 ETF TR	TR UNIT	$299K	0.2%Prev: 0.2%	438 SH	Decreased-18 SH
SPDR SERIES TRUST	STATE STREET SPD	$284K	0.2%	2,040 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$4.0M	2.8%Prev: 2.4%	120,896 SH	Increased+15,930 SH
TESLA INC	COM	$285K	0.2%Prev: 0.2%	633 SH	Decreased-58 SH
TOYOTA MOTOR CORP	ADS	$294K	0.2%Prev: 0.2%	1,373 SH	Increased-53 SH
VANGUARD INDEX FDS	MID CAP ETF	$294K	0.2%Prev: 0.2%	1,011 SH	Decreased+7 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$1.1M	0.7%Prev: 0.8%	11,874 SH	Decreased+48 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$28.9M	20.4%Prev: 20.9%	86,161 SH	Increased+1,973 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$259K	0.2%	5,229 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.9%Prev: 0.9%	5,781 SH	Increased+109 SH
VANGUARD STAR FDS	VG TL INTL STK F	$399K	0.3%Prev: 0.3%	5,286 SH	Increased+606 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$464K	0.3%Prev: 0.4%	3,234 SH	Decreased-188 SH
WALMART INC	COM	$638K	0.5%Prev: 0.5%	5,724 SH	Increased-98 SH
WEC ENERGY GROUP INC	COM	$224K	0.2%Prev: 0.2%	2,120 SH	Decreased+39 SH
WELLS FARGO CO NEW	COM	$298K	0.2%Prev: 0.2%	3,196 SH	Increased+17 SH
WHEATON PRECIOUS METALS CORP	COM	$3.1M	2.2%Prev: 2.4%	26,508 SH	Decreased-1,794 SH
WP CAREY INC	COM	$464K	0.3%Prev: 0.4%	7,204 SH	Decreased+93 SH

Sold (vs prior filing)

BANK MONTREAL QUE — $202K
ISHARES TR — $2.8M
ISHARES TR — $337K
MP MATERIALS CORP — $227K
SELECT SECTOR SPDR TR — $2.8M
SPDR SERIES TRUST — $284K

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