KOM Wealth Management Group, LLC

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

Import this data to Google Sheets with:

=jivedata("kom-wealth-management-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $146.7M89 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$380K	0.3%Prev: 0.2%	1,322 SH	Increased-465 SH
ALPHABET INC	CAP STK CL C	$237K	0.2%	826 SH	New
AMAZON COM INC	COM	$381K	0.3%Prev: 0.2%	1,829 SH	Increased+474 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$5.5M	3.7%	54,628 SH	New
APPLE INC	COM	$786K	0.5%Prev: 0.9%	3,097 SH	Decreased-1,522 SH
BANK MONTREAL MEDIUM	COM	$206K	0.1%	1,523 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$414K	0.3%Prev: 0.4%	864 SH	Decreased-91 SH
BROADCOM INC	COM	$471K	0.3%Prev: 0.2%	1,522 SH	Increased-140 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.0M	0.7%Prev: 0.5%	26,103 SH	Increased+9,952 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$201K	0.1%	5,612 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.6M	1.1%Prev: 0.8%	37,629 SH	Increased+12,816 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.0M	0.7%Prev: 0.5%	25,872 SH	Increased+8,983 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$1.4M	0.9%Prev: 0.7%	46,202 SH	Increased+12,026 SH
CARRIER GLOBAL CORPORATION	COM	$291K	0.2%Prev: 0.3%	5,167 SH	Decreased
CATERPILLAR INC	COM	$433K	0.3%Prev: 0.2%	612 SH	Increased-69 SH
CHENIERE ENERGY INC	COM NEW	$204K	0.1%	719 SH	New
CHEVRON CORPORATION	COM	$421K	0.3%	2,033 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$374K	0.3%Prev: 0.3%	44,220 SH	Increased+1,256 SH
COCA COLA CO	COM	$347K	0.2%Prev: 0.3%	4,563 SH	Decreased-458 SH
COSTCO WHOLESALE CORPORATION	COM	$303K	0.2%	304 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$807K	0.6%Prev: 1.3%	22,723 SH	Decreased-32,143 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.2M	2.2%Prev: 4.2%	81,789 SH	Decreased-63,514 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$560K	0.4%Prev: 0.5%	16,481 SH	Decreased-5,633 SH
EATON CORP PLC	SHS	$236K	0.2%	661 SH	New
EXXON MOBIL CORP	COM	$1.6M	1.1%Prev: 1.1%	9,603 SH	Increased-988 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$941K	0.6%Prev: 0.4%	18,770 SH	Increased+7,852 SH
FIDELITY COVINGTON TRUST	FUNDAMENTAL SMAL	$13.3M	9.0%Prev: 9.4%	415,240 SH	Increased-9,585 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$656K	0.4%Prev: 0.4%	14,383 SH	Increased+5,381 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.3M	1.5%Prev: 1.2%	45,500 SH	Increased+16,905 SH
GENERAL DYNAMICS CORP	COM	$285K	0.2%Prev: 0.2%	831 SH	Increased+9 SH
ILLINOIS TOOL WKS INC	COM	$801K	0.5%Prev: 0.3%	3,078 SH	Increased+1,833 SH
INVESCO QQQ TR	UNIT SER 1	$204K	0.1%	353 SH	New
ISHARES TR	CORE DIV GRWTH	$14.0M	9.5%Prev: 10.3%	198,956 SH	Increased+8,297 SH
ISHARES TR	CORE HIGH DV ETF	$2.9M	2.0%Prev: 2.8%	21,615 SH	Decreased-4,692 SH
ISHARES TR	CORE MSCI EAFE	$274K	0.2%Prev: 0.2%	3,022 SH	Increased+18 SH
ISHARES TR	CORE MSCI TOTAL	$595K	0.4%Prev: 0.5%	6,868 SH	Decreased-2,120 SH
ISHARES TR	CORE S&P MCP ETF	$1.8M	1.2%Prev: 2.2%	26,867 SH	Decreased-16,011 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.8%Prev: 1.6%	10,014 SH	Decreased-8,012 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	1.2%Prev: 1.5%	12,723 SH	Increased-999 SH
ISHARES TR	CORE S&P500 ETF	$450K	0.3%Prev: 0.3%	689 SH	Increased+146 SH
ISHARES TR	IBDS DEC28 ETF	$680K	0.5%	26,852 SH	New
ISHARES TR	IBONDS 26 TRM TS	$3.7M	2.5%Prev: 5.1%	162,085 SH	Decreased-93,485 SH
ISHARES TR	IBONDS 27 ETF	$812K	0.6%Prev: 0.3%	33,489 SH	Increased+17,796 SH
ISHARES TR	IBONDS 27 TRM TS	$1.9M	1.3%Prev: 0.7%	85,746 SH	Increased+50,106 SH
ISHARES TR	IBONDS 28 TRM TS	$1.1M	0.8%	51,014 SH	New
ISHARES TR	IBONDS 29 TRM TS	$581K	0.4%	26,602 SH	New
ISHARES TR	IBONDS DEC 29	$332K	0.2%	14,283 SH	New
ISHARES TR	IBONDS DEC2026	$274K	0.2%Prev: 0.6%	11,290 SH	Decreased-15,004 SH
ISHARES TR	INTL SEL DIV ETF	$893K	0.6%Prev: 0.7%	20,986 SH	Increased-4,277 SH
ISHARES TR	MSCI USA MIN VOL	$914K	0.6%Prev: 0.8%	9,851 SH	Increased+145 SH
ISHARES TR	PFD AND INCM SEC	$1.1M	0.7%Prev: 0.5%	35,268 SH	Increased+17,738 SH
ISHARES TR	SELECT DIVID ETF	$238K	0.2%Prev: 0.2%	1,573 SH	Increased+42 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$4.6M	3.1%	97,183 SH	New
JOHNSON & JOHNSON	COM	$642K	0.4%Prev: 0.4%	2,628 SH	Increased-187 SH
MCKESSON CORP	COM	$248K	0.2%	287 SH	New
MICROSOFT CORP	COM	$2.1M	1.5%Prev: 2.3%	5,800 SH	Decreased-1,265 SH
NEWMONT CORP	COM	$1.5M	1.1%Prev: 0.6%	14,278 SH	Increased+1,023 SH
NVIDIA CORPORATION	COM	$748K	0.5%Prev: 2.4%	4,290 SH	Decreased-20,802 SH
OTIS WORLDWIDE CORP	COM	$213K	0.1%Prev: 0.2%	2,765 SH	Decreased
OUTDOOR HOLDING CO	COM	$23K	0.0%	11,450 SH	New
PACER FDS TR	US CASH COWS 100	$1.0M	0.7%Prev: 0.4%	16,389 SH	Increased+8,550 SH
PALANTIR TECHNOLOGIES INC	CL A	$267K	0.2%	1,827 SH	New
PHILIP MORRIS INTL INC	COM	$259K	0.2%Prev: 0.2%	1,565 SH	Decreased-70 SH
PROSHARES TR	S&P 500 DV ARIST	$786K	0.5%Prev: 0.7%	7,410 SH	Increased-159 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.4M	2.3%Prev: 2.7%	39,329 SH	Increased+836 SH
QUANTA SVCS INC	COM	$795K	0.5%Prev: 0.3%	1,449 SH	Increased+93 SH
RTX CORPORATION	COM	$1.2M	0.8%Prev: 0.7%	6,022 SH	Increased-95 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$5.7M	3.9%Prev: 2.4%	229,120 SH	Increased+92,762 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$221K	0.2%	3,612 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$2.8M	1.9%	61,201 SH	New
SPDR GOLD TR	GOLD SHS	$332K	0.2%	773 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$220K	0.2%	4,827 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$298K	0.2%	2,042 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$4.8M	3.3%	134,538 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$354K	0.2%	545 SH	New
TESLA INC	COM	$276K	0.2%	742 SH	New
TOYOTA MOTOR CORP	ADS	$281K	0.2%Prev: 0.2%	1,365 SH	Increased-192 SH
VANGUARD INDEX FDS	MID CAP ETF	$280K	0.2%Prev: 0.3%	976 SH	Decreased-200 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$801K	0.5%Prev: 0.9%	9,036 SH	Decreased-2,571 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$28.9M	19.7%Prev: 18.1%	90,171 SH	Increased+14,940 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$257K	0.2%	5,149 SH	New
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$201K	0.1%	2,006 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	0.9%Prev: 0.8%	5,883 SH	Increased+1,207 SH
VANGUARD STAR FDS	VG TL INTL STK F	$430K	0.3%	5,572 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$485K	0.3%Prev: 0.4%	3,277 SH	Increased-107 SH
WALMART INC	COM	$701K	0.5%Prev: 0.5%	5,642 SH	Increased-943 SH
WEC ENERGY GROUP INC	COM	$240K	0.2%Prev: 0.3%	2,076 SH	Decreased-664 SH
WHEATON PRECIOUS METALS CORP	COM	$3.1M	2.1%Prev: 2.0%	23,832 SH	Increased-5,112 SH
WP CAREY INC	COM	$496K	0.3%Prev: 0.4%	7,300 SH	Increased+432 SH

Sold (vs prior filing)

AMMO INC — $16K
CHEVRON CORP NEW — $410K
COSTCO WHSL CORP NEW — $269K
FIDELITY NATL INFORMATION SV — $239K
FISERV INC — $279K
FRANKLIN TEMPLETON ETF TR — $358K
ISHARES TR — $4.2M
ISHARES TR — $259K
ISHARES TR — $642K
KIMBERLY-CLARK CORP — $244K
MCDONALDS CORP — $202K
MGE ENERGY INC — $252K
SELECT SECTOR SPDR TR — $2.3M
SPDR S&P 500 ETF TR — $264K
SPDR SER TR — $287K
UNION PAC CORP — $539K
UNITEDHEALTH GROUP INC — $480K
VANGUARD ADMIRAL FDS INC — $221K
WELLS FARGO CO NEW — $223K

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