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: $165.5M96 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$449K	0.3%Prev: 0.2%	1,256 SH	Increased-481 SH
ALPHABET INC	CAP STK CL C	$285K	0.2%	808 SH	New
AMAZON COM INC	COM	$431K	0.3%Prev: 0.3%	1,808 SH	Increased+219 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$6.3M	3.8%	60,781 SH	New
APPLE INC	COM	$848K	0.5%Prev: 0.6%	2,931 SH	Increased-758 SH
APPLIED MATLS INC	COM	$226K	0.1%	313 SH	New
BANK MONTREAL MEDIUM	COM	$270K	0.2%	1,528 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$378K	0.2%Prev: 0.4%	756 SH	Decreased-188 SH
BROADCOM INC	COM	$572K	0.3%Prev: 0.4%	1,515 SH	Increased-522 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREAT UNIT	$1.2M	0.7%	27,109 SH	New
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$220K	0.1%	5,854 SH	New
CAPITAL GROUP DIVIDEND VALUE	SHS CREAT UNIT	$1.9M	1.1%	38,338 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREAT UNIT	$1.2M	0.7%	25,717 SH	New
CAPITAL GROUP INTL FOCUS EQT	SHS CREAT UNIT	$1.6M	1.0%	47,563 SH	New
CAPITAL GRP FIXED INCM ETF T	SHORT DURATION	$1.9M	1.1%	72,305 SH	New
CARRIER GLOBAL CORPORATION	COM	$379K	0.2%Prev: 0.3%	5,167 SH	Increased
CATERPILLAR INC	COM	$647K	0.4%Prev: 0.2%	608 SH	Increased-79 SH
CHEVRON CORPORATION	COM	$337K	0.2%	2,035 SH	New
CISCO SYS INC	COM	$268K	0.2%	2,283 SH	New
CLEVELAND-CLIFFS INC NEW	COM	$396K	0.2%Prev: 0.3%	42,218 SH	Increased-6,707 SH
COCA COLA CO	COM	$371K	0.2%Prev: 0.3%	4,569 SH	Increased-375 SH
COSTCO WHOLESALE CORPORATION	COM	$285K	0.2%	304 SH	New
DELL TECHNOLOGIES INC	CL C	$335K	0.2%	776 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$605K	0.4%Prev: 0.8%	16,242 SH	Decreased-17,490 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$2.9M	1.8%	65,554 SH	New
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$608K	0.4%Prev: 0.5%	16,514 SH	Decreased-4,713 SH
EATON CORP PLC	SHS	$332K	0.2%Prev: 0.2%	780 SH	Increased+186 SH
EXXON MOBIL CORP	COM	$1.2M	0.7%Prev: 0.9%	9,020 SH	Increased-1,785 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$1.2M	0.7%Prev: 0.5%	19,806 SH	Increased+7,138 SH
FIDELITY COVINGTON TRUST	FUN SMA MID ETF	$16.0M	9.7%	418,435 SH	New
FIDELITY MERRIMACK STR TR	AAA CLO ETF	$246K	0.1%	4,900 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$658K	0.4%Prev: 0.3%	14,459 SH	Increased+5,313 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.3M	1.4%Prev: 1.1%	46,633 SH	Increased+18,094 SH
GENERAL DYNAMICS CORP	COM	$296K	0.2%Prev: 0.2%	834 SH	Increased
ILLINOIS TOOL WKS INC	COM	$918K	0.6%Prev: 0.3%	3,394 SH	Increased+1,941 SH
INTEL CORP	COM	$213K	0.1%	1,524 SH	New
INVESCO QQQ TR	UNIT SER 1	$222K	0.1%	301 SH	New
IONIS PHARMACEUTICALS INC	COM	$210K	0.1%	2,654 SH	New
ISHARES TR	CORE DIV GRWTH	$15.7M	9.5%Prev: 9.6%	206,662 SH	Increased+16,332 SH
ISHARES TR	CORE HIGH DV ETF	$2.5M	1.5%Prev: 2.5%	91,188 SH	Decreased+64,468 SH
ISHARES TR	CORE MSCI EAFE	$290K	0.2%Prev: 0.2%	2,998 SH	Increased+315 SH
ISHARES TR	CORE MSCI TOTAL	$624K	0.4%Prev: 0.5%	6,541 SH	Decreased-2,009 SH
ISHARES TR	CORE S&P MCP ETF	$1.7M	1.0%Prev: 1.6%	22,414 SH	Decreased-11,116 SH
ISHARES TR	CORE S&P SCP ETF	$1.2M	0.7%Prev: 1.2%	8,235 SH	Decreased-5,795 SH
ISHARES TR	CORE S&P TTL STK	$2.0M	1.2%Prev: 1.4%	11,887 SH	Increased-1,584 SH
ISHARES TR	CORE S&P500 ETF	$480K	0.3%Prev: 0.3%	641 SH	Increased+112 SH
ISHARES TR	IBDS DEC28 ETF	$888K	0.5%Prev: 0.2%	35,173 SH	Increased+26,639 SH
ISHARES TR	IBOND DEC 2030	$304K	0.2%	15,558 SH	New
ISHARES TR	IBONDS 26 TRM TS	$2.6M	1.6%Prev: 4.4%	113,843 SH	Decreased-128,681 SH
ISHARES TR	IBONDS 27 ETF	$908K	0.5%Prev: 0.4%	37,506 SH	Increased+16,843 SH
ISHARES TR	IBONDS 27 TRM TS	$2.3M	1.4%Prev: 1.0%	102,696 SH	Increased+44,215 SH
ISHARES TR	IBONDS 28 TRM TS	$1.4M	0.9%	64,247 SH	New
ISHARES TR	IBONDS 29 TRM TS	$772K	0.5%	35,636 SH	New
ISHARES TR	IBONDS DEC 29	$428K	0.3%	18,460 SH	New
ISHARES TR	INTL SEL DIV ETF	$795K	0.5%Prev: 0.7%	19,197 SH	Decreased-4,744 SH
ISHARES TR	MSCI USA MIN ETF	$943K	0.6%	9,775 SH	New
ISHARES TR	PFD AND INCM SEC	$1.3M	0.8%Prev: 0.8%	43,473 SH	Increased+9,135 SH
ISHARES TR	SELECT DIVID ETF	$263K	0.2%Prev: 0.2%	1,684 SH	Increased+110 SH
J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$6.8M	4.1%	144,430 SH	New
JOHNSON & JOHNSON	COM	$653K	0.4%Prev: 0.3%	2,571 SH	Increased-255 SH
KLA CORP	COM NEW	$355K	0.2%	1,177 SH	New
MARVELL TECHNOLOGY INC	COM	$266K	0.2%	892 SH	New
MCKESSON CORP	COM	$217K	0.1%Prev: 0.2%	287 SH	Increased+1 SH
MGE ENERGY INC	COM	$200K	0.1%Prev: 0.2%	2,459 SH	Decreased-156 SH
MICROSOFT CORP	COM	$1.9M	1.2%Prev: 2.5%	5,146 SH	Decreased-1,292 SH
NEWMONT CORP	COM	$1.3M	0.8%Prev: 0.6%	14,131 SH	Increased+837 SH
NVIDIA CORPORATION	COM	$797K	0.5%Prev: 0.5%	3,985 SH	Increased-331 SH
OUTDOOR HOLDING CO	COM	$26K	0.0%Prev: 0.0%	11,200 SH	Increased-50 SH
PACER FDS TR	US CASH COWS 100	$1.2M	0.8%Prev: 0.8%	20,090 SH	Increased+2,568 SH
PALANTIR TECHNOLOGIES INC	CL A	$219K	0.1%Prev: 0.2%	1,881 SH	Decreased-42 SH
PHILIP MORRIS INTL INC	COM	$274K	0.2%Prev: 0.2%	1,513 SH	Decreased-135 SH
PROSHARES TR	S&P 500 DV ARIST	$782K	0.5%Prev: 0.6%	13,917 SH	Increased+6,433 SH
PROSHARES TR	S&P MDCP 400 DIV	$3.5M	2.1%Prev: 2.5%	38,098 SH	Increased-365 SH
QUANTA SVCS INC	COM	$1.0M	0.6%Prev: 0.4%	1,409 SH	Increased-69 SH
RTX CORPORATION	COM	$1.2M	0.7%Prev: 0.7%	6,074 SH	Increased-89 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.6M	4.6%Prev: 2.7%	275,327 SH	Increased+120,656 SH
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$2.8M	1.7%	60,721 SH	New
SPDR GOLD TR	GOLD SHS	$266K	0.2%Prev: 0.2%	721 SH	Decreased-200 SH
SPDR INDEX SHS FDS	ST S&P INTL ETF	$225K	0.1%	4,897 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$337K	0.2%	2,217 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$4.5M	2.7%	149,208 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$407K	0.2%	545 SH	New
TESLA INC	COM	$302K	0.2%Prev: 0.2%	717 SH	Increased-54 SH
TOYOTA MOTOR CORP	ADS	$230K	0.1%Prev: 0.2%	1,366 SH	Decreased-200 SH
VANGUARD INDEX FDS	MID CAP ETF	$315K	0.2%Prev: 0.2%	3,915 SH	Increased+2,915 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$694K	0.4%Prev: 0.8%	7,195 SH	Decreased-4,697 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$33.4M	20.2%Prev: 20.4%	90,206 SH	Increased+5,464 SH
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$1.3M	0.8%	16,621 SH	New
VANGUARD MUN BD FDS	INTERMEDIATE TRM	$204K	0.1%	2,022 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.9%Prev: 0.9%	6,004 SH	Increased+534 SH
VANGUARD STAR FDS	VG TL INTL STK F	$499K	0.3%Prev: 0.2%	5,832 SH	Increased+1,602 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$539K	0.3%Prev: 0.4%	3,413 SH	Increased+9 SH
WALMART INC	COM	$626K	0.4%Prev: 0.5%	5,527 SH	Increased-729 SH
WEC ENERGY GROUP INC	COM	$243K	0.1%Prev: 0.2%	2,084 SH	Decreased-662 SH
WHEATON PRECIOUS METALS CORP	COM	$2.3M	1.4%Prev: 2.1%	20,037 SH	Decreased-8,970 SH
WP CAREY INC	COM	$529K	0.3%Prev: 0.3%	7,392 SH	Increased+378 SH

Sold (vs prior filing)

CAPITAL GROUP CORE EQUITY ET — $725K
CAPITAL GROUP DIVIDEND VALUE — $1.3M
CAPITAL GROUP GROWTH ETF — $910K
CAPITAL GROUP INTL FOCUS EQT — $1.0M
CHEVRON CORP NEW — $359K
COSTCO WHSL CORP NEW — $287K
DIMENSIONAL ETF TRUST — $4.0M
FIDELITY COVINGTON TRUST — $13.7M
FIDELITY NATL INFORMATION SV — $278K
FISERV INC — $217K
FRANKLIN TEMPLETON ETF TR — $241K
ISHARES TR — $2.9M
ISHARES TR — $695K
ISHARES TR — $352K
ISHARES TR — $912K
KIMBERLY-CLARK CORP — $225K
OTIS WORLDWIDE CORP — $274K
SELECT SECTOR SPDR TR — $2.9M
SPDR S&P 500 ETF TR — $491K
SPDR SERIES TRUST — $287K
… and 4 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