POM Investment Strategies, LLC

CIK 0001906322 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026

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Filer information

Filed by: POM Investment Strategies, LLC, CCO
Address: 4101 LAKE BOONE TRAIL, SUITE 111, RALEIGH, NC, 27607
Phone: 919-787-8866
AUM: $194.5M

AUM over time

$123.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $139.9M140 positionsView on SEC.gov

			% of Portfolio
ACCENTURE PLC IRELAND	SHS CLASS A	$7K	0.0%Prev: 0.0%	23 SH	Increased+13 SH
ADOBE INC	COM	$7K	0.0%	19 SH	New
ALPHABET INC	CAP STK CL A	$35K	0.0%Prev: 0.1%	200 SH	Decreased+12 SH
ALPHABET INC	CAP STK CL C	$39K	0.0%Prev: 0.1%	218 SH	Decreased+59 SH
AMAZON COM INC	COM	$24K	0.0%Prev: 0.1%	109 SH	Decreased-268 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.8M	2.0%Prev: 0.3%	40,520 SH	Increased+38,017 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$1.0M	0.7%Prev: 0.0%	11,492 SH	Increased+11,145 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$76K	0.1%Prev: 0.2%	2,068 SH	Decreased-1,016 SH
AMERICAN STRATEGIC INVEST CO	COM CL A	$999	0.0%	76 SH	New
APPLE INC	COM	$1.3M	0.9%Prev: 2.1%	6,226 SH	Decreased-297 SH
AVIS BUDGET GROUP	COM	$17K	0.0%	100 SH	New
BANK AMERICA CORP	COM	$48K	0.0%Prev: 0.4%	1,006 SH	Decreased-5,815 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$203K	0.1%Prev: 0.1%	417 SH	Increased+308 SH
BLACKSTONE INC	COM	$748	0.0%Prev: 0.0%	5 SH	Decreased-14 SH
BROADCOM INC	COM	$1.5M	1.1%Prev: 0.0%	5,345 SH	Increased+5,310 SH
BROOKFIELD CORP	CL A LTD VT SH	$18K	0.0%	284 SH	New
CARNIVAL CORP	UNIT 99/99/9999	$3K	0.0%	100 SH	New
CELLECTIS S A	SPON ADS	$755	0.0%Prev: 0.0%	495 SH	Decreased
CHEESECAKE FACTORY INC	COM	$627	0.0%Prev: 0.0%	10 SH	Increased
CISCO SYS INC	COM	$28K	0.0%Prev: 0.1%	406 SH	Decreased-769 SH
COSTCO WHSL CORP NEW	COM	$198K	0.1%	200 SH	New
CROWDSTRIKE HLDGS INC	CL A	$30K	0.0%Prev: 0.0%	59 SH	Increased
DANAHER CORPORATION	COM	$7K	0.0%	36 SH	New
DEERE & CO	COM	$1K	0.0%	2 SH	New
DELL TECHNOLOGIES INC	CL C	$119K	0.1%	968 SH	New
DELTA AIR LINES INC DEL	COM NEW	$90K	0.1%	1,831 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$59K	0.0%Prev: 0.1%	643 SH	Decreased-32 SH
EVOLUS INC	COM	$18K	0.0%	2,000 SH	New
EXCHANGE TRADED CONCEPTS TRU	RANGE NUCLEAR RE	$67K	0.0%Prev: 0.1%	1,187 SH	Decreased
EXXON MOBIL CORP	COM	$4K	0.0%Prev: 0.0%	37 SH	Decreased-183 SH
FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$20K	0.0%Prev: 0.6%	417 SH	Decreased-9,560 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE AUTOM	$10K	0.0%Prev: 0.3%	343 SH	Decreased-7,714 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE COMMU	$12K	0.0%Prev: 0.4%	277 SH	Decreased-6,909 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE FIN E	$10K	0.0%Prev: 0.3%	268 SH	Decreased-8,492 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$2K	0.0%Prev: 0.1%	22 SH	Decreased-953 SH
FIRST TR EXCHANGE TRAD FD VI	FST TR GLB FD	$1K	0.0%Prev: 0.0%	43 SH	Decreased
FIRST TR EXCHANGE TRADED FD	CONSUMR DISCRE	$1K	0.0%	17 SH	New
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$937	0.0%Prev: 0.0%	16 SH	Increased+1 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$14K	0.0%	182 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$41	0.0%Prev: 0.1%	1 SH	Decreased-764 SH
FIRST TR EXCHANGE TRADED FD	TECH ALPHADEX	$1K	0.0%	9 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$1K	0.0%Prev: 0.0%	4 SH	Decreased-22 SH
FIRST TR EXCHANGE-TRADED FD	DOW 30 EQL WGT	$37	0.0%Prev: 0.0%	1 SH	Decreased-367 SH
FIRST TR EXCHANGE-TRADED FD	GROWTH STRENGTH	$28	0.0%Prev: 0.0%	1 SH	Decreased-423 SH
FIRST TR EXCHANGE-TRADED FD	NASDAQ 100 EX	$1K	0.0%Prev: 0.0%	11 SH	Increased
FIRST TR EXCHANGE-TRADED FD	SHS	$2K	0.0%Prev: 0.0%	8 SH	Increased+1 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$13	0.0%	0 SH	New
FORD MTR CO	COM	$1K	0.0%Prev: 0.1%	102 SH	Decreased-8,122 SH
FRANKLIN BSP RLTY TR INC	COMMON STOCK	$21K	0.0%	1,964 SH	New
GE AEROSPACE	COM NEW	$4K	0.0%Prev: 0.3%	16 SH	Decreased-958 SH
GENERAL DYNAMICS CORP	COM	$21K	0.0%Prev: 0.0%	71 SH	Increased+66 SH
GLOBAL PMTS INC	COM	$27K	0.0%Prev: 0.0%	336 SH	Increased
GLOBAL X FDS	DEFENSE TECH ETF	$56K	0.0%Prev: 0.1%	933 SH	Decreased
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$105K	0.1%Prev: 0.1%	1,239 SH	Increased-20 SH
HOME DEPOT INC	COM	$80K	0.1%Prev: 0.0%	219 SH	Increased+122 SH
HORIZON BANCORP INC	COM	$88K	0.1%	5,695 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$276K	0.2%Prev: 0.6%	936 SH	Decreased-993 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$10.5M	7.5%Prev: 0.3%	201,204 SH	Increased+197,100 SH
INVESCO QQQ TR	UNIT SER 1	$10.3M	7.4%Prev: 0.3%	18,664 SH	Increased+18,228 SH
IONQ INC	COM	$92K	0.1%Prev: 0.1%	2,141 SH	Increased-350 SH
IRON MTN INC DEL	COM	$2K	0.0%	19 SH	New
ISHARES TR	CORE MSCI EAFE	$5.2M	3.7%Prev: 0.3%	62,283 SH	Increased+59,397 SH
ISHARES TR	CORE S&P US VLU	$2K	0.0%	17 SH	New
ISHARES TR	CYBERSECURITY	$12K	0.0%Prev: 0.4%	221 SH	Decreased-7,168 SH
ISHARES TR	EAFE GRWTH ETF	$4K	0.0%Prev: 0.1%	32 SH	Decreased-837 SH
ISHARES TR	EUROPE ETF	$9.9M	7.1%Prev: 0.3%	156,855 SH	Increased+153,379 SH
ISHARES TR	MSCI EAFE ETF	$6K	0.0%	70 SH	New
ISHARES TR	MSCI EMG MKT ETF	$10.2M	7.3%Prev: 0.3%	211,185 SH	Increased+206,876 SH
ISHARES TR	MSCI USA MMENTM	$10.2M	7.3%Prev: 0.3%	42,282 SH	Increased+41,360 SH
ISHARES TR	RUS 1000 GRW ETF	$48K	0.0%	114 SH	New
ISHARES TR	RUS 1000 VAL ETF	$21K	0.0%	106 SH	New
ISHARES TR	RUSSELL 3000 ETF	$343	0.0%	1 SH	New
ISHARES TR	S&P MC 400GR ETF	$2.3M	1.6%Prev: 0.1%	24,760 SH	Increased+23,769 SH
ISHARES TR	S&P MC 400VL ETF	$2.8M	2.0%Prev: 0.1%	22,275 SH	Increased+21,543 SH
JANUS DETROIT STR TR	HENDERSN CAP ETF	$6K	0.0%	85 SH	New
JOHNSON & JOHNSON	COM	$389K	0.3%Prev: 0.0%	2,548 SH	Increased+2,527 SH
JPMORGAN CHASE & CO.	COM	$7K	0.0%	24 SH	New
KEARNY FINL CORP MD	COM	$19K	0.0%	3,000 SH	New
KODIAK SCIENCES INC	COM	$2K	0.0%Prev: 0.0%	500 SH	Decreased
KYNDRYL HLDGS INC	COMMON STOCK	$7K	0.0%Prev: 0.0%	171 SH	Decreased-383 SH
LOWES COS INC	COM	$97K	0.1%Prev: 0.1%	435 SH	Decreased
MAGYAR BANCORP INC	COM	$7K	0.0%	428 SH	New
MARATHON PETE CORP	COM	$33K	0.0%Prev: 0.1%	196 SH	Decreased
MARTIN MARIETTA MATLS INC	COM	$8K	0.0%	15 SH	New
MASTERCARD INCORPORATED	CL A	$10K	0.0%Prev: 0.0%	18 SH	Increased+13 SH
MERCK & CO INC	COM	$2K	0.0%Prev: 0.2%	23 SH	Decreased-1,068 SH
META PLATFORMS INC	CL A	$23K	0.0%Prev: 0.0%	31 SH	Decreased-23 SH
MGM RESORTS INTERNATIONAL	COM	$38K	0.0%Prev: 0.0%	1,100 SH	Increased+1,000 SH
MICROSOFT CORP	COM	$96K	0.1%Prev: 0.2%	192 SH	Decreased-228 SH
NANO NUCLEAR ENERGY INC	COM	$3K	0.0%Prev: 0.0%	100 SH	Increased
NOVO-NORDISK A S	ADR	$34K	0.0%Prev: 0.0%	494 SH	Increased+40 SH
NVIDIA CORPORATION	COM	$268K	0.2%Prev: 0.5%	1,696 SH	Decreased-738 SH
OCCIDENTAL PETE CORP	COM	$420	0.0%	10 SH	New
ORACLE CORP	COM	$1K	0.0%Prev: 0.0%	5 SH	Decreased-103 SH
ORGANON & CO	COMMON STOCK	$19	0.0%Prev: 0.0%	2 SH	Decreased-100 SH
PACER FDS TR	US CASH COWS 100	$10K	0.0%	175 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$136	0.0%Prev: 0.0%	1 SH	Decreased-18 SH
PEPSICO INC	COM	$10K	0.0%Prev: 0.0%	75 SH	Increased+56 SH
PHILLIPS EDISON & CO INC	COMMON STOCK	$40K	0.0%	1,156 SH	New
PRAIRIE OPER CO	COM	$183	0.0%Prev: 0.0%	61 SH	Increased
PROSHARES TR	SP500 EX ENRGY	$2K	0.0%Prev: 0.0%	30 SH	Decreased-10 SH
REVELATION BIOSCIENCES INC	*W EXP 01/10/202	$12	0.0%	1,005 SH	New
ROYAL CARIBBEAN GROUP	COM	$31K	0.0%Prev: 0.0%	100 SH	Increased
SAFETY SHOT INC	COM NEW	$82	0.0%	250 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$20K	0.0%Prev: 0.0%	810 SH	Decreased
SCHWAB STRATEGIC TR	US MID-CAP ETF	$11K	0.0%Prev: 0.0%	375 SH	Decreased
SCHWAB STRATEGIC TR	US REIT ETF	$15	0.0%	1 SH	New
SCORPIO TANKERS INC	SHS	$29K	0.0%	734 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$2K	0.0%	40 SH	New
SERVICENOW INC	COM	$9K	0.0%Prev: 0.0%	9 SH	Increased-7 SH
SHERWIN WILLIAMS CO	COM	$7K	0.0%	21 SH	New
SILA REALTY TRUST INC	COMMON STOCK	$20K	0.0%Prev: 0.0%	836 SH	Decreased
SIMPLIFY EXCHANGE TRADED FUN	ENHANCED INM ETF	$5.2M	3.7%	213,960 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$8.0M	5.7%Prev: 0.4%	300,265 SH	Increased+290,707 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$6.5M	4.7%Prev: 0.3%	275,685 SH	Increased+265,292 SH
SIMPLIFY EXCHANGE TRADED FUN	VOLATILITY PREM	$8.7M	6.2%Prev: 0.1%	474,221 SH	Increased+466,793 SH
SOFI TECHNOLOGIES INC	COM	$4K	0.0%Prev: 0.0%	200 SH	Increased+100 SH
SPDR SERIES TRUST	PORTFOLIO S&P400	$4.0M	2.9%	73,878 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$18.0M	12.9%	248,298 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$1.1M	0.8%	25,195 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$8.0M	5.7%	83,405 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$8.6M	6.2%	164,662 SH	New
TEEKAY CORPORATION LTD	SHS	$38K	0.0%	4,621 SH	New
TESLA INC	COM	$13K	0.0%Prev: 0.8%	42 SH	Decreased-1,794 SH
TIDAL TR II	DEFIANCE LARGE	$151K	0.1%	7,096 SH	New
TJX COS INC NEW	COM	$7K	0.0%Prev: 0.0%	54 SH	Increased+44 SH
UNION PAC CORP	COM	$5K	0.0%	20 SH	New
UNITEDHEALTH GROUP INC	COM	$6K	0.0%Prev: 0.1%	18 SH	Decreased-324 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$2K	0.0%	22 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2K	0.0%Prev: 0.2%	4 SH	Decreased-312 SH
VANGUARD INDEX FDS	VALUE ETF	$2K	0.0%Prev: 0.0%	11 SH	Decreased-40 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$56K	0.0%Prev: 0.0%	982 SH	Increased+411 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$116K	0.1%	318 SH	New
VANGUARD WORLD FD	UTILITIES ETF	$14K	0.0%	81 SH	New
VIKING THERAPEUTICS INC	COM	$6K	0.0%	245 SH	New
VISA INC	COM CL A	$9K	0.0%Prev: 0.0%	24 SH	Increased+8 SH
WALMART INC	COM	$25K	0.0%Prev: 0.1%	256 SH	Decreased-555 SH
WISDOMTREE TR	US AI ENHANCED	$38K	0.0%	340 SH	New
WSFS FINL CORP	COM	$83K	0.1%	1,506 SH	New
ZSCALER INC	COM	$35K	0.0%Prev: 0.0%	113 SH	Increased

Sold (vs prior filing)

ABBOTT LABORATORIES — $2K
ABBVIE INC — $21K
ABRDN PRECIOUS METALS BASKET — $7K
ABRDN SILVER ETF TRUST — $3K
ADVANCED MICRO DEVICES INC — $25K
AES CORP — $5K
AIM ETF PRODUCTS TRUST — $3.0M
AIM ETF PRODUCTS TRUST — $579K
AIM ETF PRODUCTS TRUST — $14.4M
AIM ETF PRODUCTS TRUST — $22.7M
ALLIANCE RESOURCE PARTNERS L — $8K
ALLSTATE CORP — $12K
ALTRIA GROUP INC — $27K
AMERICAN ELEC PWR CO INC — $10K
AMERICAN EXPRESS CO — $3K
AMETEK INC — $2K
AMGEN INC — $1K
AMPHENOL CORP — $2K
ANAVEX LIFE SCIENCES CORP — $3K
APA CORPORATION — $8K
… and 306 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 17, 2026	Q4 2025	13F-HR	0001906322-26-000001	$194.5M	View
Oct 20, 2026	Q3 2026	13F-HR	0001906322-26-000005	$123.9M	View
Nov 12, 2025	Q3 2025