KOM Wealth Management Group, LLC holds a focused book of 96 reported positions worth $165.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~23-day 13F lag). This quarter they opened Cap Group Short Duration and trimmed PRSHRS S&P Mid 400 DVD Arist. Their largest long position is Vanguard Total Stock MKT ETF at 20% of the reported non-option book.
KOM Wealth Management Group, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
16% mapped to company sectors
+3 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as KOM Wealth Management Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.3M |
| Swiss Re Ltd | 28 / 80 | $1.0B |
| Uhlmann Price Securities, LLC | 29 / 80 | $2.4B |
| AdviceOne Advisory Services, LLC | 16 / 80 | $152.4M |
| Emerald Advisors, LLC | 31 / 80 | $656.4M |
| Ardent Capital Management, Inc. | 17 / 80 | $189.7M |
| Planning Project LLC | 8 / 80 | $375.3M |
Ranked by the share of each fund's own book sitting in the names it shares with KOM Wealth Management Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $33.4M | 90.2K | 20.2% | ▲~0% Added · +35 sh | |
| 2 | Fidelity Covington Trust FUN SMA MID ETF | $16.0M | 418.4K | 9.7% | ▲+0.8% Added · +3K sh | |
| 3 | Ishares TR CORE DIV GRWTH | $15.7M | 206.7K | 9.5% | ▲+3.9% Added · +8K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $7.6M | 275.3K | 4.6% | ▲+20% Added · +46K sh | |
| 5 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $6.8M | 144.4K | 4.1% | ▲+49% Added · +47K sh | |
| 6 | American Centy ETF TR INTL SMCP VLU | $6.3M | 60.8K | 3.8% | ▲+11% Added · +6K sh | |
| 7 | Sprott Asset Management LP PHYSICAL GOLD TR | $4.5M | 149.2K | 2.7% | ▲+11% Added · +15K sh | |
| 8 | Proshares TR S&P MDCP 400 DIV | $3.5M | 38.1K | 2.1% | ▼−3.1% Reduced · −1K sh | |
| 9 | Dimensional ETF Trust US COR EQU 2 ETF | $2.9M | 65.6K | 1.8% | ▼−20% Reduced · −16K sh | |
| 10 | Select Sector SPDR TR ST STR UTIL ETF | $2.8M | 60.7K | 1.7% | ▼−0.8% Reduced · −480 sh | |
| 11 | Ishares TR IBONDS 26 TRM TS | $2.6M | 113.8K | 1.6% | ▼−30% Reduced · −48K sh | |
| 12 | Ishares TR CORE HIGH DV ETF | $2.5M | 91.2K | 1.5% | ▲+322% Added · +70K sh | |
| 13 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.3M | 46.6K | 1.4% | ▲+2.5% Added · +1K sh | |
| 14 | Ishares TR IBONDS 27 TRM TS | $2.3M | 102.7K | 1.4% | ▲+20% Added · +17K sh | |
| 15 | Wheaton Precious Metals Corp COM | $2.3M | 20.0K | 1.4% | ▼−16% Reduced · −4K sh | |
| 16 | Ishares TR CORE S&P TTL STK | $2.0M | 11.9K | 1.2% | ▼−6.6% Reduced · −836 sh | |
| 17 | Microsoft Corp COM | $1.9M | 5.1K | 1.2% | ▼−11% Reduced · −654 sh | |
| 18 | Capital Group Dividend Value SHS CREAT UNIT | $1.9M | 38.3K | 1.1% | ▲+1.9% Added · +709 sh | |
| 19 | Capital Grp Fixed Incm ETF T SHORT DURATION | $1.9M | 72.3K | 1.1% | ▲New New position | |
| 20 | Ishares TR CORE S&P MCP ETF | $1.7M | 22.4K | 1.0% | ▼−17% Reduced · −4K sh | |
| 21 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $1.6M | 47.6K | 1.0% | ▲+2.9% Added · +1K sh | |
| 22 | Ishares TR IBONDS 28 TRM TS | $1.4M | 64.2K | 0.9% | ▲+26% Added · +13K sh | |
| 23 | Vanguard Specialized Funds DIV APP ETF | $1.4M | 6.0K | 0.9% | ▲+2.0% Added · +121 sh | |
| 24 | Ishares TR PFD AND INCM SEC | $1.3M | 43.5K | 0.8% | ▲+23% Added · +8K sh | |
| 25 | Newmont Corp COM | $1.3M | 14.1K | 0.8% | ▼−1.0% Reduced · −147 sh | |
| 26 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $1.3M | 16.6K | 0.8% | ▲New New position | |
| 27 | Pacer FDS TR US CASH COWS 100 | $1.2M | 20.1K | 0.8% | ▲+23% Added · +4K sh | |
| 28 | Exxon Mobil Corp COM | $1.2M | 9.0K | 0.7% | ▼−6.1% Reduced · −583 sh | |
| 29 | Fidelity Covington Trust BLUE CHIP GRWTH | $1.2M | 19.8K | 0.7% | ▲+5.5% Added · +1K sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $1.2M | 8.2K | 0.7% | ▼−18% Reduced · −2K sh | |
| 31 | Capital Group Growth ETF SHS CREAT UNIT | $1.2M | 25.7K | 0.7% | ▼−0.6% Reduced · −155 sh | |
| 32 | Capital Group Core Equity Et SHS CREAT UNIT | $1.2M | 27.1K | 0.7% | ▲+3.9% Added · +1K sh | |
| 33 | RTX Corporation COM | $1.2M | 6.1K | 0.7% | ▲+0.9% Added · +52 sh | |
| 34 | Quanta Svcs Inc COM | $1.0M | 1.4K | 0.6% | ▼−2.8% Reduced · −40 sh | |
| 35 | Ishares TR MSCI USA MIN ETF | $943K | 9.8K | 0.6% | ▼−0.8% Reduced · −76 sh | |
| 36 | Illinois Tool WKS Inc COM | $918K | 3.4K | 0.6% | ▲+10% Added · +316 sh | |
| 37 | Ishares TR IBONDS 27 ETF | $908K | 37.5K | 0.5% | ▲+12% Added · +4K sh | |
| 38 | Ishares TR IBDS DEC28 ETF | $888K | 35.2K | 0.5% | ▲+31% Added · +8K sh | |
| 39 | Apple Inc COM | $848K | 2.9K | 0.5% | ▼−5.4% Reduced · −166 sh | |
| 40 | Nvidia Corporation COM | $797K | 4.0K | 0.5% | ▼−7.1% Reduced · −305 sh | |
| 41 | Ishares TR INTL SEL DIV ETF | $795K | 19.2K | 0.5% | ▼−8.5% Reduced · −2K sh | |
| 42 | Proshares TR S&P 500 DV ARIST | $782K | 13.9K | 0.5% | ▲+88% Added · +7K sh | |
| 43 | Ishares TR IBONDS 29 TRM TS | $772K | 35.6K | 0.5% | ▲+34% Added · +9K sh | |
| 44 | Vanguard Index FDS REAL ESTATE ETF | $694K | 7.2K | 0.4% | ▼−20% Reduced · −2K sh | |
| 45 | Fidelity Merrimack STR TR TOTAL BD ETF | $658K | 14.5K | 0.4% | ▲+0.5% Added · +76 sh | |
| 46 | Johnson & Johnson COM | $653K | 2.6K | 0.4% | ▼−2.2% Reduced · −57 sh | |
| 47 | Caterpillar Inc COM | $647K | 608 | 0.4% | ▼−0.7% Reduced · −4 sh | |
| 48 | Walmart Inc COM | $626K | 5.5K | 0.4% | ▼−2.0% Reduced · −115 sh | |
| 49 | Ishares TR CORE MSCI TOTAL | $624K | 6.5K | 0.4% | ▼−4.8% Reduced · −327 sh | |
| 50 | Dimensional ETF Trust WORLD EX US CORE | $608K | 16.5K | 0.4% | ▲+0.2% Added · +33 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show KOM Wealth Management Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 96 | $165.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 89 | $146.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 86 | $141.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 21d | 84 | $132.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 16d | 85 | $126.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 31d | 80 | $114.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 77 | $135.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 77 | $119.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.