KOM Wealth Management Group, LLC holds a focused book of 96 stocks worth $165.5M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +27% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1804116/holdings"
Use Arkolith to show KOM Wealth Management Group, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning KOM Wealth Management Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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, no cost basis
Other tracked managers holding the same core names as KOM Wealth Management Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $493.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $151.0B |
| UBS Group AG | 80 / 80 | $131.5B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $78.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $69.5B |
| Cetera Investment Advisers | 80 / 80 | $23.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.8B |
| FIFTH THIRD BANCORP | 80 / 80 | $20.6B |
Ranked by how many of KOM Wealth Management Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 96 | $165.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 89 | $146.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 86 | $141.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 84 | $132.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 85 | $126.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 1, 2025 | 80 | $114.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 77 | $135.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 77 | $119.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.