KOM Wealth Management Group, LLC
โขCIK: 1804116โขFiling: Q4 2025
KOM Wealth Management Group, LLC manages $141M across a diversified portfolio of 86 positions. The fund exhibits a notable allocation to core equity exposure, highlighted by the largest holding in VTI at $28.9M. Further diversification is evident through significant positions in DGRO ($13.6M) and FFSM ($12.2M). This structure suggests a disciplined, multi-asset approach targeting stable, growth-oriented returns.
Total AUM
$141.4M
QoQ Performance
+6.9%
Positions
62
Top 10 Concentration
59.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
DGRO
FFSM
VTI20.4%
DGRO9.6%
FFSM8.6%
IBTG4.0%
SCHF3.1%
AVDV3.1%
DFAC3.0%
PHYS/U2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.6%
Technology3.9%
Consumer1.1%
Industrial1.0%
Energy0.8%
Financial0.5%
ETF0.5%
Healthcare0.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ46 increased
โ31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023