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
Other91.5%
Technology3.9%
Consumer1.1%
Energy1.0%
Industrial1.0%
ETF0.5%
Consumer Staples0.4%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022