Institutional Fund
Kom Wealth Management Group, LLC
Appleton, WICIK 18041165 filings on record
Portfolio Value
$146.67M
Q1 2026
Holdings
89
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+3.8%
from $141.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds19.7%
- Ishares Tr9.5%
- Fidelity Covington Trust9.0%
- Schwab Strategic Tr3.9%
- American Centy ETF Tr3.7%
- Sprott Physical Gold Etv3.3%
- Other50.9%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 90.2K | $28.93M | 19.7% | +4.0K | Added |
| 2 | Ishares Tr | 199.0K | $13.96M | 9.5% | +2.7K | Added |
| 3 | Fidelity Covington Trust | 415.2K | $13.27M | 9.0% | +17.6K | Added |
| 4 | Schwab Strategic Tr | 229.1K | $5.67M | 3.9% | +44.2K | Added |
| 5 | American Centy ETF Tr | 54.6K | $5.46M | 3.7% | +8.3K | Added |
| 6 | Sprott Physical Gold Etv | 134.5K | $4.77M | 3.3% | +13.6K | Added |
| 7 | J P Morgan Exchange Traded F | 97.2K | $4.58M | 3.1% | +24.8K | Added |
| 8 | Ishares Tr | 162.1K | $3.71M | 2.5% | −82.1K | Reduced |
| 9 | Proshares Tr | 39.3K | $3.40M | 2.3% | −1.0K | Reduced |
| 10 | Dimensional ETF Trust | 81.8K | $3.18M | 2.2% | −26.2K | Reduced |
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