Holdings
KOM Wealth Management Group, LLC
As of Sep 30, 2026, KOM Wealth Management Group, LLC reported 91 positions worth US$184M. Largest: Vanguard Morningstar Total Stock Market ETF, Capital Group Short Duration Income ETF and Fidelity Fundamental Small-Mid Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF | 94,555 | US$35.4M | new | Sep 30, 2026 |
| Capital Group Short Duration Income ETF | 858K | US$21.7M | new | Sep 30, 2026 |
| Fidelity Fundamental Small-Mid Cap ETF | 458K | US$15.5M | new | Sep 30, 2026 |
| iShares Core Dividend Growth ETF | 202K | US$15.2M | new | Sep 30, 2026 |
| Vanguard Core Bond ETF | 149K | US$10.9M | new | Sep 30, 2026 |
| Schwab International Equity ETF | 372K | US$10.2M | new | Sep 30, 2026 |
| Avantis International Small Cap Value ETF | 68,166 | US$7.46M | new | Sep 30, 2026 |
| Sprott Physical Gold Trust | 203K | US$6.35M | new | Sep 30, 2026 |
| State Street Utilities Select Sector SPDR ETF | 57,529 | US$2.27M | new | Sep 30, 2026 |
| iShares iBonds Dec 2027 Term Treasury ETF | 101K | US$2.26M | new | Sep 30, 2026 |