KOM Wealth Management Group, LLC
Annual return '25
+1.3%
SPY '25
+17.7%
Alpha
-16.4ptsvs SPY
Invested
$146.7M
Holdings
89
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +3.0% (91.7k → 94.4k shares)
19.7%
02
$DGRO
ISHARES TR
Q1 2026: Increased +6.8% (8.7k → 9.3k shares)
9.5%
03
$FFSM
FIDELITY COVINGTON TRUST
Q4 2025: Exited (was 391.0k shares)
9.0%
04
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Increased +374.8% (11.0k → 52.4k shares)
3.9%
05
$AVDV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 27.0k shares)
3.7%
06
$PHYS
SPROTT ASSET MANAGEMENT LP
Q1 2026: Sold 3.3% (27.2k → 26.3k shares)
3.3%
07
$JCPB
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
3.1%
08
$IBTG
ISHARES TR
Q4 2025: Exited (was 247.5k shares)
2.5%
09
$REGL
PROSHARES TR
Q4 2025: Exited (was 39.6k shares)
2.3%
10
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 115.1k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:16 UTC.