KOM Wealth Management Group, LLC 13F Holdings
CIK 0001804116 · APPLETON, WI
As of Sep 30, 2025, KOM Wealth Management Group, LLC reported 84 positions worth
CIK 0001804116 · APPLETON, WI
As of Sep 30, 2025, KOM Wealth Management Group, LLC reported 84 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 84,188 | $27.6M | 20.88% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 191,618 | 3.0M | 9.86% |
| FIDELITY COVINGTON TRUST | FFSM | — | 391,045 | 1.4M | 8.63% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | IBTG | — | 247,495 | $5.7M | 4.29% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 115,102 | $4.4M | 3.36% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 159,161 | $3.7M | 2.80% |
| PROSHARES TR | REGL | — | 39,629 | $3.4M | 2.56% |
| ISHARES CORE HIGH DIVIDEND ETF | HDV | — | 26,912 | $3.3M | 2.49% |
| WHEATON PRECIOUS METALS CORP | WPM | Basic Materials | 28,302 | $3.2M | 2.39% |
| MICROSOFT CORP | MSFT | Technology | 6,035 | $3.1M | 2.36% |
| SPROTT PHYSICAL GOLD TRUST | PHYS | — | 104,966 | $3.1M | 2.35% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 32,345 | $2.8M | 2.13% |
| ISHARES IBONDS DEC 2025 TERM TREASURY ETF | IBTF | — | 118,902 | $2.8M | 2.10% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 26,956 | $2.4M | 1.81% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 34,347 | $2.2M | 1.69% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 13,125 | .9M | 1.45% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 14,252 | .7M | 1.28% |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | LMBS | — | 29,704 | .5M | 1.12% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 34,465 | .4M | 1.10% |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | IBTH | — | 60,662 | .4M | 1.03% |
| NEWMONT CORP | NEM | Basic Materials | 14,672 | .2M | 0.94% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 5,672 | .2M | 0.93% |
| CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | CGXU | — | 40,804 | .2M | 0.91% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 35,077 | .2M | 0.87% |
| EXXON MOBIL CORP | XOM | Energy | 9,601 | .1M | 0.82% |