KOM Wealth Management Group, LLC - Portfolio overview

KOM Wealth Management Group, LLC has 95 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Basic Materials.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 19.19%
2. DGRO - ISHARES TR, 9.26%
3. FFSM - FIDELITY COVINGTON TRUST, 8.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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