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Disclosed positions
KOM Wealth Management Group, LLC: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $33,379,934
- Reported amount
- 90,206
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001804116-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $33,379,934 | 90,206 | SH | None |
| FIDELITY COVINGTON TRUST | FFSM | FUN SMA MID ETF | $15,988,387 | 418,435 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $15,662,931 | 206,662 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $7,626,551 | 275,327 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JCPB | CORE PLUS BD ETF | $6,779,559 | 144,430 | SH | None |
| AMERICAN CENTY ETF TR | AVDV | INTL SMCP VLU | $6,263,446 | 60,781 | SH | None |
| SPROTT ASSET MANAGEMENT LP | PHYS | PHYSICAL GOLD TR | $4,501,605 | 149,208 | SH | None |
| PROSHARES TR | REGL | S&P MDCP 400 DIV | $3,488,633 | 38,098 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $2,907,982 | 65,554 | SH | None |
| SELECT SECTOR SPDR TR | XLU | ST STR UTIL ETF | $2,753,098 | 60,721 | SH | None |
| ISHARES TR | IBTG | IBONDS 26 TRM TS | $2,605,855 | 113,843 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $2,499,461 | 91,188 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | LMBS | FST LOW OPPT EFT | $2,321,392 | 46,633 | SH | None |
| ISHARES TR | IBTH | IBONDS 27 TRM TS | $2,297,316 | 102,696 | SH | None |
| WHEATON PRECIOUS METALS CORP | WPM | COM | $2,250,565 | 20,037 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $1,952,745 | 11,887 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,919,384 | 5,146 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $1,889,285 | 38,338 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGSD | SHORT DURATION | $1,860,401 | 72,305 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,728,366 | 22,414 | SH | None |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | SHS CREAT UNIT | $1,646,637 | 47,563 | SH | None |
| ISHARES TR | IBTI | IBONDS 28 TRM TS | $1,422,422 | 64,247 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,420,656 | 6,004 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $1,325,484 | 43,473 | SH | None |
| NEWMONT CORP | NEM | COM | $1,319,842 | 14,131 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $1,257,878 | 16,621 | SH | None |
| PACER FDS TR | COWZ | US CASH COWS 100 | $1,249,595 | 20,090 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,233,273 | 9,020 | SH | None |
| FIDELITY COVINGTON TRUST | FBCG | BLUE CHIP GRWTH | $1,230,122 | 19,806 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,221,372 | 8,235 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $1,213,846 | 25,717 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $1,205,812 | 27,109 | SH | None |
| RTX CORPORATION | RTX | COM | $1,152,328 | 6,074 | SH | None |
| QUANTA SVCS INC | PWR | COM | $1,014,467 | 1,409 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $942,873 | 9,775 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $918,027 | 3,394 | SH | None |
| ISHARES TR | IBDS | IBONDS 27 ETF | $908,399 | 37,506 | SH | None |
| ISHARES TR | IBDT | IBDS DEC28 ETF | $888,111 | 35,173 | SH | None |
| APPLE INC | AAPL | COM | $848,002 | 2,931 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $797,280 | 3,985 | SH | None |
| ISHARES TR | IDV | INTL SEL DIV ETF | $795,319 | 19,197 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $781,563 | 13,917 | SH | None |
| ISHARES TR | IBTJ | IBONDS 29 TRM TS | $771,510 | 35,636 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $693,844 | 7,195 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $657,746 | 14,459 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $652,838 | 2,571 | SH | None |
| CATERPILLAR INC | CAT | COM | $647,202 | 608 | SH | None |
| WALMART INC | WMT | COM | $625,938 | 5,527 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $624,273 | 6,541 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $608,361 | 16,514 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.