Notify me when KOM Wealth Management Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 86 | $141,360,049 | +$12,476,506 | -$5,187,049 | +$7,289,457 | VTI, DGRO, FFSM, IBTG, SCHF | 13F-HR | 23 Jan 2026, 12:06 |
| Q3 2025 | 84 | $132,288,558 | +$5,515,819 | -$8,393,557 | -$2,877,738 | VTI, DGRO, FFSM, IBTG, DFAC | 13F-HR | 21 Oct 2025, 10:51 |
| Q2 2025 | 85 | $126,174,886 | +$13,018,852 | -$9,611,945 | +$3,406,907 | VTI, FFSM, DGRO, IBTG, DFAC | 13F-HR | 16 Jul 2025, 10:42 |
| Q1 2025 | 80 | $114,513,754 | +$36,444,506 | -$56,231,332 | -$19,786,826 | VTI, DGRO, FFSM, IBTG, DFAC | 13F-HR | 01 May 2025, 15:51 |
| Q4 2024 | 77 | $135,441,389 | +$25,051,583 | -$7,451,600 | +$17,599,983 | DGRO, DFAC, IJH, IJR, IBTG | 13F-HR | 14 Feb 2025, 16:00 |
| Q3 2024 | 77 | $119,931,005 | +$11,820,385 | -$5,645,453 | +$6,174,932 | DGRO, DFAC, IJH, IJR, DFIC | 13F-HR | 12 Nov 2024, 15:07 |
| Q2 2024 | 72 | $107,062,633 | +$11,234,705 | -$3,196,022 | +$8,038,683 | DGRO, DFAC, IJH, IJR, DFIC | 13F-HR | 14 Aug 2024, 10:10 |
| Q1 2024 | 70 | $101,579,054 | +$23,391,201 | -$21,171,014 | +$2,220,187 | DGRO, DFAC, IJH, IJR, DFIC | 13F-HR | 10 May 2024, 10:18 |
| Q4 2023 | 64 | $100,177,966 | +$10,668,855 | -$15,132,549 | -$4,463,694 | HDV, DFAC, IJH, IBTE, IJR | 13F-HR | 06 Feb 2024, 13:45 |
| Q3 2023 | 61 | $96,983,102 | +$2,642,966 | -$4,347,093 | -$1,704,127 | IBTD, HDV, DFAC, IJH, IJR | 13F-HR | 13 Nov 2023, 13:52 |
| Q2 2023 | 62 | $102,136,000 | +$4,404,517 | -$2,074,337 | +$2,330,180 | IBTD, HDV, IJH, DFAC, IJR | 13F-HR | 09 Aug 2023, 16:37 |
| Q1 2023 | 63 | $97,223,000 | +$17,723,025 | -$10,405,730 | +$7,317,295 | IBTD, HDV, IJH, DFAC, IJR | 13F-HR | 04 May 2023, 16:09 |
| Q4 2022 | 123 | $86,953,000 | +$18,047,582 | -$3,069,495 | +$14,978,087 | IBTD, IJH, HDV, IJR, VTIP | 13F-HR | 14 Feb 2023, 17:42 |
| Q3 2022 | 51 | $66,414,000 | +$7,199,956 | -$2,910,175 | +$4,289,781 | VTIP, IJH, HDV, IJR, VTI | 13F-HR | 14 Nov 2022, 15:55 |
| Q2 2022 | 53 | $67,033,000 | +$31,361,648 | -$1,831,495 | +$29,530,153 | VTIP, IJH, IJR, VTI, ITOT | 13F-HR | 12 Aug 2022, 11:34 |
| Q1 2022 | 35 | $43,723,000 | +$5,593,645 | -$42,692,922 | -$37,099,277 | IJR, IJH, VTIP, VIG, ITOT | 13F-HR | 16 May 2022, 17:29 |
| Q4 2021 | 71 | $82,110,000 | +$49,438,139 | -$3,541,147 | +$45,896,992 | ITOT, IJR, PFF, IJH, DGRO | 13F-HR | 14 Feb 2022, 17:07 |
| Q3 2021 | 37 | $33,558,000 | +$1,263,595 | -$216,891,545 | -$215,627,950 | IJR, BSV, MSFT, IJH, ITOT | 13F-HR | 09 Nov 2021, 12:35 |
| Q2 2021 | 135 | $250,616,000 | +$56,094,218 | -$5,015,359 | +$51,078,859 | FBND, SCHX, IUSV, ITOT, MINT | 13F-HR | 04 Aug 2021, 13:06 |
| Q1 2021 | 127 | $190,594,000 | +$27,387,939 | -$15,076,139 | +$12,311,800 | ITOT, IUSV, IJR, MINT, VIG | 13F-HR | 14 May 2021, 11:41 |
| Q4 2020 | 122 | $169,284,000 | +$27,257,643 | -$5,142,073 | +$22,115,570 | ITOT, BND, IJR, VIG, IUSV | 13F-HR | 12 Feb 2021, 08:23 |
| Q3 2020 | 111 | $136,260,000 | +$28,531,189 | -$5,657,556 | +$22,873,633 | BND, ITOT, IJR, VIG, PFF | 13F-HR | 12 Nov 2020, 12:18 |
| Q2 2020 | 105 | $109,610,000 | +$11,228,484 | -$3,797,416 | +$7,431,068 | ITOT, VYM, IJR, PFF, MSFT | 13F-HR | 31 Jul 2020, 11:48 |
| Q1 2020 | 90 | $89,297,000 | +$5,604,879 | -$11,524,611 | -$5,919,732 | ITOT, VYM, PFF, IJR, VNQ | 13F-HR | 27 Apr 2020, 14:55 |
| Q4 2019 | 109 | $118,384,000 | $0 | $0 | $0 | ITOT, PFF, VYM, IJR, VNQ | 13F-HR | 21 Feb 2020, 10:36 |