KOM Wealth Management Group, LLC
Filing Date
Global Rank
#7,505
/ 8,586
▲ 142
Top Industry
Asset Management
18.4%
3Y Alpha vs SPY
-2.9%
Period ended 3 months ago
Filed Apr 23, 2026 · 54d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+65.6%
SPY
+78.1%
Annualised alpha
-2.9%
Max drawdown
−14.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
17.8%
+2.3 pts
Top 5
49.3%
+0.5 pts
Top 10
65.3%
+1.2 pts
HHI
690
Diversified+31
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 20.1% | $5,388,176 |
| Basic Materials | 18.8% | $5,041,482 |
| Technology | 16.5% | $4,419,476 |
| Industrials | 15.8% | $4,240,648 |
| Energy | 8.4% | $2,253,894 |
| Consumer Defensive | 6.0% | $1,609,874 |
| Consumer Cyclical | 3.5% | $938,075 |
| Unclassified | 3.3% | $890,793 |
| Healthcare | 3.3% | $890,746 |
| Real Estate | 1.9% | $496,108 |
| Communication Services | 1.4% | $380,154 |
| Utilities | 0.9% | $240,338 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | +13,642 | 134,538 | $4,768,026 | |
| CLF | Cleveland-Cliffs Inc. | +2,243 | 44,220 | $373,659 | |
| ITW | Illinois Tool Works Inc | +1,643 | 3,078 | $801,172 | |
| AMZN | Amazon Com Inc | +484 | 1,829 | $380,925 | |
| NVDA | Nvidia Corp | +332 | 4,290 | $748,176 | |
| PLTR | Palantir Technologies Inc. | +137 | 1,827 | $267,253 | |
| TSLA | Tesla, Inc. | +109 | 742 | $275,838 | |
| SPY | Spdr S&P 500 ETF Trust | +107 | 545 | $354,435 | |
| WPC | W. P. Carey Inc. | +96 | 7,300 | $496,108 | |
| AAPL | Apple Inc. | +92 | 3,097 | $785,987 | |
| AVGO | Broadcom Inc. | +81 | 1,522 | $471,074 | |
| BRK-B | Berkshire Hathaway Inc | +32 | 864 | $414,028 | |
| ETN | Eaton Corp plc | +32 | 661 | $236,419 | |
| XOM | Exxon Mobil Corp | +20 | 9,603 | $1,629,244 | |
| PM | Philip Morris International Inc. | +12 | 1,565 | $258,757 | |
| GD | General Dynamics Corp | +3 | 831 | $285,215 | |
| JNJ | Johnson & Johnson | +3 | 2,628 | $642,388 | |
| MCK | Mckesson Corp | +1 | 287 | $248,358 | |
| PWR | Quanta Services, Inc. | +1 | 1,449 | $795,529 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WPM | Wheaton Precious Metals Corp. | −2,676 | 23,832 | $3,122,230 | |
| NEM | NEWMONT Corp /DE/ | −419 | 14,278 | $1,545,593 | |
| CVX | Chevron Corp | −121 | 2,033 | $420,627 | |
| GLD | Spdr Gold Trust | −112 | 773 | $332,614 | |
| WMT | Walmart Inc. | −82 | 5,642 | $701,187 | |
| RTX | RTX Corp | −74 | 6,022 | $1,161,643 | |
| MSFT | Microsoft Corp | −71 | 5,800 | $2,146,986 | |
| POWW | Outdoor Holding Co | −50 | 11,450 | $23,014 | |
| WEC | Wec Energy Group, Inc. | −44 | 2,076 | $240,338 | |
| GOOGL | Alphabet Inc. | −10 | 1,322 | $380,154 | |
| TM | Toyota Motor Corp/ | −8 | 1,365 | $281,312 | |
| CAT | Caterpillar Inc | −5 | 612 | $433,577 | |
| QQQ | Invesco Qqq Trust, Series 1 | −4 | 353 | $203,744 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
4 positions
5 positions ·
$4,419,476 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,827 | $267,253 | 6.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,522 | $471,074 | 10.66% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 4,290 | $748,176 | 16.93% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,097 | $785,987 | 17.78% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 5,800 | $2,146,986 | 48.58% |