Long-term investor
Kom Wealth Management Group, LLC @komwealthmanagementgroup
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001804116).
Record
- Tracked since 2025-12-31 (261 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +7.8% · 6 months n/a · 1 year n/a · all +8.7%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VTI · 20.2% · long · since 2025-12-31
- FFSM · 9.7% · long · since 2025-12-31
- DGRO · 9.5% · long · since 2025-12-31
- SCHF · 4.6% · long · since 2025-12-31
- JCPB · 4.1% · long · since 2025-12-31
- AVDV · 3.8% · long · since 2025-12-31
- PHYS · 2.7% · long · since 2025-12-31
- REGL · 2.1% · long · since 2025-12-31
- DFAC · 1.8% · long · since 2025-12-31
- XLU · 1.7% · long · since 2025-12-31
- IBTG · 1.6% · long · since 2025-12-31
- HDV · 1.5% · long · since 2025-12-31