KOM Wealth Management Group, LLC ETF holdings
Appleton, WI
Reported $138.7M in 54 ETFs in its Form 13F for June 30, 2026.
ETF value
$138.7M
ETFs held
54
Change from prior quarter
+15.1%
With price moves
ETFs as a share of its 13F
83.8%
of $165.5M
Top 10 of 54 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $33.4M | 90,206 | +35 shares |
| FFSM | Fidelity Fundamental Small-Mid Cap ETF | $16.0M | 418,435 | +3,195 shares |
| DGRO | iShares Core Dividend Growth ETF | $15.7M | 206,662 | +7,706 shares |
| SCHF | Schwab International Equity ETF | $7.6M | 275,327 | +46,207 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $6.8M | 144,430 | +47,247 shares |
| AVDV | Avantis International Small Cap Value ETF | $6.3M | 60,781 | +6,153 shares |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | $3.5M | 38,098 | −1,231 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $2.9M | 65,554 | −16,235 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $2.8M | 60,721 | −480 shares |
| IBTG | iShares iBonds Dec 2026 Term Treasury ETF | $2.6M | 113,843 | −48,242 shares |
44 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001804116. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KOM Wealth Management Group, LLC own?
KOM Wealth Management Group, LLC reported 54 ETF positions worth $138.7M in its Form 13F for June 30, 2026. The largest was VTI, at $33.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.