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James Mike McGlone

Kom Wealth Management Group, Llc

Assets Managed
$165.496M
Holdings
96
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
12.84%(2Q avg: 8.3%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kom Wealth Management Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Kom Wealth Management Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 165.496M in assets, with a quarterly growth rate of 12.84% and a 2-quarter average growth rate of 8.3%. The portfolio is managed by James Mike McGlone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.04%
20.17%
$33.38M
90,206 shares@ $370.05 avg price
FFSM
Fidelity Fund Sm Mid Cap Etf
Recent Activity
Increased 0.77%
9.67%
$15.988M
418,435 shares@ $38.21 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 3.88%
9.47%
$15.663M
206,662 shares@ $75.8 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 20.17%
4.61%
$7.627M
275,327 shares@ $27.7 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 48.62%
4.1%
$6.78M
144,430 shares@ $46.95 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 11.27%
3.79%
$6.263M
60,781 shares@ $103.05 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 10.91%
2.73%
$4.502M
149,208 shares@ $30.17 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
Decreased -3.13%
2.11%
$3.489M
38,098 shares@ $91.57 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -19.84%
1.76%
$2.908M
65,554 shares@ $44.37 avg price
XLU
Utilities Select Sector Spdr
Recent Activity
Decreased -0.78%
1.67%
$2.753M
60,721 shares@ $45.35 avg price

1-10 of 96