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James Mike McGlone

Kom Wealth Management Group, Llc

Assets Managed
$146.668M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
3.76%(2Q avg: 5.31%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Kom Wealth Management Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 146.668M in assets, with a quarterly growth rate of 3.76% and a 2-quarter average growth rate of 5.31%. The portfolio is managed by James Mike McGlone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 4.66%
19.73%
$28.928M
90,171 shares@ $320.82 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 1.37%
9.52%
$13.963M
198,956 shares@ $70.19 avg price
FFSM
Fidelity Fund Sm Mid Cap Etf
Recent Activity
Increased 4.43%
9.05%
$13.267M
415,240 shares@ $31.96 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Increased 23.9%
3.87%
$5.671M
229,120 shares@ $24.76 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 18.04%
3.72%
$5.455M
54,628 shares@ $99.87 avg price
PHYS
Sprott Physical Gold Trust
Recent Activity
Increased 11.29%
3.26%
$4.768M
134,538 shares@ $35.44 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 34.34%
3.12%
$4.575M
97,183 shares@ $47.09 avg price
IBTG
Ishares Ibonds Dec 2026 Term
Recent Activity
Decreased -33.61%
2.54%
$3.714M
162,085 shares@ $22.92 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
Decreased -2.58%
2.32%
$3.398M
39,329 shares@ $86.41 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Decreased -24.27%
2.17%
$3.178M
81,789 shares@ $38.86 avg price

1-10 of 89