POM Investment Strategies, LLC
13F Reported Value
ⓘ$88.3M
Holdings
350
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
POM Investment Strategies, LLC disclosed 350 positions worth $88.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 47 new positions and exited 123. The portfolio is most concentrated in Other (88.0% of disclosed assets). All figures are sourced directly from POM Investment Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1906322.
AI Fund Analysis
Concentrating
$NVDA
$AAPL
$IBM
$ORCL
$GLD
$WMTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF
—Quality
$12.4M357,484 shAIM ETF PRODUCTS TRUST - ALLIA US JAN ETF
—Quality
$8.4M217,199 shAIM ETF PRODUCTS TRUST - ALLIA US JUN ETF
—Quality
$8.0M232,763 shAIM ETF PRODUCTS TRUST - ALLIA US FEB ETF
—Quality
$7.2M203,177 shFIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT
—Quality
$7.2M167,477 shAIM ETF PRODUCTS TRUST - ALLIANZIM US EQT
—Quality
$6.6M185,426 shELEVATION SERIES TRUST - TRUE SE BUFF ETF
—Quality
$5.9M215,521 shPIMCO ETF TR - ULTR SH GO AC FD
—Quality
$4.6M45,501 shAIM ETF PRODUCTS TRUST - ALLIANZIM US EQT
—Quality
$2.0M63,582 shELEVATION SERIES TRUST - TRUE QU BEAR ETF
—Quality
$1.9M81,735 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | — | $12.4M | 357,484 |
| AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | — | $8.4M | 217,199 |
| AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | — | $8.0M | 232,763 |
| AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | — | $7.2M | 203,177 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | — | $7.2M | 167,477 |
| AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $6.6M | 185,426 |
| ELEVATION SERIES TRUST - TRUE SE BUFF ETF | — | $5.9M | 215,521 |
| PIMCO ETF TR - ULTR SH GO AC FD | — | $4.6M | 45,501 |
| AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | — | $2.0M | 63,582 |
| ELEVATION SERIES TRUST - TRUE QU BEAR ETF | — | $1.9M | 81,735 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of POM Investment Strategies, LLC's 350 positions.
Showing top 10 of 350 holdings.
Sector Allocation
Other
$77.6M
Technology
$3.9M
Industrials
$2.1M
Financials
$1.4M
Healthcare
$823,080
Consumer Discretionary
$817,172
Utilities
$513,286
Energy
$236,243
Top Holdings — POM Investment Strategies, LLC (Q2 2026)
Top 150 of 350 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $12.4M | 14.1% | NEW | — |
| 2 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $8.4M | 9.5% | +4% | — |
| 3 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $8.0M | 9.1% | NEW | — |
| 4 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $7.2M | 8.2% | NEW | — |
| 5 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $7.2M | 8.2% | NEW | — |
| 6 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $6.6M | 7.5% | +4% | — |
| 7 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $5.9M | 6.7% | +359% | — |
| 8 | — | PIMCO ETF TR - ULTR SH GO AC FD | $4.6M | 5.2% | +154% | — |
| 9 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.0M | 2.2% | NEW | — |
| 10 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETF | $1.9M | 2.2% | +11% | — |
| 11 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.8M | 2.0% | NEW | — |
| 12 | $NVDA | NVIDIA CORP | $1.4M | 1.6% | +182% | 85.9 |
| 13 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $1.3M | 1.5% | +108% | — |
| 14 | $AAPL | Apple Inc. | $1.3M | 1.4% | -33% | 76.4 |
| 15 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.0M | 1.1% | +2% | — |
| 16 | — | ISHARES TR - CYBERSECURITY | $909,828 | 1.0% | +103% | — |
| 17 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $863,080 | 1.0% | +59% | 70 |
| 18 | — | ELEVATION SERIES TRUST - S&P AU DE IN ETF | $841,693 | 0.9% | +33% | — |
| 19 | — | FIDELITY COVINGTON TRUST - DISRU COMMU ETF | $764,821 | 0.9% | +113% | — |
| 20 | — | FIDELITY COVINGTON TRUST - DISRU AUTOM ETF | $676,388 | 0.8% | +112% | — |
| 21 |  $TSLA | Tesla, Inc. | $641,415 | 0.7% | -17% | 53.9 |
| 22 | — | FIDELITY COVINGTON TRUST - DISRUPTIVE FIN E | $636,585 | 0.7% | +120% | — |
| 23 | — | SPDR SERIES TRUST - ST STR P500GRW | $464,123 | 0.5% | -1% | — |
| 24 |  $CAT | CATERPILLAR INC | $429,155 | 0.5% | +0% | 66.5 |
| 25 | — | SPDR SERIES TRUST - ST STR P500VAL | $408,888 | 0.5% | -2% | — |
| 26 |  $ABBV | AbbVie Inc. | $375,510 | 0.4% | +1454% | 72.6 |
| 27 | $GLD | SPDR GOLD TRUST | $359,171 | 0.4% | +148% | — |
| 28 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $336,681 | 0.4% | +39% | — |
| 29 | — | ISHARES TR - CORE MSCI EAFE | $291,400 | 0.3% | +5% | — |
| 30 |  $AMZN | AMAZON COM INC | $290,775 | 0.3% | +224% | 68.7 |
| 31 | — | ISHARES TR - MSCI USA MMENTM | $283,520 | 0.3% | -10% | — |
| 32 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $269,535 | 0.3% | -16% | — |
| 33 | — | ISHARES TR - MSCI EMG MKT ETF | $266,525 | 0.3% | -10% | — |
| 34 | — | ISHARES TR - EAFE GRWTH ETF | $235,547 | 0.3% | +118% | — |
| 35 |  $IVZ | Invesco Ltd. | $228,388 | 0.3% | -9% | — |
| 36 | — | ISHARES TR - EUROPE ETF | $199,318 | 0.2% | -21% | — |
| 37 |  $COST | COSTCO WHOLESALE CORP /NEW | $193,693 | 0.2% | -4% | 66.2 |
| 38 | $ORCL | ORACLE CORP | $176,446 | 0.2% | +1015% | 67.9 |
| 39 |  $AHR | American Healthcare REIT, Inc. | $160,831 | 0.2% | +0% | 54 |
| 40 |  $MTB | M&T BANK CORP | $160,181 | 0.2% | +0% | 58.6 |
| 41 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $158,745 | 0.2% | -27% | — |
| 42 | — | SPDR SERIES TRUST - ST STR P400MID | $155,945 | 0.2% | +5% | — |
| 43 |  $IONQ | IonQ, Inc. | $152,377 | 0.2% | +15% | 30.2 |
| 44 |  $MSFT | MICROSOFT CORP | $135,428 | 0.1% | -14% | 79.8 |
| 45 | — | ISHARES TR - S&P MC 400GR ETF | $116,826 | 0.1% | +0% | — |
| 46 |  $GE | GENERAL ELECTRIC CO | $113,657 | 0.1% | -69% | 73.8 |
| 47 | — | ISHARES TR - S&P MC 400VL ETF | $113,212 | 0.1% | +5% | — |
| 48 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $111,902 | 0.1% | +125% | — |
| 49 |  $INTC | INTEL CORP | $108,353 | 0.1% | +2403% | 45.6 |
| 50 |  $BAC | BANK OF AMERICA CORP /DE/ | $107,863 | 0.1% | -72% | 67.6 |
| 51 |  $DUK | Duke Energy CORP | $107,408 | 0.1% | -66% | 56.4 |
| 52 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | $106,339 | 0.1% | -5% | — |
| 53 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $106,133 | 0.1% | +0% | — |
| 54 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $104,323 | 0.1% | -57% | — |
| 55 |  $ANET | Arista Networks, Inc. | $103,457 | 0.1% | NEW | 81.9 |
| 56 |  $C | CITIGROUP INC | $102,171 | 0.1% | -40% | 65 |
| 57 |  $SO | SOUTHERN CO | $101,453 | 0.1% | +0% | 62 |
| 58 |  $ABT | ABBOTT LABORATORIES | $99,905 | 0.1% | +7240% | 65.5 |
| 59 |  $LOW | LOWES COMPANIES INC | $95,913 | 0.1% | +0% | 60.8 |
| 60 | $WMT | Walmart Inc. | $94,139 | 0.1% | +2% | 60.2 |
| 61 |  $ED | CONSOLIDATED EDISON INC | $93,482 | 0.1% | +0% | 67.3 |
| 62 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $91,479 | 0.1% | -63% | — |
| 63 | — | FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF | $81,934 | 0.1% | NEW | — |
| 64 | — | SPDR SERIES TRUST - ST INTER ETF | $80,908 | 0.1% | +1% | — |
| 65 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | $80,906 | 0.1% | +0% | — |
| 66 |  $GEV | GE Vernova Inc. | $79,890 | 0.1% | -73% | 81.1 |
| 67 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $79,520 | 0.1% | -56% | — |
| 68 |  $T | AT&T INC. | $78,950 | 0.1% | -50% | 65.7 |
| 69 | — | INNOVATOR ETFS TRUST - INDE AUT INC ETF | $78,793 | 0.1% | NEW | — |
| 70 | — | SIMPLIFY EXCHANGE TRADED FUN - AGGREGATE BD ETF | $76,924 | 0.1% | -57% | — |
| 71 |  $PG | PROCTER & GAMBLE Co | $76,728 | 0.1% | -5% | 64.6 |
| 72 | — | SIMPLIFY EXCHANGE TRADED FUN - CURRE STRAT ETF | $76,590 | 0.1% | -59% | — |
| 73 |  $PFE | PFIZER INC | $72,240 | 0.1% | -48% | 62 |
| 74 | — | PROSHARES TR - ULTRAPRO QQQ | $70,308 | 0.1% | NEW | — |
| 75 |  $MRK | Merck & Co., Inc. | $69,519 | 0.1% | -50% | 59.9 |
| 76 |  $PM | Philip Morris International Inc. | $65,489 | 0.1% | +3% | 75.9 |
| 77 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $59,660 | 0.1% | -4% | — |
| 78 |  $GLW | CORNING INC /NY | $59,515 | 0.1% | +0% | 73.7 |
| 79 |  $F | FORD MOTOR CO | $58,728 | 0.1% | -49% | 54.9 |
| 80 |  $LLY | ELI LILLY & Co | $57,584 | 0.1% | -79% | 87.5 |
| 81 |  $GOOGL | Alphabet Inc. | $56,886 | 0.1% | +1% | 78.2 |
| 82 |  $BRK.B | BERKSHIRE HATHAWAY INC | $56,044 | 0.1% | +3% | 73.8 |
| 83 |  $GBTC | Grayscale Bitcoin Trust ETF | $55,767 | 0.1% | -3% | — |
| 84 | — | GLOBAL X FDS - DEFENSE TECH ETF | $55,709 | 0.1% | +0% | — |
| 85 |  $WEC | WEC ENERGY GROUP, INC. | $55,349 | 0.1% | +0% | 60.1 |
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $54,108 | 0.1% | -99% | — |
| 87 |  $CSCO | CISCO SYSTEMS, INC. | $53,444 | 0.1% | -61% | 70.3 |
| 88 | — | FIRST TR EXCHANGE-TRADED FD - DOW 30 EQL WGT | $53,173 | 0.1% | +228% | — |
| 89 | — | SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM | $52,935 | 0.1% | -56% | — |
| 90 |  $CVX | CHEVRON CORP | $52,546 | 0.1% | -82% | 62.8 |
| 91 |  $WMB | WILLIAMS COMPANIES, INC. | $51,369 | 0.1% | +0% | 64.3 |
| 92 | — | FIRST TR EXCHANGE-TRADED FD - GROWTH STRENGTH | $51,285 | 0.1% | +227% | — |
| 93 |  $VZ | VERIZON COMMUNICATIONS INC | $50,639 | 0.1% | -83% | 65.8 |
| 94 |  $MPC | Marathon Petroleum Corp | $50,111 | 0.1% | +0% | 61 |
| 95 | — | AIM ETF PRODUCTS TRUST - ALLIA US OCT ETF | $49,378 | 0.1% | -99% | — |
| 96 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $48,696 | 0.1% | +0% | 60.9 |
| 97 |  $MCD | MCDONALDS CORP | $47,034 | 0.1% | +46% | 69 |
| 98 | — | SPDR SERIES TRUST - ST STR SP600 SML | $45,912 | 0.1% | +3% | — |
| 99 | — | EXCHANGE LISTED FDS TR - BANC US LARG ETF | $45,790 | 0.1% | +0% | — |
| 100 |  $CRWD | CrowdStrike Holdings, Inc. | $45,025 | 0.1% | +0% | 67.7 |
| 101 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $44,732 | 0.1% | +3% | — |
| 102 | — | ELEVATION SERIES TRUST - TRUESHARES S&P | $43,910 | 0.1% | NEW | — |
| 103 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $40,600 | 0.1% | +0% | — |
| 104 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $39,298 | 0.0% | NEW | — |
| 105 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | $36,548 | 0.0% | +232% | — |
| 106 |  $HD | HOME DEPOT, INC. | $34,210 | 0.0% | +0% | 60.3 |
| 107 |  $SPY | SPDR S&P 500 ETF TRUST | $33,787 | 0.0% | -2% | — |
| 108 |  $JPM | JPMORGAN CHASE & CO | $33,777 | 0.0% | -97% | 70.7 |
| 109 |  $NJR | NEW JERSEY RESOURCES CORP | $33,624 | 0.0% | +0% | 69.5 |
| 110 |  $FE | FIRSTENERGY CORP | $33,516 | 0.0% | +0% | 61.5 |
| 111 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $32,936 | 0.0% | +1% | — |
| 112 |  $CSTM | CONSTELLIUM SE | $31,870 | 0.0% | NEW | 57.7 |
| 113 |  $RCL | ROYAL CARIBBEAN CRUISES LTD | $31,753 | 0.0% | +0% | — |
| 114 |  $COP | CONOCOPHILLIPS | $31,188 | 0.0% | -77% | 70.2 |
| 115 |  $ZS | Zscaler, Inc. | $30,771 | 0.0% | +93% | 63.7 |
| 116 |  $MO | ALTRIA GROUP, INC. | $29,571 | 0.0% | +0% | 67.4 |
| 117 |  $BMY | BRISTOL MYERS SQUIBB CO | $29,559 | 0.0% | -50% | 70.4 |
| 118 |  $KEY | KEYCORP /NEW/ | $29,181 | 0.0% | -29% | 70.8 |
| 119 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $28,905 | 0.0% | +0% | — |
| 120 | — | TIDAL TRUST II - DEFIANCE LARGE | $28,271 | 0.0% | +0% | — |
| 121 | — | SIMPLIFY EXCHANGE TRADED FUN - GAMMA EMERGING | $26,528 | 0.0% | -57% | — |
| 122 |  $MFC | MANULIFE FINANCIAL CORP | $25,602 | 0.0% | NEW | — |
| 123 |  $SILA | Sila Realty Trust, Inc. | $25,381 | 0.0% | +0% | 57.4 |
| 124 |  $GPN | GLOBAL PAYMENTS INC | $24,380 | 0.0% | +0% | 47 |
| 125 |  $CNP | CENTERPOINT ENERGY INC | $23,914 | 0.0% | -81% | 53.2 |
| 126 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $23,838 | 0.0% | +0% | — |
| 127 | $IVZ | Invesco Ltd. | $23,830 | 0.0% | -8% | — |
| 128 | — | ISHARES TR - CORE S&P MCP ETF | $23,827 | 0.0% | -78% | — |
| 129 |  $UNH | UNITEDHEALTH GROUP INC | $23,691 | 0.0% | -83% | 62.7 |
| 130 |  $MS | MORGAN STANLEY | $23,412 | 0.0% | +762% | 75.8 |
| 131 |  $WBD | Warner Bros. Discovery, Inc. | $23,301 | 0.0% | -51% | 41.4 |
| 132 |  $SNDK | Sandisk Corp | $22,737 | 0.0% | +0% | 87.7 |
| 133 |  $MRNA | Moderna, Inc. | $22,410 | 0.0% | NEW | 21.2 |
| 134 |  $NVO | NOVO NORDISK A S | $21,765 | 0.0% | +0% | — |
| 135 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQU | $21,455 | 0.0% | -100% | — |
| 136 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $19,992 | 0.0% | +1% | — |
| 137 | — | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $19,958 | 0.0% | NEW | — |
| 138 |  $GOOG | Alphabet Inc. | $19,662 | 0.0% | -71% | 78.2 |
| 139 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $19,101 | 0.0% | -100% | — |
| 140 |  $AVGO | Broadcom Inc. | $18,158 | 0.0% | +37% | 84.5 |
| 141 |  $KO | COCA COLA CO | $17,879 | 0.0% | +0% | 69.5 |
| 142 |  $DIS | Walt Disney Co | $17,229 | 0.0% | +1093% | 60.1 |
| 143 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $14,953 | 0.0% | +0% | — |
| 144 |  $CTVA | Corteva, Inc. | $14,059 | 0.0% | -67% | 47.2 |
| 145 |  $MU | MICRON TECHNOLOGY INC | $13,851 | 0.0% | +71% | 86.2 |
| 146 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $13,826 | 0.0% | +0% | — |
| 147 | — | PROSHARES TR - S&P 500 DV ARIST | $13,591 | 0.0% | +100% | — |
| 148 |  $Q | Qnity Electronics, Inc. | $13,555 | 0.0% | -67% | 68.4 |
| 149 |  $META | Meta Platforms, Inc. | $13,525 | 0.0% | -56% | 79.6 |
| 150 |  $AMD | ADVANCED MICRO DEVICES INC | $12,780 | 0.0% | -82% | 79.8 |
New Positions (47)
$ANET Arista Networks, Inc.$103,457$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$39,298$CSTM CONSTELLIUM SE$31,870$MFC MANULIFE FINANCIAL CORP$25,602$MRNA Moderna, Inc.$22,410Exited Positions (123)
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