Q2 2026 13F · SEC CIK 1906322

POM Investment Strategies, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $88.3M
Reported positions: 350
Top holdings a year, 3 yrs: +13.3%
Assets under management: $283.3M

POM Investment Strategies, LLC is a wealth manager that reported 350 positions worth $88.3M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Aim ETF Products Trust (MAYW, 14.1%), Aim ETF Products Trust (JANW, 9.5%), Aim ETF Products Trust (JUNW, 9.1%). A portfolio copying its top holdings returned 13.3% a year over the last 3 years, against 18.4% for the S&P 500.

POM Investment Strategies, LLC holdings largest 50 of 350 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

POM Investment Strategies, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MAYWAim ETF Products Trust	14.1%	—	357,484	—	$12.4M
JANWAim ETF Products Trust	9.5%	9.5%	217,199	+4.0%	$8.4M
JUNWAim ETF Products Trust	9.1%	—	232,763	—	$8.0M
FEBWAim ETF Products Trust	8.2%	—	203,177	—	$7.2M
GMAYFirst Tr Exchng Traded Fd Vi	8.2%	—	167,477	—	$7.2M
DECWAim ETF Products Trust	7.5%	7.4%	185,426	+4.0%	$6.6M
ONEZElevation Series Trust	6.7%	1.5%	215,521	+358.6%	$5.9M
BILZPimco ETF Tr	5.2%	2.2%	45,501	+154.1%	$4.6M
SIXDAim ETF Products Trust	2.2%	—	63,582	—	$2.0M
QBERElevation Series Trust	2.2%	2.2%	81,735	+11.4%	$1.9M
VTIVanguard Index Fds	2.0%	—	4,730	—	$1.8M
NVDANvidia Corporation Com	1.6%	0.5%	6,875	+182.5%	$1.4M
FBCGFidelity Blue Chip Growth ETF	1.5%	0.6%	20,716	+107.6%	$1.3M
AAPLApple Inc	1.4%	2.1%	4,401	-32.5%	$1.3M
SPLGSpdr Series Trust	1.1%	1.1%	11,432	+1.8%	$1.0M
IHAKIshares Tr	1.0%	0.4%	14,986	+102.8%	$910K
IBMInternational Business Machs	1.0%	0.6%	3,069	+59.1%	$863K
PAYMElevation Series Trust	1.0%	0.7%	33,507	+32.6%	$842K
FDCFFidelity Covington Trust	0.9%	0.4%	15,309	+113.0%	$765K
FBOTFidelity Covington Trust	0.8%	0.3%	17,081	+112.0%	$676K
TSLATesla Inc Com	0.7%	0.8%	1,525	-16.9%	$641K
FDFFFidelity Covington Trust	0.7%	0.3%	19,240	+119.6%	$637K
SPYGSpdr Series Trust	0.5%	0.5%	3,901	-1.1%	$464K
CATCaterpillar Inc Com	0.5%	0.4%	403	+0.0%	$429K
SPYVSpdr Series Trust	0.5%	0.5%	6,726	-1.9%	$409K
ABBVAbbvie Inc	0.4%	—	1,492	—	$376K
GLDSpdr Gold Shares	0.4%	—	975	—	$359K
AVEMAmerican Centy ETF Tr	0.4%	—	3,489	—	$337K
IEFAIshares Core Msci Eafe ETF	0.3%	0.3%	3,017	+4.5%	$291K
AMZNAmazon Com Inc Com	0.3%	—	1,220	—	$291K
MTUMIshares Msci USA Momentum Factor ETF	0.3%	0.3%	827	-10.3%	$284K
QQQInvesco Qqq Tr	0.3%	0.3%	366	-16.1%	$270K
EEMIshares	0.3%	0.3%	3,896	-9.6%	$267K
EFGIshares Tr	0.3%	—	1,893	—	$236K
XLGInvesco S&P 500 Top 50 ETF Total	0.3%	0.3%	3,730	-9.1%	$228K
IEVIshares Tr	0.2%	0.3%	2,736	-21.3%	$199K
COSTCostco Whsl Corp New	0.2%	0.3%	207	-3.7%	$194K
ORCLOracle Corp	0.2%	—	1,204	—	$176K
AHRAmerican Healthcare REIT Inc	0.2%	—	3,084	—	$161K
MTBM & T Bk Corp	0.2%	—	673	—	$160K
VOOVanguard S&p 500 ETF	0.2%	—	231	—	$159K
SPMDSpdr Series Trust	0.2%	—	2,308	—	$156K
IONQIonq Inc	0.2%	—	2,861	—	$152K
MSFTMicrosoft Corp	0.2%	—	363	—	$135K
IJKIshares S&p Mid-Cap 400 Growth ETF	0.1%	—	994	—	$117K
GEGe Aerospace	0.1%	0.3%	304	-68.8%	$114K
IJJiShares S&P Midcap 400 Value	0.1%	—	766	—	$113K
FBTCFidelity Wise Origin Bitcoin	0.1%	—	2,192	—	$112K
INTCIntel Corp	0.1%	—	776	—	$108K
BACBank of Amer Corp	0.1%	0.4%	1,893	-72.2%	$108K

What POM Investment Strategies, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +13.3% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$88.3M	350
Q1 2026	$80.5M	433
Q4 2025	$194.5M	349
Q3 2025	$184.0M	201
Q2 2025	$139.9M	141
Q1 2025	$85.5M	213
Q4 2024	$132.8M	341
Q3 2024	$128.0M	313
Q2 2024	$125.0M	324
Q1 2024	$122.1M	251
Q4 2023	$109.0M	231

Questions about POM Investment Strategies, LLC's portfolio

What stocks does POM Investment Strategies, LLC own?

POM Investment Strategies, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 350 positions worth $88.3M. The largest are Aim ETF Products Trust (MAYW) at 14.1%, Aim ETF Products Trust (JANW) at 9.5%, Aim ETF Products Trust (JUNW) at 9.1%, Aim ETF Products Trust (FEBW) at 8.2% and First Tr Exchng Traded Fd Vi (GMAY) at 8.2%.

What did POM Investment Strategies, LLC buy last quarter?

In Q2 2026, POM Investment Strategies, LLC added Elevation Series Trust (ONEZ) (+358.6% shares), Nvidia Corporation Com (NVDA) (+182.5% shares) and Pimco ETF Tr (BILZ) (+154.1% shares), compared with its Q1 2026 filing.

What did POM Investment Strategies, LLC sell last quarter?

In Q2 2026, POM Investment Strategies, LLC cut from its top 50 First Tr Exchng Traded Fd Vi (GSEP), cut from its top 50 Aim ETF Products Trust (AZBO), cut from its top 50 Aim ETF Products Trust (DECU), cut from its top 50 Aim ETF Products Trust (SEPW), cut from its top 50 AIM ETF Products Trust - AllianzIM U.S. (JULU), Bank of Amer Corp (BAC) (-72.2% shares), Ge Aerospace (GE) (-68.8% shares) and Apple Inc (AAPL) (-32.5% shares), compared with its Q1 2026 filing.

How has POM Investment Strategies, LLC's portfolio performed?

A portfolio copying POM Investment Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.3% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +17.5% against +20.1%.

When is POM Investment Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. POM Investment Strategies, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does POM Investment Strategies, LLC manage?

POM Investment Strategies, LLC reported $283.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $88.3M.