Q3 2026 13F · SEC CIK 1906322

POM Investment Strategies, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $123.9M
Reported positions: 402
Top holdings a year, 3 yrs: +13.3%
Assets under management: $283.3M

POM Investment Strategies, LLC is a wealth manager that reported 402 positions worth $123.9M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Aim ETF Products Trust (MAYW, 10.7%), Elevation Series Trust (PAYM, 9.7%), Aim ETF Products Trust (JANW, 7.2%). 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 402 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
MAYWAim ETF Products Trust	10.7%	14.1%	374,552	+4.8%	$13.3M
PAYMElevation Series Trust	9.7%	1.0%	474,474	+1316.0%	$12.0M
JANWAim ETF Products Trust	7.2%	9.5%	226,614	+4.3%	$9.0M
JUNWAim ETF Products Trust	6.9%	9.1%	244,529	+5.1%	$8.5M
FEBWAim ETF Products Trust	6.2%	8.2%	212,427	+4.6%	$7.7M
BILZPimco ETF Tr	6.1%	5.2%	74,693	+64.2%	$7.5M
DECWAim ETF Products Trust	5.7%	7.5%	192,783	+4.0%	$7.0M
ONEZElevation Series Trust	5.1%	6.7%	225,408	+4.6%	$6.3M
GMAYFirst Tr Exchng Traded Fd Vi	5.1%	8.2%	143,378	-14.4%	$6.3M
ACYSFirst Tr Exchange-Traded Fd	4.0%	—	239,249	—	$4.9M
ACIIInnovator Etfs Trust	4.0%	—	193,430	—	$4.9M
PAYHElevation Series Trust	2.2%	—	110,794	—	$2.8M
QBERElevation Series Trust	2.2%	2.2%	111,959	+37.0%	$2.7M
VTIVanguard Index Fds	1.8%	2.0%	5,827	+23.2%	$2.2M
SIXDAim ETF Products Trust	1.7%	2.2%	66,850	+5.1%	$2.1M
FBCGFidelity Covington Trust	1.5%	1.5%	30,030	+45.0%	$1.9M
AAPLApple Inc	1.3%	1.4%	4,788	+8.8%	$1.6M
JUNPPgim Rock ETF Tr	1.1%	—	43,237	—	$1.4M
ACYNFirst Tr Exchange-Traded Fd	1.0%	—	59,037	—	$1.2M
IHAKIshares Tr	1.0%	1.0%	18,211	+21.5%	$1.2M
FDCFFidelity Covington Trust	0.9%	0.9%	22,420	+46.4%	$1.2M
FBOTFidelity Covington Trust	0.8%	0.8%	26,040	+52.5%	$1.0M
FDFFFidelity Covington Trust	0.8%	0.7%	27,739	+44.2%	$949K
CSCOCisco Sys Inc	0.7%	—	7,762	—	$835K
SPLGSpdr Series Trust	0.6%	1.1%	8,011	-29.9%	$719K
IBMInternational Business Machs	0.5%	1.0%	3,063	-0.2%	$674K
ONEHElevation Series Trust	0.5%	—	25,320	—	$617K
RFIXSimplify Exchange Traded Fun	0.5%	—	17,453	—	$615K
PFIXSimplify Exchange Traded Fun	0.5%	—	9,683	—	$609K
NVDANvidia Corporation	0.5%	1.6%	2,477	-64.0%	$566K
TSLATesla Inc	0.4%	0.7%	1,525	+0.0%	$541K
GLDSpdr Gold Tr	0.3%	0.4%	983	+0.8%	$374K
AVEMAmerican Centy ETF Tr	0.3%	0.4%	3,931	+12.7%	$370K
EFGIshares Tr	0.3%	0.3%	2,885	+52.4%	$346K
CATCaterpillar Inc	0.3%	0.5%	403	+0.0%	$327K
MSFTMicrosoft Corp	0.3%	0.2%	626	+72.5%	$321K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.2%	0.5%	2,469	-36.7%	$304K
SPYVState Street Spdr Portfolio S&p 500 Valu	0.2%	0.5%	4,587	-31.8%	$280K
IVVIshares Tr	0.2%	—	316	—	$242K
FBTCFidelity Wise Origin Bitcoin	0.2%	0.1%	3,128	+42.7%	$227K
IEFAIshares Tr	0.2%	0.3%	2,102	-30.3%	$204K
COSTCostco Wholesale Corporation	0.2%	0.2%	207	+0.0%	$188K
SPMDSpdr Series Trust	0.1%	0.2%	2,796	+21.1%	$176K
AMZNAmazon Com Inc	0.1%	0.3%	698	-42.8%	$174K
ORCLOracle Corp	0.1%	0.2%	1,194	-0.8%	$164K
SMHVaneck ETF Trust	0.1%	—	265	—	$161K
AHRAmerican Healthcare REIT Inc	0.1%	0.2%	3,084	+0.0%	$158K
VOOVanguard Index Fds	0.1%	0.2%	221	-4.3%	$155K
CIBRFirst Tr Exchange-Traded Fd	0.1%	—	1,448	—	$149K
MTBM & T Bank Corp	0.1%	0.2%	673	+0.0%	$146K

What POM Investment Strategies, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$123.9M	402
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 Q3 2026 and filed Oct 20, 2026, lists 402 positions worth $123.9M. The largest are Aim ETF Products Trust (MAYW) at 10.7%, Elevation Series Trust (PAYM) at 9.7%, Aim ETF Products Trust (JANW) at 7.2%, Aim ETF Products Trust (JUNW) at 6.9% and Aim ETF Products Trust (FEBW) at 6.2%.

What did POM Investment Strategies, LLC buy last quarter?

In Q3 2026, POM Investment Strategies, LLC added Elevation Series Trust (PAYM) (+1316.0% shares), Microsoft Corp (MSFT) (+72.5% shares) and Pimco ETF Tr (BILZ) (+64.2% shares), compared with its Q2 2026 filing.

What did POM Investment Strategies, LLC sell last quarter?

In Q3 2026, POM Investment Strategies, LLC cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Ishares Tr (MTUM), cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Ishares Tr (EEM), cut from its top 50 Invesco Exchange Traded Fd T (XLG), Nvidia Corporation (NVDA) (-64.0% shares), Amazon Com Inc (AMZN) (-42.8% shares) and State Street Spdr Portfolio S&p 500 Grow (SPYG) (-36.7% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $123.9M.