Institutional Manager · CIK 0001906322
POM Investment Strategies, LLC
RALEIGH, NC · File #028-24158
Latest AUM
$194.5M
Positions
349
Top-10 Concentration
75.3%
Filings
9
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025349 pos · $194.5M
- 13F HOLDINGS REPORTQ/E Sep 2025203 pos · $184.0M
- 13F HOLDINGS REPORTQ/E Jun 2025141 pos · $139.9M
- 13F HOLDINGS REPORTQ/E Mar 2025213 pos · $85.5M
- 13F HOLDINGS REPORTQ/E Dec 2024342 pos · $132.8M
- 13F HOLDINGS REPORTQ/E Sep 2024313 pos · $128.0M
- 13F HOLDINGS REPORTQ/E Jun 2024324 pos · $125.0M
- 13F COMBINATION REPORTQ/E Mar 2024251 pos · $122.1M
- 13F COMBINATION REPORTQ/E Mar 2024259 pos · $109.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 333,281 | $26.7M | 14.01% |
| 2 | INVESCO EXCHANGE TRADED FD T | IVZ | 258,095 | $15.3M | 8.02% |
| 3 | ISHARES TR | 464287234 | 279,084 | $15.3M | 8.00% |
| 4 | ISHARES TR | 464287861 | 220,796 | $15.1M | 7.94% |
| 5 | INVESCO QQQ TR | IVZ | 24,377 | $15.0M | 7.85% |
| 6 | ISHARES TR | 46432F396 | 58,100 | $14.5M | 7.62% |
| 7 | SPDR SERIES TRUST | 78464A409 | 135,833 | $14.5M | 7.60% |
| 8 | SPDR SERIES TRUST | 78464A508 | 208,314 | $11.8M | 6.20% |
| 9 | ISHARES TR | 46432F842 | 93,420 | $8.4M | 4.38% |
| 10 | SIMPLIFY EXCHANGE TRADED FUN | 82889N640 | 292,378 | $6.9M | 3.63% |
| 11 | SIMPLIFY EXCHANGE TRADED FUN | 82889N699 | 238,625 | $6.5M | 3.41% |
| 12 | SIMPLIFY EXCHANGE TRADED FUN | 82889N723 | 242,601 | $5.0M | 2.63% |
| 13 | AMERICAN CENTY ETF TR | 025072604 | 49,192 | $3.8M | 1.99% |
| 14 | SIMPLIFY EXCHANGE TRADED FUN | 82889N863 | 205,239 | $3.6M | 1.89% |
| 15 | SIMPLIFY EXCHANGE TRADED FUN | 82889N335 | 131,590 | $3.4M | 1.80% |
| 16 | SIMPLIFY EXCHANGE TRADED FUN | 82889N632 | 152,194 | $3.4M | 1.78% |
| 17 | SIMPLIFY EXCHANGE TRADED FUN | 82889N368 | 120,170 | $3.3M | 1.71% |
| 18 | SPDR SERIES TRUST | 78464A847 | 46,080 | $2.7M | 1.40% |
| 19 | ISHARES TR | 464287705 | 16,829 | $2.2M | 1.16% |
| 20 | ISHARES TR | 464287606 | 22,714 | $2.2M | 1.15% |