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POM Investment Strategies, LLC
Period ended Sep 30, 2026 · Latest filing Oct 20, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $123,894,434
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AIM ETF PRODUCTS TRUST · ALLIA US MAY ETF · 00888H752 · shares: $13,311,578
- ELEVATION SERIES TRUST · S&P AU DE IN ETF · 210322574 · shares: $12,046,882
- AIM ETF PRODUCTS TRUST · ALLIA US JAN ETF · 00888H802 · shares: $8,964,767
- AIM ETF PRODUCTS TRUST · ALLIA US JUN ETF · 00888H737 · shares: $8,529,172
- AIM ETF PRODUCTS TRUST · ALLIA US FEB ETF · 00888H786 · shares: $7,719,597
- PIMCO ETF TR · ULTR SH GO AC FD · 72201R577 · shares: $7,537,317
- AIM ETF PRODUCTS TRUST · ALLIANZIM US EQT · 00888H794 · shares: $7,041,361
- ELEVATION SERIES TRUST · TRUE SE BUFF ETF · 210322608 · shares: $6,311,424
- FIRST TR EXCHNG TRADED FD VI · FT VEST U.S EQT · 33740F441 · shares: $6,296,603
- FIRST TR EXCHANGE-TRADED FD · VEST LAD AUT ETF · 33733E641 · shares: $4,923,744
Reported holdings
402 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIA US MAY ETF | 00888H752 | — | 374,552 shares | $13,311,578 |
| ELEVATION SERIES TRUST | S&P AU DE IN ETF | 210322574 | — | 474,474 shares | $12,046,882 |
| AIM ETF PRODUCTS TRUST | ALLIA US JAN ETF | 00888H802 | — | 226,614 shares | $8,964,767 |
| AIM ETF PRODUCTS TRUST | ALLIA US JUN ETF | 00888H737 | — | 244,529 shares | $8,529,172 |
| AIM ETF PRODUCTS TRUST | ALLIA US FEB ETF | 00888H786 | — | 212,427 shares | $7,719,597 |
| PIMCO ETF TR | ULTR SH GO AC FD | 72201R577 | — | 74,693 shares | $7,537,317 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H794 | — | 192,783 shares | $7,041,361 |
| ELEVATION SERIES TRUST | TRUE SE BUFF ETF | 210322608 | — | 225,408 shares | $6,311,424 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | 33740F441 | — | 143,378 shares | $6,296,603 |
| FIRST TR EXCHANGE-TRADED FD | VEST LAD AUT ETF | 33733E641 | — | 239,249 shares | $4,923,744 |
| INNOVATOR ETFS TRUST | INDE AUT INC ETF | 45784N585 | — | 193,430 shares | $4,913,702 |
| ELEVATION SERIES TRUST | TRUESHARES S&P | 210322582 | — | 110,794 shares | $2,760,986 |
| ELEVATION SERIES TRUST | TRUE QU BEAR ETF | 210322509 | — | 111,959 shares | $2,666,863 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 5,827 shares | $2,180,819 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H646 | — | 66,850 shares | $2,098,422 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 | — | 30,030 shares | $1,898,196 |
| APPLE INC | COM | 037833100 | — | 4,788 shares | $1,594,526 |
| PGIM ROCK ETF TR | S&P 500 BUFFER | 69420N866 | — | 43,237 shares | $1,397,359 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 | — | 59,037 shares | $1,231,512 |
| ISHARES TR | CYBERSECURITY | 46435U135 | — | 18,211 shares | $1,231,459 |
| FIDELITY COVINGTON TRUST | DISRU COMMU ETF | 316092162 | — | 22,420 shares | $1,151,193 |
| FIDELITY COVINGTON TRUST | DISRU AUTOM ETF | 316092170 | — | 26,040 shares | $1,009,027 |
| FIDELITY COVINGTON TRUST | DISRUPTIVE FIN E | 316092154 | — | 27,739 shares | $949,037 |
| CISCO SYS INC | COM | 17275R102 | — | 7,762 shares | $835,424 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 8,011 shares | $719,092 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 3,063 shares | $673,696 |
| ELEVATION SERIES TRUST | TRUESHARES EQTY | 210322566 | — | 25,320 shares | $617,172 |
| SIMPLIFY EXCHANGE TRADED FUN | BOND BULL ETF | 82889N376 | — | 17,453 shares | $615,044 |
| SIMPLIFY EXCHANGE TRADED FUN | SIMPLIFY INTERST | 82889N855 | — | 9,683 shares | $608,964 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,477 shares | $565,611 |
| TESLA INC | COM | 88160R101 | — | 1,525 shares | $541,085 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 983 shares | $374,366 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 3,931 shares | $369,596 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,885 shares | $345,664 |
| CATERPILLAR INC | COM | 149123101 | — | 403 shares | $326,748 |
| MICROSOFT CORP | COM | 594918104 | — | 626 shares | $321,114 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 2,469 shares | $303,841 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 4,587 shares | $280,403 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 316 shares | $242,009 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 3,128 shares | $227,218 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 2,102 shares | $203,660 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 207 shares | $188,493 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 2,796 shares | $176,250 |
| AMAZON COM INC | COM | 023135106 | — | 698 shares | $173,907 |
| ORACLE CORP | COM | 68389X105 | — | 1,194 shares | $163,936 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 265 shares | $161,385 |
| AMERICAN HEALTHCARE REIT INC | COM SHS | 398182303 | — | 3,084 shares | $158,086 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 221 shares | $154,967 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 1,448 shares | $149,274 |
| M & T BK CORP | COM | 55261F104 | — | 673 shares | $146,445 |
| BANK OF AMER CORP | COM | 060505104 | — | 2,379 shares | $129,489 |
| IONQ INC | COM | 46222L108 | — | 2,861 shares | $125,483 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 1,000 shares | $125,260 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 2,448 shares | $122,914 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 547 shares | $113,787 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQT | 00888H844 | — | 2,980 shares | $108,815 |
| TIDAL TRUST II | ROUNDHILL GENER | 88636J600 | — | 1,095 shares | $100,718 |
| ETF SER SOLUTIONS | DEFIA QUANT ETF | 26922A420 | — | 643 shares | $97,492 |
| ISHARES TR | EXPANDED TECH | 464287515 | — | 914 shares | $97,323 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 849 shares | $96,765 |
| GE AEROSPACE | COM NEW | 369604301 | — | 304 shares | $94,981 |
| AT&T INC | COM | 00206R102 | — | 3,855 shares | $94,054 |
| CITIGROUP INC | COM NEW | 172967424 | — | 722 shares | $93,485 |
| SOUTHERN CO | COM | 842587107 | — | 1,060 shares | $87,863 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 845 shares | $86,367 |
| SPDR SERIES TRUST | ST INTER ETF | 78464A672 | — | 3,151 shares | $85,965 |
| PFIZER INC | COM | 717081103 | — | 3,000 shares | $85,560 |
| WALMART INC | COM | 931142103 | — | 822 shares | $85,446 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 242 shares | $83,276 |
| ISHARES TR | S&P MC 400GR ETF | 464287606 | — | 744 shares | $81,598 |
| LOWES COS INC | COM | 548661107 | — | 435 shares | $80,166 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | — | 1,225 shares | $79,130 |
| MERCK & CO INC | COM | 58933Y105 | — | 541 shares | $78,613 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 565 shares | $77,865 |
| MARATHON PETE CORP | COM | 56585A102 | — | 196 shares | $77,502 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 514 shares | $74,721 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 97 shares | $71,781 |
| EXCHANGE TRADED CONCEPTS TRU | RANG NUCL RE ETF | 301505475 | — | 1,187 shares | $71,493 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 352 shares | $67,169 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 552 shares | $65,050 |
| GE VERNOVA INC | COM | 36828A101 | — | 68 shares | $64,633 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 129 shares | $64,236 |
| CHEVRON CORPORATION | COM | 166764100 | — | 312 shares | $63,714 |
| INTEL CORP | COM | 458140100 | — | 526 shares | $63,241 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 236 shares | $62,481 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 | — | 195 shares | $61,881 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 879 shares | $58,708 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 618 shares | $58,426 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 719 shares | $58,354 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | — | 736 shares | $57,621 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 884 shares | $56,231 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 933 shares | $56,055 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 797 shares | $55,910 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 1,196 shares | $54,868 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 161 shares | $54,859 |
| FIRST TR EXCHANGE-TRADED FD | DOW 30 EQL WGT | 33733A201 | — | 1,206 shares | $53,402 |
| FIRST TR EXCHANGE-TRADED FD | GROWTH STRENGTH | 33733E823 | — | 1,386 shares | $52,557 |
| IONIC DIGITAL INC | COM CL A | 462210105 | — | 645 shares | $51,813 |
| FORD MTR CO | COM | 345370860 | — | 4,226 shares | $50,968 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 474 shares | $47,770 |