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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) |
|---|---|---|---|---|---|
| CSX CORP | COM | 126408103 | — | 48 shares | $2,232 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 15 shares | $2,169 |
| SERVICENOW INC | COM | 81762P102 | — | 16 shares | $2,144 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 22 shares | $2,143 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 | — | 12 shares | $2,052 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 63 shares | $2,049 |
| AMPHENOL CORP | CL A | 032095101 | — | 24 shares | $2,023 |
| ANAVEX LIFE SCIENCES CORP | COM NEW | 032797300 | — | 1,000 shares | $2,020 |
| FIRST TR EXCHANGE-TRADED FD | TECH ALPHADEX | 33734X176 | — | 9 shares | $1,989 |
| EVERPURE INC | CL A | 74624M102 | — | 15 shares | $1,962 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | — | 48 shares | $1,955 |
| KLA CORP | COM NEW | 482480100 | — | 10 shares | $1,949 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 7 shares | $1,939 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 8 shares | $1,932 |
| ILLUMINA INC | COM | 452327109 | — | 7 shares | $1,916 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 2 shares | $1,911 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 9 shares | $1,900 |
| ISHARES TR | PFD AND INCM SEC | 464288687 | — | 63 shares | $1,856 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 7 shares | $1,850 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 10 shares | $1,834 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 8 shares | $1,825 |
| MOODYS CORP | COM | 615369105 | — | 4 shares | $1,817 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 12 shares | $1,784 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 5 shares | $1,783 |
| WELLS FARGO & CO | COM | 949746101 | — | 22 shares | $1,761 |
| DOVER CORP | COM | 260003108 | — | 9 shares | $1,683 |
| VERASTEM INC | COM NEW | 92337C203 | — | 208 shares | $1,674 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 8 shares | $1,659 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 5 shares | $1,659 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 6 shares | $1,652 |
| WYNDHAM HOTELS & RESORTS INC | COM | 98311A105 | — | 23 shares | $1,652 |
| CHOICE HOTELS INTL INC | COM | 169905106 | — | 16 shares | $1,639 |
| NANO NUCLEAR ENERGY INC | COM | 63010H108 | — | 100 shares | $1,585 |
| S&P GLOBAL INC | COM | 78409V104 | — | 4 shares | $1,578 |
| SOFI TECHNOLOGIES INC | COM | 83406F102 | — | 100 shares | $1,572 |
| CUMMINS INC | COM | 231021106 | — | 3 shares | $1,550 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 8 shares | $1,545 |
| EXELON CORP | COM | 30161N101 | — | 37 shares | $1,495 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 18 shares | $1,493 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 15 shares | $1,482 |
| NORWEGIAN CRUISE LINE HLDGS | SHS | G66721104 | — | 100 shares | $1,466 |
| MARTEN TRANS LTD | COM | 573075108 | — | 113 shares | $1,460 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H554 | — | 46 shares | $1,458 |
| FLEX LTD | ORD | Y2573F102 | — | 13 shares | $1,430 |
| ELEVATION SERIES TRUST | TRUESHARES DEC | 210322764 | — | 32 shares | $1,404 |
| ELEVATION SERIES TRUST | TRUE ST SEPT ETF | 210322798 | — | 30 shares | $1,385 |
| INTUIT | COM | 461202103 | — | 5 shares | $1,379 |
| CRH PLC | ORD | G25508105 | — | 16 shares | $1,325 |
| TJX COS INC NEW | COM | 872540109 | — | 10 shares | $1,323 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 | — | 43 shares | $1,315 |
| ARMSTRONG WORLD INDS INC NEW | COM | 04247X102 | — | 8 shares | $1,295 |
| GAMING & LEISURE P | COM | 36467J108 | — | 34 shares | $1,291 |
| AMGEN INC | COM | 031162100 | — | 3 shares | $1,265 |
| TRIPADVISOR INC | COM | 896945201 | — | 150 shares | $1,256 |
| CARVANA CO | CL A | 146869102 | — | 20 shares | $1,252 |
| SSGA ACTIVE TR | SST BRIDGEWATER | 78470P630 | — | 43 shares | $1,229 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 8 shares | $1,216 |
| CENCORA INC | COM | 03073E108 | — | 4 shares | $1,201 |
| CARTERS INC | COM | 146229109 | — | 38 shares | $1,190 |
| NEWMONT CORP | COM | 651639106 | — | 10 shares | $1,153 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 94 shares | $1,144 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 | — | 15 shares | $1,101 |
| FIRST TR EXCHANGE-TRADED FD | CONSUMR DISCRE | 33734X101 | — | 17 shares | $1,090 |
| PROSHARES TR | ULTRA PLTR ETF | 74349Y381 | — | 50 shares | $1,068 |
| BLACKROCK INC | COM | 09290D101 | — | 1 shares | $1,058 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ 100 EX | 33733E401 | — | 11 shares | $1,054 |
| CHEESECAKE FACTORY INC | COM | 163072101 | — | 10 shares | $1,052 |
| ROCKET LAB CORP | COM | 773121108 | — | 15 shares | $1,045 |
| CELLECTIS S A | SPON ADS | 15117K103 | — | 495 shares | $747 |
| GLOBAL X FDS | GLB X MLP ENRG I | 37954Y293 | — | 10 shares | $730 |
| ORGANON & CO | COMMON STOCK | 68622V106 | — | 52 shares | $712 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | — | 8 shares | $696 |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | — | 17 shares | $670 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 | — | 22 shares | $360 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 7 shares | $356 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 4 shares | $329 |
| SIMPLIFY EXCHANGE TRADED FUN | BARRIER INCOME | 82889N335 | — | 12 shares | $311 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 5 shares | $274 |
| AGF INVTS TR | US MARKET NETRL | 00110G408 | — | 20 shares | $240 |
| SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | 82889N640 | — | 10 shares | $220 |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 316092824 | — | 3 shares | $218 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 1 shares | $198 |
| SIMPLIFY EXCHANGE TRADED FUN | AGGREGATE BD ETF | 82889N723 | — | 10 shares | $181 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | — | 2 shares | $179 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 2 shares | $157 |
| CHARGEPOINT HOLDINGS INC | COM SHS | 15961R303 | — | 15 shares | $151 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 3 shares | $142 |
| J P MORGAN EXCHANGE TRADED F | INFL MANA BD ETF | 46654Q104 | — | 3 shares | $138 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 2 shares | $129 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 2 shares | $101 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 1 shares | $89 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 2 shares | $87 |
| SIMPLIFY EXCHANGE TRADED FUN | GAMMA EMERGING | 82889N459 | — | 3 shares | $79 |
| MOBILITY GLOBAL INC | COM SHS | 60744M106 | — | 4 shares | $69 |
| ISHARES TR | NASDAQ 100 ETF | 46438T309 | — | 2 shares | $57 |
| REDDIT INC | CL A | 75734B100 | — | 0 shares | $31 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1 shares | $27 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 1 shares | $26 |
| PRAIRIE OPER CO | COM | 739650109 | — | 61 shares | $25 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 46138E511 | — | 1 shares | $8 |