KOM Wealth Management Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity portfolio as of September 30, 2026. The filing, signed by Senior Partner and Managing Member James Mike McGlone, reports a total of 96 holdings.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant positions. The Vanguard Total Stock Market ETF (ticker: VTSAX) is the largest holding, with 34,386,250 shares. The Vanguard Total Bond Market ETF (ticker: BND) follows with 10,939,902 shares. Other major ETF positions include the Schwab Strategic International Equity ETF (ticker: SCHE) with 10,215,801 shares and the Vanguard Morningstar Mid-Cap ETF (ticker: VIMAX) with 245,181 shares.
Among individual common stocks, Microsoft Corporation (ticker: MSFT) is the largest holding, with 2,204,559 shares. Newmont Corporation (ticker: NEM) is the second-largest individual stock holding, with 1,369,472 shares. Other notable individual stock positions include NVIDIA Corporation (ticker: NVDA) with 854,965 shares, Palantir Technologies Inc. Class A (ticker: PLTR) with 352,381 shares, and CrowdStrike Holdings Inc. Class A (ticker: CRWD) with 250,054 shares.
The filing lists the company's address as 3601 East Evergreen Drive Suite 100 in Appleton, Wisconsin.
