2026 Q2 Portfolio Activity
In 2026 Q2, POM Investment Strategies, LLC maintained a portfolio of 482 distinct positions. The most significant new addition was AIM ETF PRODUCTS TRUST, now representing 9.07% of the total fund value. They heavily accumulated shares in AIM ETF PRODUCTS TRUST, increasing the position by 11816.1%. Conversely, POM Investment Strategies, LLC completely exited their position in FIRST TR EXCHNG TRADED FD VI.
Position History
hover any row below to update
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Total Positions
482
Quarter
2026 Q2
Top Holding
MAYW (14.1%)
Top 10 Concentration
72.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 482
POM Investment Strategies, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MAYW
AIM ETF PRODUCT...
|
ETF | 14.08% | 0.13% |
#1
73
Prev: #74
|
9.0 |
—
|
354,484 | 11816.1% |
P
S
|
357,484 | $12,429,719 |
$34.76
+1.7%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | ||
|
JANW
AIM ETF PRODUCT...
|
ETF | 9.52% | 9.46% |
#2
Prev: #2
|
5.8 |
—
|
8,380 | 4.0% |
P
S
|
217,199 | $8,400,157 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
JUNW
AIM ETF PRODUCT...
|
ETF | 9.07% | — |
#3
Prev: #—
|
8.1 |
—
|
232,763 | — |
NEW
|
232,763 | $8,004,720 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FEBW
AIM ETF PRODUCT...
|
ETF | 8.18% | — |
#4
Prev: #—
|
7.3 |
—
|
203,177 | — |
NEW
|
203,177 | $7,220,911 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GMAY
FIRST TR EXCHNG...
|
Unknown | 8.17% | — |
#5
Prev: #—
|
7.3 |
—
|
167,477 | — |
NEW
|
167,477 | $7,208,210 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
DECW
AIM ETF PRODUCT...
|
ETF | 7.49% | 7.40% |
#6
Prev: #6
|
3.5 |
—
|
7,061 | 4.0% |
P
S
|
185,426 | $6,610,455 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ONEZ
ELEVATION SERIE...
|
ETF | 6.74% | 1.46% |
#7
6
Prev: #13
|
5.7 |
—
|
168,526 | 358.6% |
P
S
|
215,521 | $5,946,224 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BILZ
PIMCO ETF TR
|
ETF | 5.20% | 2.25% |
#8
Prev: #8
|
5.1 |
—
|
27,594 | 154.1% |
P
S
|
45,501 | $4,592,436 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SIXD
AIM ETF PRODUCT...
|
ETF | 2.22% | — |
#9
Prev: #—
|
4.4 |
—
|
63,582 | — |
NEW
|
63,582 | $1,960,553 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
QBER
ELEVATION SERIE...
|
ETF | 2.20% | 2.20% |
#10
Prev: #10
|
2.9 |
—
|
8,339 | 11.4% |
P
S
|
81,735 | $1,945,293 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.98% | — |
#11
Prev: #—
|
4.3 |
—
|
4,730 | — |
NEW
|
4,730 | $1,750,289 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.56% | 0.53% |
#12
14
Prev: #26
|
3.6 |
—
|
4,441 | 182.5% |
P
S
|
6,875 | $1,375,543 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FBCG
FIDELITY COVING...
|
Warrant | 1.46% | 0.62% |
#13
11
Prev: #24
|
3.6 |
—
|
10,739 | 107.6% |
P
S
|
20,716 | $1,286,671 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AAPL
APPLE INC
|
Technology | 1.44% | 2.06% |
#14
3
Prev: #11
|
0.6 |
—
|
-2,122 | -32.5% |
P
S
|
4,401 | $1,273,491 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 1.14% | 1.07% |
#15
1
Prev: #16
|
1.0 |
—
|
207 | 1.8% |
P
S
|
11,432 | $1,004,661 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IHAK
ISHARES TR
|
ETF | 1.03% | 0.40% |
#16
17
Prev: #33
|
3.4 |
—
|
7,597 | 102.8% |
P
S
|
14,986 | $909,828 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 0.98% | 0.58% |
#17
8
Prev: #25
|
3.4 |
—
|
1,140 | 59.1% |
P
S
|
3,069 | $863,080 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
N/A
ELEVATION SERIE...
|
|
ETF | 0.95% | 0.69% |
#18
5
Prev: #23
|
2.9 |
—
|
8,243 | 32.6% |
P
S
|
33,507 | $841,693 | — | 13F Filing | 2026-06-30 | 2026-07-31 | ||
|
FDCF
FIDELITY COVING...
|
ETF | 0.87% | 0.38% |
#19
15
Prev: #34
|
3.3 |
—
|
8,123 | 113.0% |
P
S
|
15,309 | $764,821 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FBOT
FIDELITY COVING...
|
ETF | 0.77% | 0.33% |
#20
19
Prev: #39
|
3.3 |
—
|
9,024 | 112.0% |
P
S
|
17,081 | $676,388 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.73% | 0.85% |
#21
4
Prev: #17
|
0.8 |
—
|
-311 | -16.9% |
P
S
|
1,525 | $641,415 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FDFF
FIDELITY COVING...
|
Unknown | 0.72% | 0.34% |
#22
16
Prev: #38
|
3.3 |
—
|
10,480 | 119.6% |
P
S
|
19,240 | $636,585 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.53% | 0.48% |
#23
5
Prev: #28
|
0.7 |
—
|
-43 | -1.1% |
P
S
|
3,901 | $464,123 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.49% | 0.35% |
#24
12
Prev: #36
|
1.2 |
—
|
no change | no change |
P
S
|
403 | $429,155 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 0.46% | 0.48% |
#25
2
Prev: #27
|
0.7 |
—
|
-130 | -1.9% |
P
S
|
6,726 | $408,888 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.43% | 0.03% |
#26
132
Prev: #158
|
3.2 |
—
|
1,396 | 1454.2% |
P
S
|
1,492 | $375,510 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.41% | 0.21% |
#27
30
Prev: #57
|
3.2 |
—
|
582 | 148.1% |
P
S
|
975 | $359,171 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.38% | 0.25% |
#28
23
Prev: #51
|
2.7 |
—
|
986 | 39.4% |
P
S
|
3,489 | $336,681 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IEFA
ISHARES TR
|
ETF | 0.33% | 0.32% |
#29
11
Prev: #40
|
0.6 |
—
|
131 | 4.5% |
P
S
|
3,017 | $291,400 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.33% | 0.10% |
#30
60
Prev: #90
|
3.1 |
—
|
843 | 223.6% |
P
S
|
1,220 | $290,775 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MTUM
ISHARES TR
|
Bond/Debt | 0.32% | 0.27% |
#31
16
Prev: #47
|
0.6 |
—
|
-95 | -10.3% |
P
S
|
827 | $283,520 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.31% | 0.31% |
#32
9
Prev: #41
|
0.6 |
—
|
-70 | -16.1% |
P
S
|
366 | $269,535 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
EEM
ISHARES TR
|
ETF | 0.30% | 0.30% |
#33
9
Prev: #42
|
0.6 |
—
|
-413 | -9.6% |
P
S
|
3,896 | $266,525 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
EFG
ISHARES TR
|
Warrant | 0.27% | 0.12% |
#34
46
Prev: #80
|
3.1 |
—
|
1,024 | 117.8% |
P
S
|
1,893 | $235,547 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
XLG
INVESCO EXCHANG...
|
Unknown | 0.26% | 0.28% |
#35
10
Prev: #45
|
0.6 |
—
|
-374 | -9.1% |
P
S
|
3,730 | $228,388 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IEV
ISHARES TR
|
ETF | 0.23% | 0.29% |
#36
8
Prev: #44
|
0.1 |
—
|
-740 | -21.3% |
P
S
|
2,736 | $199,318 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.22% | 0.27% |
#37
12
Prev: #49
|
0.6 |
—
|
-8 | -3.7% |
P
S
|
207 | $193,693 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.20% | 0.02% |
#38
136
Prev: #174
|
3.1 |
—
|
1,096 | 1014.8% |
P
S
|
1,204 | $176,446 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
AHR
AMERICAN HEALTH...
|
Real Estate | 0.18% | 0.18% |
#39
22
Prev: #61
|
1.1 |
—
|
no change | no change |
P
S
|
3,084 | $160,831 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MTB
M & T BK CORP
|
Financial Services | 0.18% | 0.17% |
#40
22
Prev: #62
|
1.1 |
—
|
no change | no change |
P
S
|
673 | $160,181 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.18% | 0.23% |
#41
11
Prev: #52
|
0.1 |
—
|
-85 | -26.9% |
P
S
|
231 | $158,745 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
SPMD
SPDR SERIES TRU...
|
ETF | 0.18% | 0.16% |
#42
24
Prev: #66
|
2.1 |
—
|
111 | 5.1% |
P
S
|
2,308 | $155,945 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IONQ
IONQ INC
|
Technology | 0.17% | 0.09% |
#43
51
Prev: #94
|
2.1 |
—
|
370 | 14.9% |
P
S
|
2,861 | $152,377 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.15% | 0.19% |
#44
16
Prev: #60
|
0.6 |
—
|
-57 | -13.6% |
P
S
|
363 | $135,428 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IJK
ISHARES TR
|
ETF | 0.13% | 0.12% |
#45
31
Prev: #76
|
0.6 |
—
|
3 | 0.3% |
P
S
|
994 | $116,826 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
GE
GE AEROSPACE
|
Industrials | 0.13% | 0.34% |
#46
9
Prev: #37
|
0.1 |
—
|
-670 | -68.8% |
P
S
|
304 | $113,657 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
IJJ
ISHARES TR
|
ETF | 0.13% | 0.12% |
#47
32
Prev: #79
|
0.6 |
—
|
34 | 4.6% |
P
S
|
766 | $113,212 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.13% | 0.07% |
#48
55
Prev: #103
|
3.1 |
—
|
1,217 | 124.8% |
P
S
|
2,192 | $111,902 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
INTC
INTEL CORP
|
Technology | 0.12% | 0.00% |
#49
354
Prev: #403
|
3.0 |
—
|
745 | 2403.2% |
P
S
|
776 | $108,353 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.12% | 0.41% |
#50
19
Prev: #31
|
0.0 |
—
|
-4,928 | -72.2% |
P
S
|
1,893 | $107,863 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-31 |
Showing 1-50 of 482 holdings