AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of KOM Wealth Management Group 13F Filing
Portfolio Overview
KOM Wealth Management Group has reported a substantial expansion in assets under management (AUM), with the total portfolio value growing by 186.0% from $49.43M to $141.36M between Q3 2025 and Q4 2025. This dramatic increase suggests a significant influx of new client capital or a major consolidation of accounts during the quarter. The portfolio currently consists of 86 holdings, reflecting ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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