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PIS

POM Investment Strategies Portfolio holdings

AUM $88.3M
1-Year Est. Return 15.23%
This Fund
S&P 500
This Quarter Est. Return
+6.5%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$184M
AUM Growth
+$44.1M
Cap. Flow
+$34.9M
Cap. Flow %
18.96%
Top 10 Hldgs %
73.03%
Holding
220
New
80
Increased
39
Reduced
14
Closed
19

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$5.3M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.62M
3
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$3.62M
4
SBAR
Simplify Barrier Income ETF
SBAR
+$3.58M
5
IEV icon
iShares Europe ETF
IEV
+$3.33M

Top Sells

Rank Stock Value
1
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$2.8M
2
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$1.76M
3
AVGO icon
Broadcom
AVGO
+$1.62M
4
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$1.29M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$811K

Sector Composition

Rank Sector Weight
1 Technology 1.7%
2 Consumer Discretionary 0.6%
3 Healthcare 0.38%
4 Financials 0.25%
5 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
26
Johnson & Johnson
JNJ
$629B
$479K 0.26%
2,585
+37
+1% +$6.34K
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$138B
$324K 0.18%
+3,231
New +$321K
NVDA icon
28
NVIDIA
NVDA
$5.43T
$308K 0.17%
1,652
-44
-3% -$7.67K
VOO icon
29
Vanguard S&P 500 ETF
VOO
$1.03T
$305K 0.17%
498
+494
+12,350% +$291K
IBM icon
30
IBM
IBM
$222B
$267K 0.14%
945
+9
+1% +$2.36K
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.09T
$209K 0.11%
415
-2
-0.5% -$969
COST icon
32
Costco
COST
$421B
$187K 0.1%
202
+2
+1% +$1.92K
XMAG
33
Defiance Large Cap ex-Mag 7 ETF
XMAG
$176M
$157K 0.09%
7,096
– –
VUG icon
34
Vanguard Morningstar Growth ETF
VUG
$229B
$139K 0.08%
+1,740
New +$133K
HD icon
35
Home Depot
HD
$342B
$132K 0.07%
326
+107
+49% +$42.1K
IONQ icon
36
IonQ
IONQ
$18.3B
$132K 0.07%
2,141
– –
UNH icon
37
UnitedHealth
UNH
$364B
$122K 0.07%
353
+335
+1,861% +$101K
VEA icon
38
Vanguard FTSE Developed Markets ETF
VEA
$238B
$113K 0.06%
1,891
+909
+93% +$53K
GBTC icon
39
Grayscale Bitcoin Trust
GBTC
$9.51B
$111K 0.06%
1,239
– –
LOW icon
40
Lowe's Companies
LOW
$121B
$109K 0.06%
435
– –
VTV icon
41
Vanguard Morningstar Value ETF
VTV
$193B
$109K 0.06%
586
+575
+5,227% +$104K
VO icon
42
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$108K 0.06%
+1,476
New +$106K
DAL icon
43
Delta Air Lines
DAL
$59.1B
$104K 0.06%
1,831
– –
EFA icon
44
iShares MSCI EAFE ETF
EFA
$80.2B
$99.9K 0.05%
1,070
+1,000
+1,429% +$90.9K
USMV icon
45
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$95.1K 0.05%
+1,000
New +$93.7K
HDV
46
iShares Core High Dividend ETF
HDV
$15B
$91.8K 0.05%
+3,750
New +$90.6K
AHR icon
47
American Healthcare REIT
AHR
$10.1B
$86.9K 0.05%
2,068
– –
VV icon
48
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$82.8K 0.05%
+269
New +$79.7K
VTI icon
49
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$82K 0.04%
+250
New +$79K
WSFS icon
50
WSFS Financial
WSFS
$4.15B
$81.2K 0.04%
1,506
– –
1
2
3 4 5

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PBCM
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BCP
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DG
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SCA
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POM Investment Strategies's Q3 2025 Portfolio in Review

As of Q3 2025, POM Investment Strategies held 220 positions worth $184M, up 32% from $140M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

POM Investment Strategies deployed $34.9M of net new capital in Q3 2025, opening 80 new positions and adding to 39 existing holdings. Its largest new stake was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.

By sector, the portfolio is most concentrated in Technology at 1.7% of assets, down from 2.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Simplify Volatility Premium ETF, an estimated $2.8M trimmed.

  • POM Investment Strategies's largest Q3 2025 buy was Simplify Aggregate Bond ETF: 175,630 shares worth $3.64M.
  • POM Investment Strategies added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $5.3M increase.
  • POM Investment Strategies's biggest Q3 2025 reduction was Simplify Volatility Premium ETF, cutting an estimated $2.8M.
  • POM Investment Strategies fully exited Dell in Q3 2025, selling an estimated $119K.
  • POM Investment Strategies's ten largest holdings make up 73% of its $184M portfolio in Q3 2025.
  • POM Investment Strategies opened 80 new positions and closed 19 in Q3 2025.
  • POM Investment Strategies's portfolio value rose 32% quarter-over-quarter to $184M.

Based on POM Investment Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.