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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
+1.61%
1 Year Est. Return
+15.23%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$194M
AUM Growth
+$10.5M
Cap. Flow
+$6.89M
Cap. Flow %
3.54%
Top 10 Hldgs %
73.82%
Holding
372
New
166
Increased
77
Reduced
30
Closed
23

Top Buys

Rank Stock Value
1
FOXY
Simplify Currency Strategy ETF
FOXY
+$3.36M
2
AGGH icon
Simplify Aggregate Bond ETF
AGGH
+$1.39M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.01M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$912K

Top Sells

Rank Stock Value
1
HIGH icon
Simplify Enhanced Income ETF
HIGH
+$3.66M
2
SVOL icon
Simplify Volatility Premium ETF
SVOL
+$1.93M
3
TSLA icon
Tesla
TSLA
+$864K
4
BUCK icon
Simplify Stable Income ETF
BUCK
+$422K
5
CTA icon
Simplify Managed Futures Strategy ETF
CTA
+$410K

Sector Composition

Rank Sector Weight
1 Technology 1.8%
2 Consumer Discretionary 0.59%
3 Healthcare 0.48%
4 Financials 0.42%
5 Communication Services 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$26.7M 13.75%
333,281
+14,786
+5% +$1.18M
XLG icon
2
Invesco S&P 500 Top 50 ETF
XLG
$11B
$15.3M 7.87%
258,095
+11,303
+5% +$664K
EEM icon
3
iShares MSCI Emerging Markets ETF
EEM
$30B
$15.3M 7.85%
279,084
+12,092
+5% +$658K
IEV icon
4
iShares Europe ETF
IEV
$1.7B
$15.1M 7.79%
220,796
+11,804
+6% +$788K
QQQ icon
5
Invesco QQQ Trust
QQQ
$481B
$15M 7.7%
24,377
+1,133
+5% +$695K
MTUM icon
6
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$14.5M 7.48%
58,100
+3,631
+7% +$912K
SPYG icon
7
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$14.5M 7.45%
135,833
+6,020
+5% +$638K
SPYV icon
8
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$11.8M 6.08%
208,314
+10,197
+5% +$573K
IEFA icon
9
iShares Core MSCI EAFE ETF
IEFA
$196B
$8.36M 4.3%
93,420
+8,323
+10% +$736K
BUCK icon
10
Simplify Stable Income ETF
BUCK
$497M
$6.93M 3.56%
292,378
-17,702
-6% -$422K
CTA icon
11
Simplify Managed Futures Strategy ETF
CTA
$1.5B
$6.5M 3.34%
238,625
-14,931
-6% -$410K
AGGH icon
12
Simplify Aggregate Bond ETF
AGGH
$606M
$5.02M 2.58%
242,601
+66,971
+38% +$1.39M
AVEM icon
13
Avantis Emerging Markets Equity ETF
AVEM
$26.5B
$3.79M 1.95%
49,192
+1,975
+4% +$151K
SVOL icon
14
Simplify Volatility Premium ETF
SVOL
$528M
$3.6M 1.85%
205,239
-109,727
-35% -$1.93M
SBAR
15
Simplify Barrier Income ETF
SBAR
$411M
$3.44M 1.77%
131,590
-4,555
-3% -$119K
HIGH icon
16
Simplify Enhanced Income ETF
HIGH
$66.9M
$3.4M 1.75%
152,194
-160,223
-51% -$3.66M
FOXY
17
Simplify Currency Strategy ETF
FOXY
$363M
$3.27M 1.68%
+120,170
New +$3.36M
SPMD icon
18
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.9B
$2.67M 1.37%
46,080
+3,427
+8% +$197K
IJJ icon
19
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$2.21M 1.14%
16,829
+887
+6% +$115K
IJK icon
20
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$2.2M 1.13%
22,714
+1,203
+6% +$116K
AAPL icon
21
Apple
AAPL
$4.57T
$1.82M 0.94%
6,695
+308
+5% +$82.7K
GAEM
22
Simplify Gamma Emerging Market Bond ETF
GAEM
$41M
$1.71M 0.88%
64,247
-3,661
-5% -$97.3K
IVV icon
23
iShares Core S&P 500 ETF
IVV
$904B
$1.02M 0.52%
+1,485
New +$1.01M
SPSM icon
24
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$753K 0.39%
16,068
+820
+5% +$38.2K
AVUV icon
25
Avantis US Small Cap Value ETF
AVUV
$30.8B
$753K 0.39%
7,379
+371
+5% +$37.1K
1
2 3 4 5

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POM Investment Strategies's Q4 2025 Portfolio in Review

As of Q4 2025, POM Investment Strategies held 372 positions worth $194M, up 5.7% from $184M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

POM Investment Strategies deployed $6.89M of net new capital in Q4 2025, opening 166 new positions and adding to 77 existing holdings. Its largest new stake was Simplify Currency Strategy ETF: 120,170 shares worth $3.27M.

By sector, the portfolio is most concentrated in Technology at 1.8% of assets, up from 1.7% a quarter earlier, followed by Consumer Discretionary and Healthcare.

On the sell side, the largest reduction was Simplify Enhanced Income ETF, an estimated $3.66M trimmed.

  • POM Investment Strategies's largest Q4 2025 buy was Simplify Currency Strategy ETF: 120,170 shares worth $3.27M.
  • POM Investment Strategies added most to Simplify Aggregate Bond ETF in Q4 2025, an estimated $1.39M increase.
  • POM Investment Strategies's biggest Q4 2025 reduction was Simplify Enhanced Income ETF, cutting an estimated $3.66M.
  • POM Investment Strategies fully exited Vanguard Morningstar Mid-Cap ETF in Q4 2025, selling an estimated $108K.
  • POM Investment Strategies's ten largest holdings make up 74% of its $194M portfolio in Q4 2025.
  • POM Investment Strategies opened 166 new positions and closed 23 in Q4 2025.
  • POM Investment Strategies's portfolio value rose 5.7% quarter-over-quarter to $194M.

Based on POM Investment Strategies's 13F filing for Q4 2025, filed 17 Feb 2026.