POM Investment Strategies, LLC

Est. AUM

$80.5M

13F long equity, this entity only

Positions

433

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$8.9M	234124	11.08%	SOLE
2	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$7.6M	208819	9.46%	SOLE
3	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$7.3M	189826	9.07%	SOLE
4	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$7.1M	267720	8.84%	SOLE
5	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$6.6M	208741	8.19%	SOLE
6	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$6.0M	178365	7.40%	SOLE
7	AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$3.0M	103778	3.68%	SOLE
8	PIMCO ETF TR	ULTRA SHORT GOVT	$1.8M	17907	2.25%	SOLE
9	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.8M	52473	2.20%	SOLE
10	ELEVATION SERIES TRUST	TRUESHARES QUART	$1.8M	73396	2.20%	SOLE
11	APPLE INC	COM	$1.7M	6523	2.06%	SOLE
12	JPMORGAN CHASE & CO	COM	$1.2M	4088	1.49%	SOLE
13	ELEVATION SERIES TRUST	TRUESHARES SEASO	$1.2M	46995	1.46%	SOLE
14	ELEVATION SERIES TRUST	TRUESHARES STRCD	$1.2M	31856	1.45%	SOLE
15	ELEVATION SERIES TRUST	TRUESHARES OCT	$1.2M	28397	1.45%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$859K	11225	1.07%	SOLE
17	TESLA INC	COM	$683K	1836	0.85%	SOLE
18	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$583K	20820	0.72%	SOLE
19	ELEVATION SERIES TRUST	TRUESHARES STRUC	$582K	14317	0.72%	SOLE
20	AIM ETF PRODUCTS TRUST	ALLIANZIM U S EQ	$579K	18464	0.72%	SOLE
21	ELEVATION SERIES TRUST	TRUESHARES DEC	$572K	14741	0.71%	SOLE
22	ELEVATION SERIES TRUST	TRUESHARES STRUC	$571K	14070	0.71%	SOLE
23	ELEVATION SERIES TRUST	S&P AUTOCALLABLE	$555K	25264	0.69%	SOLE
24	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$500K	9977	0.62%	SOLE
25	INTERNATIONAL BUSINESS MACHS	COM	$468K	1929	0.58%	SOLE
26	NVIDIA CORPORATION	COM	$424K	2434	0.53%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$388K	6856	0.48%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$386K	3944	0.48%	SOLE
29	CHEVRON CORPORATION	COM	$357K	1724	0.44%	SOLE
30	VERIZON COMMUNICATIONS INC	COM	$352K	7014	0.44%	SOLE
31	BANK AMERICA CORP	COM	$333K	6821	0.41%	SOLE
32	DUKE ENERGY CORP NEW	COM NEW	$330K	2523	0.41%	SOLE
33	ISHARES TR	CYBERSECURITY	$323K	7389	0.40%	SOLE
34	FIDELITY COVINGTON TRUST	DISRUPTIVE COMMU	$309K	7186	0.38%	SOLE
35	SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$289K	9558	0.36%	SOLE
36	CATERPILLAR INC	COM	$286K	403	0.36%	SOLE
37	GE AEROSPACE	COM NEW	$276K	974	0.34%	SOLE
38	FIDELITY COVINGTON TRUST	DISRUPTIVE FIN E	$274K	8760	0.34%	SOLE
39	FIDELITY COVINGTON TRUST	DISRUPTIVE AUTOM	$267K	8057	0.33%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$261K	2886	0.32%	SOLE
41	INVESCO QQQ TR	UNIT SER 1	$252K	436	0.31%	SOLE
42	ISHARES TR	MSCI EMG MKT ETF	$245K	4309	0.30%	SOLE
43	SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$244K	10393	0.30%	SOLE
44	ISHARES TR	EUROPE ETF	$236K	3476	0.29%	SOLE
45	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$224K	4104	0.28%	SOLE
46	GE VERNOVA INC	COM	$222K	254	0.28%	SOLE
47	ISHARES TR	MSCI USA MMENTM	$221K	922	0.27%	SOLE
48	AT&T INC	COM	$219K	7564	0.27%	SOLE
49	COSTCO WHOLESALE CORPORATION	COM	$214K	215	0.27%	SOLE
50	ELI LILLY & CO	COM	$207K	225	0.26%	SOLE

1–50 of 433

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.