POM Investment Strategies, LLC — 13F Holdings & Portfolio
CIK 1906322 · latest 13F-HR filed 2026-05-11
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$80.5M
Long-equity book
Holdings
433
Distinct positions
Period
2026-03-31
Filed 2026-05-11
Q/Q Activity
+183 / −99 / ↑101 / ↓109
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- JPMORGAN CHASE & CO$1.2M +3768.3%
- FIDELITY COVINGTON TRUST$477.2K +2086.7%
- VERIZON COMMUNICATIONS INC$318.3K +940.3%
- DUKE ENERGY CORP NEW$312.8K +1776.9%
- ISHARES TR$311.9K +2932.7%
Top Trims
- SPDR SERIES TRUST-$25.9M -96.8%
- INVESCO EXCHANGE TRADED FD T-$15.1M -98.5%
- ISHARES TR-$15.0M -98.4%
- ISHARES TR-$14.9M -98.4%
- INVESCO QQQ TR-$14.7M -98.3%
New Positions
- FIRST TR EXCHNG TRADED FD VI$8.9M
- AIM ETF PRODUCTS TRUST$7.6M
- AIM ETF PRODUCTS TRUST$7.3M
- AIM ETF PRODUCTS TRUST$7.1M
- AIM ETF PRODUCTS TRUST$6.6M
Exited Positions
- SIMPLIFY EXCHANGE TRADED FUN$3.4M
- VANGUARD BD INDEX FDS$141.3K
- DELTA AIR LINES INC DEL$136.9K
- VANGUARD INDEX FDS$111.5K
- WSFS FINL CORP$83.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | FIRST TR EXCHNG TRADED FD VI | GSEP | 33740U711 | $8.9M | 11.08% | 234,124 | SH |
| 2 | AIM ETF PRODUCTS TRUST | JANW | 00888H802 | $7.6M | 9.46% | 208,819 | SH |
| 3 | AIM ETF PRODUCTS TRUST | OCTW | 00888H505 | $7.3M | 9.07% | 189,826 | SH |
| 4 | AIM ETF PRODUCTS TRUST | DECU | 00888H521 | $7.1M | 8.84% | 267,720 | SH |
| 5 | AIM ETF PRODUCTS TRUST | SEPW | 00888H687 | $6.6M | 8.19% | 208,741 | SH |
| 6 | AIM ETF PRODUCTS TRUST | DECW | 00888H794 | $6.0M | 7.40% | 178,365 | SH |
| 7 | AIM ETF PRODUCTS TRUST | JULU | 00888H570 | $3.0M | 3.68% | 103,778 | SH |
| 8 | PIMCO ETF TR | BILZ | 72201R577 | $1.8M | 2.25% | 17,907 | SH |
| 9 | AIM ETF PRODUCTS TRUST | SIXO | 00888H877 | $1.8M | 2.20% | 52,473 | SH |
| 10 | ELEVATION SERIES TRUST | QBER | 210322509 | $1.8M | 2.20% | 73,396 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $1.7M | 2.06% | 6,523 | SH |
| 12 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.2M | 1.49% | 4,088 | SH |
| 13 | ELEVATION SERIES TRUST | ONEZ | 210322608 | $1.2M | 1.46% | 46,995 | SH |
| 14 | ELEVATION SERIES TRUST | JANZ | 210322681 | $1.2M | 1.45% | 31,856 | SH |
| 15 | ELEVATION SERIES TRUST | OCTZ | 210322780 | $1.2M | 1.45% | 28,397 | SH |
| 16 | SPDR SERIES TRUST | SPYM | 78464A854 | $859.2K | 1.07% | 11,225 | SH |
| 17 | TESLA INC | TSLA | 88160R101 | $682.5K | 0.85% | 1,836 | SH |
| 18 | AIM ETF PRODUCTS TRUST | SEPU | 00888H554 | $583.0K | 0.72% | 20,820 | SH |
| 19 | ELEVATION SERIES TRUST | AUGZ | 210322814 | $581.9K | 0.72% | 14,317 | SH |
| 20 | AIM ETF PRODUCTS TRUST | FLJJ | 00888H638 | $579.5K | 0.72% | 18,464 | SH |
| 21 | ELEVATION SERIES TRUST | DECZ | 210322764 | $572.4K | 0.71% | 14,741 | SH |
| 22 | ELEVATION SERIES TRUST | SEPZ | 210322798 | $571.4K | 0.71% | 14,070 | SH |
| 23 | ELEVATION SERIES TRUST | PAYM | 210322574 | $554.6K | 0.69% | 25,264 | SH |
| 24 | FIDELITY COVINGTON TRUST | FBCG | 316092352 | $500.0K | 0.62% | 9,977 | SH |
| 25 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $467.6K | 0.58% | 1,929 | SH |
| 26 | NVIDIA CORPORATION | NVDA | 67066G104 | $424.5K | 0.53% | 2,434 | SH |
| 27 | SPDR SERIES TRUST | SPYV | 78464A508 | $387.9K | 0.48% | 6,856 | SH |
| 28 | SPDR SERIES TRUST | SPYG | 78464A409 | $386.2K | 0.48% | 3,944 | SH |
| 29 | CHEVRON CORPORATION | CVX | 166764100 | $356.7K | 0.44% | 1,724 | SH |
| 30 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $352.1K | 0.44% | 7,014 | SH |
| 31 | BANK AMERICA CORP | BAC | 060505104 | $332.5K | 0.41% | 6,821 | SH |
| 32 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $330.4K | 0.41% | 2,523 | SH |
| 33 | ISHARES TR | IHAK | 46435U135 | $322.5K | 0.40% | 7,389 | SH |
| 34 | FIDELITY COVINGTON TRUST | FDCF | 316092162 | $309.3K | 0.38% | 7,186 | SH |
| 35 | SIMPLIFY EXCHANGE TRADED FUN | CTA | 82889N699 | $288.8K | 0.36% | 9,558 | SH |
| 36 | CATERPILLAR INC | CAT | 149123101 | $285.5K | 0.35% | 403 | SH |
| 37 | GE AEROSPACE | GE | 369604301 | $276.4K | 0.34% | 974 | SH |
| 38 | FIDELITY COVINGTON TRUST | FDFF | 316092154 | $273.9K | 0.34% | 8,760 | SH |
| 39 | FIDELITY COVINGTON TRUST | FBOT | 316092170 | $266.8K | 0.33% | 8,057 | SH |
| 40 | ISHARES TR | IEFA | 46432F842 | $261.2K | 0.32% | 2,886 | SH |
| 41 | INVESCO QQQ TR | QQQ | 46090E103 | $251.9K | 0.31% | 436 | SH |
| 42 | ISHARES TR | EEM | 464287234 | $244.7K | 0.30% | 4,309 | SH |
| 43 | SIMPLIFY EXCHANGE TRADED FUN | BUCK | 82889N640 | $244.3K | 0.30% | 10,393 | SH |
| 44 | ISHARES TR | IEV | 464287861 | $236.2K | 0.29% | 3,476 | SH |
| 45 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $223.9K | 0.28% | 4,104 | SH |
| 46 | GE VERNOVA INC | GEV | 36828A101 | $221.7K | 0.28% | 254 | SH |
| 47 | ISHARES TR | MTUM | 46432F396 | $221.2K | 0.27% | 922 | SH |
| 48 | AT&T INC | T | 00206R102 | $219.3K | 0.27% | 7,564 | SH |
| 49 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $214.3K | 0.27% | 215 | SH |
| 50 | ELI LILLY & CO | LLY | 532457108 | $207.0K | 0.26% | 225 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-11 | $80.5M | 433 | 0001906322-26-000002 |
| 2025-12-31 | 2026-02-17 | $194.5M | 349 | 0001906322-26-000001 |
| 2025-09-30 | 2025-11-12 | $184.0M | 203 | 0001906322-25-000004 |