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POM Investment Strategies, LLC — 13F Holdings & Portfolio

CIK 1906322 · latest 13F-HR filed 2026-07-31

Backtest portfolio

POM Investment Strategies, LLC manages $88.3M in 13F-reported U.S. long-equity assets across 350 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MAYW (14.08%), JANW (9.52%), JUNW (9.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 49 new positions, exited 132, added to 155, and trimmed 99.

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.

Filer Information
Address
4101 LAKE BOONE TRAIL, SUITE 111
RALEIGH, NC 27607
Phone
(919) 787-8866
Filing Manager
POM Investment Strategies, LLC
RALEIGH, NC
Signatory
Radon Stancil
CCO
Loading holdings…
AUM

$88.3M

Long-equity book

Holdings

350

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+49 / −132 / ↑155 / ↓99

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • AIM ETF PRODUCTS TRUST$12.3M +12160.3%
  • ELEVATION SERIES TRUST$4.8M +405.4%
  • PIMCO ETF TR$2.8M +154.0%
  • NVIDIA CORPORATION$951.0K +224.0%
  • FIDELITY COVINGTON TRUST$786.6K +157.3%
Show all 155 →

Top Trims

  • FIRST TR EXCHNG TRADED FD VI-$8.9M -99.4%
  • AIM ETF PRODUCTS TRUST-$7.3M -99.3%
  • AIM ETF PRODUCTS TRUST-$7.1M -99.7%
  • AIM ETF PRODUCTS TRUST-$6.6M -99.7%
  • AIM ETF PRODUCTS TRUST-$3.0M -99.7%
Show all 99 →

New Positions

  • AIM ETF PRODUCTS TRUST$8.0M
  • AIM ETF PRODUCTS TRUST$7.2M
  • FIRST TR EXCHNG TRADED FD VI$7.2M
  • AIM ETF PRODUCTS TRUST$2.0M
  • VANGUARD INDEX FDS$1.8M
Show all 49 →

Exited Positions

  • ELEVATION SERIES TRUST$581.9K
  • AIM ETF PRODUCTS TRUST$579.5K
  • VANGUARD BD INDEX FDS$157.0K
  • GSK PLC$138.0K
  • VANGUARD SCOTTSDALE FDS$115.1K
Show all 132 →
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 AIM ETF PRODUCTS TRUST MAYW 00888H752 $12.4M 14.08% 357,484 SH
2 AIM ETF PRODUCTS TRUST JANW 00888H802 $8.4M 9.52% 217,199 SH
3 AIM ETF PRODUCTS TRUST JUNW 00888H737 $8.0M 9.07% 232,763 SH
4 AIM ETF PRODUCTS TRUST FEBW 00888H786 $7.2M 8.18% 203,177 SH
5 FIRST TR EXCHNG TRADED FD VI GMAY 33740F441 $7.2M 8.17% 167,477 SH
6 AIM ETF PRODUCTS TRUST DECW 00888H794 $6.6M 7.49% 185,426 SH
7 ELEVATION SERIES TRUST ONEZ 210322608 $5.9M 6.74% 215,521 SH
8 PIMCO ETF TR BILZ 72201R577 $4.6M 5.20% 45,501 SH
9 AIM ETF PRODUCTS TRUST SIXD 00888H646 $2.0M 2.22% 63,582 SH
10 ELEVATION SERIES TRUST QBER 210322509 $1.9M 2.20% 81,735 SH
11 VANGUARD INDEX FDS VTI 922908769 $1.8M 1.98% 4,730 SH
12 NVIDIA CORPORATION NVDA 67066G104 $1.4M 1.56% 6,875 SH
13 FIDELITY COVINGTON TRUST FBCG 316092352 $1.3M 1.46% 20,716 SH
14 APPLE INC AAPL 037833100 $1.3M 1.44% 4,401 SH
15 SPDR SERIES TRUST SPYM 78464A854 $1.0M 1.14% 11,432 SH
16 ISHARES TR IHAK 46435U135 $909.8K 1.03% 14,986 SH
17 INTERNATIONAL BUSINESS MACHS IBM 459200101 $863.1K 0.98% 3,069 SH
18 ELEVATION SERIES TRUST PAYM 210322574 $841.7K 0.95% 33,507 SH
19 FIDELITY COVINGTON TRUST FDCF 316092162 $764.8K 0.87% 15,309 SH
20 FIDELITY COVINGTON TRUST FBOT 316092170 $676.4K 0.77% 17,081 SH
21 TESLA INC TSLA 88160R101 $641.4K 0.73% 1,525 SH
22 FIDELITY COVINGTON TRUST FDFF 316092154 $636.6K 0.72% 19,240 SH
23 SPDR SERIES TRUST SPYG 78464A409 $464.1K 0.53% 3,901 SH
24 CATERPILLAR INC CAT 149123101 $429.2K 0.49% 403 SH
25 SPDR SERIES TRUST SPYV 78464A508 $408.9K 0.46% 6,726 SH
26 ABBVIE INC ABBV 00287Y109 $375.5K 0.43% 1,492 SH
27 SPDR GOLD TR GLD 78463V107 $359.2K 0.41% 975 SH
28 AMERICAN CENTY ETF TR AVEM 025072604 $336.7K 0.38% 3,489 SH
29 ISHARES TR IEFA 46432F842 $291.4K 0.33% 3,017 SH
30 AMAZON COM INC AMZN 023135106 $290.8K 0.33% 1,220 SH
31 ISHARES TR MTUM 46432F396 $283.5K 0.32% 827 SH
32 INVESCO QQQ TR QQQ 46090E103 $269.5K 0.31% 366 SH
33 ISHARES TR EEM 464287234 $266.5K 0.30% 3,896 SH
34 ISHARES TR EFG 464288885 $235.5K 0.27% 1,893 SH
35 INVESCO EXCHANGE TRADED FD T XLG 46137V233 $228.4K 0.26% 3,730 SH
36 ISHARES TR IEV 464287861 $199.3K 0.23% 2,736 SH
37 COSTCO WHOLESALE CORPORATION COST 22160K105 $193.7K 0.22% 207 SH
38 ORACLE CORP ORCL 68389X105 $176.4K 0.20% 1,204 SH
39 AMERICAN HEALTHCARE REIT INC AHR 398182303 $160.8K 0.18% 3,084 SH
40 M & T BK CORP MTB 55261F104 $160.2K 0.18% 673 SH
41 VANGUARD INDEX FDS VOO 922908363 $158.7K 0.18% 231 SH
42 SPDR SERIES TRUST SPMD 78464A847 $155.9K 0.18% 2,308 SH
43 IONQ INC IONQ 46222L108 $152.4K 0.17% 2,861 SH
44 MICROSOFT CORP MSFT 594918104 $135.4K 0.15% 363 SH
45 ISHARES TR IJK 464287606 $116.8K 0.13% 994 SH
46 GE AEROSPACE GE 369604301 $113.7K 0.13% 304 SH
47 ISHARES TR IJJ 464287705 $113.2K 0.13% 766 SH
48 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $111.9K 0.13% 2,192 SH
49 INTEL CORP INTC 458140100 $108.4K 0.12% 776 SH
50 BANK OF AMER CORP BAC 060505104 $107.9K 0.12% 1,893 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $88.3M 350 0001906322-26-000003
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