Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Aim ETF Products TrustALLIA US MAY ETF | ALLIA US MAY ETF | $12.4M | 14.1% |
| Aim ETF Products TrustALLIA US JAN ETF | ALLIA US JAN ETF | $8.4M | 9.5% |
| Aim ETF Products TrustALLIA US JUN ETF | ALLIA US JUN ETF | $8M | 9.1% |
| Aim ETF Products TrustALLIA US FEB ETF | ALLIA US FEB ETF | $7.22M | 8.2% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $7.21M | 8.2% |
| Aim ETF Products TrustALLIANZIM US EQT | ALLIANZIM US EQT | $6.61M | 7.5% |
| Elevation Series TrustTRUE SE BUFF ETF | TRUE SE BUFF ETF | $5.95M | 6.7% |
| Pimco ETF TRULTR SH GO AC FD | ULTR SH GO AC FD | $4.59M | 5.2% |
| Aim ETF Products TrustALLIANZIM US EQT | ALLIANZIM US EQT | $1.96M | 2.2% |
| Elevation Series TrustTRUE QU BEAR ETF | TRUE QU BEAR ETF | $1.95M | 2.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1.75M | 2.0% |
| Nvidia CorporationCOM | COM | $1.38M | 1.6% |
| Fidelity Covington TrustBLUE CHIP GRWTH | BLUE CHIP GRWTH | $1.29M | 1.5% |
| Apple Inc.COM | COM | $1.27M | 1.4% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $1M | 1.1% |
| iShares TRCYBERSECURITY | CYBERSECURITY | $910K | 1.0% |
| International Business MachsCOM | COM | $863K | 1.0% |
| Elevation Series TrustS&P AU DE IN ETF | S&P AU DE IN ETF | $842K | 1.0% |
| Fidelity Covington TrustDISRU COMMU ETF | DISRU COMMU ETF | $765K | 0.9% |
| Fidelity Covington TrustDISRU AUTOM ETF | DISRU AUTOM ETF | $676K | 0.8% |
| Tesla Inc.COM | COM | $641K | 0.7% |
| Fidelity Covington TrustDISRUPTIVE FIN E | DISRUPTIVE FIN E | $637K | 0.7% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $464K | 0.5% |
| Caterpillar Inc.COM | COM | $429K | 0.5% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $409K | 0.5% |
| Abbvie Inc.COM | COM | $376K | 0.4% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $359K | 0.4% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $337K | 0.4% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $291K | 0.3% |
| Amazon Com Inc.COM | COM | $291K | 0.3% |
| iShares TRMSCI USA MMENTM | MSCI USA MMENTM | $284K | 0.3% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $270K | 0.3% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $267K | 0.3% |
| iShares TREAFE GRWTH ETF | EAFE GRWTH ETF | $236K | 0.3% |
| Invesco Exchange Traded FD TS&P 500 TOP 50 | S&P 500 TOP 50 | $228K | 0.3% |
| iShares TREUROPE ETF | EUROPE ETF | $199K | 0.2% |
| Costco Wholesale CorporationCOM | COM | $194K | 0.2% |
| Oracle Corp.COM | COM | $176K | 0.2% |
| American Healthcare REIT Inc.COM SHS | COM SHS | $161K | 0.2% |
| M & T BK Corp.COM | COM | $160K | 0.2% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $159K | 0.2% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $156K | 0.2% |
| Ionq Inc.COM | COM | $152K | 0.2% |
| Microsoft Corp.COM | COM | $135K | 0.2% |
| iShares TRS&P MC 400GR ETF | S&P MC 400GR ETF | $117K | 0.1% |
| GE AerospaceCOM NEW | COM NEW | $114K | 0.1% |
| iShares TRS&P MC 400VL ETF | S&P MC 400VL ETF | $113K | 0.1% |
| Fidelity Wise Origin BitcoinSHS | SHS | $112K | 0.1% |
| Intel Corp.COM | COM | $108K | 0.1% |
| Bank OF Amer Corp.COM | COM | $108K | 0.1% |
Aim ETF Products TrustALLIA US MAY ETF$12.4M
- Class
- ALLIA US MAY ETF
- Share
- 14.1%
Aim ETF Products TrustALLIA US JAN ETF$8.4M
- Class
- ALLIA US JAN ETF
- Share
- 9.5%
Aim ETF Products TrustALLIA US JUN ETF$8M
- Class
- ALLIA US JUN ETF
- Share
- 9.1%
Aim ETF Products TrustALLIA US FEB ETF$7.22M
- Class
- ALLIA US FEB ETF
- Share
- 8.2%
First TR Exchng Traded FD VIFT VEST U.S EQT$7.21M
- Class
- FT VEST U.S EQT
- Share
- 8.2%
Aim ETF Products TrustALLIANZIM US EQT$6.61M
- Class
- ALLIANZIM US EQT
- Share
- 7.5%
Elevation Series TrustTRUE SE BUFF ETF$5.95M
- Class
- TRUE SE BUFF ETF
- Share
- 6.7%
Pimco ETF TRULTR SH GO AC FD$4.59M
- Class
- ULTR SH GO AC FD
- Share
- 5.2%
Aim ETF Products TrustALLIANZIM US EQT$1.96M
- Class
- ALLIANZIM US EQT
- Share
- 2.2%
Elevation Series TrustTRUE QU BEAR ETF$1.95M
- Class
- TRUE QU BEAR ETF
- Share
- 2.2%
Vanguard Index FdsTOTAL STK MKT$1.75M
- Class
- TOTAL STK MKT
- Share
- 2.0%
Nvidia CorporationCOM$1.38M
- Class
- COM
- Share
- 1.6%
Fidelity Covington TrustBLUE CHIP GRWTH$1.29M
- Class
- BLUE CHIP GRWTH
- Share
- 1.5%
Apple Inc.COM$1.27M
- Class
- COM
- Share
- 1.4%
SPDR Series TrustST STR P500ETF$1M
- Class
- ST STR P500ETF
- Share
- 1.1%
iShares TRCYBERSECURITY$910K
- Class
- CYBERSECURITY
- Share
- 1.0%
International Business MachsCOM$863K
- Class
- COM
- Share
- 1.0%
Elevation Series TrustS&P AU DE IN ETF$842K
- Class
- S&P AU DE IN ETF
- Share
- 1.0%
Fidelity Covington TrustDISRU COMMU ETF$765K
- Class
- DISRU COMMU ETF
- Share
- 0.9%
Fidelity Covington TrustDISRU AUTOM ETF$676K
- Class
- DISRU AUTOM ETF
- Share
- 0.8%
Tesla Inc.COM$641K
- Class
- COM
- Share
- 0.7%
Fidelity Covington TrustDISRUPTIVE FIN E$637K
- Class
- DISRUPTIVE FIN E
- Share
- 0.7%
SPDR Series TrustST STR P500GRW$464K
- Class
- ST STR P500GRW
- Share
- 0.5%
Caterpillar Inc.COM$429K
- Class
- COM
- Share
- 0.5%
SPDR Series TrustST STR P500VAL$409K
- Class
- ST STR P500VAL
- Share
- 0.5%
Abbvie Inc.COM$376K
- Class
- COM
- Share
- 0.4%
SPDR Gold TRGOLD SHS$359K
- Class
- GOLD SHS
- Share
- 0.4%
American Centy ETF TRAVANTIS EMGMKT$337K
- Class
- AVANTIS EMGMKT
- Share
- 0.4%
iShares TRCORE MSCI EAFE$291K
- Class
- CORE MSCI EAFE
- Share
- 0.3%
Amazon Com Inc.COM$291K
- Class
- COM
- Share
- 0.3%
iShares TRMSCI USA MMENTM$284K
- Class
- MSCI USA MMENTM
- Share
- 0.3%
Invesco Qqq TRUNIT SER 1$270K
- Class
- UNIT SER 1
- Share
- 0.3%
iShares TRMSCI EMG MKT ETF$267K
- Class
- MSCI EMG MKT ETF
- Share
- 0.3%
iShares TREAFE GRWTH ETF$236K
- Class
- EAFE GRWTH ETF
- Share
- 0.3%
Invesco Exchange Traded FD TS&P 500 TOP 50$228K
- Class
- S&P 500 TOP 50
- Share
- 0.3%
iShares TREUROPE ETF$199K
- Class
- EUROPE ETF
- Share
- 0.2%
Costco Wholesale CorporationCOM$194K
- Class
- COM
- Share
- 0.2%
Oracle Corp.COM$176K
- Class
- COM
- Share
- 0.2%
American Healthcare REIT Inc.COM SHS$161K
- Class
- COM SHS
- Share
- 0.2%
M & T BK Corp.COM$160K
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsS&P 500 ETF SHS$159K
- Class
- S&P 500 ETF SHS
- Share
- 0.2%
SPDR Series TrustST STR P400MID$156K
- Class
- ST STR P400MID
- Share
- 0.2%
Ionq Inc.COM$152K
- Class
- COM
- Share
- 0.2%
Microsoft Corp.COM$135K
- Class
- COM
- Share
- 0.2%
iShares TRS&P MC 400GR ETF$117K
- Class
- S&P MC 400GR ETF
- Share
- 0.1%
GE AerospaceCOM NEW$114K
- Class
- COM NEW
- Share
- 0.1%
iShares TRS&P MC 400VL ETF$113K
- Class
- S&P MC 400VL ETF
- Share
- 0.1%
Fidelity Wise Origin BitcoinSHS$112K
- Class
- SHS
- Share
- 0.1%
Intel Corp.COM$108K
- Class
- COM
- Share
- 0.1%
Bank OF Amer Corp.COM$108K
- Class
- COM
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 350 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1906322
- File number
- 028-24158
- Options
- 0 call, 0 put
- In the 25 largest
- 88.0%
- Prior quarter
- $80.5M at 31 March 2026
- Positions opened
- 49
- Positions closed
- 132
Common questions
What are Pom Investment Strategies’ 13F holdings worth?
$88.3 million across 350 positions for the quarter ended 30 June 2026.
What is Pom Investment Strategies’ largest 13F holding?
AIM ETF PRODUCTS TRUST (ALLIA US MAY ETF) was the largest position at $12.4 million, or 14.1% of reported 13F value, as of 30 June 2026.
How concentrated is Pom Investment Strategies’ 13F portfolio?
The ten largest positions accounted for 72.9% of reported value and the twenty-five largest for 88.0%, across 350 positions as of 30 June 2026.
Does Form 13F show everything Pom Investment Strategies manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Pom Investment Strategies file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.