KOM Wealth Management Group, LLC
All 13F Filings
- Location
- Appleton, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 146,668
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 89 | 146,668 | 13F-HR | KOM Wealth Management Group, LLC |
| Q4 2025 | 1/23/2026 | 86 | 141,360 | 13F-HR | KOM Wealth Management Group, LLC |
| Q3 2025 | 10/21/2025 | 84 | 132,289 | 13F-HR | KOM Wealth Management Group, LLC |
| Q2 2025 | 7/16/2025 | 85 | 126,175 | 13F-HR | Kerntke Otto McGlone Wealth Management Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 47.6 K | 32.5% | 0 | 64.37 K | -64.37 K |
| ETFs | 90.29 K | 61.6% | 70.12 K | 0 | 70.12 K |
| Debt | 8.773 K | 6.0% | 0 | 451 | -451 |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
146,668
Holdings
89
QoQ value change ($000)
5,308
(3.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.