Pom Investment Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$80.5M
Q ending 2026-03-31
Prior quarter
$194.5M
Q ending 2025-12-31
Change
-58.6% QoQ · -5.9% YoY
Positions
433
reported holdings
Largest positions
Top 100 of 433 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchng Traded Fd Vi | GSEP | Shares | $8.9M | 234K |
| Aim Etf Products Trust | JANW | Shares | $7.6M | 209K |
| Aim Etf Products Trust | OCTW | Shares | $7.3M | 190K |
| Aim Etf Products Trust | DECU | Shares | $7.1M | 268K |
| Aim Etf Products Trust | SEPW | Shares | $6.6M | 209K |
| Aim Etf Products Trust | DECW | Shares | $6.0M | 178K |
| Aim Etf Products Trust | JULU | Shares | $3.0M | 104K |
| Pimco Etf Tr | BILZ | Shares | $1.8M | 18K |
| Aim Etf Products Trust | SIXO | Shares | $1.8M | 52K |
| Elevation Series Trust | QBER | Shares | $1.8M | 73K |
| Apple Inc | AAPL | Shares | $1.7M | 7K |
| Jpmorgan Chase & Co | JPM | Shares | $1.2M | 4K |
| Elevation Series Trust | ONEZ | Shares | $1.2M | 47K |
| Elevation Series Trust | JANZ | Shares | $1.2M | 32K |
| Elevation Series Trust | OCTZ | Shares | $1.2M | 28K |
| Spdr Series Trust | SPYM | Shares | $859K | 11K |
| Tesla Inc | TSLA | Shares | $683K | 2K |
| Aim Etf Products Trust | SEPU | Shares | $583K | 21K |
| Elevation Series Trust | AUGZ | Shares | $582K | 14K |
| Aim Etf Products Trust | FLJJ | Shares | $579K | 18K |
| Elevation Series Trust | DECZ | Shares | $572K | 15K |
| Elevation Series Trust | SEPZ | Shares | $571K | 14K |
| Elevation Series Trust | PAYM | Shares | $555K | 25K |
| Fidelity Covington Trust | FBCG | Shares | $500K | 10K |
| International Business Machs | IBM | Shares | $468K | 2K |
| Nvidia Corporation | NVDA | Shares | $424K | 2K |
| Spdr Series Trust | SPYV | Shares | $388K | 7K |
| Spdr Series Trust | SPYG | Shares | $386K | 4K |
| Chevron Corporation | CVX | Shares | $357K | 2K |
| Verizon Communications Inc | VZ | Shares | $352K | 7K |
| Bank America Corp | BAC | Shares | $333K | 7K |
| Duke Energy Corp New | DUK | Shares | $330K | 3K |
| Ishares Tr | IHAK | Shares | $323K | 7K |
| Fidelity Covington Trust | FDCF | Shares | $309K | 7K |
| Simplify Exchange Traded Fun | CTA | Shares | $289K | 10K |
| Caterpillar Inc | CAT | Shares | $286K | 403 |
| Ge Aerospace | GE | Shares | $276K | 974 |
| Fidelity Covington Trust | FDFF | Shares | $274K | 9K |
| Fidelity Covington Trust | FBOT | Shares | $267K | 8K |
| Ishares Tr | IEFA | Shares | $261K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $252K | 436 |
| Ishares Tr | EEM | Shares | $245K | 4K |
| Simplify Exchange Traded Fun | BUCK | Shares | $244K | 10K |
| Ishares Tr | IEV | Shares | $236K | 3K |
| Invesco Exchange Traded Fd T | XLG | Shares | $224K | 4K |
| Ge Vernova Inc | GEV | Shares | $222K | 254 |
| Ishares Tr | MTUM | Shares | $221K | 922 |
| At&T Inc | T | Shares | $219K | 8K |
| Costco Wholesale Corporation | COST | Shares | $214K | 215 |
| Eli Lilly & Co | LLY | Shares | $207K | 225 |
| American Centy Etf Tr | AVEM | Shares | $202K | 3K |
| Vanguard Index Fds | VOO | Shares | $189K | 316 |
| Simplify Exchange Traded Fun | FOXY | Shares | $181K | 6K |
| Simplify Exchange Traded Fun | AGGH | Shares | $179K | 9K |
| Simplify Exchange Traded Fun | SBAR | Shares | $173K | 7K |
| Conocophillips | COP | Shares | $172K | 1K |
| Spdr Gold Tr | GLD | Shares | $169K | 393 |
| Pfizer Inc | PFE | Shares | $162K | 6K |
| Vanguard Bd Index Fds | BIV | Shares | $157K | 2K |
| Microsoft Corp | MSFT | Shares | $155K | 420 |
| American Healthcare Reit Inc | AHR | Shares | $145K | 3K |
| M & T Bk Corp | MTB | Shares | $139K | 673 |
| Citigroup Inc | C | Shares | $139K | 1K |
| Gsk Plc | GSK | Shares | $138K | 3K |
| Merck & Co Inc | MRK | Shares | $131K | 1K |
| Spdr Series Trust | SPMD | Shares | $130K | 2K |
| Centerpoint Energy Inc | CNP | Shares | $123K | 3K |
| Vanguard Scottsdale Fds | VGSH | Shares | $115K | 2K |
| Simplify Exchange Traded Fun | SVOL | Shares | $114K | 7K |
| Ishares Tr | IVV | Shares | $109K | 167 |
| Lowes Cos Inc | LOW | Shares | $103K | 435 |
| Southern Co | SO | Shares | $102K | 1K |
| Vanguard Index Fds | VOE | Shares | $102K | 552 |
| Aim Etf Products Trust | MAYW | Shares | $101K | 3K |
| Walmart Inc | WMT | Shares | $101K | 811 |
| Ishares Tr | IJK | Shares | $100K | 991 |
| Aim Etf Products Trust | NVBW | Shares | $99K | 3K |
| Ishares Tr | IJH | Shares | $97K | 1K |
| Ishares Tr | IJJ | Shares | $97K | 732 |
| Ishares Tr | EFG | Shares | $97K | 869 |
| Consolidated Edison Inc | ED | Shares | $96K | 845 |
| Vanguard Intl Equity Index F | VGK | Shares | $95K | 1K |
| Ford Mtr Co | F | Shares | $95K | 8K |
| Ishares Tr | IJR | Shares | $95K | 763 |
| Unitedhealth Group Inc | UNH | Shares | $93K | 342 |
| Cisco Sys Inc | CSCO | Shares | $91K | 1K |
| Ishares Tr | IXUS | Shares | $83K | 959 |
| Spdr Series Trust | SPTI | Shares | $81K | 3K |
| Procter & Gamble Co | PG | Shares | $80K | 552 |
| Amazon Com Inc | AMZN | Shares | $79K | 377 |
| Exchange Traded Concepts Tru | NUKZ | Shares | $78K | 1K |
| Etf Ser Solutions | QTUM | Shares | $72K | 675 |
| Vanguard World Fd | VFH | Shares | $72K | 595 |
| Ionq Inc | IONQ | Shares | $72K | 2K |
| Ishares Tr | SUB | Shares | $71K | 663 |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $66K | 1K |
| Global X Fds | SHLD | Shares | $66K | 933 |
| Bristol-Myers Squibb Co | BMY | Shares | $63K | 1K |
| Phillips 66 | PSX | Shares | $61K | 335 |
| Vanguard Scottsdale Fds | VCSH | Shares | $60K | 758 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.