POM Investment Strategies, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), POM Investment Strategies, LLC reported 348 stock positions worth $88.3 million. Its top holding was Alianzim US Eq BFR20 May-Usd (MAYW) at 14.1% of the portfolio, followed by Alianzim US Eq BFR20 Jan-Usd (JANW, 9.5%) and Alianzim US Eq BFR20 Jun-Usd (JUNW, 9.1%). Compared with Q1 2026, it opened 45 new positions, sold out of 130, added to 76 and reduced 88. The biggest buy was Alianzim US Eq BFR20 May-Usd (MAYW, shares +11816%) and the biggest sale FT Vest US Equity Moderate B (GSEP, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $88.3M (Q2 2026)
- SEC Filing
- 0001906322-26-000003 ↗ filed Jul 31, 2026
Holdings Value
Holdings 348 stocks · $88.3M
| MAYW Alianzim US Eq BFR20 May-Usd | 14.08% | 357,484 | $12.4M | Add +11816.1% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 9.52% | 217,199 | $8.4M | Add +4.0% |
| JUNW Alianzim US Eq BFR20 Jun-Usd | 9.07% | 232,763 | $8.0M | New |
| FEBW Alianzim US Eq BFR20 Feb-Usd | 8.18% | 203,177 | $7.2M | New |
| GMAY FT Vest U.S. Equity Moderate | 8.17% | 167,477 | $7.2M | New |
| DECW Alianzim US Eq BFR20 Dec-Usd | 7.49% | 185,426 | $6.6M | Add +4.0% |
| ONEZ Trueshr Seasonality La B ETF | 6.74% | 215,521 | $5.9M | Add +358.6% |
| BILZ PIMCO Ultra SHRT Govt Active | 5.20% | 45,501 | $4.6M | Add +154.1% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 2.22% | 63,582 | $2.0M | New |
| QBER Trueshares Quartly B HDG ETF | 2.20% | 81,735 | $1.9M | Add +11.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.98% | 4,730 | $1.8M | New |
| NVDA Nvidia Corp. | 1.56% | 6,875 | $1.4M | Add +182.5% |
| FBCG Fidelity Blue Chip Grow ETF | 1.46% | 20,716 | $1.3M | Add +107.6% |
| AAPL Apple Inc. | 1.44% | 4,401 | $1.3M | Reduce -32.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.14% | 11,432 | $1.0M | Add +1.8% |
| IHAK iShares Cybersecurity & Tech | 1.03% | 14,986 | $910K | Add +102.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 3,069 | $863K | Add +59.1% |
| PAYM TS S&P Autocal DFNS Inc. ETF | 0.95% | 33,507 | $842K | Add +32.6% |
| FDCF Fidelity Disruptive Comm ETF | 0.87% | 15,309 | $765K | Add +113.0% |
| FBOT Fidelity Disrupt Automat ETF | 0.77% | 17,081 | $676K | Add +112.0% |
| TSLA Tesla Inc. | 0.73% | 1,525 | $641K | Reduce -16.9% |
| FDFF Fidelity Disrupt Finan ETF | 0.72% | 19,240 | $637K | Add +119.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.53% | 3,901 | $464K | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.49% | 403 | $429K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.46% | 6,726 | $409K | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.43% | 1,492 | $376K | Add +1454.2% |
| GLD SPDR Gold Shares | 0.41% | 975 | $359K | Add +148.1% |
| AVEM Avantis Emerging Markets Eq | 0.38% | 3,489 | $337K | Add +39.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.33% | 3,017 | $291K | Add +4.5% |
| AMZN Amazon.com Inc. | 0.33% | 1,220 | $291K | Add +223.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 827 | $284K | Reduce -10.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 366 | $270K | Reduce -16.1% |
| EEM iShares MSCI Emerging Market | 0.30% | 3,896 | $267K | Reduce -9.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.27% | 1,893 | $236K | Add +117.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.26% | 3,730 | $228K | Reduce -9.1% |
| IEV iShares Europe ETF | 0.23% | 2,736 | $199K | Reduce -21.3% |
| COST Costco Wholesale Corp. | 0.22% | 207 | $194K | Reduce -3.7% |
| ORCL Oracle Corp. | 0.20% | 1,204 | $176K | Add +1014.8% |
| AHR American Healthcare REIT Inc. | 0.18% | 3,084 | $161K | No change |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.18% | 673 | $160K | No change |
| VOO Vanguard S&P 500 ETF | 0.18% | 231 | $159K | Reduce -26.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.18% | 2,308 | $156K | Add +5.0% |
| IONQ Ionq Inc. | 0.17% | 2,861 | $152K | Add +14.8% |
| MSFT Microsoft Corp. | 0.15% | 363 | $135K | Reduce -13.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.13% | 994 | $117K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 304 | $114K | Reduce -68.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.13% | 766 | $113K | Add +4.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 2,192 | $112K | Add +124.8% |
| INTC Intel Corp. | 0.12% | 776 | $108K | Add +2403.2% |
| BAC Bank of America Corp. | 0.12% | 1,893 | $108K | Reduce -72.3% |
| DUK Duke Energy Corp. | 0.12% | 849 | $107K | Reduce -66.3% |
| QTUM Defiance Quantum ETF | 0.12% | 643 | $106K | Reduce -4.7% |
| NVBW Alnzim US Eqt BFR2 No Et-Usd | 0.12% | 2,980 | $106K | No change |
| BUCK Simplify Treasury Option Inc. | 0.12% | 4,454 | $104K | Reduce -57.1% |
| ANET Arista Networks Inc. | 0.12% | 609 | $103K | New |
| C Citigroup Inc. | 0.12% | 730 | $102K | Reduce -40.3% |
| SO The Southern Co. | 0.12% | 1,060 | $101K | No change |
| ABT Abbott Laboratories | 0.11% | 1,101 | $100K | Add +7240.0% |
| LOW Lowe's Cos Inc. | 0.11% | 435 | $96K | No change |
| WMT Walmart Inc. | 0.11% | 831 | $94K | Add +2.5% |
| ED Consolidated Edison Inc. | 0.11% | 845 | $93K | No change |
| CTA Simplify Managed Futures St | 0.10% | 3,527 | $91K | Reduce -63.1% |
| ACYS FT Vest Lad A Bar & Ri ETF | 0.09% | 3,989 | $82K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.09% | 2,850 | $81K | Add +1.0% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.09% | 1,187 | $81K | No change |
| GEV GE Vernova Inc. | 0.09% | 68 | $80K | Reduce -73.2% |
| SBAR Simplify Barrier Income ETF | 0.09% | 3,106 | $80K | Reduce -56.0% |
| T AT&T Inc. | 0.09% | 3,814 | $79K | Reduce -49.6% |
| ACII Innovator Index Ac in St ETF | 0.09% | 3,096 | $79K | New |
| AGGH Simplify Aggregate Bond ETF | 0.09% | 3,814 | $77K | Reduce -56.7% |
| PG The Procter & Gamble Co. | 0.09% | 523 | $77K | Reduce -5.3% |
| FOXY Simplify Currency Strtgy ETF | 0.09% | 2,571 | $77K | Reduce -58.6% |
| PFE Pfizer Inc. | 0.08% | 3,000 | $72K | Reduce -48.0% |
| TQQQ Proshares Ultrapro QQQ | 0.08% | 868 | $70K | New |
| MRK Merck & Co. Inc. | 0.08% | 541 | $70K | Reduce -50.4% |
| PM Philip Morris International | 0.07% | 362 | $65K | Add +2.8% |
| RDVY First Trust Rising Dividend | 0.07% | 736 | $60K | Reduce -3.8% |
| GLW Corning Inc. | 0.07% | 233 | $60K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.07% | 4,225 | $59K | Reduce -48.6% |
| LLY Eli Lilly & Co. | 0.07% | 48 | $58K | Reduce -78.7% |
| GOOG Alphabet Inc. Class C | 0.06% | 161 | $57K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.06% | 112 | $56K | Add +2.8% |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 1,225 | $56K | Reduce -2.7% |
| SHLD Global X Defense Tech ETF | 0.06% | 933 | $56K | No change |
| WEC WEC Energy Group Inc. | 0.06% | 474 | $55K | No change |
| GSEP FT Vest US Equity Moderate B | 0.06% | 1,321 | $54K | Reduce -99.4% |
| CSCO Cisco Systems Inc. | 0.06% | 455 | $53K | Reduce -61.3% |
| EDOW First Trust Dow 30 Eql WGHT | 0.06% | 1,206 | $53K | Add +227.7% |
| SVOL Simplify Volatility Premium | 0.06% | 3,300 | $53K | Reduce -55.6% |
| CVX Chevron Corp. | 0.06% | 317 | $53K | Reduce -81.6% |
| WMB Williams Cos Inc. | 0.06% | 691 | $51K | No change |
| FTGS First Trust Grwth Strgth ETF | 0.06% | 1,386 | $51K | Add +226.9% |
| VZ Verizon Communications Inc. | 0.06% | 1,196 | $51K | Reduce -83.0% |
| MPC Marathon Petroleum Corp. | 0.06% | 196 | $50K | No change |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.06% | 1,207 | $49K | Reduce -99.4% |
| PEG Public Service Enterprise GP | 0.06% | 600 | $49K | No change |
| MCD McDonald's Corp. | 0.05% | 174 | $47K | Add +46.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.05% | 796 | $46K | Add +2.7% |
| BCUS Bancreek U.S. Large Cap ETF | 0.05% | 1,236 | $46K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 59 | $45K | No change |
Lines left out (2) · $41 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| RDDT Reddit Inc. Class A | CL A | 0 | $38 |
| JKS Jinkosolar Holding Co.-ADR | SPONSORED ADR | 0 | $3 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $88.3M.
Portfolio Sells Q1 2026 → Q2 2026
| GSEP FT Vest US Equity Moderate B | Reduce -99.4% | 0.06% | −11.02 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -99.4% | 0.06% | −9.02 |
| DECU Allianzim US BF15 Uncap Dec | Reduce -99.7% | 0.02% | −8.82 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Reduce -99.7% | 0.02% | −8.17 |
| JULU Allianzim US BF15 Uncap Jul | Reduce -99.7% | 0.01% | −3.67 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -99.7% | 0.01% | −2.20 |
| JPM JPMorgan Chase & Co. | Reduce -97.5% | 0.04% | −1.46 |
| JANZ Trueshares Struct Outc Jan | Reduce -99.7% | 0.00% | −1.45 |
| OCTZ Trueshares Struc Outcome Oct | Reduce -99.7% | 0.00% | −1.45 |
| AUGZ TS STR Outcome Aug ETF | Sold out | 0.00% | −0.72 |
| SEPU Allianzim US BF15 Uncap Sep | Reduce -99.7% | 0.00% | −0.72 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | Sold out | 0.00% | −0.72 |
| DECZ Trueshares Struc Out Dec ETF | Reduce -99.7% | 0.00% | −0.71 |
| SEPZ Trueshares Struc Out Sep ETF | Reduce -99.7% | 0.00% | −0.71 |
| AAPL Apple Inc. | Reduce -32.5% | 1.44% | −0.61 |
| CVX Chevron Corp. | Reduce -81.6% | 0.06% | −0.38 |
| VZ Verizon Communications Inc. | Reduce -83.0% | 0.06% | −0.38 |
| BAC Bank of America Corp. | Reduce -72.3% | 0.12% | −0.29 |
| DUK Duke Energy Corp. | Reduce -66.3% | 0.12% | −0.29 |
| CTA Simplify Managed Futures St | Reduce -63.1% | 0.10% | −0.26 |
| GE General Electric | Reduce -68.8% | 0.13% | −0.21 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.20 |
| LLY Eli Lilly & Co. | Reduce -78.7% | 0.07% | −0.19 |
| BUCK Simplify Treasury Option Inc. | Reduce -57.1% | 0.12% | −0.19 |
| GEV GE Vernova Inc. | Reduce -73.2% | 0.09% | −0.18 |
| T AT&T Inc. | Reduce -49.6% | 0.09% | −0.18 |
| COP Conocophillips | Reduce -76.9% | 0.04% | −0.18 |
| GSK GSK PLC-Spon ADR | Sold out | 0.00% | −0.17 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.14 |
| FOXY Simplify Currency Strtgy ETF | Reduce -58.6% | 0.09% | −0.14 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.14 |
| AGGH Simplify Aggregate Bond ETF | Reduce -56.7% | 0.09% | −0.14 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.13 |
| CNP Centerpoint Energy Inc. | Reduce -80.9% | 0.03% | −0.13 |
| SBAR Simplify Barrier Income ETF | Reduce -56.0% | 0.09% | −0.13 |
| TSLA Tesla Inc. | Reduce -16.9% | 0.73% | −0.12 |
| PFE Pfizer Inc. | Reduce -48.0% | 0.08% | −0.12 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.12 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -78.5% | 0.03% | −0.09 |
| VFH Vanguard Financials ETF | Sold out | 0.00% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -83.3% | 0.03% | −0.09 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.09 |
| MRK Merck & Co. Inc. | Reduce -50.4% | 0.08% | −0.08 |
| SVOL Simplify Volatility Premium | Reduce -55.6% | 0.06% | −0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.07 |
| PSX Phillips 66 | Reduce -89.5% | 0.01% | −0.07 |
| IEV iShares Europe ETF | Reduce -21.3% | 0.23% | −0.07 |
| IEF iShares 7-10 Year Treasury B | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| MAYW Alianzim US Eq BFR20 May-Usd | Add +11816.1% | 14.08% | +13.96 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | New | 9.07% | +9.07 |
| FEBW Alianzim US Eq BFR20 Feb-Usd | New | 8.18% | +8.18 |
| GMAY FT Vest U.S. Equity Moderate | New | 8.17% | +8.17 |
| ONEZ Trueshr Seasonality La B ETF | Add +358.6% | 6.74% | +5.28 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +154.1% | 5.20% | +2.96 |
| SIXD Allian US Equ 6 Mon BU10-Usd | New | 2.22% | +2.22 |
| VTI VG Morningstar TS MKT ETF-US | New | 1.98% | +1.98 |
| NVDA Nvidia Corp. | Add +182.5% | 1.56% | +1.03 |
| FBCG Fidelity Blue Chip Grow ETF | Add +107.6% | 1.46% | +0.84 |
| IHAK iShares Cybersecurity & Tech | Add +102.8% | 1.03% | +0.63 |
| FDCF Fidelity Disruptive Comm ETF | Add +113.0% | 0.87% | +0.48 |
| FBOT Fidelity Disrupt Automat ETF | Add +112.0% | 0.77% | +0.43 |
| ABBV Abbvie Inc. | Add +1454.2% | 0.43% | +0.40 |
| IBM Intl Business Machines Corp. | Add +59.1% | 0.98% | +0.40 |
| FDFF Fidelity Disrupt Finan ETF | Add +119.6% | 0.72% | +0.38 |
| PAYM TS S&P Autocal DFNS Inc. ETF | Add +32.6% | 0.95% | +0.26 |
| AMZN Amazon.com Inc. | Add +223.6% | 0.33% | +0.23 |
| GLD SPDR Gold Shares | Add +148.1% | 0.41% | +0.20 |
| ORCL Oracle Corp. | Add +1014.8% | 0.20% | +0.18 |
| EFG iShares MSCI Eafe Growth ETF | Add +117.8% | 0.27% | +0.15 |
| AVEM Avantis Emerging Markets Eq | Add +39.4% | 0.38% | +0.13 |
| INTC Intel Corp. | Add +2403.2% | 0.12% | +0.12 |
| ANET Arista Networks Inc. | New | 0.12% | +0.12 |
| ABT Abbott Laboratories | Add +7240.0% | 0.11% | +0.11 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.09% | +0.09 |
| ACII Innovator Index Ac in St ETF | New | 0.09% | +0.09 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +4.0% | 7.49% | +0.09 |
| IONQ Ionq Inc. | Add +14.8% | 0.17% | +0.08 |
| TQQQ Proshares Ultrapro QQQ | New | 0.08% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.8% | 1.14% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Add +124.8% | 0.13% | +0.06 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +4.0% | 9.52% | +0.05 |
| PAYH Trueshres S&P Atclble Hi ETF | New | 0.05% | +0.05 |
| SPCX Space Exploration Techn Class A | New | 0.04% | +0.04 |
| EDOW First Trust Dow 30 Eql WGHT | Add +227.7% | 0.06% | +0.04 |
| FTGS First Trust Grwth Strgth ETF | Add +226.9% | 0.06% | +0.04 |
| CSTM Constellium SE | New | 0.04% | +0.04 |
| QQEW First TR Nasdaq-100 Sel Eq | Add +231.9% | 0.04% | +0.03 |
| MFC Manulife Financial Corp. | New | 0.03% | +0.03 |
| MRNA Moderna Inc. | New | 0.03% | +0.03 |
| MS Morgan Stanley | Add +761.5% | 0.03% | +0.02 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.02% | +0.02 |
| DIS The Walt Disney Co. | Add +1093.3% | 0.02% | +0.02 |
| ZS Zscaler Inc. | Add +92.9% | 0.03% | +0.02 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +5.0% | 0.18% | +0.02 |
| MU Micron Technology Inc. | Add +71.4% | 0.02% | +0.01 |
| SYY Sysco Corp. | New | 0.01% | +0.01 |
| VIK Viking Holdings Ltd. | New | 0.01% | +0.01 |
| ONEH Trueshares Equity Hedge ETF | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 348 | $88.3M | MAYW, JANW, JUNW, FEBW, GMAY |
| Q1 2026 | 433 | $80.5M | GSEP, JANW, OCTW, DECU, SEPW |
| Q4 2025 | 343 | $194.5M | SPYM, XLG, EEM, IEV, QQQ |
| Q3 2025 | 200 | $184.0M | SPYM, EEM, XLG, MTUM, QQQ |
| Q2 2025 | 139 | $139.9M | SPYM, XLG, QQQ, EEM, MTUM |
| Q1 2025 | 211 | $85.5M | SPYM, CTA, EDOW, RDVY, FTGS |
| Q4 2024 | 340 | $132.8M | BUFR, MGK, XLG, QQQ, IWV |
| Q3 2024 | 311 | $128.0M | BUFR, MGK, QQQ, XLG, IWV |
| Q2 2024 | 322 | $125.0M | XLG, MGK, QQQ, BUFR, RDVY |
| Q1 2024 | 250 | $122.1M | XLG, MGK, QQQ, BUFR, EDOW |