POM Investment Strategies, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), POM Investment Strategies, LLC reported 139 stock positions worth $139.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 12.9% of the portfolio, followed by Invesco S&P 500 Top 50 ETF (XLG, 7.5%) and Invesco QQQ Trust Series 1 (QQQ, 7.4%). Compared with Q1 2025, it opened 29 new positions, sold out of 101, added to 21 and reduced 27. The biggest buy was a new position in iShares MSCI Emerging Market (EEM) and the biggest sale First Trust Dow 30 Eql WGHT (EDOW, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $139.9M (Q2 2025)
- SEC Filing
- 0002050308-25-000004 ↗ filed Aug 8, 2025
Holdings Value
Holdings 139 stocks · $139.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 12.90% | 248,298 | $18.0M | Add +10.6% |
| XLG Invesco S&P 500 Top 50 ETF | 7.49% | 201,204 | $10.5M | Add +4570.5% |
| QQQ Invesco QQQ Trust Series 1 | 7.36% | 18,664 | $10.3M | Add +8787.6% |
| EEM iShares MSCI Emerging Market | 7.28% | 211,185 | $10.2M | New |
| MTUM iShares MSCI USA Momentum Fa | 7.26% | 42,282 | $10.2M | New |
| IEV iShares Europe ETF | 7.09% | 156,855 | $9.9M | New |
| SVOL Simplify Volatility Premium | 6.23% | 474,221 | $8.7M | Add +36.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.16% | 164,662 | $8.6M | Add +10064.3% |
| CTA Simplify Managed Futures St | 5.74% | 300,265 | $8.0M | Add +4.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 5.68% | 83,405 | $8.0M | Add +197.5% |
| BUCK Simplify Treasury Option Inc. | 4.66% | 275,685 | $6.5M | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.72% | 62,283 | $5.2M | Add +34.7% |
| HIGH Simplify Enhanced Income ETF | 3.71% | 213,960 | $5.2M | Add +14.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.87% | 73,878 | $4.0M | Add +9123.2% |
| AVEM Avantis Emerging Markets Eq | 1.99% | 40,520 | $2.8M | Add +9411.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.97% | 22,275 | $2.8M | Add +1979.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.61% | 24,760 | $2.3M | Add +10047.5% |
| AVGO Broadcom Inc. | 1.05% | 5,345 | $1.5M | Add +9618.2% |
| AAPL Apple Inc. | 0.91% | 6,226 | $1.3M | Reduce -7.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.77% | 25,195 | $1.1M | Add +10018.5% |
| AVUV Avantis US Small Cap Value | 0.75% | 11,492 | $1.0M | Add +9557.1% |
| JNJ Johnson & Johnson | 0.28% | 2,548 | $389K | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 936 | $276K | No change |
| NVDA Nvidia Corp. | 0.19% | 1,696 | $268K | Reduce -70.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 417 | $203K | Add +0.5% |
| COST Costco Wholesale Corp. | 0.14% | 200 | $198K | Reduce -2.9% |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.11% | 7,096 | $151K | No change |
| DELL Dell Technologies -C | 0.08% | 968 | $119K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 318 | $116K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 1,239 | $105K | Add +4488.9% |
| LOW Lowe's Cos Inc. | 0.07% | 435 | $97K | No change |
| MSFT Microsoft Corp. | 0.07% | 192 | $96K | Reduce -58.8% |
| IONQ Ionq Inc. | 0.07% | 2,141 | $92K | Add +432.6% |
| DAL Delta Air Lines Inc. | 0.06% | 1,831 | $90K | No change |
| HBNC Horizon Bancorp Inc. | 0.06% | 5,695 | $88K | No change |
| WSFS WSFS Financial Corp. | 0.06% | 1,506 | $83K | No change |
| HD Home Depot Inc. | 0.06% | 219 | $80K | Reduce -73.1% |
| AHR American Healthcare REIT Inc. | 0.05% | 2,068 | $76K | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.05% | 1,187 | $67K | New |
| QTUM Defiance Quantum ETF | 0.04% | 643 | $59K | New |
| SHLD Global X Defense Tech ETF | 0.04% | 933 | $56K | New |
| VEA Vanguard Ftse Developed ETF | 0.04% | 982 | $56K | No change |
| IWF iShares Russell 1000 Growth | 0.03% | 114 | $48K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 1,006 | $48K | Reduce -7.1% |
| PECO Phillips Edison & Company Inc. | 0.03% | 1,156 | $40K | New |
| GOOG Alphabet Inc. Class C | 0.03% | 218 | $39K | Add +0.9% |
| AIVL Wisdomtree US AI Enhanced Va | 0.03% | 340 | $38K | No change |
| TK Teekay Corp. Ltd. | 0.03% | 4,621 | $38K | No change |
| MGM MGM Resorts International | 0.03% | 1,100 | $38K | Reduce -59.3% |
| ZS Zscaler Inc. | 0.03% | 113 | $35K | New |
| GOOGL Alphabet Inc. Class A | 0.03% | 200 | $35K | Reduce -9.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 494 | $34K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 196 | $33K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 100 | $31K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 59 | $30K | New |
| STNG Scorpio Tankers Inc. | 0.02% | 734 | $29K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 406 | $28K | Reduce -33.7% |
| GPN Global Payments Inc. | 0.02% | 336 | $27K | No change |
| WMT Walmart Inc. | 0.02% | 256 | $25K | Reduce -32.5% |
| AMZN Amazon.com Inc. | 0.02% | 109 | $24K | Reduce -15.5% |
| META Meta Platforms Inc. Class A | 0.02% | 31 | $23K | No change |
| FBRT Franklin BSP Realty Trust Inc. | 0.01% | 1,964 | $21K | New |
| GD General Dynamics Corp. | 0.01% | 71 | $21K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 106 | $21K | No change |
| FBCG Fidelity Blue Chip Grow ETF | 0.01% | 417 | $20K | New |
| SCHX Schwab US Large-Cap ETF | 0.01% | 810 | $20K | No change |
| SILA Sila Realty Trust Inc. | 0.01% | 836 | $20K | No change |
| KRNY Kearny Financial Corp. | 0.01% | 3,000 | $19K | No change |
| EOLS Evolus Inc. | 0.01% | 2,000 | $18K | No change |
| BN Brookfield Corp. | 0.01% | 284 | $18K | No change |
| CAR Avis Budget Group Inc. | 0.01% | 100 | $17K | No change |
| VPU Vanguard Utilities ETF | 0.01% | 81 | $14K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.01% | 182 | $14K | New |
| TSLA Tesla Inc. | 0.01% | 42 | $13K | No change |
| FDCF Fidelity Disruptive Comm ETF | 0.01% | 277 | $12K | New |
| IHAK iShares Cybersecurity & Tech | 0.01% | 221 | $12K | New |
| SCHM Schwab US Mid Cap ETF | 0.01% | 375 | $11K | No change |
| FBOT Fidelity Disrupt Automat ETF | 0.01% | 343 | $10K | New |
| FDFF Fidelity Disrupt Finan ETF | 0.01% | 268 | $10K | New |
| MA Mastercard Inc. Class A | 0.01% | 18 | $10K | No change |
| PEP Pepsico Inc. | 0.01% | 75 | $10K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.01% | 175 | $10K | New |
| NOW ServiceNow Inc. | 0.01% | 9 | $9K | No change |
| V Visa Inc. Class A | 0.01% | 24 | $9K | Reduce -29.4% |
| MLM Martin Marietta Materials | 0.01% | 15 | $8K | No change |
| ADBE Adobe Inc. | 0.01% | 19 | $7K | Reduce -20.8% |
| SHW The Sherwin-Williams Co. | 0.01% | 21 | $7K | No change |
| KD Kyndryl Holdings Inc. | 0.01% | 171 | $7K | No change |
| MGYR Magyar Bancorp Inc. | 0.01% | 428 | $7K | No change |
| DHR Danaher Corp. | 0.01% | 36 | $7K | Reduce -21.7% |
| JPM JPMorgan Chase & Co. | 0.01% | 24 | $7K | Reduce -62.5% |
| ACN Accenture PLC Class A | 0.00% | 23 | $7K | Reduce -56.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.00% | 54 | $7K | Reduce -37.2% |
| VKTX Viking Therapeutics Inc. | 0.00% | 245 | $6K | New |
| EFA iShares MSCI Eafe ETF | 0.00% | 70 | $6K | No change |
| JSML Janus Hender SM Cap GRW Alph | 0.00% | 85 | $6K | No change |
| UNH Unitedhealth Group Inc. | 0.00% | 18 | $6K | Reduce -25.0% |
| UNP Union Pacific Corp. | 0.00% | 20 | $5K | Reduce -28.6% |
| GE General Electric filed as GE AEROSPACE | 0.00% | 16 | $4K | Reduce -90.3% |
| XOM Exxon Mobil Corp. | 0.00% | 37 | $4K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $12 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| REVBW Revelation Biosc -CW27 | *W EXP 01/10/202 | 1,005 | $12 | No change |
Lines left out (1) · $13 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| SDVY First Trust Smid Cap Rising | SMID RISNG ETF | 0 | $13 |
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: $139.9M.
Portfolio Sells Q1 2025 → Q2 2025
| EDOW First Trust Dow 30 Eql WGHT | Reduce -100.0% | 0.00% | −8.33 |
| RDVY First Trust Rising Dividend | Reduce -100.0% | 0.00% | −8.19 |
| FTGS First Trust Grwth Strgth ETF | Reduce -100.0% | 0.00% | −7.94 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -100.0% | 0.00% | −5.31 |
| RFIX Simplify Bond Bull ETF | Sold out | 0.00% | −2.22 |
| BILZ PIMCO Ultra SHRT Govt Active | Sold out | 0.00% | −1.29 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −1.13 |
| SMAX iShares L Cap MB Sep ETF | Sold out | 0.00% | −1.12 |
| AAPL Apple Inc. | Reduce -7.6% | 0.91% | −0.84 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Sold out | 0.00% | −0.67 |
| NVDA Nvidia Corp. | Reduce -70.2% | 0.19% | −0.53 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.45 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Sold out | 0.00% | −0.34 |
| HD Home Depot Inc. | Reduce -73.1% | 0.06% | −0.29 |
| ESGV Vanguard ESG US Stock ETF | Sold out | 0.00% | −0.27 |
| TUA Sim St Treas Fut Strat ETF | Sold out | 0.00% | −0.22 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.28% | −0.22 |
| QBER Trueshares Quartly B HDG ETF | Sold out | 0.00% | −0.17 |
| VSGX Vanguard ESG Intl Stock ETF | Sold out | 0.00% | −0.16 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.15 |
| MSFT Microsoft Corp. | Reduce -58.8% | 0.07% | −0.14 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.12 |
| F Ford Motor Co. | Reduce -98.9% | 0.00% | −0.11 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | Sold out | 0.00% | −0.11 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.11 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 0.14% | −0.09 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −0.09 |
| MGM MGM Resorts International | Reduce -59.3% | 0.03% | −0.07 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.06 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.06 |
| QBUL Trueshare QRT Bull Hdge ETF | Sold out | 0.00% | −0.06 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -90.3% | 0.00% | −0.04 |
| HIW Highwoods Properties Inc. | Sold out | 0.00% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -33.7% | 0.02% | −0.02 |
| WMT Walmart Inc. | Reduce -32.5% | 0.02% | −0.02 |
| O Realty Income Corp. | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.1% | 0.03% | −0.02 |
| FMDE Fidelity Enhanced Mid Cap Co. | Sold out | 0.00% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -9.1% | 0.03% | −0.01 |
| ACN Accenture PLC Class A | Reduce -56.6% | 0.00% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -62.5% | 0.01% | −0.01 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.01 |
| VCEB Vanguard ESG US Corp. Bond | Sold out | 0.00% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -15.5% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -25.0% | 0.00% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| EEM iShares MSCI Emerging Market | New | 7.28% | +7.28 |
| MTUM iShares MSCI USA Momentum Fa | New | 7.26% | +7.26 |
| XLG Invesco S&P 500 Top 50 ETF | Add +4570.5% | 7.49% | +7.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +8787.6% | 7.36% | +7.24 |
| IEV iShares Europe ETF | New | 7.09% | +7.09 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10064.3% | 6.16% | +6.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +197.5% | 5.68% | +3.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +9123.2% | 2.87% | +2.82 |
| AVEM Avantis Emerging Markets Eq | Add +9411.7% | 1.99% | +1.96 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1979.8% | 1.97% | +1.82 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +10047.5% | 1.61% | +1.59 |
| AVGO Broadcom Inc. | Add +9618.2% | 1.05% | +1.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +10018.5% | 0.77% | +0.76 |
| AVUV Avantis US Small Cap Value | Add +9557.1% | 0.75% | +0.74 |
| DELL Dell Technologies -C | New | 0.08% | +0.08 |
| GBTC Grayscale Bitcoin Trust ETF | Add +4488.9% | 0.08% | +0.07 |
| IONQ Ionq Inc. | Add +432.6% | 0.07% | +0.06 |
| NUKZ Range Nuclear Renaissance | New | 0.05% | +0.05 |
| QTUM Defiance Quantum ETF | New | 0.04% | +0.04 |
| SHLD Global X Defense Tech ETF | New | 0.04% | +0.04 |
| PECO Phillips Edison & Company Inc. | New | 0.03% | +0.03 |
| ZS Zscaler Inc. | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| FBRT Franklin BSP Realty Trust Inc. | New | 0.01% | +0.01 |
| FBCG Fidelity Blue Chip Grow ETF | New | 0.01% | +0.01 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.01% | +0.01 |
| FDCF Fidelity Disruptive Comm ETF | New | 0.01% | +0.01 |
| IHAK iShares Cybersecurity & Tech | New | 0.01% | +0.01 |
| FBOT Fidelity Disrupt Automat ETF | New | 0.01% | +0.01 |
| FDFF Fidelity Disrupt Finan ETF | New | 0.01% | +0.01 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.01% | +0.01 |
| VKTX Viking Therapeutics Inc. | New | 0.00% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.00% | +0.00 |
| SOFI Sofi Technologies Inc. | New | 0.00% | +0.00 |
| NNE Nano Nuclear Energy Inc. | New | 0.00% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.00% | +0.00 |
| KOD Kodiak Sciences Inc. | New | 0.00% | +0.00 |
| DE Deere & Co. | New | 0.00% | +0.00 |
| NYC American Strategic Investm-A | New | 0.00% | +0.00 |
| BX Blackstone Inc. | New | 0.00% | +0.00 |
| OXY Occidental Petroleum Corp. | New | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | New | 0.00% | +0.00 |
| GOOG Alphabet Inc. Class C | Add +0.9% | 0.03% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.14% | −0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +34.7% | 3.72% | −0.37 |
| HIGH Simplify Enhanced Income ETF | Add +14.4% | 3.71% | −1.09 |
| SVOL Simplify Volatility Premium | Add +36.8% | 6.23% | −1.13 |
| BUCK Simplify Treasury Option Inc. | Add +1.2% | 4.66% | −3.20 |
| CTA Simplify Managed Futures St | Add +4.9% | 5.74% | −4.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +10.6% | 12.90% | −4.36 |
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 |