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

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $122.1M Q1 2024 Q2 2024: $125.0M Q2 2024 Q3 2024: $128.0M Q3 2024 Q4 2024: $132.8M Q4 2024 Q1 2025: $85.5M Q1 2025 Q2 2025: $139.9M $139.9M Q2 2025 Q3 2025: $184.0M Q3 2025 Q4 2025: $194.5M Q4 2025 Q1 2026: $80.5M Q1 2026 Q2 2026: $88.3M Q2 2026

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
SOFI Sofi Technologies Inc. 0.00% 200 $4K New
EFG iShares MSCI Eafe Growth ETF 0.00% 32 $4K New
NNE Nano Nuclear Energy Inc. 0.00% 100 $3K New
CCL Carnival Corp. 0.00% 100 $3K No change
VOO Vanguard S&P 500 ETF 0.00% 4 $2K No change
XLF SS Financial Select Sector 0.00% 40 $2K No change
FBTC Fidelity Wise Origin Bitcoin 0.00% 22 $2K New
SPXE Proshares S&P 500 Ex-Energy 0.00% 30 $2K No change
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.00% 19 $2K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.00% 11 $2K No change
KOD Kodiak Sciences Inc. 0.00% 500 $2K New
MRK Merck & Co. Inc. 0.00% 23 $2K Reduce -28.1%
BND Vanguard Total Bond Market 0.00% 22 $2K No change
IUSV iShares Core S&P U.S. Value 0.00% 17 $2K No change
QTEC First Trust Nasdq 100 Tech I 0.00% 7 $1K No change
FXL First Trust Technology Alpha 0.00% 9 $1K No change
F Ford Motor Co. filed as FORD MTR CO 0.00% 102 $1K Reduce -98.9%
ORCL Oracle Corp. 0.00% 5 $1K No change
QQXT First Trust Nasdaq-100 Ex-Te 0.00% 11 $1K No change
FXD First Trust Consumer Discret 0.00% 17 $1K No change
FDN First Trust DJ Internet Ind 0.00% 4 $1K No change
FTGC First Trust Global Tactical 0.00% 43 $1K No change
DE Deere & Co. 0.00% 2 $1K New
NYC American Strategic Investm-A 0.00% 76 $999 New
FV First Trust DW Focus 5 Fund 0.00% 16 $937 No change
CLLS Cellectis - ADR 0.00% 495 $755 No change
BX Blackstone Inc. 0.00% 5 $748 New
CAKE The Cheesecake Factory Inc. 0.00% 10 $627 No change
OXY Occidental Petroleum Corp. 0.00% 10 $420 New
IWV iShares Russell 3000 ETF 0.00% 1 $343 No change
PROP Prairie Operating Co. 0.00% 61 $183 No change
PLTR Palantir Technologies Inc. Class A 0.00% 1 $136 New
QQEW First TR Nasdaq-100 Sel Eq 0.00% 1 $112 Reduce -100.0%
SAFETY SHOT INC 0.00% 250 $82 No change
RDVY First Trust Rising Dividend 0.00% 1 $41 Reduce -100.0%
EDOW First Trust Dow 30 Eql WGHT 0.00% 1 $37 Reduce -100.0%
FTGS First Trust Grwth Strgth ETF 0.00% 1 $28 Reduce -100.0%
OGN Organon & Co. 0.00% 2 $19 No change
SCHH Schwab US REIT ETF 0.00% 1 $15 No change
Other holdings (1): bonds, preferreds, convertibles and warrants · $12 (not counted above)
SecurityClassShares / PrincipalValueChange
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 1,005$12No change
Lines left out (1) · $13 — a value with no share or principal amount
SecurityClassSharesValue
SDVY First Trust Smid Cap Rising SMID RISNG ETF0$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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 348$88.3MMAYW, JANW, JUNW, FEBW, GMAY
Q1 2026 433$80.5MGSEP, JANW, OCTW, DECU, SEPW
Q4 2025 343$194.5MSPYM, XLG, EEM, IEV, QQQ
Q3 2025 200$184.0MSPYM, EEM, XLG, MTUM, QQQ
Q2 2025 139$139.9MSPYM, XLG, QQQ, EEM, MTUM
Q1 2025 211$85.5MSPYM, CTA, EDOW, RDVY, FTGS
Q4 2024 340$132.8MBUFR, MGK, XLG, QQQ, IWV
Q3 2024 311$128.0MBUFR, MGK, QQQ, XLG, IWV
Q2 2024 322$125.0MXLG, MGK, QQQ, BUFR, RDVY
Q1 2024 250$122.1MXLG, MGK, QQQ, BUFR, EDOW