POM Investment Strategies, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), POM Investment Strategies, LLC reported 200 stock positions worth $184.0 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.6% of the portfolio, followed by iShares MSCI Emerging Market (EEM, 7.7%) and Invesco S&P 500 Top 50 ETF (XLG, 7.7%). Compared with Q2 2025, it opened 80 new positions, sold out of 19, added to 39 and reduced 14. The biggest buy was a new position in Simplify Aggregate Bond ETF (AGGH) and the biggest sale Simplify Volatility Premium (SVOL, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $184.0M (Q3 2025)
- SEC Filing
- 0001906322-25-000004 ↗ filed Nov 12, 2025
Holdings Value
Holdings 200 stocks · $184.0M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.56% | 318,495 | $25.0M | Add +28.3% |
| EEM iShares MSCI Emerging Market | 7.75% | 266,992 | $14.3M | Add +26.4% |
| XLG Invesco S&P 500 Top 50 ETF | 7.72% | 246,792 | $14.2M | Add +22.7% |
| MTUM iShares MSCI USA Momentum Fa | 7.59% | 54,469 | $14.0M | Add +28.8% |
| QQQ Invesco QQQ Trust Series 1 | 7.58% | 23,244 | $14.0M | Add +24.5% |
| IEV iShares Europe ETF | 7.44% | 208,992 | $13.7M | Add +33.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.37% | 129,813 | $13.6M | Add +55.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.96% | 198,117 | $11.0M | Add +20.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.04% | 85,097 | $7.4M | Add +36.6% |
| BUCK Simplify Treasury Option Inc. | 4.02% | 310,080 | $7.4M | Add +12.5% |
| HIGH Simplify Enhanced Income ETF | 3.92% | 312,417 | $7.2M | Add +46.0% |
| CTA Simplify Managed Futures St | 3.85% | 253,556 | $7.1M | Reduce -15.6% |
| SVOL Simplify Volatility Premium | 3.08% | 314,966 | $5.7M | Reduce -33.6% |
| AGGH Simplify Aggregate Bond ETF | 1.98% | 175,630 | $3.6M | New |
| SBAR Simplify Barrier Income ETF | 1.94% | 136,145 | $3.6M | New |
| AVEM Avantis Emerging Markets Eq | 1.93% | 47,217 | $3.5M | Add +16.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.33% | 42,653 | $2.4M | Reduce -42.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.12% | 15,942 | $2.1M | Reduce -28.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.12% | 21,511 | $2.1M | Reduce -13.1% |
| GAEM Simplify Gamma Emrg MRK BND | 0.97% | 67,908 | $1.8M | New |
| AAPL Apple Inc. | 0.88% | 6,387 | $1.6M | Add +2.6% |
| TSLA Tesla Inc. | 0.40% | 3,402 | $729K | Add +8000.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.38% | 15,248 | $706K | Reduce -39.5% |
| AVUV Avantis US Small Cap Value | 0.38% | 7,008 | $697K | Reduce -39.0% |
| MSFT Microsoft Corp. | 0.33% | 1,161 | $601K | Add +504.7% |
| JNJ Johnson & Johnson | 0.26% | 2,585 | $479K | Add +1.4% |
| AGG iShares Core U.S. Aggregate | 0.18% | 3,231 | $324K | New |
| NVDA Nvidia Corp. | 0.17% | 1,652 | $308K | Reduce -2.6% |
| VOO Vanguard S&P 500 ETF | 0.17% | 498 | $305K | Add +12350.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 945 | $267K | Add +1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 415 | $209K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.10% | 202 | $187K | Add +1.0% |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.09% | 7,096 | $157K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 290 | $139K | New |
| HD Home Depot Inc. | 0.07% | 326 | $132K | Add +48.9% |
| IONQ Ionq Inc. | 0.07% | 2,141 | $132K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 353 | $122K | Add +1861.1% |
| VEA Vanguard Ftse Developed ETF | 0.06% | 1,891 | $113K | Add +92.6% |
| GBTC Grayscale Bitcoin Trust ETF | 0.06% | 1,239 | $111K | No change |
| LOW Lowe's Cos Inc. | 0.06% | 435 | $109K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 586 | $109K | Add +5227.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.06% | 369 | $108K | New |
| DAL Delta Air Lines Inc. | 0.06% | 1,831 | $104K | No change |
| EFA iShares MSCI Eafe ETF | 0.05% | 1,070 | $100K | Add +1428.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 1,000 | $95K | New |
| HDV iShares Core High Dividend E | 0.05% | 750 | $92K | New |
| AHR American Healthcare REIT Inc. | 0.05% | 2,068 | $87K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 269 | $83K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 250 | $82K | New |
| WSFS WSFS Financial Corp. | 0.04% | 1,506 | $81K | No change |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.04% | 1,187 | $77K | No change |
| JIG JPMorgan International Growt | 0.04% | 1,000 | $75K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.04% | 112 | $75K | New |
| VSS Vanguard Ftse All Wo X-US SC | 0.04% | 500 | $71K | New |
| QTUM Defiance Quantum ETF | 0.04% | 643 | $67K | No change |
| SHLD Global X Defense Tech ETF | 0.04% | 933 | $66K | No change |
| IJR iShares Core S&P Small-Cap E | 0.03% | 500 | $59K | New |
| USHY iShares Broad Usd High Yield | 0.03% | 1,425 | $54K | New |
| IWF iShares Russell 1000 Growth | 0.03% | 114 | $53K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 218 | $53K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 1,006 | $52K | No change |
| GOOGL Alphabet Inc. Class A | 0.03% | 210 | $51K | Add +5.0% |
| AMZN Amazon.com Inc. | 0.02% | 1,147 | $44K | Add +952.3% |
| STNG Scorpio Tankers Inc. | 0.02% | 734 | $41K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.02% | 340 | $39K | No change |
| MGM MGM Resorts International | 0.02% | 1,100 | $38K | No change |
| TK Teekay Corp. Ltd. | 0.02% | 4,621 | $38K | No change |
| MPC Marathon Petroleum Corp. | 0.02% | 196 | $38K | No change |
| ZS Zscaler Inc. | 0.02% | 113 | $34K | No change |
| T AT&T Inc. | 0.02% | 1,185 | $33K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.02% | 100 | $32K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 59 | $29K | No change |
| GPN Global Payments Inc. | 0.02% | 336 | $28K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 494 | $27K | No change |
| CSCO Cisco Systems Inc. | 0.01% | 400 | $27K | Reduce -1.5% |
| WMT Walmart Inc. | 0.01% | 256 | $26K | No change |
| META Meta Platforms Inc. Class A | 0.01% | 35 | $26K | Add +12.9% |
| GD General Dynamics Corp. | 0.01% | 71 | $24K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 76 | $24K | Add +216.7% |
| FBCG Fidelity Blue Chip Grow ETF | 0.01% | 417 | $22K | No change |
| AVGO Broadcom Inc. | 0.01% | 67 | $22K | Reduce -98.8% |
| IWD iShares Russell 1000 Value E | 0.01% | 106 | $22K | No change |
| SCHX Schwab US Large-Cap ETF | 0.01% | 810 | $21K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.01% | 112 | $21K | New |
| SILA Sila Realty Trust Inc. | 0.01% | 836 | $21K | No change |
| IJH iShares Core S&P Midcap ETF | 0.01% | 309 | $20K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 350 | $20K | New |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 350 | $20K | New |
| KRNY Kearny Financial Corp. | 0.01% | 3,000 | $20K | No change |
| VZ Verizon Communications Inc. | 0.01% | 445 | $20K | New |
| PG The Procter & Gamble Co. | 0.01% | 127 | $20K | New |
| BN Brookfield Corp. | 0.01% | 284 | $19K | No change |
| GLW Corning Inc. | 0.01% | 233 | $19K | New |
| FAST Fastenal Co. | 0.01% | 336 | $16K | New |
| CAR Avis Budget Group Inc. | 0.01% | 100 | $16K | No change |
| INTC Intel Corp. | 0.01% | 470 | $16K | New |
| VPU Vanguard Utilities ETF | 0.01% | 81 | $15K | No change |
| PH Parker Hannifin Corp. | 0.01% | 20 | $15K | New |
| XLP SS Consumer Staples Sel Sect | 0.01% | 180 | $14K | New |
| ADBE Adobe Inc. | 0.01% | 39 | $14K | Add +105.3% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $11 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| REVBW Revelation Biosc -CW27 | *W EXP 01/10/202 | 1,005 | $11 | No change |
Total filed on the 13F, all lines: $184.0M.
Portfolio Sells Q2 2025 → Q3 2025
| SVOL Simplify Volatility Premium | Reduce -33.6% | 3.08% | −3.15 |
| CTA Simplify Managed Futures St | Reduce -15.6% | 3.85% | −1.89 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -42.3% | 1.33% | −1.55 |
| AVGO Broadcom Inc. | Reduce -98.8% | 0.01% | −1.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -28.4% | 1.12% | −0.84 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -13.1% | 1.12% | −0.49 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -39.5% | 0.38% | −0.38 |
| AVUV Avantis US Small Cap Value | Reduce -39.0% | 0.38% | −0.37 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -99.7% | 0.00% | −0.08 |
| HBNC Horizon Bancorp Inc. | Sold out | 0.00% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 0.11% | −0.03 |
| PECO Phillips Edison & Company Inc. | Sold out | 0.00% | −0.03 |
| NVDA Nvidia Corp. | Reduce -2.6% | 0.17% | −0.02 |
| FBRT Franklin BSP Realty Trust Inc. | Sold out | 0.00% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.01 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -1.5% | 0.01% | −0.01 |
| VKTX Viking Therapeutics Inc. | Sold out | 0.00% | −0.00 |
| JSML Janus Hender SM Cap GRW Alph | Reduce -98.8% | 0.00% | −0.00 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.00 |
| IRM Iron Mountain Inc. | Sold out | 0.00% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Sold out | 0.00% | −0.00 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.00 |
| NYC American Strategic Investm-A | Sold out | 0.00% | −0.00 |
| FV First Trust DW Focus 5 Fund | Reduce -6.3% | 0.00% | −0.00 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.00 |
| SAFETY SHOT INC | Sold out | 0.00% | −0.00 |
| EDOW First Trust Dow 30 Eql WGHT | Sold out | 0.00% | 0.00 |
| FTGS First Trust Grwth Strgth ETF | Sold out | 0.00% | 0.00 |
| RDVY First Trust Rising Dividend | Sold out | 0.00% | 0.00 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | 0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| AGGH Simplify Aggregate Bond ETF | New | 1.98% | +1.98 |
| SBAR Simplify Barrier Income ETF | New | 1.94% | +1.94 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +55.6% | 7.37% | +1.69 |
| GAEM Simplify Gamma Emrg MRK BND | New | 0.97% | +0.97 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +28.3% | 13.56% | +0.66 |
| EEM iShares MSCI Emerging Market | Add +26.4% | 7.75% | +0.47 |
| TSLA Tesla Inc. | Add +8000.0% | 0.40% | +0.39 |
| IEV iShares Europe ETF | Add +33.2% | 7.44% | +0.35 |
| MTUM iShares MSCI USA Momentum Fa | Add +28.8% | 7.59% | +0.33 |
| IEFA iShares Core MSCI Eafe ETF | Add +36.6% | 4.04% | +0.32 |
| MSFT Microsoft Corp. | Add +504.7% | 0.33% | +0.26 |
| QQQ Invesco QQQ Trust Series 1 | Add +24.5% | 7.58% | +0.22 |
| XLG Invesco S&P 500 Top 50 ETF | Add +22.7% | 7.72% | +0.22 |
| HIGH Simplify Enhanced Income ETF | Add +46.0% | 3.92% | +0.21 |
| AGG iShares Core U.S. Aggregate | New | 0.18% | +0.18 |
| VOO Vanguard S&P 500 ETF | Add +12350.0% | 0.17% | +0.16 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +1861.1% | 0.07% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5227.3% | 0.06% | +0.06 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.05% | +0.05 |
| HDV iShares Core High Dividend E | New | 0.05% | +0.05 |
| EFA iShares MSCI Eafe ETF | Add +1428.6% | 0.05% | +0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| JIG JPMorgan International Growt | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.04% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.03% | +0.03 |
| USHY iShares Broad Usd High Yield | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +92.6% | 0.06% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +48.9% | 0.07% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | New | 0.01% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | New | 0.01% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.01% | +0.01 |
| PG The Procter & Gamble Co. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | New | 0.01% | +0.01 |
| GLW Corning Inc. | New | 0.01% | +0.01 |
| FAST Fastenal Co. | New | 0.01% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| PH Parker Hannifin Corp. | New | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +216.7% | 0.01% | +0.01 |
| XLP SS Consumer Staples Sel Sect | New | 0.01% | +0.01 |
| PFF iShares Preferred & Income S | New | 0.01% | +0.01 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +952.3% | 0.02% | +0.01 |
| NOBL Proshares S&P 500 Dividend A | New | 0.01% | +0.01 |
| BLK BlackRock Inc. | New | 0.01% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| SDVY First Trust Smid Cap Rising | SMID RISNG ETF | Sold out | 0 | $13before exit |
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 |