POM Investment Strategies, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), POM Investment Strategies, LLC reported 343 stock positions worth $194.5 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 13.7% of the portfolio, followed by Invesco S&P 500 Top 50 ETF (XLG, 7.9%) and iShares MSCI Emerging Market (EEM, 7.9%). Compared with Q3 2025, it opened 166 new positions, sold out of 23, added to 77 and reduced 29. The biggest buy was a new position in Simplify Currency Strtgy ETF (FOXY) and the biggest sale Simplify Enhanced Income ETF (HIGH, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- RALEIGH, NC
- CIK
- 0001906322
- Portfolio Value
- $194.5M (Q4 2025)
- SEC Filing
- 0001906322-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 343 stocks · $194.5M
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.75% | 333,281 | $26.7M | Add +4.6% |
| XLG Invesco S&P 500 Top 50 ETF | 7.87% | 258,095 | $15.3M | Add +4.6% |
| EEM iShares MSCI Emerging Market | 7.85% | 279,084 | $15.3M | Add +4.5% |
| IEV iShares Europe ETF | 7.79% | 220,796 | $15.1M | Add +5.7% |
| QQQ Invesco QQQ Trust Series 1 | 7.70% | 24,377 | $15.0M | Add +4.9% |
| MTUM iShares MSCI USA Momentum Fa | 7.48% | 58,100 | $14.5M | Add +6.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 7.45% | 135,833 | $14.5M | Add +4.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.08% | 208,314 | $11.8M | Add +5.2% |
| IEFA iShares Core MSCI Eafe ETF | 4.30% | 93,420 | $8.4M | Add +9.8% |
| BUCK Simplify Treasury Option Inc. | 3.56% | 292,378 | $6.9M | Reduce -5.7% |
| CTA Simplify Managed Futures St | 3.34% | 238,625 | $6.5M | Reduce -5.9% |
| AGGH Simplify Aggregate Bond ETF | 2.58% | 242,601 | $5.0M | Add +38.1% |
| AVEM Avantis Emerging Markets Eq | 1.95% | 49,192 | $3.8M | Add +4.2% |
| SVOL Simplify Volatility Premium | 1.85% | 205,239 | $3.6M | Reduce -34.8% |
| SBAR Simplify Barrier Income ETF | 1.77% | 131,590 | $3.4M | Reduce -3.4% |
| HIGH Simplify Enhanced Income ETF | 1.75% | 152,194 | $3.4M | Reduce -51.3% |
| FOXY Simplify Currency Strtgy ETF | 1.68% | 120,170 | $3.3M | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.37% | 46,080 | $2.7M | Add +8.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.14% | 16,829 | $2.2M | Add +5.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.13% | 22,714 | $2.2M | Add +5.6% |
| AAPL Apple Inc. | 0.94% | 6,695 | $1.8M | Add +4.8% |
| GAEM Simplify Gamma Emrg MRK BND | 0.88% | 64,247 | $1.7M | Reduce -5.4% |
| IVV iShares Core S&P 500 ETF | 0.52% | 1,485 | $1.0M | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.39% | 16,068 | $753K | Add +5.4% |
| AVUV Avantis US Small Cap Value | 0.39% | 7,379 | $753K | Add +5.3% |
| TSLA Tesla Inc. | 0.34% | 1,453 | $653K | Reduce -57.3% |
| NVDA Nvidia Corp. | 0.25% | 2,628 | $490K | Add +59.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 1,622 | $480K | Add +71.6% |
| JNJ Johnson & Johnson | 0.23% | 2,130 | $441K | Reduce -17.6% |
| VEA Vanguard Ftse Developed ETF | 0.15% | 4,540 | $284K | Add +140.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 475 | $239K | Add +14.5% |
| MSFT Microsoft Corp. | 0.10% | 403 | $195K | Reduce -65.3% |
| IEMG iShares Core MSCI Emerging | 0.10% | 2,833 | $190K | New |
| COST Costco Wholesale Corp. | 0.09% | 211 | $182K | Add +4.5% |
| GOOGL Alphabet Inc. Class A | 0.09% | 555 | $174K | Add +164.3% |
| GLD SPDR Gold Shares | 0.08% | 392 | $155K | Add +5500.0% |
| AHR American Healthcare REIT Inc. | 0.07% | 3,084 | $145K | Add +49.1% |
| BND Vanguard Total Bond Market | 0.07% | 1,907 | $141K | New |
| DAL Delta Air Lines Inc. | 0.07% | 1,972 | $137K | Add +7.7% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.07% | 673 | $136K | New |
| IONQ Ionq Inc. | 0.06% | 2,491 | $112K | Add +16.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 229 | $112K | Reduce -21.0% |
| UNH Unitedhealth Group Inc. | 0.06% | 335 | $111K | Reduce -5.1% |
| AMZN Amazon.com Inc. | 0.05% | 463 | $107K | Reduce -59.6% |
| LOW Lowe's Cos Inc. | 0.05% | 435 | $105K | No change |
| ED Consolidated Edison Inc. | 0.05% | 1,024 | $102K | New |
| SO The Southern Co. | 0.05% | 1,060 | $92K | New |
| HD Home Depot Inc. | 0.05% | 265 | $91K | Reduce -18.7% |
| VOO Vanguard S&P 500 ETF | 0.04% | 138 | $87K | Reduce -72.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 1,239 | $85K | No change |
| WSFS WSFS Financial Corp. | 0.04% | 1,506 | $83K | No change |
| SPTI SS SPDR P Int Term TSY ETF | 0.04% | 2,805 | $81K | Add +2473.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.04% | 416 | $79K | Reduce -29.0% |
| NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU | 0.04% | 1,187 | $75K | No change |
| QTUM Defiance Quantum ETF | 0.04% | 643 | $71K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 103 | $68K | Add +194.3% |
| ABBV Abbvie Inc. | 0.03% | 278 | $63K | Add +2427.3% |
| GOOG Alphabet Inc. Class C | 0.03% | 200 | $63K | Reduce -8.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 1,128 | $62K | Add +12.1% |
| SHLD Global X Defense Tech ETF | 0.03% | 933 | $60K | No change |
| T AT&T Inc. | 0.03% | 2,380 | $59K | Add +100.8% |
| LLY Eli Lilly & Co. | 0.03% | 53 | $57K | Add +2550.0% |
| PM Philip Morris International | 0.03% | 338 | $54K | New |
| IWF iShares Russell 1000 Growth | 0.03% | 114 | $54K | No change |
| AVGO Broadcom Inc. | 0.03% | 143 | $49K | Add +113.4% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 913 | $49K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 141 | $47K | Reduce -43.6% |
| PG The Procter & Gamble Co. | 0.02% | 320 | $46K | Add +152.0% |
| V Visa Inc. Class A | 0.02% | 130 | $45K | Add +319.4% |
| F Ford Motor Co. filed as FORD MTR CO | 0.02% | 3,223 | $42K | Add +3029.1% |
| TK Teekay Corp. Ltd. | 0.02% | 4,621 | $42K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 768 | $41K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 86 | $40K | Add +45.8% |
| MGM MGM Resorts International | 0.02% | 1,100 | $40K | No change |
| BCUS Bancreek U.S. Large Cap ETF | 0.02% | 1,236 | $40K | Add +1407.3% |
| AIVL Wisdomtree US AI Enhanced Va | 0.02% | 340 | $39K | No change |
| FELG Fidelity Enh LRG Cap GWTH | 0.02% | 928 | $39K | New |
| MRK Merck & Co. Inc. | 0.02% | 360 | $38K | Add +393.1% |
| IWR iShares Russell Mid-Cap ETF | 0.02% | 390 | $38K | New |
| STNG Scorpio Tankers Inc. | 0.02% | 734 | $37K | No change |
| AVDV Avantis Intl S/C Value ETF | 0.02% | 366 | $34K | New |
| VZ Verizon Communications Inc. | 0.02% | 831 | $34K | Add +86.7% |
| NOW ServiceNow Inc. | 0.02% | 220 | $34K | Add +388.9% |
| SPSB SS SPDR P St C Corp. ETF | 0.02% | 1,084 | $33K | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.02% | 1,234 | $33K | Add +919.8% |
| MPC Marathon Petroleum Corp. | 0.02% | 197 | $32K | Add +0.5% |
| WMT Walmart Inc. | 0.02% | 286 | $32K | Add +11.7% |
| JPM JPMorgan Chase & Co. | 0.02% | 96 | $31K | Add +26.3% |
| CSCO Cisco Systems Inc. | 0.02% | 400 | $31K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 45 | $31K | Reduce -59.8% |
| TFC Truist Financial Corp. | 0.01% | 589 | $29K | New |
| ADBE Adobe Inc. | 0.01% | 81 | $28K | Add +107.7% |
| VNQ Vanguard Real Estate ETF | 0.01% | 319 | $28K | Add +659.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.01% | 100 | $28K | No change |
| KEY Keycorp | 0.01% | 1,266 | $26K | New |
| GPN Global Payments Inc. | 0.01% | 336 | $26K | No change |
| ZS Zscaler Inc. | 0.01% | 113 | $25K | No change |
| FELV Fidelity Enh LRG Cap Val ETF | 0.01% | 721 | $25K | New |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | 0.01% | 1,084 | $24K | Reduce -84.7% |
| SNOW Snowflake Inc. | 0.01% | 109 | $24K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $8 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| REVBW Revelation Biosc -CW27 | *W EXP 01/10/202 | 1,005 | $8 | No change |
Lines left out (5) · $356 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| CAT Caterpillar Inc. | COM | 0 | $156 |
| LECO Lincoln Electric Holdings | COM | 0 | $74 |
| MAR Marriott International Class A | CL A | 0 | $64 |
| HII Huntington Ingalls Industrie | COM | 0 | $43 |
| BKR Baker Hughes Co. | CL A | 0 | $19 |
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: $194.5M.
Portfolio Sells Q3 2025 → Q4 2025
| HIGH Simplify Enhanced Income ETF | Reduce -51.3% | 1.75% | −2.17 |
| SVOL Simplify Volatility Premium | Reduce -34.8% | 1.85% | −1.23 |
| CTA Simplify Managed Futures St | Reduce -5.9% | 3.34% | −0.51 |
| BUCK Simplify Treasury Option Inc. | Reduce -5.7% | 3.56% | −0.46 |
| MSFT Microsoft Corp. | Reduce -65.3% | 0.10% | −0.23 |
| AGG iShares Core U.S. Aggregate | Reduce -99.1% | 0.00% | −0.17 |
| SBAR Simplify Barrier Income ETF | Reduce -3.4% | 1.77% | −0.17 |
| VOO Vanguard S&P 500 ETF | Reduce -72.3% | 0.04% | −0.12 |
| GAEM Simplify Gamma Emrg MRK BND | Reduce -5.4% | 0.88% | −0.09 |
| XMAG Defiance Le Cap Ex-Mag 7 ETF | Reduce -84.7% | 0.01% | −0.07 |
| TSLA Tesla Inc. | Reduce -57.3% | 0.34% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.06 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -93.5% | 0.00% | −0.05 |
| HDV iShares Core High Dividend E | Sold out | 0.00% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.04 |
| JIG JPMorgan International Growt | Sold out | 0.00% | −0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Sold out | 0.00% | −0.04 |
| JNJ Johnson & Johnson | Reduce -17.6% | 0.23% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -99.2% | 0.00% | −0.03 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.03 |
| HD Home Depot Inc. | Reduce -18.7% | 0.05% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -59.8% | 0.02% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -43.6% | 0.02% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -29.0% | 0.04% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -21.0% | 0.06% | −0.02 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.01 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 0.06% | −0.01 |
| FAST Fastenal Co. | Sold out | 0.00% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -85.9% | 0.00% | −0.01 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.01 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.01 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.01 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.00 |
| CAR Avis Budget Group Inc. | Reduce -40.0% | 0.00% | −0.00 |
| VTR Ventas Inc. | Reduce -99.2% | 0.00% | −0.00 |
| KTB Kontoor Brands Inc. | Sold out | 0.00% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.00 |
| DHR Danaher Corp. | Reduce -80.0% | 0.00% | −0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.1% | 0.01% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -66.7% | 0.00% | −0.00 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| VFC VF Corp. | Sold out | 0.00% | −0.00 |
| PH Parker Hannifin Corp. | Reduce -20.0% | 0.01% | −0.00 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.00 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.00 |
| OXY Occidental Petroleum Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| FOXY Simplify Currency Strtgy ETF | New | 1.68% | +1.68 |
| AGGH Simplify Aggregate Bond ETF | Add +38.1% | 2.58% | +0.61 |
| IVV iShares Core S&P 500 ETF | New | 0.52% | +0.52 |
| IEV iShares Europe ETF | Add +5.7% | 7.79% | +0.35 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.8% | 4.30% | +0.26 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +4.6% | 13.75% | +0.19 |
| XLG Invesco S&P 500 Top 50 ETF | Add +4.6% | 7.87% | +0.15 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +5.2% | 6.08% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.9% | 7.70% | +0.11 |
| IBM Intl Business Machines Corp. | Add +71.6% | 0.25% | +0.10 |
| EEM iShares MSCI Emerging Market | Add +4.5% | 7.85% | +0.10 |
| IEMG iShares Core MSCI Emerging | New | 0.10% | +0.10 |
| NVDA Nvidia Corp. | Add +59.1% | 0.25% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +140.1% | 0.15% | +0.08 |
| GLD SPDR Gold Shares | Add +5500.0% | 0.08% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.6% | 7.45% | +0.08 |
| BND Vanguard Total Bond Market | New | 0.07% | +0.07 |
| MTB M & T Bank Corp. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +164.3% | 0.09% | +0.06 |
| ED Consolidated Edison Inc. | New | 0.05% | +0.05 |
| AAPL Apple Inc. | Add +4.8% | 0.94% | +0.05 |
| SO The Southern Co. | New | 0.05% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +8.0% | 1.37% | +0.05 |
| SPTI SS SPDR P Int Term TSY ETF | Add +2473.4% | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +2427.3% | 0.03% | +0.03 |
| LLY Eli Lilly & Co. | Add +2550.0% | 0.03% | +0.03 |
| PM Philip Morris International | New | 0.03% | +0.03 |
| AHR American Healthcare REIT Inc. | Add +49.1% | 0.07% | +0.03 |
| BMY Bristol-Myers Squibb Co. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.02% | +0.02 |
| F Ford Motor Co. | Add +3029.1% | 0.02% | +0.02 |
| META Meta Platforms Inc. Class A | Add +194.3% | 0.04% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +4.2% | 1.95% | +0.02 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.02% | +0.02 |
| IWR iShares Russell Mid-Cap ETF | New | 0.02% | +0.02 |
| BCUS Bancreek U.S. Large Cap ETF | Add +1407.3% | 0.02% | +0.02 |
| AVDV Avantis Intl S/C Value ETF | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +319.4% | 0.02% | +0.02 |
| SPSB SS SPDR P St C Corp. ETF | New | 0.02% | +0.02 |
| MRK Merck & Co. Inc. | Add +393.1% | 0.02% | +0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +919.8% | 0.02% | +0.01 |
| TFC Truist Financial Corp. | New | 0.01% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.6% | 1.14% | +0.01 |
| DAL Delta Air Lines Inc. | Add +7.7% | 0.07% | +0.01 |
| KEY Keycorp | New | 0.01% | +0.01 |
| AVGO Broadcom Inc. | Add +113.4% | 0.03% | +0.01 |
| PG The Procter & Gamble Co. | Add +152.0% | 0.02% | +0.01 |
| FELV Fidelity Enh LRG Cap Val ETF | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | Add +388.9% | 0.02% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +659.5% | 0.01% | +0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| CAT Caterpillar Inc. | COM | New | 0 | $156 |
| LECO Lincoln Electric Holdings | COM | New | 0 | $74 |
| MAR Marriott International Class A | CL A | New | 0 | $64 |
| HII Huntington Ingalls Industrie | COM | New | 0 | $43 |
| BKR Baker Hughes Co. | CL A | New | 0 | $19 |
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 |