POM Investment Strategies, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), POM Investment Strategies, LLC reported 433 stock positions worth $80.5 million. Its top holding was FT Vest US Equity Moderate B (GSEP) at 11.1% of the portfolio, followed by Alianzim US Eq BFR20 Jan-Usd (JANW, 9.5%) and Alianzim US Eq BFR20 Oct-Usd (OCTW, 9.1%). Compared with Q4 2025, it opened 183 new positions, sold out of 94, added to 77 and reduced 76. The biggest buy was a new position in FT Vest US Equity Moderate B (GSEP) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −97%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001906322
Portfolio Value
$80.5M (Q1 2026)
SEC Filing
0001906322-26-000002 ↗ filed May 11, 2026

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 Q2 2025 Q3 2025: $184.0M Q3 2025 Q4 2025: $194.5M Q4 2025 Q1 2026: $80.5M $80.5M Q1 2026 Q2 2026: $88.3M Q2 2026

Holdings 433 stocks · $80.5M
GSEP FT Vest US Equity Moderate B 11.08% 234,124 $8.9M New
JANW Alianzim US Eq BFR20 Jan-Usd 9.46% 208,819 $7.6M New
OCTW Alianzim US Eq BFR20 Oct-Usd 9.07% 189,826 $7.3M New
DECU Allianzim US BF15 Uncap Dec 8.84% 267,720 $7.1M New
SEPW Alianzim US Eq BFR20 Sep-Usd 8.19% 208,741 $6.6M New
DECW Alianzim US Eq BFR20 Dec-Usd 7.40% 178,365 $6.0M New
JULU Allianzim US BF15 Uncap Jul 3.68% 103,778 $3.0M New
BILZ PIMCO Ultra SHRT Govt Active 2.25% 17,907 $1.8M New
SIXO Allian US Equ 6 Mon BU10-Usd 2.20% 52,473 $1.8M New
QBER Trueshares Quartly B HDG ETF 2.20% 73,396 $1.8M New
AAPL Apple Inc. 2.06% 6,523 $1.7M Reduce -2.6%
JPM JPMorgan Chase & Co. 1.49% 4,088 $1.2M Add +4158.3%
ONEZ Trueshr Seasonality La B ETF 1.46% 46,995 $1.2M New
JANZ Trueshares Struct Outc Jan 1.45% 31,856 $1.2M New
OCTZ Trueshares Struc Outcome Oct 1.45% 28,397 $1.2M New
SPYM Ste STR SPDR PT S&P 500 ETF 1.07% 11,225 $859K Reduce -96.6%
TSLA Tesla Inc. 0.85% 1,836 $683K Add +26.4%
SEPU Allianzim US BF15 Uncap Sep 0.72% 20,820 $583K New
AUGZ TS STR Outcome Aug ETF 0.72% 14,317 $582K New
FLJJ Allianzim US 6M FLR5 Jan-Jul 0.72% 18,464 $579K New
DECZ Trueshares Struc Out Dec ETF 0.71% 14,741 $572K New
SEPZ Trueshares Struc Out Sep ETF 0.71% 14,070 $571K New
PAYM TS S&P Autocal DFNS Inc. ETF 0.69% 25,264 $555K New
FBCG Fidelity Blue Chip Grow ETF 0.62% 9,977 $500K Add +2292.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.58% 1,929 $468K Add +18.9%
NVDA Nvidia Corp. 0.53% 2,434 $424K Reduce -7.4%
SPYV SS SPDR P S&P 500 Value ETF 0.48% 6,856 $388K Reduce -96.7%
SPYG SS SPDR P S&P 500 Growth ETF 0.48% 3,944 $386K Reduce -97.1%
CVX Chevron Corp. 0.44% 1,724 $357K New
VZ Verizon Communications Inc. 0.44% 7,014 $352K Add +744.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 6,821 $333K Add +504.7%
DUK Duke Energy Corp. 0.41% 2,523 $330K Add +1582.0%
IHAK iShares Cybersecurity & Tech 0.40% 7,389 $323K Add +3243.4%
FDCF Fidelity Disruptive Comm ETF 0.38% 7,186 $309K Add +2494.2%
CTA Simplify Managed Futures St 0.36% 9,558 $289K Reduce -96.0%
CAT Caterpillar Inc. 0.35% 403 $286K Add +0.0%
GE General Electric filed as GE AEROSPACE 0.34% 974 $276K Add +1181.6%
FDFF Fidelity Disrupt Finan ETF 0.34% 8,760 $274K Add +3168.7%
FBOT Fidelity Disrupt Automat ETF 0.33% 8,057 $267K Add +2249.0%
IEFA iShares Core MSCI Eafe ETF 0.32% 2,886 $261K Reduce -96.9%
QQQ Invesco QQQ Trust Series 1 0.31% 436 $252K Reduce -98.2%
EEM iShares MSCI Emerging Market 0.30% 4,309 $245K Reduce -98.5%
BUCK Simplify Treasury Option Inc. 0.30% 10,393 $244K Reduce -96.5%
IEV iShares Europe ETF 0.29% 3,476 $236K Reduce -98.4%
XLG Invesco S&P 500 Top 50 ETF 0.28% 4,104 $224K Reduce -98.4%
GEV GE Vernova Inc. 0.28% 254 $222K New
MTUM iShares MSCI USA Momentum Fa 0.27% 922 $221K Reduce -98.4%
T AT&T Inc. 0.27% 7,564 $219K Add +217.8%
COST Costco Wholesale Corp. 0.27% 215 $214K Add +1.9%
LLY Eli Lilly & Co. 0.26% 225 $207K Add +324.5%
AVEM Avantis Emerging Markets Eq 0.25% 2,503 $202K Reduce -94.9%
VOO Vanguard S&P 500 ETF 0.23% 316 $189K Add +129.0%
FOXY Simplify Currency Strtgy ETF 0.23% 6,204 $181K Reduce -94.8%
AGGH Simplify Aggregate Bond ETF 0.22% 8,811 $179K Reduce -96.4%
SBAR Simplify Barrier Income ETF 0.22% 7,055 $173K Reduce -94.6%
COP Conocophillips 0.21% 1,300 $172K Add +129900.0%
GLD SPDR Gold Shares 0.21% 393 $169K Add +0.3%
PFE Pfizer Inc. 0.20% 5,774 $162K Add +1350.8%
BIV Vanguard Intermediate-Term B 0.20% 2,034 $157K New
MSFT Microsoft Corp. 0.19% 420 $155K Add +4.2%
AHR American Healthcare REIT Inc. 0.18% 3,084 $145K No change
MTB M & T Bank Corp. filed as M & T BK CORP 0.17% 673 $139K No change
C Citigroup Inc. 0.17% 1,222 $139K New
GSK GSK PLC-Spon ADR 0.17% 2,501 $138K Add +20741.7%
MRK Merck & Co. Inc. 0.16% 1,091 $131K Add +203.1%
SPMD SS SPDR P S&P 400 Midcap ETF 0.16% 2,197 $130K Reduce -95.2%
CNP Centerpoint Energy Inc. 0.15% 2,843 $123K Add +1874.3%
VGSH Vanguard Short-Term Treasury 0.14% 1,965 $115K New
SVOL Simplify Volatility Premium 0.14% 7,428 $114K Reduce -96.4%
IVV iShares Core S&P 500 ETF 0.14% 167 $109K Reduce -88.8%
LOW Lowe's Cos Inc. 0.13% 435 $103K No change
SO The Southern Co. 0.13% 1,060 $102K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.13% 552 $102K New
MAYW Alianzim US Eq BFR20 May-Usd 0.13% 3,000 $101K New
WMT Walmart Inc. 0.13% 811 $101K Add +183.6%
IJK iShares S&P Mid-Cap 400 Grow 0.12% 991 $100K Reduce -95.6%
NVBW Alnzim US Eqt BFR2 No Et-Usd 0.12% 2,980 $99K New
IJH iShares Core S&P Midcap ETF 0.12% 1,437 $97K Add +350.5%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 732 $97K Reduce -95.7%
EFG iShares MSCI Eafe Growth ETF 0.12% 869 $97K Add +2615.6%
ED Consolidated Edison Inc. 0.12% 845 $96K Reduce -17.5%
VGK Vanguard Ftse Europe ETF 0.12% 1,153 $95K New
F Ford Motor Co. filed as FORD MTR CO 0.12% 8,224 $95K Add +155.2%
IJR iShares Core S&P Small-Cap E 0.12% 763 $95K Add +18975.0%
UNH Unitedhealth Group Inc. 0.12% 342 $93K Add +2.1%
CSCO Cisco Systems Inc. 0.11% 1,175 $91K Add +193.8%
IXUS iShares Core Intl Stock ETF 0.10% 959 $83K New
SPTI SS SPDR P Int Term TSY ETF 0.10% 2,822 $81K Add +0.6%
PG The Procter & Gamble Co. 0.10% 552 $80K Add +72.5%
AMZN Amazon.com Inc. 0.10% 377 $79K Reduce -18.6%
NUKZ Range Nuclear Renaissance filed as EXCHANGE TRADED CONCEPTS TRU 0.10% 1,187 $78K No change
QTUM Defiance Quantum ETF 0.09% 675 $72K Add +5.0%
VFH Vanguard Financials ETF 0.09% 595 $72K New
IONQ Ionq Inc. 0.09% 2,491 $72K No change
SUB iShares Short-Term National 0.09% 663 $71K New
GBTC Grayscale Bitcoin Trust ETF 0.08% 1,259 $66K Add +1.6%
SHLD Global X Defense Tech ETF 0.08% 933 $66K No change
BMY Bristol-Myers Squibb Co. 0.08% 1,033 $63K Add +13.1%
PSX Phillips 66 0.08% 335 $61K Add +544.2%
VCSH Vanguard S/T Corp. Bond ETF 0.07% 758 $60K New

Show all 433 holdings

Portfolio Sells Q4 2025 → Q1 2026
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -96.6% 1.07% −12.68
XLG Invesco S&P 500 Top 50 ETF Reduce -98.4% 0.28% −7.59
EEM iShares MSCI Emerging Market Reduce -98.5% 0.30% −7.55
IEV iShares Europe ETF Reduce -98.4% 0.29% −7.49
QQQ Invesco QQQ Trust Series 1 Reduce -98.2% 0.31% −7.39
MTUM iShares MSCI USA Momentum Fa Reduce -98.4% 0.27% −7.20
SPYG SS SPDR P S&P 500 Growth ETF Reduce -97.1% 0.48% −6.97
SPYV SS SPDR P S&P 500 Value ETF Reduce -96.7% 0.48% −5.60
IEFA iShares Core MSCI Eafe ETF Reduce -96.9% 0.32% −3.97
BUCK Simplify Treasury Option Inc. Reduce -96.5% 0.30% −3.26
CTA Simplify Managed Futures St Reduce -96.0% 0.36% −2.99
AGGH Simplify Aggregate Bond ETF Reduce -96.4% 0.22% −2.36
HIGH Simplify Enhanced Income ETF Sold out 0.00% −1.75
SVOL Simplify Volatility Premium Reduce -96.4% 0.14% −1.71
AVEM Avantis Emerging Markets Eq Reduce -94.9% 0.25% −1.70
SBAR Simplify Barrier Income ETF Reduce -94.6% 0.22% −1.55
FOXY Simplify Currency Strtgy ETF Reduce -94.8% 0.23% −1.46
SPMD SS SPDR P S&P 400 Midcap ETF Reduce -95.2% 0.16% −1.21
IJJ iShares S&P Mid-Cap 400 Valu Reduce -95.7% 0.12% −1.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -95.6% 0.12% −1.01
GAEM Simplify Gamma Emrg MRK BND Reduce -96.4% 0.07% −0.81
IVV iShares Core S&P 500 ETF Reduce -88.8% 0.14% −0.39
SPSM SS SPDR P S&P 600 Small Cap Reduce -95.2% 0.05% −0.34
AVUV Avantis US Small Cap Value Reduce -95.3% 0.05% −0.34
JNJ Johnson & Johnson Reduce -99.0% 0.01% −0.22
VEA Vanguard Ftse Developed ETF Reduce -87.4% 0.05% −0.10
IEMG iShares Core MSCI Emerging Reduce -95.0% 0.01% −0.09
BND Vanguard Total Bond Market Sold out 0.00% −0.07
DAL Delta Air Lines Inc. Sold out 0.00% −0.07
BRK.B Berkshire Hathaway Inc. Class B Reduce -77.0% 0.06% −0.06
VUG Vanguard Mrngstar GR ETF-Sui Sold out 0.00% −0.06
WSFS WSFS Financial Corp. Sold out 0.00% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Reduce -87.7% 0.01% −0.03
IWF iShares Russell 1000 Growth Sold out 0.00% −0.03
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.02
GOOGL Alphabet Inc. Class A Reduce -66.1% 0.07% −0.02
TK Teekay Corp. Ltd. Sold out 0.00% −0.02
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.02
AIVL Wisdomtree US AI Enhanced Va Sold out 0.00% −0.02
IWR iShares Russell Mid-Cap ETF Sold out 0.00% −0.02
STNG Scorpio Tankers Inc. Sold out 0.00% −0.02
AVDV Avantis Intl S/C Value ETF Sold out 0.00% −0.02
V Visa Inc. Class A Reduce -87.7% 0.01% −0.02
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.02
MGM MGM Resorts International Reduce -90.9% 0.00% −0.02
NOW ServiceNow Inc. Reduce -92.7% 0.00% −0.02
ADBE Adobe Inc. Sold out 0.00% −0.01
SNOW Snowflake Inc. Sold out 0.00% −0.01
AVGO Broadcom Inc. Reduce -75.5% 0.01% −0.01
DASH DoorDash Inc. Class A Sold out 0.00% −0.01

Portfolio Buys Q4 2025 → Q1 2026
GSEP FT Vest US Equity Moderate B New 11.08% +11.08
JANW Alianzim US Eq BFR20 Jan-Usd New 9.46% +9.46
OCTW Alianzim US Eq BFR20 Oct-Usd New 9.07% +9.07
DECU Allianzim US BF15 Uncap Dec New 8.84% +8.84
SEPW Alianzim US Eq BFR20 Sep-Usd New 8.19% +8.19
DECW Alianzim US Eq BFR20 Dec-Usd New 7.40% +7.40
JULU Allianzim US BF15 Uncap Jul New 3.68% +3.68
BILZ PIMCO Ultra SHRT Govt Active New 2.25% +2.25
SIXO Allian US Equ 6 Mon BU10-Usd New 2.20% +2.20
QBER Trueshares Quartly B HDG ETF New 2.20% +2.20
JPM JPMorgan Chase & Co. Add +4158.3% 1.49% +1.48
ONEZ Trueshr Seasonality La B ETF New 1.46% +1.46
JANZ Trueshares Struct Outc Jan New 1.45% +1.45
OCTZ Trueshares Struc Outcome Oct New 1.45% +1.45
SEPU Allianzim US BF15 Uncap Sep New 0.72% +0.72
AUGZ TS STR Outcome Aug ETF New 0.72% +0.72
FLJJ Allianzim US 6M FLR5 Jan-Jul New 0.72% +0.72
DECZ Trueshares Struc Out Dec ETF New 0.71% +0.71
SEPZ Trueshares Struc Out Sep ETF New 0.71% +0.71
PAYM TS S&P Autocal DFNS Inc. ETF New 0.69% +0.69
FBCG Fidelity Blue Chip Grow ETF Add +2292.6% 0.62% +0.61
TSLA Tesla Inc. Add +26.4% 0.85% +0.51
CVX Chevron Corp. New 0.44% +0.44
VZ Verizon Communications Inc. Add +744.0% 0.44% +0.42
DUK Duke Energy Corp. Add +1582.0% 0.41% +0.40
IHAK iShares Cybersecurity & Tech Add +3243.4% 0.40% +0.40
BAC Bank of America Corp. Add +504.7% 0.41% +0.38
FDCF Fidelity Disruptive Comm ETF Add +2494.2% 0.38% +0.38
CAT Caterpillar Inc. Add +0.0% 0.35% +0.35
FDFF Fidelity Disrupt Finan ETF Add +3168.7% 0.34% +0.34
IBM Intl Business Machines Corp. Add +18.9% 0.58% +0.33
GE General Electric Add +1181.6% 0.34% +0.33
FBOT Fidelity Disrupt Automat ETF Add +2249.0% 0.33% +0.33
GEV GE Vernova Inc. New 0.28% +0.28
T AT&T Inc. Add +217.8% 0.27% +0.24
LLY Eli Lilly & Co. Add +324.5% 0.26% +0.23
COP Conocophillips Add +129900.0% 0.21% +0.21
PFE Pfizer Inc. Add +1350.8% 0.20% +0.20
BIV Vanguard Intermediate-Term B New 0.20% +0.20
VOO Vanguard S&P 500 ETF Add +129.0% 0.23% +0.19
COST Costco Wholesale Corp. Add +1.9% 0.27% +0.17
C Citigroup Inc. New 0.17% +0.17
GSK GSK PLC-Spon ADR Add +20741.7% 0.17% +0.17
CNP Centerpoint Energy Inc. Add +1874.3% 0.15% +0.15
MRK Merck & Co. Inc. Add +203.1% 0.16% +0.14
VGSH Vanguard Short-Term Treasury New 0.14% +0.14
GLD SPDR Gold Shares Add +0.3% 0.21% +0.13
VOE Vngrd Mrngstr MD-Cap Val ETF New 0.13% +0.13
MAYW Alianzim US Eq BFR20 May-Usd New 0.13% +0.13
NVBW Alnzim US Eqt BFR2 No Et-Usd New 0.12% +0.12

Notes & Other Activity Q4 2025 → Q1 2026
LECO Lincoln Electric Holdings COM Sold out 0 $74before exit
MAR Marriott International Class A CL A Sold out 0 $64before exit
HII Huntington Ingalls Industrie COM Sold out 0 $43before exit
BKR Baker Hughes Co. CL A Sold out 0 $19before exit
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 Sold out 1,005 $8before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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