POM Investment Strategies, LLC

RALEIGH, NC · CIK 1906322 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRaleigh, NC

$88.3m reported value +9.6% vs Q1 2026

350positions

72.9%in top 10

49 new 76 added 87 reduced 132 sold out vs Q1 2026

Also in the report of:

AE Wealth Management LLC – $13.8m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AIM ETF PRODUCTS TRUST ALLIA US MAY ETF MAYW	MAYW	357,484	$12.4m14.08%	14.08%	Added +354.5k	+354,484 11816.1%
2	AIM ETF PRODUCTS TRUST US LRGCP B20 JAN JANW	JANW	217,199	$8.4m9.52%	9.52%	Added +8.4k	+8,380 4.0%
3	AIM ETF PRODUCTS TRUST US LRGCP B20 JUN JUNW	JUNW	232,763	$8.0m9.07%	9.07%	New
4	AIM ETF PRODUCTS TRUST US LRGCP B20 FEB FEBW	FEBW	203,177	$7.2m8.18%	8.18%	New
5	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GMAY	GMAY	167,477	$7.2m8.17%	8.17%	New
6	AIM ETF PRODUCTS TRUST US LRGCP B20 DEC DECW	DECW	185,426	$6.6m7.49%	7.49%	Added +7.1k	+7,061 4.0%
7	ELEVATION SERIES TRUST TRUESHARES SEASO ONEZ	ONEZ	215,521	$5.9m6.74%	6.74%	Added +168.5k	+168,526 358.6%
8	PIMCO ETF TR ULTRA SHORT GOVT BILZ	BILZ	45,501	$4.6m5.20%	5.20%	Added +27.6k	+27,594 154.1%
9	AIM ETF PRODUCTS TRUST ALLIANZIM US EQT SIXD	SIXD	63,582	$2.0m2.22%	2.22%	New
10	ELEVATION SERIES TRUST TRUESHARES QUART QBER	QBER	81,735	$1.9m2.20%	2.20%	Added +8.3k	+8,339 11.4%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,730	$1.8m1.98%	1.98%	New
12	NVIDIA CORPORATION COM NVDA	NVDA	6,875	$1.4m1.56%	1.56%	Added +4.4k	+4,441 182.5%
13	FIDELITY COVINGTON TRUST BLUE CHIP GRWTH FBCG	FBCG	20,716	$1.3m1.46%	1.46%	Added +10.7k	+10,739 107.6%
14	APPLE INC COM AAPL	AAPL	4,401	$1.3m1.44%	1.44%	Reduced -2.1k	-2,122 -32.5%
15	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	11,432	$1.0m1.14%	1.14%	Added +207	+207 1.8%
16	ISHARES TR CYBERSECURITY IHAK	IHAK	14,986	$909.8k1.03%	1.03%	Added +7.6k	+7,597 102.8%
17	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	3,069	$863.1k0.98%	0.98%	Added +1.1k	+1,140 59.1%
18	ELEVATION SERIES TRUST S&P AU DE IN ETF PAYM	PAYM	33,507	$841.7k0.95%	0.95%	Added +8.2k	+8,243 32.6%
19	FIDELITY COVINGTON TRUST DISRUPTIVE COMMU FDCF	FDCF	15,309	$764.8k0.87%	0.87%	Added +8.1k	+8,123 113.0%
20	FIDELITY COVINGTON TRUST DISRUPTIVE AUTOM FBOT	FBOT	17,081	$676.4k0.77%	0.77%	Added +9.0k	+9,024 112.0%
21	TESLA INC COM TSLA	TSLA	1,525	$641.4k0.73%	0.73%	Reduced -311	-311 -16.9%
22	FIDELITY COVINGTON TRUST DISRUPTIVE FIN E FDFF	FDFF	19,240	$636.6k0.72%	0.72%	Added +10.5k	+10,480 119.6%
23	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,901	$464.1k0.53%	0.53%	Reduced -43	-43 -1.1%
24	CATERPILLAR INC COM CAT	CAT	403	$429.2k0.49%	0.49%	Unchanged
25	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	6,726	$408.9k0.46%	0.46%	Reduced -130	-130 -1.9%
26	ABBVIE INC COM ABBV	ABBV	1,492	$375.5k0.43%	0.43%	Added +1.4k	+1,396 1454.2%
27	SPDR GOLD TR GOLD SHS GLD	GLD	975	$359.2k0.41%	0.41%	Added +582	+582 148.1%
28	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	3,489	$336.7k0.38%	0.38%	Added +986	+986 39.4%
29	ISHARES TR CORE MSCI EAFE IEFA	IEFA	3,017	$291.4k0.33%	0.33%	Added +131	+131 4.5%
30	AMAZON COM INC COM AMZN	AMZN	1,220	$290.8k0.33%	0.33%	Added +843	+843 223.6%
31	ISHARES TR MSCI USA MMENTM MTUM	MTUM	827	$283.5k0.32%	0.32%	Reduced -95	-95 -10.3%
32	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	366	$269.5k0.31%	0.31%	Reduced -70	-70 -16.1%
33	ISHARES TR MSCI EMG MKT ETF EEM	EEM	3,896	$266.5k0.30%	0.30%	Reduced -413	-413 -9.6%
34	ISHARES TR EAFE GRWTH ETF EFG	EFG	1,893	$235.5k0.27%	0.27%	Added +1.0k	+1,024 117.8%
35	INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 XLG	XLG	3,730	$228.4k0.26%	0.26%	Reduced -374	-374 -9.1%
36	ISHARES TR EUROPE ETF IEV	IEV	2,736	$199.3k0.23%	0.23%	Reduced -740	-740 -21.3%
37	COSTCO WHSL CORP NEW COM COST	COST	207	$193.7k0.22%	0.22%	Reduced -8	-8 -3.7%
38	ORACLE CORP COM ORCL	ORCL	1,204	$176.4k0.20%	0.20%	Added +1.1k	+1,096 1014.8%
39	AMERICAN HEALTHCARE REIT INC COM SHS AHR	AHR	3,084	$160.8k0.18%	0.18%	Unchanged
40	M & T BK CORP COM MTB	MTB	673	$160.2k0.18%	0.18%	Unchanged
41	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	231	$158.7k0.18%	0.18%	Reduced -85	-85 -26.9%
42	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	2,308	$155.9k0.18%	0.18%	Added +111	+111 5.0%
43	IONQ INC COM IONQ	IONQ	2,861	$152.4k0.17%	0.17%	Added +370	+370 14.8%
44	MICROSOFT CORP COM MSFT	MSFT	363	$135.4k0.15%	0.15%	Reduced -57	-57 -13.6%
45	ISHARES TR S&P MC 400GR ETF IJK	IJK	994	$116.8k0.13%	0.13%	Added +3	+3 0.3%
46	GE AEROSPACE COM NEW GE	GE	304	$113.7k0.13%	0.13%	Reduced -670	-670 -68.8%
47	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	766	$113.2k0.13%	0.13%	Added +34	+34 4.6%
48	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	2,192	$111.9k0.13%	0.13%	Added +1.2k	+1,217 124.8%
49	INTEL CORP COM INTC	INTC	776	$108.4k0.12%	0.12%	Added +745	+745 2403.2%
50	BANK AMERICA CORP COM BAC	BAC	1,893	$107.9k0.12%	0.12%	Reduced -4.9k	-4,928 -72.2%
51	DUKE ENERGY CORP NEW COM NEW DUK	DUK	849	$107.4k0.12%	0.12%	Reduced -1.7k	-1,674 -66.3%
52	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	643	$106.3k0.12%	0.12%	Reduced -32	-32 -4.7%
53	AIM ETF PRODUCTS TRUST ALLIANZIM US EQT NVBW	NVBW	2,980	$106.1k0.12%	0.12%	Unchanged
54	SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC BUCK	BUCK	4,454	$104.3k0.12%	0.12%	Reduced -5.9k	-5,939 -57.1%
55	ARISTA NETWORKS INC COM SHS ANET	ANET	609	$103.5k0.12%	0.12%	New
56	CITIGROUP INC COM NEW C	C	730	$102.2k0.12%	0.12%	Reduced -492	-492 -40.3%
57	SOUTHERN CO COM SO	SO	1,060	$101.5k0.11%	0.11%	Unchanged
58	ABBOTT LABS COM ABT	ABT	1,101	$99.9k0.11%	0.11%	Added +1.1k	+1,086 7240.0%
59	LOWES COS INC COM LOW	LOW	435	$95.9k0.11%	0.11%	Unchanged
60	WALMART INC COM WMT	WMT	831	$94.1k0.11%	0.11%	Added +20	+20 2.5%
61	CONSOLIDATED EDISON INC COM ED	ED	845	$93.5k0.11%	0.11%	Unchanged
62	SIMPLIFY EXCHANGE TRADED FUN MANAGED FUTURES CTA	CTA	3,527	$91.5k0.10%	0.10%	Reduced -6.0k	-6,031 -63.1%
63	FIRST TR EXCHANGE-TRADED FD VEST LAD AUT ETF ACYS	ACYS	3,989	$81.9k0.09%	0.09%	New
64	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	2,850	$80.9k0.09%	0.09%	Added +28	+28 1.0%
65	EXCHANGE TRADED CONCEPTS TRU RANGE NUCLEAR RE NUKZ	NUKZ	1,187	$80.9k0.09%	0.09%	Unchanged
66	GE VERNOVA INC COM GEV	GEV	68	$79.9k0.09%	0.09%	Reduced -186	-186 -73.2%
67	SIMPLIFY EXCHANGE TRADED FUN BARRIER INCOME SBAR	SBAR	3,106	$79.5k0.09%	0.09%	Reduced -3.9k	-3,949 -56.0%
68	AT&T INC COM T	T	3,814	$79.0k0.09%	0.09%	Reduced -3.8k	-3,750 -49.6%
69	INNOVATOR ETFS TRUST INDE AUT INC ETF ACII	ACII	3,096	$78.8k0.09%	0.09%	New
70	SIMPLIFY EXCHANGE TRADED FUN AGGREGATE BOND E AGGH	AGGH	3,814	$76.9k0.09%	0.09%	Reduced -5.0k	-4,997 -56.7%
71	PROCTER AND GAMBLE CO COM PG	PG	523	$76.7k0.09%	0.09%	Reduced -29	-29 -5.2%
72	SIMPLIFY EXCHANGE TRADED FUN CURRE STRAT ETF FOXY	FOXY	2,571	$76.6k0.09%	0.09%	Reduced -3.6k	-3,633 -58.6%
73	PFIZER INC COM PFE	PFE	3,000	$72.2k0.08%	0.08%	Reduced -2.8k	-2,774 -48.0%
74	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	868	$70.3k0.08%	0.08%	New
75	MERCK & CO INC COM MRK	MRK	541	$69.5k0.08%	0.08%	Reduced -550	-550 -50.4%
76	PHILIP MORRIS INTL INC COM PM	PM	362	$65.5k0.07%	0.07%	Added +10	+10 2.8%
77	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	736	$59.7k0.07%	0.07%	Reduced -29	-29 -3.8%
78	CORNING INC COM GLW	GLW	233	$59.5k0.07%	0.07%	Unchanged
79	FORD MTR CO COM F	F	4,225	$58.7k0.07%	0.07%	Reduced -4.0k	-3,999 -48.6%
80	ELI LILLY & CO COM LLY	LLY	48	$57.6k0.07%	0.07%	Reduced -177	-177 -78.7%
81	ALPHABET INC CAP STK CL C GOOG	GOOG	161	$56.9k0.06%	0.06%	Added +2	+2 1.3%
82	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	112	$56.0k0.06%	0.06%	Added +3	+3 2.8%
83	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	1,225	$55.8k0.06%	0.06%	Reduced -34	-34 -2.7%
84	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	933	$55.7k0.06%	0.06%	Unchanged
85	WEC ENERGY GROUP INC COM WEC	WEC	474	$55.3k0.06%	0.06%	Unchanged
86	FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT GSEP	GSEP	1,321	$54.1k0.06%	0.06%	Reduced -232.8k	-232,803 -99.4%
87	CISCO SYS INC COM CSCO	CSCO	455	$53.4k0.06%	0.06%	Reduced -720	-720 -61.3%
88	FIRST TR EXCHANGE-TRADED FD DOW 30 EQL WGT EDOW	EDOW	1,206	$53.2k0.06%	0.06%	Added +838	+838 227.7%
89	SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM SVOL	SVOL	3,300	$52.9k0.06%	0.06%	Reduced -4.1k	-4,128 -55.6%
90	CHEVRON CORP NEW COM CVX	CVX	317	$52.5k0.06%	0.06%	Reduced -1.4k	-1,407 -81.6%
91	WILLIAMS COS INC COM WMB	WMB	691	$51.4k0.06%	0.06%	Unchanged
92	FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH FTGS	FTGS	1,386	$51.3k0.06%	0.06%	Added +962	+962 226.9%
93	VERIZON COMMUNICATIONS INC COM VZ	VZ	1,196	$50.6k0.06%	0.06%	Reduced -5.8k	-5,818 -83.0%
94	MARATHON PETE CORP COM MPC	MPC	196	$50.1k0.06%	0.06%	Unchanged
95	AIM ETF PRODUCTS TRUST US LRGCP B20 OCT OCTW	OCTW	1,207	$49.4k0.06%	0.06%	Reduced -188.6k	-188,619 -99.4%
96	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	600	$48.7k0.06%	0.06%	Unchanged
97	MCDONALDS CORP COM MCD	MCD	174	$47.0k0.05%	0.05%	Added +55	+55 46.2%
98	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	796	$45.9k0.05%	0.05%	Added +21	+21 2.7%
99	EXCHANGE LISTED FDS TR BANCREEK US LARG BCUS	BCUS	1,236	$45.8k0.05%	0.05%	Unchanged
100	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	59	$45.0k0.05%	0.05%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ELEVATION SERIES TRUST AUGZ	AUGZ	14,317	$581.9k14.3k shares
AIM ETF PRODUCTS TRUST FLJJ	FLJJ	18,464	$579.5k18.5k shares
VANGUARD BD INDEX FDS BIV	BIV	2,034	$157.0k2.0k shares
GSK PLC GSK	GSK	2,501	$138.0k2.5k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	1,965	$115.1k2.0k shares
ISHARES TR IVV	IVV	167	$109.2k167 shares
VANGUARD INDEX FDS VOE	VOE	552	$101.7k552 shares
VANGUARD INTL EQUITY INDEX F VGK	VGK	1,153	$95.1k1.2k shares
ISHARES TR IJR	IJR	763	$94.8k763 shares
ISHARES TR IXUS	IXUS	959	$83.1k959 shares
VANGUARD WORLD FD VFH	VFH	595	$71.8k595 shares
ISHARES TR SUB	SUB	663	$70.7k663 shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	758	$60.1k758 shares
ISHARES TR IEF	IEF	546	$52.1k546 shares
OLD REP INTL CORP ORI	ORI	1,091	$43.5k1.1k shares
ISHARES INC EWJ	EWJ	496	$41.9k496 shares
ISHARES TR TLT	TLT	450	$39.0k450 shares
PPL CORP PPL	PPL	1,000	$38.2k1.0k shares
EXXON MOBIL CORP XOM	XOM	220	$37.4k220 shares
VANGUARD TAX-MANAGED FDS VEA	VEA	571	$36.6k571 shares
ISHARES TR MUB	MUB	343	$36.4k343 shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	105	$35.5k105 shares
COLUMBIA ETF TR I RECS	RECS	856	$33.4k856 shares
GENERAL MTRS CO GM	GM	397	$29.6k397 shares
SPDR S&P MIDCAP 400 ETF TR MDY	MDY	47	$29.0k47 shares