POM INVESTMENT STRATEGIES, LLC

Filed: 11/12/2025ACC: 0001906322-25-000004

📋 What this filing means

POM INVESTMENT STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 201 equity positions with a total reported market value of $183.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

201

Positions

$183.99M

Total AUM (reported)

3.34M

Total Shares

Allocation by class

PORTFOLIO S&P500$24.95M13.6%

MSCI EMG MKT ETF$14.26M7.7%

S&P 500 TOP 50$14.20M7.7%

MSCI USA MMENTM$13.97M7.6%

UNIT SER 1$13.95M7.6%

EUROPE ETF$13.68M7.4%

PRTFLO S&P500 GW$13.57M7.4%

Portfolio Concentration

Top 3$53.40M29.0%

4–10$80.96M44.0%

11–25$43.45M23.6%

Rest$6.17M3.4%

Top 3 weight

29.0%

Top 10 weight

73.0%

Voting Authority Distribution

Total shares with voting rights: 3.34M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.34M

% of voting shares100.0%

Investment Discretion (by position count)

Sole201

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings201

Rows:

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P500

Shares318.50K

TypeSH

Market value$24.95M

13.56%

Sole

0.00

Shared

0.00

None

318.50K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares266.99K

TypeSH

Market value$14.26M

7.75%

Sole

0.00

Shared

0.00

None

266.99K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares246.79K

TypeSH

Market value$14.20M

7.72%

Sole

0.00

Shared

0.00

None

246.79K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares54.47K

TypeSH

Market value$13.97M

7.59%

Sole

0.00

Shared

0.00

None

54.47K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares23.24K

TypeSH

Market value$13.95M

7.58%

Sole

0.00

Shared

0.00

None

23.24K

ISHARES TR

SOLE

EUROPE ETF

Shares208.99K

TypeSH

Market value$13.68M

7.44%

Sole

0.00

Shared

0.00

None

208.99K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares129.81K

TypeSH

Market value$13.57M

7.37%

Sole

0.00

Shared

0.00

None

129.81K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 VL

Shares198.12K

TypeSH

Market value$10.96M

5.96%

Sole

0.00

Shared

0.00

None

198.12K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares85.10K

TypeSH

Market value$7.43M

4.04%

Sole

0.00

Shared

0.00

None

85.10K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares310.08K

TypeSH

Market value$7.40M

4.02%

Sole

0.00

Shared

0.00

None

310.08K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

ENHANCED INM ETF

Shares312.42K

TypeSH

Market value$7.21M

3.92%

Sole

0.00

Shared

0.00

None

312.42K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MANAGED FUTURES

Shares253.56K

TypeSH

Market value$7.09M

3.85%

Sole

0.00

Shared

0.00

None

253.56K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

VOLATILITY PREM

Shares314.97K

TypeSH

Market value$5.67M

3.08%

Sole

0.00

Shared

0.00

None

314.97K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BOND E

Shares175.63K

TypeSH

Market value$3.64M

1.98%

Sole

0.00

Shared

0.00

None

175.63K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares136.15K

TypeSH

Market value$3.58M

1.94%

Sole

0.00

Shared

0.00

None

136.15K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares47.22K

TypeSH

Market value$3.55M

1.93%

Sole

0.00

Shared

0.00

None

47.22K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P400

Shares42.65K

TypeSH

Market value$2.44M

1.33%

Sole

0.00

Shared

0.00

None

42.65K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares15.94K

TypeSH

Market value$2.07M

1.12%

Sole

0.00

Shared

0.00

None

15.94K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares21.51K

TypeSH

Market value$2.06M

1.12%

Sole

0.00

Shared

0.00

None

21.51K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

GAMMA EMERGING

Shares67.91K

TypeSH

Market value$1.79M

0.97%

Sole

0.00

Shared

0.00

None

67.91K

APPLE INC

SOLE

COM

Shares6.39K

TypeSH

Market value$1.63M

0.88%

Sole

0.00

Shared

0.00

None

6.39K

TESLA INC

SOLE

COM

Shares3.40K

TypeSH

Market value$729.2K

0.40%

Sole

0.00

Shared

0.00

None

3.40K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares15.25K

TypeSH

Market value$706.3K

0.38%

Sole

0.00

Shared

0.00

None

15.25K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares7.01K

TypeSH

Market value$697.5K

0.38%

Sole

0.00

Shared

0.00

None

7.01K

MICROSOFT CORP

SOLE

COM

Shares1.16K

TypeSH

Market value$601.3K

0.33%

Sole

0.00

Shared

0.00

None

1.16K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P500	318.50K	SH	$24.95M 13.56%	318.50K
ISHARES TRSOLE	MSCI EMG MKT ETF	266.99K	SH	$14.26M 7.75%	266.99K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	246.79K	SH	$14.20M 7.72%	246.79K
ISHARES TRSOLE	MSCI USA MMENTM	54.47K	SH	$13.97M 7.59%	54.47K
INVESCO QQQ TRSOLE	UNIT SER 1	23.24K	SH	$13.95M 7.58%	23.24K
ISHARES TRSOLE	EUROPE ETF	208.99K	SH	$13.68M 7.44%	208.99K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	129.81K	SH	$13.57M 7.37%	129.81K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 VL	198.12K	SH	$10.96M 5.96%	198.12K
ISHARES TRSOLE	CORE MSCI EAFE	85.10K	SH	$7.43M 4.04%	85.10K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	310.08K	SH	$7.40M 4.02%	310.08K
SIMPLIFY EXCHANGE TRADED FUNSOLE	ENHANCED INM ETF	312.42K	SH	$7.21M 3.92%	312.42K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MANAGED FUTURES	253.56K	SH	$7.09M 3.85%	253.56K
SIMPLIFY EXCHANGE TRADED FUNSOLE	VOLATILITY PREM	314.97K	SH	$5.67M 3.08%	314.97K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BOND E	175.63K	SH	$3.64M 1.98%	175.63K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	136.15K	SH	$3.58M 1.94%	136.15K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	47.22K	SH	$3.55M 1.93%	47.22K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P400	42.65K	SH	$2.44M 1.33%	42.65K
ISHARES TRSOLE	S&P MC 400VL ETF	15.94K	SH	$2.07M 1.12%	15.94K
ISHARES TRSOLE	S&P MC 400GR ETF	21.51K	SH	$2.06M 1.12%	21.51K
SIMPLIFY EXCHANGE TRADED FUNSOLE	GAMMA EMERGING	67.91K	SH	$1.79M 0.97%	67.91K
APPLE INCSOLE	COM	6.39K	SH	$1.63M 0.88%	6.39K
TESLA INCSOLE	COM	3.40K	SH	$729.2K 0.40%	3.40K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	15.25K	SH	$706.3K 0.38%	15.25K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	7.01K	SH	$697.5K 0.38%	7.01K
MICROSOFT CORPSOLE	COM	1.16K	SH	$601.3K 0.33%	1.16K

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