POM INVESTMENT STRATEGIES, LLC

Filed: 2/17/2026ACC: 0001906322-26-000001

📋 What this filing means

POM INVESTMENT STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 349 equity positions with a total reported market value of $194.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

349

Positions

$194.50M

Total AUM (reported)

3.32M

Total Shares

Allocation by class

STATE STREET SPD$56.63M29.1%

S&P 500 TOP 50$15.30M7.9%

MSCI EMG MKT ETF$15.27M7.9%

EUROPE ETF$15.15M7.8%

UNIT SER 1$14.98M7.7%

MSCI USA MMENTM$14.54M7.5%

CORE MSCI EAFE$8.36M4.3%

Portfolio Concentration

Top 3$57.30M29.5%

4–10$86.28M44.4%

11–25$42.16M21.7%

Rest$8.75M4.5%

Top 3 weight

29.5%

Top 10 weight

73.8%

Voting Authority Distribution

Total shares with voting rights: 3.32M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.32M

% of voting shares100.0%

Investment Discretion (by position count)

Sole349

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings349

Rows:

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares333.28K

TypeSH

Market value$26.74M

13.75%

Sole

0.00

Shared

0.00

None

333.28K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares258.10K

TypeSH

Market value$15.30M

7.87%

Sole

0.00

Shared

0.00

None

258.10K

ISHARES TR

SOLE

MSCI EMG MKT ETF

Shares279.08K

TypeSH

Market value$15.27M

7.85%

Sole

0.00

Shared

0.00

None

279.08K

ISHARES TR

SOLE

EUROPE ETF

Shares220.80K

TypeSH

Market value$15.15M

7.79%

Sole

0.00

Shared

0.00

None

220.80K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares24.38K

TypeSH

Market value$14.98M

7.70%

Sole

0.00

Shared

0.00

None

24.38K

ISHARES TR

SOLE

MSCI USA MMENTM

Shares58.10K

TypeSH

Market value$14.54M

7.48%

Sole

0.00

Shared

0.00

None

58.10K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares135.83K

TypeSH

Market value$14.49M

7.45%

Sole

0.00

Shared

0.00

None

135.83K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares208.31K

TypeSH

Market value$11.83M

6.08%

Sole

0.00

Shared

0.00

None

208.31K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares93.42K

TypeSH

Market value$8.36M

4.30%

Sole

0.00

Shared

0.00

None

93.42K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

TREASURY OPT INC

Shares292.38K

TypeSH

Market value$6.93M

3.56%

Sole

0.00

Shared

0.00

None

292.38K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MANAGED FUTURES

Shares238.63K

TypeSH

Market value$6.50M

3.34%

Sole

0.00

Shared

0.00

None

238.63K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

AGGREGATE BOND E

Shares242.60K

TypeSH

Market value$5.02M

2.58%

Sole

0.00

Shared

0.00

None

242.60K

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMGMKT

Shares49.19K

TypeSH

Market value$3.79M

1.95%

Sole

0.00

Shared

0.00

None

49.19K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

VOLATILITY PREM

Shares205.24K

TypeSH

Market value$3.60M

1.85%

Sole

0.00

Shared

0.00

None

205.24K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

BARRIER INCOME

Shares131.59K

TypeSH

Market value$3.44M

1.77%

Sole

0.00

Shared

0.00

None

131.59K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

ENHANCED INM ETF

Shares152.19K

TypeSH

Market value$3.40M

1.75%

Sole

0.00

Shared

0.00

None

152.19K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

CURRENCY STRATEG

Shares120.17K

TypeSH

Market value$3.27M

1.68%

Sole

0.00

Shared

0.00

None

120.17K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares46.08K

TypeSH

Market value$2.67M

1.37%

Sole

0.00

Shared

0.00

None

46.08K

ISHARES TR

SOLE

S&P MC 400VL ETF

Shares16.83K

TypeSH

Market value$2.21M

1.14%

Sole

0.00

Shared

0.00

None

16.83K

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares22.71K

TypeSH

Market value$2.20M

1.13%

Sole

0.00

Shared

0.00

None

22.71K

APPLE INC

SOLE

COM

Shares6.70K

TypeSH

Market value$1.82M

0.94%

Sole

0.00

Shared

0.00

None

6.70K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

GAMMA EMERGING

Shares64.25K

TypeSH

Market value$1.71M

0.88%

Sole

0.00

Shared

0.00

None

64.25K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares1.49K

TypeSH

Market value$1.02M

0.52%

Sole

0.00

Shared

0.00

None

1.49K

SPDR SERIES TRUST

SOLE

STATE STREET SPD

Shares16.07K

TypeSH

Market value$753.0K

0.39%

Sole

0.00

Shared

0.00

None

16.07K

AMERICAN CENTY ETF TR

SOLE

US SML CP VALU

Shares7.38K

TypeSH

Market value$752.5K

0.39%

Sole

0.00

Shared

0.00

None

7.38K

Issuer	Class	Shares	Type	Value / Portfolio %	None
SPDR SERIES TRUSTSOLE	STATE STREET SPD	333.28K	SH	$26.74M 13.75%	333.28K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	258.10K	SH	$15.30M 7.87%	258.10K
ISHARES TRSOLE	MSCI EMG MKT ETF	279.08K	SH	$15.27M 7.85%	279.08K
ISHARES TRSOLE	EUROPE ETF	220.80K	SH	$15.15M 7.79%	220.80K
INVESCO QQQ TRSOLE	UNIT SER 1	24.38K	SH	$14.98M 7.70%	24.38K
ISHARES TRSOLE	MSCI USA MMENTM	58.10K	SH	$14.54M 7.48%	58.10K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	135.83K	SH	$14.49M 7.45%	135.83K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	208.31K	SH	$11.83M 6.08%	208.31K
ISHARES TRSOLE	CORE MSCI EAFE	93.42K	SH	$8.36M 4.30%	93.42K
SIMPLIFY EXCHANGE TRADED FUNSOLE	TREASURY OPT INC	292.38K	SH	$6.93M 3.56%	292.38K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MANAGED FUTURES	238.63K	SH	$6.50M 3.34%	238.63K
SIMPLIFY EXCHANGE TRADED FUNSOLE	AGGREGATE BOND E	242.60K	SH	$5.02M 2.58%	242.60K
AMERICAN CENTY ETF TRSOLE	AVANTIS EMGMKT	49.19K	SH	$3.79M 1.95%	49.19K
SIMPLIFY EXCHANGE TRADED FUNSOLE	VOLATILITY PREM	205.24K	SH	$3.60M 1.85%	205.24K
SIMPLIFY EXCHANGE TRADED FUNSOLE	BARRIER INCOME	131.59K	SH	$3.44M 1.77%	131.59K
SIMPLIFY EXCHANGE TRADED FUNSOLE	ENHANCED INM ETF	152.19K	SH	$3.40M 1.75%	152.19K
SIMPLIFY EXCHANGE TRADED FUNSOLE	CURRENCY STRATEG	120.17K	SH	$3.27M 1.68%	120.17K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	46.08K	SH	$2.67M 1.37%	46.08K
ISHARES TRSOLE	S&P MC 400VL ETF	16.83K	SH	$2.21M 1.14%	16.83K
ISHARES TRSOLE	S&P MC 400GR ETF	22.71K	SH	$2.20M 1.13%	22.71K
APPLE INCSOLE	COM	6.70K	SH	$1.82M 0.94%	6.70K
SIMPLIFY EXCHANGE TRADED FUNSOLE	GAMMA EMERGING	64.25K	SH	$1.71M 0.88%	64.25K
ISHARES TRSOLE	CORE S&P500 ETF	1.49K	SH	$1.02M 0.52%	1.49K
SPDR SERIES TRUSTSOLE	STATE STREET SPD	16.07K	SH	$753.0K 0.39%	16.07K
AMERICAN CENTY ETF TRSOLE	US SML CP VALU	7.38K	SH	$752.5K 0.39%	7.38K

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