Pom Investment Strategies, LLC
POM Investment Strategies, LLC, also known as Peace of Mind Wealth Management, is a registered investment adviser headquartered in Raleigh, North Carolina. The firm was founded in 2021 and offers investment advisory and wealth management services to retail investors, primarily high-net-worth individuals and other individuals. With approximately 7 employees, the firm delivers both discretionary and non-discretionary portfolio management along with financial planning and consulting. POM is registered with the SEC and partners with third-party managers for certain investment strategies.
Investment Strategy
The firm provides investment advisory services primarily to retail and high-net-worth investors, offering both discretionary and non-discretionary management options. POM leverages relationships with third-party model managers and strategists through AE Wealth Management, tailoring model portfolios to align with specific client objectives. Clients may impose reasonable restrictions on their portfolios. POM continuously monitors assets to ensure alignment with client goals and provides comprehensive financial planning as part of its core advisory offering.
Latest 13F Filing Activity
Pom Investment Strategies, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 138 equity positions with a total 13F market value of $140M. The fund increased holdings in Invesco Exchange Traded FD T, Invesco QQQ TR, Ishares TR among other positions. Pom Investment Strategies, LLC reduced exposure to First TR Exchange-traded FD, First TR Exchange Traded FD, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (138)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 12.90% | $18.0M | 248,298 | $66.42 | $72.69 | +$3.3M |
X XLG | INVESCO EXCHANGE TRADED FD T | 7.49% | $10.5M | 201,204 | $51.80 | $52.10 | +$10.3M |
Q QQQ | INVESCO QQQ TR | 7.36% | $10.3M | 18,664 | $550.08 | $551.64 | +$10.2M |
E EEM | ISHARES TR | 7.28% | $10.2M | 211,185 | $48.24 | $48.24 | +$10.2M |
M MTUM | ISHARES TR | 7.26% | $10.2M | 42,282 | $240.32 | $240.32 | +$10.2M |
Industry Allocation
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