# EDGAR Filing Document

**Accession Number:** 0001804116
**File Stem:** 0001804116-25-000004
**Filing Date:** 2025-10
**Character Count:** 12302
**Document Hash:** b3baf44834cd01e8fb0fb73f5cdc9ec6
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001804116-25-000004.hdr.sgml**: 20251021

**ACCESSION NUMBER**: 0001804116-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251021

**DATE AS OF CHANGE**: 20251021

**EFFECTIVENESS DATE**: 20251021

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KOM Wealth Management Group, LLC
- **CENTRAL INDEX KEY:** 0001804116

**ORGANIZATION NAME:**
- **EIN:** 208445689
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20172
- **FILM NUMBER:** 251405737

**BUSINESS ADDRESS:**
- **STREET 1:** 3601 EAST EVERGREEN DRIVE
- **STREET 2:** SUITE 100
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54913
- **BUSINESS PHONE:** 920-733-3876

**MAIL ADDRESS:**
- **STREET 1:** 3601 EAST EVERGREEN DRIVE
- **STREET 2:** SUITE 100
- **CITY:** APPLETON
- **STATE:** WI
- **ZIP:** 54913

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Kerntke Otto McGlone Wealth Management Group
- **DATE OF NAME CHANGE:** 20200220

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KOM Wealth Management Group LLC<br>**Address:** 3601 EAST EVERGREEN DRIVE<br>SUITE 100<br>APPLETON, WI 54913

**Form 13F File Number:** 028-20172

**CRD Number (if applicable):** 000142682

**SEC File Number (if applicable):** 801-67464

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James Mike McGlone<br>**Title:** Senior Partner / Managing Member / CCO<br>**Phone:** 920-733-3865

**Signature, Place, and Date of Signing:**

/s/James Mike McGlone  Appleton, WI  10-21-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 84

**Form 13F Information Table Value Total:** $132288558

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 325584 | 1339 | SH |  | SOLE |  | 0 | 0 | 1339 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 205644 | 844 | SH |  | SOLE |  | 0 | 0 | 844 |
| AMAZON COM INC | COM | 023135106 |  | 294368 | 1341 | SH |  | SOLE |  | 0 | 0 | 1341 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 |  | 2399893 | 26956 | SH |  | SOLE |  | 0 | 0 | 26956 |
| APPLE INC | COM | 037833100 |  | 770340 | 3025 | SH |  | SOLE |  | 0 | 0 | 3025 |
| BANK MONTREAL QUE | COM | 063671101 |  | 201696 | 1549 | SH |  | SOLE |  | 0 | 0 | 1549 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 471067 | 937 | SH |  | SOLE |  | 0 | 0 | 937 |
| BROADCOM INC | COM | 11135F101 |  | 551992 | 1673 | SH |  | SOLE |  | 0 | 0 | 1673 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 14020V108 |  | 868439 | 21964 | SH |  | SOLE |  | 0 | 0 | 21964 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 14020W106 |  | 1448575 | 34465 | SH |  | SOLE |  | 0 | 0 | 34465 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 1049645 | 23899 | SH |  | SOLE |  | 0 | 0 | 23899 |
| CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 14019W109 |  | 1208605 | 40804 | SH |  | SOLE |  | 0 | 0 | 40804 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 308470 | 5167 | SH |  | SOLE |  | 0 | 0 | 5167 |
| CATERPILLAR INC | COM | 149123101 |  | 326699 | 685 | SH |  | SOLE |  | 0 | 0 | 685 |
| CHEVRON CORP NEW | COM | 166764100 |  | 332514 | 2141 | SH |  | SOLE |  | 0 | 0 | 2141 |
| CLEVELAND-CLIFFS INC NEW | COM | 185899101 |  | 523028 | 42871 | SH |  | SOLE |  | 0 | 0 | 42871 |
| COCA COLA CO | COM | 191216100 |  | 301745 | 4550 | SH |  | SOLE |  | 0 | 0 | 4550 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 271370 | 293 | SH |  | SOLE |  | 0 | 0 | 293 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1150176 | 35077 | SH |  | SOLE |  | 0 | 0 | 35077 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 4439486 | 115102 | SH |  | SOLE |  | 0 | 0 | 115102 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 631867 | 20136 | SH |  | SOLE |  | 0 | 0 | 20136 |
| EATON CORP PLC | SHS | G29183103 |  | 225279 | 602 | SH |  | SOLE |  | 0 | 0 | 602 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1082477 | 9601 | SH |  | SOLE |  | 0 | 0 | 9601 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | 316092352 |  | 762906 | 14217 | SH |  | SOLE |  | 0 | 0 | 14217 |
| FIDELITY COVINGTON TRUST | FUNDAMENTAL SMAL | 316092295 |  | 11422425 | 391045 | SH |  | SOLE |  | 0 | 0 | 391045 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 428878 | 9275 | SH |  | SOLE |  | 0 | 0 | 9275 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 225790 | 3424 | SH |  | SOLE |  | 0 | 0 | 3424 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 1478974 | 29704 | SH |  | SOLE |  | 0 | 0 | 29704 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 281322 | 825 | SH |  | SOLE |  | 0 | 0 | 825 |
| ILLINOIS TOOL WKS INC | COM | 452308109 |  | 381086 | 1461 | SH |  | SOLE |  | 0 | 0 | 1461 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 13045377 | 191618 | SH |  | SOLE |  | 0 | 0 | 191618 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 3295336 | 26912 | SH |  | SOLE |  | 0 | 0 | 26912 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 233019 | 2669 | SH |  | SOLE |  | 0 | 0 | 2669 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 2241476 | 34347 | SH |  | SOLE |  | 0 | 0 | 34347 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1693624 | 14252 | SH |  | SOLE |  | 0 | 0 | 14252 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 1911719 | 13125 | SH |  | SOLE |  | 0 | 0 | 13125 |
| ISHARES TR | CORE S ETF | 464287200 |  | 348328 | 520 | SH |  | SOLE |  | 0 | 0 | 520 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 220132 | 8626 | SH |  | SOLE |  | 0 | 0 | 8626 |
| ISHARES TR | IBONDS 25 TRM TS | 46436E866 |  | 2778137 | 118902 | SH |  | SOLE |  | 0 | 0 | 118902 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 5680015 | 247495 | SH |  | SOLE |  | 0 | 0 | 247495 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 508278 | 20882 | SH |  | SOLE |  | 0 | 0 | 20882 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 |  | 1366110 | 60662 | SH |  | SOLE |  | 0 | 0 | 60662 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 650614 | 26774 | SH |  | SOLE |  | 0 | 0 | 26774 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 336515 | 13359 | SH |  | SOLE |  | 0 | 0 | 13359 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 903156 | 24710 | SH |  | SOLE |  | 0 | 0 | 24710 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 927547 | 9749 | SH |  | SOLE |  | 0 | 0 | 9749 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 791470 | 25031 | SH |  | SOLE |  | 0 | 0 | 25031 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 224311 | 1579 | SH |  | SOLE |  | 0 | 0 | 1579 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 484096 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| MCKESSON CORP | COM | 58155Q103 |  | 221042 | 286 | SH |  | SOLE |  | 0 | 0 | 286 |
| MGE ENERGY INC | COM | 55277P104 |  | 217910 | 2589 | SH |  | SOLE |  | 0 | 0 | 2589 |
| MICROSOFT CORP | COM | 594918104 |  | 3125658 | 6035 | SH |  | SOLE |  | 0 | 0 | 6035 |
| MP MATERIALS CORP | COM CL A | 553368101 |  | 226752 | 3381 | SH |  | SOLE |  | 0 | 0 | 3381 |
| NEWMONT CORP | COM | 651639106 |  | 1236976 | 14672 | SH |  | SOLE |  | 0 | 0 | 14672 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 752249 | 4032 | SH |  | SOLE |  | 0 | 0 | 4032 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 252804 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| OUTDOOR HOLDING CO | COM | 00175J107 |  | 16650 | 11250 | SH |  | SOLE |  | 0 | 0 | 11250 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 681111 | 11852 | SH |  | SOLE |  | 0 | 0 | 11852 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 351138 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 249651 | 1539 | SH |  | SOLE |  | 0 | 0 | 1539 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 775638 | 7525 | SH |  | SOLE |  | 0 | 0 | 7525 |
| PROSHARES TR | S MDCP 400 DIV | 74347B680 |  | 3381919 | 39629 | SH |  | SOLE |  | 0 | 0 | 39629 |
| QUANTA SVCS INC | COM | 74762E102 |  | 612536 | 1478 | SH |  | SOLE |  | 0 | 0 | 1478 |
| RTX CORPORATION | COM | 75513E101 |  | 1019764 | 6094 | SH |  | SOLE |  | 0 | 0 | 6094 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 3705276 | 159161 | SH |  | SOLE |  | 0 | 0 | 159161 |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 81369Y886 |  | 2820796 | 32345 | SH |  | SOLE |  | 0 | 0 | 32345 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 347863 | 979 | SH |  | SOLE |  | 0 | 0 | 979 |
| SPDR INDEX SHS FDS | S INTL ETF | 78463X772 |  | 202042 | 4732 | SH |  | SOLE |  | 0 | 0 | 4732 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 303715 | 456 | SH |  | SOLE |  | 0 | 0 | 456 |
| SPDR SERIES TRUST | S DIVID ETF | 78464A763 |  | 283662 | 2025 | SH |  | SOLE |  | 0 | 0 | 2025 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 3109092 | 104966 | SH |  | SOLE |  | 0 | 0 | 104966 |
| TESLA INC | COM | 88160R101 |  | 307301 | 691 | SH |  | SOLE |  | 0 | 0 | 691 |
| TOYOTA MOTOR CORP | ADS | 892331307 |  | 272531 | 1426 | SH |  | SOLE |  | 0 | 0 | 1426 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 294859 | 1004 | SH |  | SOLE |  | 0 | 0 | 1004 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1081113 | 11826 | SH |  | SOLE |  | 0 | 0 | 11826 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 27627905 | 84188 | SH |  | SOLE |  | 0 | 0 | 84188 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 1223991 | 5672 | SH |  | SOLE |  | 0 | 0 | 5672 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 343789 | 4680 | SH |  | SOLE |  | 0 | 0 | 4680 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 482401 | 3422 | SH |  | SOLE |  | 0 | 0 | 3422 |
| WALMART INC | COM | 931142103 |  | 600060 | 5822 | SH |  | SOLE |  | 0 | 0 | 5822 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 238458 | 2081 | SH |  | SOLE |  | 0 | 0 | 2081 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 266502 | 3179 | SH |  | SOLE |  | 0 | 0 | 3179 |
| WHEATON PRECIOUS METALS CORP | COM | 962879102 |  | 3165326 | 28302 | SH |  | SOLE |  | 0 | 0 | 28302 |
| WP CAREY INC | COM | 92936U109 |  | 480478 | 7111 | SH |  | SOLE |  | 0 | 0 | 7111 |

---