13F Insight
DOSSIER · 13F-HR · Q1 2026

Kathmere Capital Management, LLC

$1.6B in tracked AUM across 629 positions as of Q1 2026.

KC
CIK 0001794543 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
629
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Kathmere Capital Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VLUE
ISHARES TR
$65M460K4.0%02
VEA
VANGUARD TAX-MANAGED FDS
$65M1.0M4.0%03
VV
VANGUARD INDEX FDS
$49M165K3.0%04
QUAL
ISHARES TR
$45M236K2.8%05
MTUM
ISHARES TR
$43M181K2.7%06
JEPI
J P MORGAN EXCHANGE TRADED F
$43M756K2.6%07
VGIT
VANGUARD SCOTTSDALE FDS
$43M717K2.6%08
AAPL
APPLE INC
$35M139K2.2%09
IBDR
ISHARES TR
$34M1.4M2.1%10
IBDS
ISHARES TR
$33M1.4M2.0%

Filing history

2026Q1Mar 31
$1.6B▲ 9.4%
629 positionsView →2025Q4Dec 31
$1.5B▲ 5.4%
577 positionsView →2025Q3Sep 30
$1.4B▲ 8.4%
536 positionsView →2025Q2Jun 30
$1.3B▲ 10.3%
495 positionsLocked2025Q1Mar 31
$1.2B▲ 5.7%
441 positionsLocked2024Q4Dec 31
$1.1B▲ 4.5%
419 positionsLocked2024Q3Sep 30
$1.1B▲ 13.0%
386 positionsLocked2024Q2Jun 30
$944M▲ 8.0%
344 positionsLocked2024Q1Mar 31
$874M▲ 13.4%
320 positionsLocked2023Q4Dec 31
$771M▲ 14.3%
296 positionsLocked2023Q3Sep 30
$675M▲ 4.9%
267 positionsLocked2023Q2Jun 30
$644M▲ 5.5%
238 positionsLocked
Showing 12 of 26