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

Kathmere Capital Management, LLC

Kathmere's asset manager based in New York, NY — $1.6B in tracked AUM across 629 positions as of Q1 2026.

K
Kathmere·New York, NY·Asset Manager
CIK 0001794543 · last filed Mar 31, 2026
Total AUM
$1.6B
▼ 0.8%
vs prior
Holdings
629
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · 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

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