account_balance
Investment manager · 13F filer · SEC CIK 1794543
Kathmere Capital Management, LLC
Reported value$1.88Bas of Jun 30, 2026
Positions671 95 new, 41 sold out
Top 10 weight29.0%VLUE alone is 5%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VLUEiShares Tr
4.5%Trimmed −7%
VEAVanguard Tax-managed FDS
4.0%Added +4%
MTUMiShares Tr
3.3%
VVVanguard Index FDS
3.2%Added +6%
QUALiShares Tr
2.9%Added +4%
JEPIJ P Morgan Exchange Traded F
2.6%Added +14%
VGITVanguard Scottsdale FDS
2.5%Added +12%
AAPLApple Inc
2.2%Added +3%
IBDRiShares Tr
1.9%Added +8%
IBDSiShares Tr
1.9%Added +7%
IBDTiShares Tr
1.9%Added +6%
IVLU1.9%
VLUEiShares Tr
4.5%Trimmed −7%
VEAVanguard Tax-managed FDS
4.0%Added +4%
MTUMiShares Tr
3.3%
VVVanguard Index FDS
3.2%Added +6%
QUALiShares Tr
2.9%Added +4%
JEPI2.6%
VGIT2.5%
AAPL2.2%IBDR1.9%
IBDS1.9%
IBDT1.9%
IVLU1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VLUE iShares Tr 4.5% Trimmed −7%
VEA Vanguard Tax-managed FDS 4.0% Added +4%
MTUM iShares Tr 3.3% Held
VV Vanguard Index FDS 3.2% Added +6%
QUAL iShares Tr 2.9% Added +4%
JEPI J P Morgan Exchange Traded F 2.6% Added +14%
VGIT Vanguard Scottsdale FDS 2.5% Added +12%
AAPL Apple Inc 2.2% Added +3%IBDR iShares Tr 1.9% Added +8%
IBDS iShares Tr 1.9% Added +7%
IBDT iShares Tr 1.9% Added +6%
IVLU iShares Tr 1.9% Added +3%
What changed