Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kathmere Capital Management, LLC (CIK 1794543) reported $1.62B across 612 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VLUE ($65.4M, 4.03%), VEA ($64.7M, 3.98%), VV ($49.2M, 3.03%), QUAL ($45.3M, 2.79%), MTUM ($43.4M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VLUE | ISHARES TR | $65.4M | 4.03% | 459,887 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $64.7M | 3.98% | 1.0M | Added |
| 3 | VV | VANGUARD INDEX FDS | $49.2M | 3.03% | 164,502 | Added |
| 4 | QUAL | ISHARES TR | $45.3M | 2.79% | 236,306 | Added |
| 5 | MTUM | ISHARES TR | $43.4M | 2.67% | 180,808 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $42.8M | 2.64% | 755,967 | Added |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $42.7M | 2.63% | 716,698 | Added |
| 8 | AAPL | APPLE INC | $35.4M | 2.18% | 139,491 | Added |
| 9 | IBDR | ISHARES TR | $33.8M | 2.08% | 1.4M | Added |
| 10 | IBDS | ISHARES TR | $33.2M | 2.05% | 1.4M | Added |
| 11 | IBDT | ISHARES TR | $33.1M | 2.04% | 1.3M | Added |
| 12 | IBDV | ISHARES TR | $32.9M | 2.02% | 1.5M | Added |
| 13 | IVLU | ISHARES TR | $32.3M | 1.99% | 812,755 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $29.4M | 1.81% | 544,211 | Added |
| 15 | IBDU | ISHARES TR | $26.8M | 1.65% | 1.2M | Added |
| 16 | FRDM | EA SERIES TRUST | $26.6M | 1.63% | 485,866 | Trimmed |
| 17 | GMED | GLOBUS MED INC | $23.4M | 1.44% | 271,126 | Added |
| 18 | IQLT | ISHARES TR | $22.2M | 1.37% | 480,014 | Added |
| 19 | BOXX | EA SERIES TRUST | $22.2M | 1.37% | 191,121 | Added |
| 20 | DSMC | ETF SER SOLUTIONS | $21.6M | 1.33% | 577,309 | Added |
| 21 | IMTM | ISHARES TR | $20.8M | 1.28% | 433,478 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $17.2M | 1.06% | 87,469 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $16.0M | 0.99% | 91,987 | Added |
| 24 | MSFT | MICROSOFT CORP | $16.1M | 0.99% | 43,483 | Added |
| 25 | VUG | VANGUARD INDEX FDS | $15.6M | 0.96% | 35,821 | Added |
Source: SEC Form 13F filings · as of 2026-03-31