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Portfolio (Quarterly) Guide ↗

Kathmere Capital Management, LLC

· CIK 0001794543
13F Portfolio $1.9B AUM 680 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 158 New 352 Added 131 Reduced 52 Exited
Page 1 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VLUE ISHARES TR 427,319.0 $85.4M 4.52% -37K -7.9% $199.81 +0.4%
2 FRDM EA SERIES TRUST 445,746.0 $32.5M 1.72% -61K -12.1% $72.90 -8.9%
3 IBDV ISHARES TR 1,348,430.0 $29.4M 1.55% -28K -2.0% $21.80 -0.8%
4 BOXX EA SERIES TRUST 100,341.0 $11.7M 0.62% -84K -45.6% $117.09 +0.7%
5 VOO VANGUARD INDEX FDS 13,739.0 $9.4M 0.50% -341.0 -2.4% $686.80 +2.7%
6 SCHF SCHWAB STRATEGIC TR 330,602.0 $9.2M 0.48% -13K -3.7% $27.70 +1.3%
7 ISHARES TR 351,990.0 $9.1M 0.48% -148K -29.6% $25.87
8 EFV ISHARES TR 104,929.0 $8.0M 0.42% -1K -1.4% $76.55 +6.1%
9 JVAL J P MORGAN EXCHANGE TRADED F 130,843.0 $7.7M 0.41% -6K -4.5% $58.64 +1.6%
10 WMT WALMART INC Consumer Defensive 64,774.0 $7.3M 0.39% -1K -1.9% $113.26 +1.7%
11 EFG ISHARES TR 48,377.0 $6.0M 0.32% -1K -2.8% $124.42 +0.3%
12 FNDA SCHWAB STRATEGIC TR 155,475.0 $5.9M 0.31% -12K -7.0% $38.06 -0.7%
13 MINT PIMCO ETF TR 56,126.0 $5.7M 0.30% -5K -8.2% $100.81 -0.1%
14 JMOM J P MORGAN EXCHANGE TRADED F 57,709.0 $4.9M 0.26% -3K -5.1% $85.46 -1.5%
15 BSMS INVESCO EXCH TRD SLF IDX FD 208,191.0 $4.9M 0.26% -23K -9.9% $23.44 -0.1%
16 GSLC GOLDMAN SACHS ETF TR 34,349.0 $4.9M 0.26% -2K -4.4% $141.89 +3.5%
17 IMOM EA SERIES TRUST 110,499.0 $4.8M 0.25% -2K -2.0% $43.28 -4.4%
18 IQDG WISDOMTREE TR 104,833.0 $4.5M 0.24% -3K -2.6% $43.08 +2.6%
19 J P MORGAN EXCHANGE TRADED F 56,178.0 $4.1M 0.21% -3K -4.8% $72.28
20 VUSB VANGUARD BD INDEX FDS 79,350.0 $4.0M 0.21% -6K -7.0% $49.78 -0.1%
Page 1 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.6%
Financial Services 19.5%
Healthcare 10.5%
Industrials 9.3%
Consumer Cyclical 8.4%
Communication Services 7.6%
Consumer Defensive 7.4%
Energy 3.9%
Basic Materials 2.9%
Utilities 1.3%