Kathmere Capital Management, LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$1.6B
Holdings
620
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AGG
ISHARES TR
Q1 2026: New position (2.2k shares)
4.3%
02
$VLUE
ISHARES TR
Held since at least Q1 2024
4.0%
03
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
4.0%
04
$VV
VANGUARD INDEX FDS
Held since at least Q1 2024
3.0%
05
$QUAL
ISHARES TR
Held since at least Q1 2024
2.8%
06
$MTUM
ISHARES TR
Held since at least Q1 2024
2.7%
07
$JEPI
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
2.6%
08
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.6%
09
$AAPL
APPLE INC
Q1 2026: New position (19.8k shares)
2.2%
10
$IBDR
ISHARES TR
Held since at least Q1 2024
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:30 UTC.