Kathmere Capital Management, LLC - Portfolio overview

Kathmere Capital Management, LLC has 660 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. VLUE - ISHARES TR, 3.93%
  2. VEA - VANGUARD TAX-MANAGED FDS, 3.89%
  3. VV - VANGUARD INDEX FDS, 2.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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