Fund HoldingsKathmere Capital Management, LLC

Total Portfolio Value
$1.61B
Total Bought
$197.46M
Total Sold
$47.85M
Net Transaction
+$149.61M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EA SERIES TRUST
ALPHA ARCHITECT
0221,438+221,438010,8370.67%+10,837
SOLANA CO04,594,960+4,594,96007,9490.49%+7,949
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
0716,698+716,698042,6792.65%+42,679
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
0160,879+160,87909,4180.58%+9,418
VANGUARD BD INDEX FDS76,840123,783+46,9436,0569,7060.60%+3,650
CITI TRENDS INC(Call)88,000100,000+12,0007384,332+3,594
STATE STR SPDR S&P 500 ETF T(SPY)05,766+5,76603,7500.23%+3,750
EA SERIES TRUST
ALPHA ARCHITECT
55,91390,812+34,8995,0208,2420.51%+3,222
ISHARES TR
IBONDS DEC2026
01,392,870+1,392,870033,7632.09%+33,763
ISHARES TR
IBONDS 27 ETF
01,371,208+1,371,208033,2382.06%+33,238
ISHARES TR
IBDS DEC28 ETF
01,306,247+1,306,247033,0872.05%+33,087
ISHARES TR01,154,298+1,154,298026,8491.66%+26,849
AVAX ONE TECHNOLOGY LTD04,240,274+4,240,27402,5360.16%+2,536
JOHNSON & JOHNSON(JNJ)39,53643,808+4,2728,18210,7080.66%+2,526
VANGUARD TAX-MANAGED FDS995,4101,009,671+14,26162,18364,7004.01%+2,516
ISHARES TR1,376,1041,500,942+124,83830,37132,8562.04%+2,485
BERKSHIRE HATHAWAY INC DEL(Call)08,300+8,30003,977+3,977
EXXON MOBIL CORP33,10236,686+3,5843,9846,2240.39%+2,241
ALPHABET INC(GOOG)29,89640,405+10,5099,38111,5910.72%+2,209
VANGUARD INDEX FDS28,22136,006+7,7859,46211,5510.72%+2,089
TAIWAN SEMICONDUCTOR MANUFAC(TSM)019,258+19,25806,5080.40%+6,508
COSTCO WHOLESALE CORPORATION(COST)05,816+5,81605,7950.36%+5,795
NVIDIA CORPORATION(NVDA)71,58987,987+16,39813,35115,3450.95%+1,994
ISHARES TR
MSCI USA VALUE
464,178459,887-4,29163,46765,3914.05%+1,924
SPDR INDEX SHS FDS
ST STR NAT ETF
025,717+25,71701,9200.12%+1,920
ETF SER SOLUTIONS
DISTILLATE SMLMD
556,779577,309+20,53019,74921,6051.34%+1,856
MAIN STR CAP CORP(MAIN)(Put)035,000+35,00001,854+1,854
LINDE PLC(LIN)04,915+4,91502,4370.15%+2,437
VANGUARD INDEX FDS81,05787,469+6,41215,48117,1621.06%+1,680
VANGUARD MALVERN FDS059,172+59,17202,9560.18%+2,956
VERIZON COMMUNICATIONS INC(VZ)092,715+92,71504,6540.29%+4,654
WESTERN DIGITAL CORP(WDC)4,9708,568+3,5988562,3180.14%+1,461
BROADCOM INC(AVGO)12,29118,366+6,0754,2545,6840.35%+1,431
ISHARES TR
MSCI INTL VLU FT
810,176812,755+2,57930,82732,2502.00%+1,423
MASTERCARD INCORPORATED(MA)05,788+5,78802,8920.18%+2,892
APPLE INC(AAPL)125,392139,491+14,09934,08935,4022.20%+1,312
JPMORGAN CHASE & CO(JPM)12,37817,994+5,6163,9885,2930.33%+1,305
LOWES COS INC(LOW)09,402+9,40202,2220.14%+2,222
GOLDMAN SACHS GROUP INC(GS)2,0693,554+1,4851,8193,0070.19%+1,188
VANGUARD WORLD FD
INF TECH ETF
02,428+2,42801,6940.11%+1,694
ASTRAZENECA PLC(AZN)05,687+5,68701,1220.07%+1,122
SPDR GOLD TR(GLD)03,190+3,19001,3730.09%+1,373
VANGUARD INTL EQUITY INDEX F527,593544,211+16,61828,36329,4151.82%+1,051
SCHWAB STRATEGIC TR373,500379,370+5,87013,46814,5150.90%+1,046
VALERO ENERGY CORP(VLO)07,255+7,25501,7930.11%+1,793
WALMART INC(WMT)66,01767,178+1,1617,3558,3490.52%+994
EA SERIES TRUST
ALPHA ARCH 1-3
0191,121+191,121022,2251.38%+22,225
VANGUARD MUN BD FDS019,217+19,21709590.06%+959
ISHARES TR
MSCI INTL QUALTY
467,470480,014+12,54421,24722,1911.38%+945
CHEVRON CORPORATION(CVX)08,926+8,92601,8470.11%+1,847
ISHARES TR
CORE HIGH DV ETF
06,926+6,92609400.06%+940
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
732,375755,967+23,59241,92142,8482.66%+927
ANALOG DEVICES INC(ADI)1,1053,838+2,7333001,2210.08%+921
UNION PAC CORP(UNP)10,90414,060+3,1562,5223,4110.21%+889
BRISTOL-MYERS SQUIBB CO(BMY)10,29423,174+12,8805551,4060.09%+850
ENERGY TRANSFER L P(ET)041,581+41,58108030.05%+803
LOCKHEED MARTIN CORP(LMT)03,990+3,99002,4110.15%+2,411
CME GROUP INC(CME)2,9525,283+2,3318061,5600.10%+754
MERCK & CO INC(MRK)25,93328,957+3,0242,7303,4830.22%+754
EMERSON ELEC CO(EMR)010,214+10,21401,3380.08%+1,338
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
2,3383,451+1,1136441,3520.08%+708
HARBOR ETF TRUST
COMM ALL WEA ETF
53,30365,391+12,0881,3232,0280.13%+705
NVIDIA CORPORATION(NVDA)(Put)04,000+4,0000698+698
TRANE TECHNOLOGIES PLC(TT)02,586+2,58601,0780.07%+1,078
TJX COS INC NEW(TJX)09,407+9,40701,5020.09%+1,502
VANGUARD INDEX FDS049,013+49,013012,8370.80%+12,837
ISHARES TR02,572+2,57206380.04%+638
CISCO SYS INC(CSCO)65,00572,729+7,7245,0075,6430.35%+636
ASML HLDG NV
N Y REGISTRY SHS
01,102+1,10201,4560.09%+1,456
MICRON TECHNOLOGY INC(MU)2,1363,646+1,5106101,2320.08%+622
AMERICAN ELEC PWR CO INC04,744+4,74406220.04%+622
CATERPILLAR INC(CAT)3,4563,672+2161,9802,6010.16%+622
MORGAN STANLEY(MS)8,58012,963+4,3831,5232,1330.13%+610
HONEYWELL INTL INC(HON)06,414+6,41401,4500.09%+1,450
CIENA CORP(CIEN)01,507+1,50705850.04%+585
VANGUARD WORLD FD
HEALTH CAR ETF
02,139+2,13905830.04%+583
EA SERIES TRUST
US QUAN VALUE
152,079153,444+1,3657,4218,0010.50%+580
CANADIAN NATL RY CO(CNI)13,65818,711+5,0531,3501,9230.12%+573
VANGUARD WORLD FD
FINANCIALS ETF
04,706+4,70605690.04%+569
BLACKROCK INC(BLK)01,565+1,56501,5050.09%+1,505
GOLUB CAP BDC INC(GBDC)044,166+44,16605590.03%+559
NOVARTIS AG(NVS)021,586+21,58603,2970.20%+3,297
EA SERIES TRUST
FREEDOM 100 EM
507,176485,866-21,31026,00326,5531.65%+550
DESCARTES SYS GROUP INC(DSGX)07,650+7,65005470.03%+547
BECTON DICKINSON & CO(BDX)03,411+3,41105360.03%+536
LAM RESEARCH CORP(LRCX)3,8975,596+1,6996671,1960.07%+529
FEDEX CORP(FDX)1,6872,837+1,1504871,0100.06%+523
EOG RES INC(EOG)06,147+6,14708890.06%+889
VALE S A135,416143,014+7,5981,7642,2750.14%+511
ENTERPRISE PRODS PARTNERS L(EPD)013,027+13,02704930.03%+493
ALTRIA GROUP INC(MO)051,937+51,93703,4270.21%+3,427
COCA COLA CO(KO)020,144+20,14401,5320.09%+1,532
INTEL CORP(INTC)17,62025,760+8,1406501,1370.07%+487
GE VERNOVA INC(GEV)01,464+1,46401,2780.08%+1,278
DEERE & CO(DE)01,854+1,85401,0440.06%+1,044
META PLATFORMS INC(META)08,054+8,05404,6080.29%+4,608
ASE TECHNOLOGY HLDG CO LTD(ASX)021,081+21,08104570.03%+457
VANGUARD WORLD FD
INDUSTRIAL ETF
01,457+1,45704550.03%+455
ISHARES TR02,111+2,11104460.03%+446
VANGUARD INDEX FDS035,821+35,821015,6460.97%+15,646
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