Fund HoldingsKathmere Capital Management, LLC

Total Portfolio Value
$1.48B
Total Bought
$167.22M
Total Sold
$105.56M
Net Transaction
+$61.67M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR01,376,104+1,376,104030,3712.05%+30,371
ISHARES TR
IBONDS DEC 2030
0500,145+500,145013,0340.88%+13,034
GLOBUS MED INC(GMED)0270,888+270,888023,6511.60%+23,651
ISHARES TR
MSCI USA VALUE
459,226464,178+4,95257,42663,4674.28%+6,041
EA SERIES TRUST
ALPHA ARCHITECT
055,913+55,91305,0200.34%+5,020
APPLE INC(AAPL)118,371125,392+7,02130,14134,0892.30%+3,948
VANGUARD TAX-MANAGED FDS984,592995,410+10,81858,99762,1834.19%+3,186
EA SERIES TRUST
FREEDOM 100 EM
518,090507,176-10,91422,95726,0031.75%+3,046
SPDR SERIES TRUST
ST PORT HIGH ETF
0126,253+126,25302,9880.20%+2,988
ALPHABET INC(GOOG)27,55529,896+2,3416,7119,3810.63%+2,670
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
687,999732,375+44,37639,28541,9212.83%+2,636
VANGUARD INDEX FDS156,393161,146+4,75348,14750,7293.42%+2,582
ALPHABET INC(GOOG)14,36519,067+4,7023,4925,9680.40%+2,476
ISHARES TR
MSCI INTL VLU FT
799,355810,176+10,82128,36130,8272.08%+2,466
ISHARES TR
MSCI USA QLT FCT
223,038230,233+7,19543,38145,7293.08%+2,348
SCHWAB STRATEGIC TR0599,016+599,016015,0231.01%+15,023
ISHARES BITCOIN TRUST ETF(IBIT)042,136+42,13602,0920.14%+2,092
NVIDIA CORPORATION(NVDA)62,28171,589+9,30811,62013,3510.90%+1,731
TESLA INC(TSLA)8,61012,212+3,6023,8295,4920.37%+1,663
ISHARES TR
MSCI INTL QUALTY
444,910467,470+22,56019,66121,2471.43%+1,586
AMAZON COM INC(AMZN)25,95731,283+5,3265,6997,2210.49%+1,521
ETF SER SOLUTIONS
DISTILLATE SMLMD
508,073556,779+48,70618,22919,7491.33%+1,520
SPDR INDEX SHS FDS
ST STR NAT ETF
023,141+23,14101,4380.10%+1,438
JOHNSON & JOHNSON(JNJ)36,46639,536+3,0706,7628,1820.55%+1,420
SPDR SERIES TRUST
ST STR P500ETF
017,626+17,62601,4140.10%+1,414
HARBOR ETF TRUST
COMM ALL WEA ETF
053,303+53,30301,3230.09%+1,323
PGIM ETF TR
PGIM ULTRA SH BD
024,066+24,06601,1930.08%+1,193
BROADCOM INC(AVGO)012,291+12,29104,2540.29%+4,254
MICROSOFT CORP(MSFT)35,19640,054+4,85818,23019,3711.31%+1,141
ELI LILLY & CO(LLY)03,639+3,63903,9100.26%+3,910
MERCK & CO INC(MRK)025,933+25,93302,7300.18%+2,730
VANGUARD INDEX FDS26,11028,221+2,1118,5699,4620.64%+893
ISHARES TR
MSCI INTL MOMENT
407,940425,758+17,81819,53220,4241.38%+891
CISCO SYS INC(CSCO)065,005+65,00505,0070.34%+5,007
ACCENTURE PLC IRELAND
SHS CLASS A
09,048+9,04802,4280.16%+2,428
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
014,463+14,46308570.06%+857
JPMORGAN CHASE & CO.(JPM)10,17512,378+2,2033,2103,9880.27%+779
EXXON MOBIL CORP033,102+33,10203,9840.27%+3,984
CITI TRENDS INC044,497+44,49701,8490.12%+1,849
WESTERN DIGITAL CORP(WDC)04,970+4,97008560.06%+856
VANGUARD INDEX FDS79,66081,057+1,39714,85615,4811.04%+625
WELLS FARGO CO NEW(WFC)021,047+21,04701,9620.13%+1,962
WALMART INC(WMT)65,51266,017+5056,7527,3550.50%+603
AFFILIATED MANAGERS GROUP IN02,025+2,02505840.04%+584
EA SERIES TRUST
US QUAN VALUE
146,765152,079+5,3146,8477,4210.50%+574
CITIGROUP INC(C)20,22022,338+2,1182,0522,6070.18%+554
VANGUARD BD INDEX FDS69,73376,840+7,1075,5036,0560.41%+553
GILEAD SCIENCES INC(GILD)028,247+28,24703,4670.23%+3,467
SELECT SECTOR SPDR TR
ST STR DISCR ETF
04,378+4,37805230.04%+523
ADVANCED MICRO DEVICES INC(AMD)03,456+3,45607400.05%+740
EXPEDIA GROUP INC(EXPE)4,9845,555+5711,0651,5740.11%+508
VANGUARD INDEX FDS13,59314,080+4878,3248,8300.60%+506
UNILEVER PLC(UL)07,667+7,66705010.03%+501
CME GROUP INC(CME)1,1442,952+1,8083098060.05%+497
BIOGEN INC(BIIB)04,791+4,79108430.06%+843
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)012,414+12,41401,0300.07%+1,030
FEDEX CORP(FDX)01,687+1,68704870.03%+487
UNION PAC CORP(UNP)010,904+10,90402,5220.17%+2,522
VALE S A118,664135,416+16,7521,2891,7640.12%+476
SCHWAB STRATEGIC TR359,732373,500+13,76813,00813,4680.91%+461
TOTALENERGIES SE(TTE)06,952+6,95204550.03%+455
CATERPILLAR INC(CAT)3,2433,456+2131,5471,9800.13%+432
CITI TRENDS INC(Call)088,000+88,0000738+738
ISHARES SILVER TR(SLV)06,624+6,62404270.03%+427
GOLDMAN SACHS GROUP INC(GS)02,069+2,06901,8190.12%+1,819
BARCLAYS PLC050,901+50,90101,2950.09%+1,295
RYANAIR HOLDINGS PLC(RYAAY)05,647+5,64704080.03%+408
GENERAL MTRS CO(GM)10,23212,643+2,4116241,0280.07%+404
CANADIAN NATL RY CO(CNI)013,658+13,65801,3500.09%+1,350
SYNCHRONY FINANCIAL(SYF)015,389+15,38901,2840.09%+1,284
MICRON TECHNOLOGY INC(MU)02,136+2,13606100.04%+610
MORGAN STANLEY(MS)7,1308,580+1,4501,1331,5230.10%+390
DOLLAR TREE INC(DLTR)03,098+3,09803810.03%+381
LAM RESEARCH CORP(LRCX)03,897+3,89706670.05%+667
INFOSYS LTD(INFY)065,527+65,52701,1680.08%+1,168
ISHARES TR
CORE UNIVRSL USD
07,775+7,77503620.02%+362
BANCO BILBAO VIZCAYA ARGENTA(BBVA)064,350+64,35001,5000.10%+1,500
AMERICAN EXPRESS CO(AXP)02,627+2,62709720.07%+972
VANGUARD INTL EQUITY INDEX F516,892527,593+10,70128,00528,3631.91%+358
CAPITAL ONE FINL CORP(COF)05,658+5,65801,3710.09%+1,371
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
1,2912,338+1,0473056440.04%+339
UNITED PARCEL SERVICE INC(UPS)03,370+3,37003340.02%+334
BANK AMERICA CORP38,85442,275+3,4212,0042,3250.16%+321
INTUITIVE SURGICAL INC0563+56303190.02%+319
APPLIED MATLS INC01,234+1,23403170.02%+317
P T TELEKOMUNIKASI INDONESIA(TLK)087,022+87,02201,8320.12%+1,832
RTX CORPORATION(RTX)9,27110,170+8991,5511,8650.13%+314
EA SERIES TRUST
US QUAN MOMENTUM
099,980+99,98006,5280.44%+6,528
PFIZER INC(PFE)045,960+45,96001,1440.08%+1,144
BRISTOL-MYERS SQUIBB CO(BMY)010,294+10,29405550.04%+555
NATWEST GROUP PLC(NWG)065,668+65,66801,1490.08%+1,149
NEWMONT CORP(NEM)5,5827,777+2,1954717770.05%+306
BERKSHIRE HATHAWAY INC DEL08,004+8,00404,0230.27%+4,023
FOX CORP(FOX)015,271+15,27101,1160.08%+1,116
FREEPORT-MCMORAN INC(FCX)05,953+5,95303020.02%+302
ISHARES ETHEREUM TR(ETHA)013,412+13,41203010.02%+301
INTEL CORP(INTC)017,620+17,62006500.04%+650
ANALOG DEVICES INC(ADI)01,105+1,10503000.02%+300
HCA HEALTHCARE INC(HCA)01,957+1,95709140.06%+914
EA SERIES TRUST
INTL QUAN VALUE
0138,728+138,72804,3640.29%+4,364
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