StockDriftsStockDriftsTop 50 Kathmere Capital Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VLUE | ISHARES TR | 4.05% | 459.9K | $65.4M | -0.92%(-4.29K) | $91.71(+100.48%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.01% | 1.01M | $64.7M | +1.43%(+14.26K) | $45.44(+55.43%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.05% | 164.5K | $49.2M | +2.08%(+3.36K) | $196.44(+73.74%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.81% | 236.3K | $45.3M | +2.64%(+6.07K) | $116.63(+80.89%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.69% | 180.8K | $43.4M | +2.79%(+4.91K) | $152.13(+100.75%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.66% | 756.0K | $42.8M | +3.22%(+23.59K) | $55.52(+0.73%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.65% | 716.7K | $42.7M | +10.63%(+68.87K) | $59.40(-0.71%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.2% | 139.5K | $35.4M | +11.24%(+14.10K) | $177.63(+68.25%) | 2026-03-31 | |
| IBDR | ISHARES TR | 2.09% | 1.39M | $33.8M | +8.96%(+114.49K) | $23.84(+1.55%) | 2026-03-31 | |
| IBDS | ISHARES TR | 2.06% | 1.37M | $33.2M | +8.92%(+112.31K) | $23.78(+1.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.86% | +28.99% |
| Top 20 Holdings Unweighted | +8.50% | +27.72% |
Sign up free to track Kathmere Capital Management, LLC, compare funds side by side, and get alerts the moment positions change.