Kcm Investment Advisors LLC Portfolio Holdings

Kcm Investment Advisors LLC

$3.05 Billion
Q3 2025

Kcm Investment Advisors LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.05 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $223M, Technology Sector Spdr with a value of $194M, Microsoft Corp with a value of $155M, Costco Wholesale Corp with a value of $107M, and Amazon Com Inc with a value of $73.5M.

Examining the 13F form we can see an increase of $120M in the current position value, from $2.93B to 3.05B.

Kcm Investment Advisors LLC is based out at Greenbrae, CA

Below you can find more details about Kcm Investment Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.05 Billion

ETFs: $1.06 Billion

Technology: $555 Million

Industrials: $265 Million

Financial Services: $244 Million

Consumer Defensive: $230 Million

Consumer Cyclical: $214 Million

Healthcare: $168 Million

Communication Services: $135 Million

Other: $180 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLK Technology Sector Spdr ETFs	$0	$194 Million 6.38% of portfolio	689,908	Q3 2025 Reduced 0.77%
XLC Select Sector Spdr Tr Communic ETFs	$0	$64.5 Million 2.11% of portfolio	544,529	Q3 2025 Reduced 24.11%
VGT Vanguard Information Technolog ETFs	$0	$62.4 Million 2.05% of portfolio	83,638	Q3 2025 Added 1.47%
XLY Select Sector Spdr Consumer Di ETFs	$0	$60 Million 1.97% of portfolio	250,492	Q3 2025 Reduced 0.26%
VOX Vanguard Communication Service ETFs	$0	$50.5 Million 1.66% of portfolio	269,219	Q3 2025 Added 0.11%
XLV Select Sector Spdr Fund Health ETFs	$0	$47.3 Million 1.55% of portfolio	339,841	Q3 2025 Reduced 6.08%
XLF Financial Sector Spdr ETFs	$0	$47.2 Million 1.55% of portfolio	876,740	Q3 2025 Reduced 2.1%
XLI Industrial Sector Spdr ETFs	$0	$40 Million 1.31% of portfolio	259,582	Q3 2025 Reduced 0.44%
VTI Vanguard Total Stock Market Et ETFs	$0	$35.6 Million 1.17% of portfolio	108,382	Q3 2025 Reduced 50.84%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$35.1 Million 1.15% of portfolio	58,422	Q3 2025 Reduced 1.31%
VCR Vanguard Consumer Discretionar ETFs	$0	$34.2 Million 1.12% of portfolio	86,340	Q3 2025 Added 0.91%
XLP Consumer Staples Sector Spdr ETFs	$0	$31.2 Million 1.02% of portfolio	410,556	Q3 2025 Added 0.49%
XLE Energy Sector Spdr ETFs	$0	$30.7 Million 1.01% of portfolio	343,427	Q3 2025 Reduced 2.81%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$29.4 Million 0.96% of portfolio	44,073	Q3 2025 Added 0.96%
VFH Vanguard Financial ETF ETFs	$0	$26.8 Million 0.88% of portfolio	204,281	Q3 2025 Reduced 40.59%
VIS Vanguard Industrial ETF ETFs	$0	$25.7 Million 0.84% of portfolio	86,872	Q3 2025 Added 0.49%
VHT Vanguard Health Care ETF ETFs	$0	$14.5 Million 0.48% of portfolio	55,804	Q3 2025 Reduced 47.08%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$13.1 Million 0.43% of portfolio	93,711	Q3 2025 Reduced 0.05%

VDC Vanguard Consumer Staples ETF ETFs	$0	$12 Million 0.39% of portfolio	56,007	Q3 2025 Reduced 8.12%
XLU Utilities Sector Spdr ETFs	$0	$11.7 Million 0.38% of portfolio	134,571	Q3 2025 Added 3.36%
SOXX Ishares Semiconductor ETF ETFs	$0	$10.4 Million 0.34% of portfolio	38,419	Q3 2025 Added 2.92%
XLB Select Sector Spdr Fd Material ETFs	$0	$9.64 Million 0.32% of portfolio	107,575	Q3 2025 Reduced 3.27%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$8.93 Million 0.29% of portfolio	14,982	Q3 2025 Added 6.81%
VNQ Vanguard Specialized Funds Van ETFs	$0	$8.68 Million 0.28% of portfolio	94,965	Q3 2025 Reduced 2.07%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.2 Million 0.27% of portfolio	12,252	Q3 2025 Added 0.04%
VAW Vanguard Materials ETF ETFs	$0	$7.63 Million 0.25% of portfolio	37,243	Q3 2025 Reduced 2.58%
DVY Ishares Tr ETFs	$0	$7.51 Million 0.25% of portfolio	52,826	Q3 2025 Added 0.03%
VPU Vanguard Utilities ETF ETFs	$0	$7.02 Million 0.23% of portfolio	37,062	Q3 2025 Added 0.9%
VDE Vanguard Energy ETF ETFs	$0	$6.7 Million 0.22% of portfolio	53,260	Q3 2025 Reduced 1.17%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$5.99 Million 0.2% of portfolio	232,950	Q3 2025 Added 0.02%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$5.34 Million 0.18% of portfolio	16,362	Q3 2025 Added 36.76%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$5.11 Million 0.17% of portfolio	187,206	Q3 2025 Reduced 1.38%
FDIS Fidelity Covington Tr Msci Con ETFs	$0	$5.21 Million 0.17% of portfolio	50,632	Q2 2025 Reduced 0.09%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$4.98 Million 0.16% of portfolio	118,195	Q3 2025 Added 2.62%
VUG Vanguard Growth ETF ETFs	$0	$4.43 Million 0.15% of portfolio	9,227	Q3 2025 Reduced 21.61%
FENY Fidelity Covington Tr Msci Ene ETFs	$0	$4.16 Million 0.14% of portfolio	168,149	Q3 2025 Reduced 2.97%
VO Vanguard Mid Cap ETF ETFs	$0	$4.01 Million 0.13% of portfolio	13,655	Q2 2025 Added 1.61%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$3.44 Million 0.11% of portfolio	59,775	Q3 2025 Reduced 4.01%
VIG Vanguard Dividend Appreciation ETFs	$0	$3.28 Million 0.11% of portfolio	18,007	Q3 2025 Reduced 3.69%
PGX Invesco ETF Tr Ii Pfd ETF ETFs	$0	$3.07 Million 0.1% of portfolio	264,813	Q3 2025 Reduced 2.9%
IAT Ishares Tr ETFs	$0	$2.96 Million 0.1% of portfolio	56,335	Q3 2025 Added 1.4%
NLR Vaneck ETF Tr Uranium+Nuclear ETFs	$0	$2.65 Million 0.09% of portfolio	19,555	Q3 2025 Added 340.92%
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.65 Million 0.09% of portfolio	38,992	Q3 2025 Reduced 1.52%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$2.62 Million 0.09% of portfolio	40,219	Q3 2025 Added 0.68%
OEF Ishares S&P 100 ETF ETFs	$0	$2.42 Million 0.08% of portfolio	9,088	Q3 2025 Added 37.66%
GLD Spdr Gold Trust ETFs	$130B	$2.48 Million 0.08% of portfolio	6,984	Q3 2025 Added 11.14%
IBB Ishares Biotechnology ETF ETFs	$0	$2.1 Million 0.07% of portfolio	14,537	Q3 2025 Reduced 3.51%
IWV Ishares Russell 3000 ETF ETFs	$0	$1.94 Million 0.06% of portfolio	5,117	Q2 2025 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.88 Million 0.06% of portfolio	13,324	Q3 2025 Reduced 0.91%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.92 Million 0.06% of portfolio	4,104	Q3 2025 Added 0.54%

Summary

Portfolio
No. of Stocks 383
Current Value $3.05 Billion
Prior Value $2.93 Billion
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 19 stocks
Additional Purchases 160 stocks
Sold out of 0 stocks
Reduced holdings in 144 stocks

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Kcm Investment Advisors LLC Portfolio Holdings