KCM Investment Advisors LLC ETF holdings
Greenbrae, CA
Reported $1.2B in 126 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
126
Change from prior quarter
+17.9%
With price moves
ETFs as a share of its 13F
36.2%
of $3.4B
Top 10 of 126 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XLK | State Street Technology Select Sector SPDR ETF | $258.3M | 1,355,853 | +7,252 shares |
| VGT | Vanguard Information Technology ETF | $73.8M | 617,483 | +541,094 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $61.8M | 526,859 | +30,662 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $55.4M | 349,376 | +22,761 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $54.2M | 505,901 | +7,933 shares |
| XLI | State Street Industrial Select Sector SPDR ETF | $48.9M | 263,844 | −9,818 shares |
| XLF | State Street Financial Select Sector SPDR ETF | $46.6M | 868,463 | +8,430 shares |
| VOX | Vanguard Communication Services ETF | $46.4M | 252,428 | +4,404 shares |
| QQQ | Invesco QQQ Trust | $42.8M | 58,141 | −983 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $38.1M | 102,977 | −1,369 shares |
116 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001109228. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KCM Investment Advisors LLC own?
KCM Investment Advisors LLC reported 126 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was XLK, at $258.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.