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KENNICOTT CAPITAL MANAGEMENT LLC

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13F filer, CIK 1863265, LARKSPUR, CA

KENNICOTT CAPITAL MANAGEMENT LLC reported $183,104,615 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-20. Its ten largest share positions make up 78.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001754960-26-000275

Period
2026-03-31
Reported value
$183M
Holdings
46
Top 10 weight
78.48%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SGOVadded+9,575$964K
VOOnew+1,148$686K
CIMnew+15,838$199K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VCRexited-4,308-$1.7M
SPYreduced-2,446-$1.59M
XLVreduced-10,432-$1.53M
VFHreduced-9,517-$1.15M
XLIreduced-6,932-$1.12M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001754960-26-000275, largest first. % of portfolio is the value over $183,104,615, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,659 shares; 2024Q4: 70,369 shares; 2025Q1: 64,146 shares; 2025Q2: 61,612 shares; 2025Q3: 60,966 shares; 2025Q4: 61,468 shares; 2026Q1: 61,118 shares 61,118$35.3M19.27%-350Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,564 shares; 2024Q4: 40,045 shares; 2025Q1: 39,952 shares; 2025Q2: 57,674 shares; 2025Q3: 58,470 shares; 2025Q4: 59,628 shares; 2026Q1: 57,840 shares 57,840$25.3M13.8%-1,788Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,465 shares; 2024Q4: 83,703 shares; 2025Q1: 68,618 shares; 2025Q2: 71,211 shares; 2025Q3: 70,887 shares; 2025Q4: 72,556 shares; 2026Q1: 70,707 shares 70,707$21.1M11.54%-1,849Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,027 shares; 2024Q4: 47,178 shares; 2025Q1: 29,759 shares; 2025Q2: 25,881 shares; 2025Q3: 26,250 shares; 2025Q4: 27,101 shares; 2026Q1: 24,655 shares 24,655$16M8.76%-2,446Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 181,496 shares; 2025Q4: 147,773 shares; 2026Q1: 157,348 shares 157,348$15.8M8.65%+9,575Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,951 shares; 2024Q4: 38,943 shares; 2025Q1: 38,920 shares; 2025Q2: 38,738 shares; 2025Q3: 38,446 shares; 2025Q4: 76,892 shares; 2026Q1: 76,847 shares 76,847$10.2M5.58%-45Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,594 shares; 2024Q4: 15,787 shares; 2025Q1: 4,948 shares; 2025Q2: 8,649 shares; 2025Q3: 8,651 shares; 2025Q4: 8,683 shares; 2026Q1: 8,643 shares 8,643$5.65M3.08%-40Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,113 shares; 2024Q4: 41,226 shares; 2025Q1: 40,197 shares; 2025Q2: 39,675 shares; 2025Q3: 40,282 shares; 2025Q4: 40,329 shares; 2026Q1: 33,397 shares 33,397$5.4M2.95%-6,932Timeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,744 shares; 2024Q4: 35,974 shares; 2025Q1: 42,871 shares; 2025Q2: 40,781 shares; 2025Q3: 42,365 shares; 2025Q4: 43,113 shares; 2026Q1: 32,681 shares 32,681$4.79M2.62%-10,432Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,818 shares; 2024Q4: 21,357 shares; 2025Q1: 21,281 shares; 2025Q2: 20,770 shares; 2025Q3: 20,401 shares; 2025Q4: 38,230 shares; 2026Q1: 37,729 shares 37,729$4.11M2.25%-501Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,820 shares; 2024Q4: 85,590 shares; 2025Q1: 112,382 shares; 2025Q2: 78,962 shares; 2025Q3: 83,779 shares; 2025Q4: 84,044 shares; 2026Q1: 63,282 shares 63,282$3.12M1.71%-20,762Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,496 shares; 2024Q4: 20,356 shares; 2025Q1: 16,167 shares; 2025Q2: 15,909 shares; 2025Q3: 15,865 shares; 2025Q4: 17,581 shares; 2026Q1: 15,343 shares 15,343$3.01M1.64%-2,238Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,767 shares; 2024Q4: 14,767 shares; 2025Q1: 14,198 shares; 2025Q2: 14,198 shares; 2025Q3: 14,198 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares 11,808$3M1.64%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,103 shares; 2024Q4: 12,103 shares; 2025Q1: 18,564 shares; 2025Q2: 19,329 shares; 2025Q3: 19,949 shares; 2025Q4: 20,573 shares; 2026Q1: 14,908 shares 14,908$2.86M1.56%-5,665Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,958 shares; 2024Q4: 12,923 shares; 2025Q1: 10,013 shares; 2025Q2: 10,013 shares; 2025Q3: 9,730 shares; 2025Q4: 8,610 shares; 2026Q1: 8,379 shares 8,379$2.69M1.47%-231Timeline
RSPTINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,882 shares; 2024Q4: 72,913 shares; 2025Q1: 71,833 shares; 2025Q2: 71,944 shares; 2025Q3: 71,444 shares; 2025Q4: 71,444 shares; 2026Q1: 57,354 shares 57,354$2.6M1.42%-14,090Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,321 shares; 2024Q4: 16,754 shares; 2025Q1: 24,061 shares; 2025Q2: 25,281 shares; 2025Q3: 25,995 shares; 2025Q4: 26,212 shares; 2026Q1: 26,096 shares 26,096$2.14M1.17%-116Timeline
IYFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,428 shares; 2025Q3: 17,658 shares; 2025Q4: 17,658 shares; 2026Q1: 16,428 shares 16,428$1.93M1.06%-1,230Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 9,730 shares; 2025Q1: 9,730 shares; 2025Q2: 9,730 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares; 2026Q1: 9,730 shares 9,730$1.7M0.93%0Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,963 shares; 2025Q2: 6,580 shares; 2025Q3: 6,914 shares; 2025Q4: 7,119 shares; 2026Q1: 6,266 shares 6,266$1.49M0.81%-853Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,484 shares; 2024Q4: 305,484 shares; 2025Q1: 35,484 shares; 2025Q2: 35,461 shares; 2025Q3: 24,926 shares; 2025Q4: 24,926 shares; 2026Q1: 24,926 shares 24,926$1.41M0.77%0Timeline
IYHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 15,740 shares; 2025Q1: 15,740 shares; 2025Q2: 20,910 shares; 2025Q3: 20,910 shares; 2025Q4: 20,910 shares; 2026Q1: 20,910 shares 20,910$1.29M0.7%0Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,719 shares; 2024Q4: 12,286 shares; 2025Q1: 10,165 shares; 2025Q2: 8,227 shares; 2025Q3: 7,263 shares; 2025Q4: 5,179 shares; 2026Q1: 4,895 shares 4,895$1.28M0.7%-284Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,484 shares; 2025Q3: 8,055 shares; 2025Q4: 8,055 shares; 2026Q1: 8,055 shares 8,055$1.19M0.65%0Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,510 shares; 2024Q4: 14,510 shares; 2025Q1: 14,510 shares; 2025Q2: 14,510 shares; 2025Q3: 14,510 shares; 2025Q4: 15,667 shares; 2026Q1: 6,150 shares 6,150$743K0.41%-9,517Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,580 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,580 shares; 2026Q1: 2,580 shares 2,580$742K0.41%0Timeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 4,709 shares; 2025Q1: 4,709 shares; 2025Q2: 4,709 shares; 2025Q3: 4,251 shares; 2025Q4: 2,703 shares; 2026Q1: 2,454 shares 2,454$742K0.41%-249Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,703 shares; 2024Q4: 4,704 shares; 2025Q1: 2,583 shares; 2025Q2: 2,583 shares; 2025Q3: 2,416 shares; 2025Q4: 2,216 shares; 2026Q1: 2,216 shares 2,216$695K0.38%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares 1,148$686K0.37%newTimeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,335 shares; 2025Q3: 3,195 shares; 2025Q4: 2,795 shares; 2026Q1: 2,795 shares 2,795$582K0.32%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,168 shares; 2025Q1: 2,168 shares; 2025Q2: 2,168 shares; 2025Q3: 2,061 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925$553K0.3%0Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400$513K0.28%0Timeline
VISVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,344 shares; 2025Q1: 4,572 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,624 shares; 2026Q1: 1,624 shares 1,624$507K0.28%0Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,240 shares; 2026Q1: 27,240 shares 27,240$469K0.26%0Timeline
DOCSDOXIMITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000$466K0.25%0Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,739 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,739 shares; 2026Q1: 1,739 shares 1,739$448K0.24%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares 669$383K0.21%0Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,748 shares; 2024Q4: 13,748 shares; 2025Q1: 3,124 shares; 2025Q2: 2,724 shares; 2025Q3: 2,724 shares; 2025Q4: 2,724 shares; 2026Q1: 2,724 shares 2,724$308K0.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 942 shares; 2025Q1: 756 shares; 2025Q2: 766 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755$279K0.15%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960$275K0.15%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,312 shares; 2025Q2: 1,312 shares; 2025Q3: 1,242 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083$269K0.15%0Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,675 shares; 2025Q1: 3,675 shares; 2025Q2: 3,675 shares; 2025Q3: 3,675 shares; 2025Q4: 3,675 shares; 2026Q1: 3,675 shares 3,675$264K0.14%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730$226K0.12%0Timeline
XLCSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,077 shares; 2025Q4: 2,077 shares; 2026Q1: 2,022 shares 2,022$224K0.12%-55Timeline
CIMCHIMERA INVT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,838 shares 15,838$199K0.11%newTimeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 10,418 shares; 2026Q1: 10,417 shares 10,417$120K0.07%-1Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VCRVANGUARD WORLD FD4,308$1.7Mshares
BXMTBLACKSTONE MORTGAGE TRUST IN36,450$697Kshares
VOEVANGUARD INDEX FDS1,181$209Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001754960-26-000275 base2026-04-20acceptance time not in the bulk data set