# EDGAR Filing Document

**Accession Number:** 0001863265
**File Stem:** 0001754960-25-000403
**Filing Date:** 2025-7
**Character Count:** 8579
**Document Hash:** 9caed66f4a87e5b9c19845bbe1373123
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000403.hdr.sgml**: 20250716

**ACCESSION NUMBER**: 0001754960-25-000403

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250716

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250716

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** KENNICOTT CAPITAL MANAGEMENT LLC
- **CENTRAL INDEX KEY:** 0001863265

**ORGANIZATION NAME:**
- **EIN:** 300673668
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21262
- **FILM NUMBER:** 251126049

**BUSINESS ADDRESS:**
- **STREET 1:** 200 TAMAL PLAZA
- **STREET 2:** SUITE 109
- **CITY:** CORTE MADERA
- **STATE:** CA
- **ZIP:** 94925
- **BUSINESS PHONE:** 4154070878

**MAIL ADDRESS:**
- **STREET 1:** 73 VIA LA BRISA
- **CITY:** LARKSPUR
- **STATE:** CA
- **ZIP:** 94939

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** KENNICOTT CAPITAL MANAGEMENT LLC<br>**Address:** 73 VIA LA BRISA<br>LARKSPUR, CA 94939

**Form 13F File Number:** 028-21262

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 49

**Form 13F Information Table Value Total:** $175345088

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 454673 | 2580 | SH |  | SOLE |  | 0 | 0 | 2580 |
| AMAZON COM INC | COM | 023135106 |  | 731666 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| APPLE INC | COM | 037833100 |  | 2913004 | 14198 | SH |  | SOLE |  | 0 | 0 | 14198 |
| BLACKSTONE MTG TR INC | COM CL A | 09257W100 |  | 466485 | 24233 | SH |  | SOLE |  | 0 | 0 | 24233 |
| BROADCOM INC | COM | 11135F101 |  | 201225 | 730 | SH |  | SOLE |  | 0 | 0 | 730 |
| DOXIMITY INC | CL A | 26622P107 |  | 1226800 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| META PLATFORMS INC | CL A | 30303M102 |  | 493782 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 |  | 220643 | 2601 | SH |  | SOLE |  | 0 | 0 | 2601 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 33987826 | 61612 | SH |  | SOLE |  | 0 | 0 | 61612 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 2933876 | 71944 | SH |  | SOLE |  | 0 | 0 | 71944 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3512872 | 19329 | SH |  | SOLE |  | 0 | 0 | 19329 |
| INVESCO EXCH TRADED FD TR II | SR LN ETF | 46138G508 |  | 494812 | 23653 | SH |  | SOLE |  | 0 | 0 | 23653 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1494318 | 6580 | SH |  | SOLE |  | 0 | 0 | 6580 |
| ISHARES TR | CORE S ETF | 464287200 |  | 5370319 | 8649 | SH |  | SOLE |  | 0 | 0 | 8649 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 299912 | 2724 | SH |  | SOLE |  | 0 | 0 | 2724 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 738493 | 2583 | SH |  | SOLE |  | 0 | 0 | 2583 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 283116 | 1312 | SH |  | SOLE |  | 0 | 0 | 1312 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 1065048 | 7484 | SH |  | SOLE |  | 0 | 0 | 7484 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 1180997 | 20910 | SH |  | SOLE |  | 0 | 0 | 20910 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 1987624 | 16428 | SH |  | SOLE |  | 0 | 0 | 16428 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 233616 | 2400 | SH |  | SOLE |  | 0 | 0 | 2400 |
| MICROSOFT CORP | COM | 594918104 |  | 381016 | 766 | SH |  | SOLE |  | 0 | 0 | 766 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1537243 | 9730 | SH |  | SOLE |  | 0 | 0 | 9730 |
| NUVEEN QUALITY MUNCP INCOME | COM | 67066V101 |  | 169350 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| ROBLOX CORP | CL A | 771049103 |  | 3730497 | 35461 | SH |  | SOLE |  | 0 | 0 | 35461 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 15990463 | 25881 | SH |  | SOLE |  | 0 | 0 | 25881 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 |  | 559199 | 13446 | SH |  | SOLE |  | 0 | 0 | 13446 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 5496884 | 40781 | SH |  | SOLE |  | 0 | 0 | 40781 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 2047013 | 25281 | SH |  | SOLE |  | 0 | 0 | 25281 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 4513848 | 20770 | SH |  | SOLE |  | 0 | 0 | 20770 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 4135246 | 78962 | SH |  | SOLE |  | 0 | 0 | 78962 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 5852874 | 39675 | SH |  | SOLE |  | 0 | 0 | 39675 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 9809624 | 38738 | SH |  | SOLE |  | 0 | 0 | 38738 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 225417 | 2077 | SH |  | SOLE |  | 0 | 0 | 2077 |
| TWILIO INC | CL A | 90138F102 |  | 215765 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 342878 | 3675 | SH |  | SOLE |  | 0 | 0 | 3675 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 1560875 | 4308 | SH |  | SOLE |  | 0 | 0 | 4308 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 1847123 | 14510 | SH |  | SOLE |  | 0 | 0 | 14510 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 376414 | 1344 | SH |  | SOLE |  | 0 | 0 | 1344 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 215002 | 4347 | SH |  | SOLE |  | 0 | 0 | 4347 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 236658 | 1439 | SH |  | SOLE |  | 0 | 0 | 1439 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 494554 | 1739 | SH |  | SOLE |  | 0 | 0 | 1739 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1304110 | 4709 | SH |  | SOLE |  | 0 | 0 | 4709 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 606671 | 2168 | SH |  | SOLE |  | 0 | 0 | 2168 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 20316543 | 71211 | SH |  | SOLE |  | 0 | 0 | 71211 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 25284103 | 57674 | SH |  | SOLE |  | 0 | 0 | 57674 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 2811757 | 15909 | SH |  | SOLE |  | 0 | 0 | 15909 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1949634 | 8227 | SH |  | SOLE |  | 0 | 0 | 8227 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3043220 | 10013 | SH |  | SOLE |  | 0 | 0 | 10013 |

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