KKM Financial LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$287.6B

Holdings

153

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (153 positions)

StockValue
METAMETA PLATFORMS INC
$12.6M
SPYSPDR S&P 500 ETF TR
$9.8M
ESNNORTHERN LTS FD TR II
$9.5M
AAPLAPPLE INC
$8.9M
MSFTMICROSOFT CORP
$7.4M
ORCLORACLE CORP
$5.8M
IGMISHARES TR
$5.5M
PANWPALO ALTO NETWORKS INC
$5.5M
JPMJPMORGAN CHASE & CO
$5.4M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.0M
XLKSELECT SECTOR SPDR TR
$5.0M
IBMINTERNATIONAL BUSINESS MACHS
$5.0M
IGVISHARES TR
$5.0M
AMZNAMAZON COM INC
$4.7M
VVISA INC
$4.5M
COSTCOSTCO WHSL CORP NEW
$4.5M
WMWASTE MGMT INC DEL
$4.0M
ADPAUTOMATIC DATA PROCESSING IN
$4.0M
CMECME GROUP INC
$3.9M
IYFISHARES TR
$3.9M
XLISELECT SECTOR SPDR TR
$3.8M
JNJJOHNSON & JOHNSON
$3.8M
NVDANVIDIA CORPORATION
$3.8M
CBCHUBB LIMITED
$3.8M
BABOEING CO
$3.7M
HDHOME DEPOT INC
$3.6M
GOOGLALPHABET INC
$3.6M
DUKDUKE ENERGY CORP NEW
$3.6M
MMM3M CO
$3.6M
NTRNUTRIEN LTD
$3.5M
CVSCVS HEALTH CORP
$3.5M
MPCMARATHON PETE CORP
$3.4M
BACVERIZON COMMUNICATIONS INC
$3.4M
XOMEXXON MOBIL CORP
$3.4M
SYYSYSCO CORP
$3.3M
NEARISHARES U S ETF TR
$3.3M
LMTLOCKHEED MARTIN CORP
$3.3M
AWCAMERICAN WATER WORKS COMPANY INC
$3.2M
LLYLILLY ELI & CO
$3.2M
EPDENTERPRISE PRODS PARTNERS L
$3.2M
FFORD MTR CO DEL
$3.1M
MASMASCO CORP
$3.0M
SOXXISHARES TR
$2.9M
NDQINVESCO QQQ TR
$2.9M
DALDELTA AIR LINES INC DEL
$2.9M
INTCINTEL CORP
$2.9M
FDXFEDEX CORP
$2.8M
CMCSACOMCAST CORP NEW
$2.8M
PFEPFIZER INC
$2.8M
IWRISHARES TR
$2.8M
FCXFREEPORT-MCMORAN INC
$2.5M
IYWISHARES TR
$2.5M
IYJISHARES TR
$2.5M
AVGOBROADCOM INC
$2.2M
UNHUNITEDHEALTH GROUP INC
$2.2M
VOOVANGUARD INDEX FDS
$2.1M
IWMISHARES TR
$1.9M
TSLATESLA INC
$1.5M
XLCSELECT SECTOR SPDR TR
$1.4M
GOOGALPHABET INC
$1.3M
SMCISUPER MICRO COMPUTER INC
$1.3M
IAKISHARES TR
$1.2M
IYTISHARES TR
$1.2M
SPIBSPDR SER TR
$1.1M
DHRDANAHER CORPORATION
$1.1M
FTSMFIRST TR EXCHANGE-TRADED FD
$1.0M
CATCATERPILLAR INC
$1.0M
WMTWALMART INC
$1.0M
DBJPDBX ETF TR
$996K
DBEZDBX ETF TR
$970K
IYCISHARES TR
$966K
ITA*ISHARES TR
$945K
ITBISHARES TR
$872K
IYEISHARES TR
$871K
IYZISHARES TR
$844K
SPLBSPDR SER TR PORTFOLIO
$842K
AQLTISHARES TR
$838K
DBEFDBX ETF TR
$832K
BOXXEA SERIIES TRUST
$831K
JEPIJ P MORGAN EXCHANGE TRADED F
$811K
XLFISELECT SECTOR SPDR TR
$754K
IYKISHARES TR
$753K
ISPYPROSHARES TR
$732K
FXOFIRST TR EXCHANGE TRADED FD
$724K
ADBEADOBE SYSTEMS INCORPORATED
$678K
PPAINVESCO EXCHANGE TRADED FD T
$654K
AXPAMERICAN EXPRESS CO
$646K
IDUISHARES TR
$636K
VEAVANGUARD TAX-MANAGED FDS
$635K
DWDMORGAN STANLEY
$578K
IVVISHARES TR
$564K
MTUMISHARES TR
$558K
IWPISHARES TR
$555K
EMBISHARES TR
$543K
CSCOCISCO SYS INC
$543K
IAU*ISHARES GOLD TR
$541K
VWOBVANGUARD WHITEHALL FDS
$532K
XLVSELECT SECTOR SPDR TR
$531K
AVDEAMERICAN CENTY ETF TR
$507K
ANETEURARISTA NETWORKS INC
$503K
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