KKM Financial LLC Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$318.0M

Holdings

139

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (139 positions)

StockValue
METAMETA PLATFORMS INC
$13.0M
AAPLAPPLE INC
$11.7M
ESNNORTHERN LTS FD TR II
$10.1M
MSFTMICROSOFT CORP
$8.6M
ORCLORACLE CORP
$8.4M
JPMJPMORGAN CHASE & CO
$6.6M
SPYSPDR S&P 500 ETF TR
$6.3M
INTCINTEL CORP
$6.3M
PANWPALO ALTO NETWORKS INC
$6.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$6.0M
IGMISHARES TR
$5.8M
JNJJOHNSON & JOHNSON
$5.7M
IBMINTERNATIONAL BUSINESS MACHS
$5.6M
GOOGLALPHABET INC
$5.5M
IGVISHARES TR
$5.4M
CVSCVS HEALTH CORP
$5.3M
AMZNAMAZON COM INC
$5.3M
MPCMARATHON PETE CORP
$5.1M
XLKSELECT SECTOR SPDR TR
$4.9M
VVISA INC
$4.9M
BABOEING CO
$4.9M
HDHOME DEPOT INC
$4.9M
CMECME GROUP INC
$4.8M
COSTCOSTCO WHSL CORP NEW
$4.7M
WMWASTE MGMT INC DEL
$4.7M
DUKDUKE ENERGY CORP NEW
$4.7M
FFORD MTR CO DEL
$4.6M
SYYSYSCO CORP
$4.6M
NTRNUTRIEN LTD
$4.5M
CBCHUBB LIMITED
$4.5M
ADPAUTOMATIC DATA PROCESSING IN
$4.5M
BACVERIZON COMMUNICATIONS INC
$4.4M
MMM3M CO
$4.4M
XOMEXXON MOBIL CORP
$4.4M
LMTLOCKHEED MARTIN CORP
$4.3M
AWCAMERICAN WATER WORKS COMPANY INC
$4.2M
MASMASCO CORP
$4.1M
IYFISHARES TR
$4.1M
EPDENTERPRISE PRODS PARTNERS L
$3.9M
XLISELECT SECTOR SPDR TR
$3.9M
PFEPFIZER INC
$3.8M
DALDELTA AIR LINES INC DEL
$3.7M
FDXFEDEX CORP
$3.7M
LLYLILLY ELI & CO
$3.7M
FCXFREEPORT-MCMORAN INC
$3.6M
UNHUNITEDHEALTH GROUP INC
$3.5M
NEARISHARES U S ETF TR
$3.3M
CMCSACOMCAST CORP NEW
$3.3M
SOXXISHARES TR
$3.2M
IWRISHARES TR
$2.9M
IYWISHARES TR
$2.8M
NVDANVIDIA CORPORATION
$2.2M
IWMISHARES TR
$2.2M
IYJISHARES TR
$2.0M
GOOGALPHABET INC
$1.8M
TSLATESLA INC
$1.7M
XLCSELECT SECTOR SPDR TR
$1.4M
IYTISHARES TR
$1.2M
CATCATERPILLAR INC
$1.2M
SPIBSPDR SER TR
$1.1M
DBJPDBX ETF TR
$1.1M
WMTWALMART INC
$1.1M
DBEZDBX ETF TR
$1.0M
FTSMFIRST TR EXCHANGE-TRADED FD
$1.0M
IYCISHARES TR
$922K
IAKISHARES TR
$919K
IYEISHARES TR
$916K
DBEFDBX ETF TR
$890K
AQLTISHARES TR
$847K
IYZISHARES TR
$812K
ITA*ISHARES TR
$798K
DHRDANAHER CORPORATION
$794K
ISPYPROSHARES TR
$787K
FXOFIRST TR EXCHANGE TRADED FD
$778K
SPLBSPDR SER TR PORTFOLIO
$739K
IYKISHARES TR
$731K
ITBISHARES TR
$702K
IDUISHARES TR
$675K
AXPAMERICAN EXPRESS CO
$673K
DWDMORGAN STANLEY
$651K
SMCISUPER MICRO COMPUTER INC
$642K
IAU*ISHARES GOLD TR
$632K
XLUSELECT SECTOR SPDR TR
$625K
ADBEADOBE SYSTEMS INCORPORATED
$618K
XLFSELECT SECTOR SPDR TR
$604K
STXSEAGATE TECHNOLOGY HLDNGS PL
$603K
JEPIJ P MORGAN EXCHANGE TRADED F
$602K
PPAINVESCO EXCHANGE TRADED FD T
$575K
EMBISHARES TR
$563K
IWPISHARES TR
$557K
AVDEAMERICAN CENTY ETF TR
$554K
IVVISHARES TR
$553K
XYLXYLEM INC
$551K
CSCOCISCO SYS INC
$545K
NDQINVESCO QQQ TR
$540K
VEAVANGUARD TAX-MANAGED FDS
$539K
BABAALIBABA GROUP HLDG LTD
$536K
VWOBVANGUARD WHITEHALL FDS
$533K
ITOTISHARES TR
$511K
PSIINVESCO EXCHANGE TRADED FD T
$482K
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