KKM Financial LLC Q4 2025 Filing

Filed February 18, 2026

Portfolio Value

$563.3B

Holdings

170

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (170 positions)

#StockSharesValue% PortfolioType
101
IAU*ISHARES GOLD TR
10,243$831.0M0.15%
102
ITA*ISHARES TR
3,614$775.0M0.14%
103
SPLBSPDR SER TR PORTFOLIO
34,150$771.0M0.14%
104
IDUISHARES TR
6,965$754.0M0.13%
105
AXPAMERICAN EXPRESS CO
2,023$748.0M0.13%
106
DWDMORGAN STANLEY
4,094$726.0M0.13%
107
STXSEAGATE TECHNOLOGY HLDNGS PL
2,554$703.0M0.12%
108
FXOFIRST TR EXCHANGE TRADED FD
11,604$700.0M0.12%
109
XLFSELECT SECTOR SPDR TR
11,213$614.0M0.11%
110
ADBEADOBE SYSTEMS INCORPORATED
1,753$613.0M0.11%
111
CSCOCISCO SYS INC
7,896$608.0M0.11%
112
EMBISHARES TR
6,208$597.0M0.11%
113
PPAINVESCO EXCHANGE TRADED FD T
3,719$582.0M0.10%
114
VEAVANGUARD TAX-MANAGED FDS
9,301$581.0M0.10%
115
PSIINVESCO EXCHANGE TRADED FD T
7,145$563.0M0.10%
116
VWOBVANGUARD WHITEHALL FDS
8,151$549.0M0.10%
117
AVDEAMERICAN CENTY ETF TR
6,666$548.0M0.10%
118
JEPIJ P MORGAN EXCHANGE TRADED F
9,462$541.0M0.10%
119
IWPISHARES TR
3,909$535.0M0.09%
120
ITOTISHARES TR
3,510$521.0M0.09%
121
SLVISHARES SILVER TR
7,897$508.0M0.09%
122
XYLXYLEM INC
3,737$508.0M0.09%
123
EWIISHARES INC
9,210$500.0M0.09%
124
ITBISHARES TR
5,000$481.0M0.09%
125
MGMMGM RESORTS INTERNATIONAL
12,621$460.0M0.08%
126
CTVACORTEVA
6,732$451.0M0.08%
127
ISPYPROSHARES TR
9,832$448.0M0.08%
128
EIS*ISHARES INC
3,999$440.0M0.08%
129
EPOLISHARES TR
12,469$438.0M0.08%
130
IAKISHARES TR
3,212$437.0M0.08%
131
VOOVANGUARD INDEX FDS
687$430.0M0.08%
132
IWOISHARES TR
1,314$424.0M0.08%
133
BABAALIBABA GROUP HLDG LTD
2,850$417.0M0.07%
134
MAMASTERCARD INCORPORATED
726$414.0M0.07%
135
ORCXTIDAL TRUST II
23,792$409.0M0.07%
136
MCDMCDONALDS CORP
1,313$401.0M0.07%
137
IYGISHARES TR
4,153$383.0M0.07%
138
AIRRFIRST TR EXCHANGE TRADED FD
3,882$381.0M0.07%
139
IGLBISHARES TR
7,220$364.0M0.06%
140
KOCOCA COLA CO
5,171$361.0M0.06%
141
BOXXEA SERIIES TRUST
3,066$352.0M0.06%
142
FTHIFIRST TR EXCHANGE TRADED FD
14,868$351.0M0.06%
143
FEMBFIRST TR EXCH TRADED FD III
11,656$347.0M0.06%
144
PKBINVESCO EXCHANGE TRADED FD T
3,651$338.0M0.06%
145
VWOVANGUARD INTL EQUITY INDEX F
6,077$326.0M0.06%
146
IGHGPROSHARES TR
4,114$322.0M0.06%
147
PNQIINVESCO EXCHANGE TRADED FD T
5,984$322.0M0.06%
148
XTNSPDR SER TR
3,425$312.0M0.06%
149
LGOVFIRST TR EXCHANGE-TRADED FD
14,314$312.0M0.06%
150
IYY*ISHARES TR
1,878$311.0M0.06%
151
IYHISHARES TR
4,540$295.0M0.05%
152
EPUISHARES TR
4,063$293.0M0.05%
153
XLFISELECT SECTOR SPDR TR
3,739$290.0M0.05%
154
IGEISHARES TR
5,631$282.0M0.05%
155
VTIVANGUARD INDEX FDS
840$281.0M0.05%
156
CVXCHEVRON CORP NEW
1,843$280.0M0.05%
157
HYHGPROSHARES TR
4,200$270.0M0.05%
158
SOSOUTHERN CO
3,001$261.0M0.05%
159
PTFINVESCO EXCHANGE TRADED FD T
3,343$255.0M0.05%
160
PHOINVESCO EXCHANGE TRADED FD T
3,406$239.0M0.04%
161
WABWABTEC
1,085$231.0M0.04%
162
GGMEINVESCO EXCHANGE TRADED FD T
3,673$218.0M0.04%
163
HYLSFIRST TR EXCHANGE-TRADED FD
5,183$216.0M0.04%
164
NFLXNETFLIX INC
2,220$208.0M0.04%
165
IAIISHARES TR
1,153$206.0M0.04%
166
SMHVANECK ETF TRUST
566$203.0M0.04%
167
SYFSYNCHRONY FINANCIAL
2,400$200.0M0.04%
168
FBTCFIDELITY WISE ORIGIN BITCOIN
2,625$200.0M0.04%
169
DOMHDOMINARI HOLDINGS INC
13,954$69.0M0.01%
170
ASPIASP ISOTOPES INC
12,000$64.0M0.01%
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