CIK 2001943
KKM Financial LLC
Institutional 13F holdings & portfolio
Holdings
170
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 170
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 10K | $500K+ | SH |
| ITA | ISHARES TR | 4K | $500K+ | SH |
| SPLB | SPDR SER TR PORTFOLIO | 34K | $500K+ | SH |
| IDU | ISHARES TR | 7K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 3K | $500K+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 12K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| ADBE | ADOBE SYSTEMS INCORPORATED | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 8K | $500K+ | SH |
| EMB | ISHARES TR | 6K | $500K+ | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 4K | $500K+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 9K | $500K+ | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 8K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 7K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 9K | $500K+ | SH |
| IWP | ISHARES TR | 4K | $500K+ | SH |
| ITOT | ISHARES TR | 4K | $500K+ | SH |
| XYL | XYLEM INC | 4K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 8K | $500K+ | SH |
| EWI | ISHARES INC | 9K | $500K+ | SH |
| ITB | ISHARES TR | 5K | $100K–$500K | SH |
| MGM | MGM RESORTS INTERNATIONAL | 13K | $100K–$500K | SH |
| CTVA | CORTEVA | 7K | $100K–$500K | SH |
| ISPY | PROSHARES TR | 10K | $100K–$500K | SH |
| EIS | ISHARES INC | 4K | $100K–$500K | SH |
| EPOL | ISHARES TR | 12K | $100K–$500K | SH |
| IAK | ISHARES TR | 3K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 687 | $100K–$500K | SH |
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 3K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 726 | $100K–$500K | SH |
| ORCX | TIDAL TRUST II | 24K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IYG | ISHARES TR | 4K | $100K–$500K | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 4K | $100K–$500K | SH |
| IGLB | ISHARES TR | 7K | $100K–$500K | SH |
| KO | COCA COLA CO | 5K | $100K–$500K | SH |
| BOXX | EA SERIIES TRUST | 3K | $100K–$500K | SH |
| FTHI | FIRST TR EXCHANGE TRADED FD | 15K | $100K–$500K | SH |
| FEMB | FIRST TR EXCH TRADED FD III | 12K | $100K–$500K | SH |
| PKB | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| PNQI | INVESCO EXCHANGE TRADED FD T | 6K | $100K–$500K | SH |
| IGHG | PROSHARES TR | 4K | $100K–$500K | SH |
| XTN | SPDR SER TR | 3K | $100K–$500K | SH |
| LGOV | FIRST TR EXCHANGE-TRADED FD | 14K | $100K–$500K | SH |
| IYY | ISHARES TR | 2K | $100K–$500K | SH |