KKM Financial LLC
All 13F Filings
- Location
- Chicago, IL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 563,314
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/18/2026 | 170 | 563,314 | 13F-HR | KKM Financial LLC |
| Q3 2025 | 11/14/2025 | 139 | 317,988 | 13F-HR | KKM Financial LLC |
| Q2 2025 | 8/14/2025 | 153 | 287,554 | 13F-HR | KKM Financial LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 516.9 K | 91.8% | 233.6 K | 0 | 233.6 K |
| ETFs | 45.46 K | 8.1% | 11.84 K | 0 | 11.84 K |
| Other | 598 | 0.1% | 35 | 0 | 35 |
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Fund Snapshot
Q4 2025
Latest filed
2/18/2026
Total value ($000)
563,314
Holdings
170
QoQ value change ($000)
245,326
(77.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.