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CIK: 0002001943
Total reported value
$729.9M
$729.9M
170 檔
11.2%
According to the latest 13F quarterly dataset, KKM Financial LLC managed an equity portfolio of $729.9M at the end of Q4 2025, spanning 170 distinct U.S. exchange-listed positions.
In Q4 2025, KKM Financial LLC displayed an active expansion posture, initiating 35 new positions and adding to 81 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FWONA | Liberty Media Corp-formula-a | Stock-Other | 3.29% | -3.29% | EXIT | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 3.06% | -3.06% | EXIT | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.93% | -0.88% | +646.78% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.66% | -0.47% | +190.07% | |
| 5 | AMD | Advanced Micro Devices | Stock-Tech | 2.52% | -0.66% | +4722.17% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.28% | -0.64% | — | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.22% | -0.18% | +0.43% | |
| 8 | ASML | ASML Holding N.V. | Stock-Tech | 2.02% | -0.08% | — | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.92% | -1.92% | EXIT | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.84% | -0.25% | +150.93% | |
| 11 | ESN | Essential 40 Stock ETF | ETF-Other | 1.81% | -0.20% | +0.29% | |
| 12 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.77% | +1.60% | +80.78% | |
| 13 | AMAT | Applied Materials Inc | Stock-Tech | 1.70% | +0.44% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.55% | +1.11% | +8.68% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.53% | -0.04% | — | |
| 16 | INTC | Intel CORP | Stock-Tech | 1.48% | +1.71% | +20.34% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.50% | +15.27% | |
| 18 | AWK | American Water Works Co Inc | Stock-Utilities | 1.42% | -0.47% | +101.92% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.36% | -0.16% | +13.77% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | +0.01% | +14.99% | |
| 21 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.29% | -0.42% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.25% | +0.37% | +20.76% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.23% | -0.28% | +17.08% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | +0.44% | -41.97% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.20% | -0.11% | +12.67% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 1.18% | +0.08% | +19.62% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.47% | -0.86% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.86% | +13.65% | |
| 29 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 1.09% | -1.09% | EXIT | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.09% | +0.39% | — | |
| 31 | F | Ford Motor Co | Stock-Consumer Disc | 1.06% | -0.10% | +19.29% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.79% | +16.03% | |
| 33 | CB | Chubb Limited | Stock-Financials | 1.03% | +0.10% | +16.87% | |
| 34 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.03% | -1.03% | EXIT | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 1.03% | -0.11% | +17.70% | |
| 36 | CME | Cme Group Inc | Stock-Financials | 1.01% | -0.19% | +17.32% | |
| 37 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.00% | +0.07% | +19.52% | |
| 38 | NTR | Nutrien LTD | Stock-Materials | 0.99% | +0.01% | +17.32% | |
| 39 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.99% | -0.13% | -6.73% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.97% | +0.19% | +16.39% | |
| 41 | MMM | 3m Co | Stock-Industrials | 0.97% | -0.03% | +19.60% | |
| 42 | WM | Waste Management Inc | Stock-Industrials | 0.97% | +0.09% | +16.15% | |
| 43 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.95% | +0.41% | +16.27% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.93% | +0.13% | +17.75% | |
| 45 | FDX | Fedex CORP | Stock-Industrials | 0.92% | +0.10% | +15.68% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.90% | +0.79% | +15.02% | |
| 47 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.90% | +0.49% | +18.32% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.86% | +0.06% | +15.23% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | -0.03% | +92.04% | |
| 50 | EQIX | Equinix Inc | Stock-Real Estate | 0.84% | -0.10% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.5% | +4722.17% | Add |
| 2 | NVDA | Nvidia CORP | +2.2% | +646.78% | Add |
| 3 | LLY | Eli Lilly & Co | +1.5% | +190.07% | Add |
| 4 | CMCSA | Comcast Corp-class A | +0.9% | +244.95% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +733.82% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.7% | +714.29% | Add |
| 7 | BAC | Bank Of America CORP | +0.5% | +1030.58% | Add |
| 8 | HD | Home Depot Inc | +0.3% | +150.93% | Add |
| 9 | SYK | Stryker CORP | +0.3% | +578.44% | Add |
| 10 | AWK | American Water Works Co Inc | +0.1% | +101.92% | Add |
| 11 | SLV | Ishares Silver Trust | 0% | +54.54% | Add |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +262.99% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | 0% | +52.33% | Add |
| 14 | AIRR | First Trust Rba American Ind | 0% | +40.20% | Add |
| 15 | XLP | Ss Consumer Staples Sel Sect | 0% | +39.10% | Add |
| 16 | DOMH | Dominari Holdings Inc | 0% | — | Unchanged |
| 17 | EIS | Ishares Msci Israel ETF | 0% | +15.41% | Add |
| 18 | EPU | Ishares Msci Peru And Global | 0% | +3.31% | Add |
| 19 | ASPI | Asp Isotopes Inc | 0% | — | Unchanged |
| 20 | IYH | Ishares U.s. Healthcare ETF | 0% | — | Unchanged |
| 21 | XTN | Ss Spdr S&p Transport ETF | 0% | — | Unchanged |
| 22 | GGME | Invesco Next Gen Media And G | 0% | +0.74% | Add |
| 23 | PTF | Invesco Dorsey Wright Tech | 0% | -3.58% | Trim |
| 24 | FBTC | Fidelity Wise Origin Bitcoin | 0% | — | Unchanged |
| 25 | NFLX | Netflix Inc | 0% | +900.00% | Add |
| 26 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +15.22% | Add |
| 27 | SO | Southern Co/the | 0% | — | Unchanged |
| 28 | PNQI | Invesco Nasdaq Internet ETF | 0% | +0.64% | Add |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.19% | Add |
| 30 | IGE | Ishares North American Natur | 0% | — | Unchanged |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 32 | CVX | Chevron CORP | 0% | — | Unchanged |
| 33 | IAU | Ishares Gold Trust | -0.1% | +17.97% | Add |
| 34 | PSI | Invesco Semiconductors ETF | -0.1% | +4.32% | Add |
| 35 | PHO | Invesco Water Resources ETF | -0.1% | -18.59% | Trim |
| 36 | EPOL | Ishares Msci Poland ETF | -0.1% | — | Unchanged |
| 37 | IWO | Ishares Russell 2000 Growth | -0.1% | +1.39% | Add |
| 38 | FEMB | First Trust Emerging Markets | -0.1% | -0.27% | Trim |
| 39 | CSCO | Cisco Systems Inc | -0.1% | -0.94% | Trim |
| 40 | IYY | Ishares Dow Jones U.s. ETF | -0.1% | -17.38% | Trim |
| 41 | PKB | Invesco Building & Construct | -0.1% | -5.00% | Trim |
| 42 | EWI | Ishares Msci Italy ETF | -0.1% | -0.32% | Trim |
| 43 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.1% | -2.70% | Trim |
| 44 | MCD | Mcdonald's CORP | -0.1% | — | Unchanged |
| 45 | MA | Mastercard Inc - A | -0.1% | — | Unchanged |
| 46 | STX | Seagate Technology Holdings plc | -0.1% | — | Unchanged |
| 47 | MS | Morgan Stanley | -0.1% | — | Unchanged |
| 48 | KO | Coca-cola Co/the | -0.1% | -18.84% | Trim |
| 49 | VEA | Vanguard Ftse Developed ETF | -0.1% | +3.44% | Add |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | +4.99% | Add |
According to official SEC Form 13F filings, KKM Financial LLC reported a total U.S. public equity portfolio value of $729.9M across 170 disclosed positions in Q4 2025.
During Q4 2025, KKM Financial LLC's top holdings by market value included FWONA (3.3%)、MU (3.1%)、NVDA (2.9%). The largest single position, FWONA, represented 3.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FWONA, MU, NVDA) accounted for 11.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
FWONA
市值: $18.5M
Top Position Liquidated / Trimmed
IYK
前期市值: $730.5K
In Q4 2025, KKM Financial LLC made 152 total portfolio adjustments, initiating 35 new buys, adding to 81 positions, trimming 32 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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