13F Filings History of KKM Financial LLC

Latest 13F report
Q4 2025 - 18 Feb 2026
Value $
$563,313,786
Signature - Title
Rick Dooley - CCO
Location
Chicago, IL
Summary
This page shows a list of all the recent 13F filings made by KKM Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KKM Financial LLC reported 170 stock holdings with total value $563,313,786 as of Q4 2025. Top holdings included FWONA, MU, NVDA, LLY, and AMD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 170 $563,313,786 +$255,809,886 -$10,800,007 +$245,009,879 FWONA, MU, NVDA, LLY, AMD 13F-HR 18 Feb 2026, 12:26
Q3 2025 139 $317,988,300 +$36,903,125 -$25,543,160 +$11,359,965 META, AAPL, ESN, MSFT, ORCL 13F-HR 14 Nov 2025, 15:37
Q2 2025 153 $287,553,521 +$38,486,207 -$7,396,168 +$31,090,039 META, SPY, ESN, AAPL, MSFT 13F-HR 14 Aug 2025, 11:17
Q1 2025 148 $236,528,468 +$14,752,496 -$12,895,380 +$1,857,116 ESN, META, AAPL, SPY, MSFT 13F-HR 15 May 2025, 13:34
Q4 2024 150 $239,911,448 +$46,843,959 -$7,610,153 +$39,233,806 AAPL, META, ESN, SPY, IGM 13F-HR 13 Feb 2025, 18:05
Q3 2024 141 $202,139,542 +$12,300,867 -$26,676,158 -$14,375,291 AAPL, META, SPY, MSFT, SOXX 13F-HR 12 Nov 2024, 15:39
Q2 2024 146 $204,804,331 +$10,112,246 -$4,802,008 +$5,310,238 AAPL, SOXX, META, SPY, MSFT 13F-HR 13 Aug 2024, 17:50
Q1 2024 144 $205,145,620 +$55,726,049 -$14,065,700 +$41,660,349 AAPL, SOXX, SPY, MSFT, IYT 13F-HR 14 May 2024, 13:51
Q4 2023 125 $158,783,013 $0 $0 $0 AAPL, SPY, MSFT, AMZN, META 13F-HR 14 Feb 2024, 14:59