KKM Financial LLC
RIA/Wealth
KKM Financial LLC is a RIA/Wealth based in Chicago, IL led by Jeffrey James Kilburg, reporting $366.0M in AUM as of Q3 2025 with META as the largest holding (4% allocation).
CEOJeffrey James Kilburg
- Portfolio Value
- $307.9M
- Positions
- 138
- Top Holding
- META at 4.22%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KKM Financial LLC's portfolio (25.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $13.0M | 4.22% | +$461.9K Bought | 0.00% 17.7K shares | |
Consumer Electronics Technology | $11.7M | 3.79% | +$653.1K Bought | 0.00% 45.8K shares | |
Software - Infrastructure Technology | $8.6M | 2.79% | +$935.9K Bought | 0.00% 16.6K shares | |
Software - Infrastructure Technology | $8.4M | 2.74% | +$955.1K Bought | 0.00% 30.0K shares | |
Banks - Diversified Financial Services | $6.6M | 2.15% | +$724.5K Bought | 0.00% 20.9K shares | |
ETF ETF | $6.3M | 2.05% | -$4.2M Sold | — 9.5K shares | |
Semiconductors Technology | $6.3M | 2.04% | +$2.0M Bought | 0.00% 187.3K shares | |
Software - Infrastructure Technology | $6.1M | 1.98% | +$652.8K Bought | 0.00% 30.0K shares | |
Insurance - Diversified Financial Services | $6.0M | 1.95% | +$792.3K Bought | 0.00% 11.9K shares | |
ETF ETF | $5.8M | 1.88% | -$309.3K Sold | — 46.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KKM Financial LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+113.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for KKM Financial LLC
GthenA