Fund HoldingsKKM Financial LLC

Total Portfolio Value
$563.18M
Total Bought
$0
Total Sold
$133.3K
Net Transaction
-$133.3K
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)46,01746,017012,51012,5102.22%0
ADOBE SYSTEMS INCORPORATED(ADBE)01,753+1,75306140.11%+614
AUTOMATIC DATA PROCESSING IN017,470+17,47004,4940.80%+4,494
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,8823,88203823820.07%0
APPLIED MATLS INC37,27637,27609,5809,5801.70%0
ADVANCED MICRO DEVICES INC(AMD)66,35366,353014,21014,2102.52%0
AMAZON COM INC(AMZN)27,27627,27606,2966,2961.12%0
ASML HOLDING N V
N Y REGISTRY SHS
10,62610,626011,36811,3682.02%0
AMERICAN CENTY ETF TR06,666+6,66605490.10%+549
BROADCOM INC(AVGO)12,15912,15904,2084,2080.75%0
AMERICAN WATER WORKS COMPANY INC61,27261,27207,9967,9961.42%0
AMERICAN EXPRESS CO(AXP)02,023+2,02307480.13%+748
BOEING CO(BA)26,66926,66905,7905,7901.03%0
ALIBABA GROUP HLDG LTD(BABA)02,850+2,85004180.07%+418
BANK AMERICA CORP55,34255,34203,0443,0440.54%0
ATLANTA BRAVES HLDGS INC21,53121,53108498490.15%0
EA SERIIES TRUST
ALPHA ARCH 1-3
03,066+3,06603530.06%+353
BERKSHIRE HATHAWAY INC DEL13,44913,44906,7606,7601.20%0
CATERPILLAR INC(CAT)2,2972,29701,3161,3160.23%0
CHUBB LIMITED
COM
18,63818,63805,8175,8171.03%0
COMCAST CORP NEW(CCZ)361,694361,694010,81110,8111.92%0
CME GROUP INC(CME)20,82220,82205,6865,6861.01%0
COSTCO WHSL CORP NEW(COST)5,8825,88205,0725,0720.90%0
CISCO SYS INC(CSCO)07,896+7,89606080.11%+608
CORTEVA(CTVA)6,7326,73204514510.08%0
CVS HEALTH CORP(CVS)84,05684,05606,6716,6711.18%0
CHEVRON CORP NEW(CVX)01,843+1,84302810.05%+281
DELTA AIR LINES INC DEL(DAL)76,71276,71205,3245,3240.95%0
DBX ETF TR019,301+19,30109290.16%+929
DBX ETF TR019,263+19,26301,0620.19%+1,062
DBX ETF TR13,18713,18701,2481,2480.22%0
DANAHER CORPORATION(DHR)4,0034,00309169160.16%0
DUKE ENERGY CORP NEW(DUK)44,62744,62705,2315,2310.93%0
ISHARES INC3,9993,99904404400.08%0
ISHARES TR06,208+6,20805980.11%+598
ENTERPRISE PRODS PARTNERS L(EPD)146,480146,48004,6964,6960.83%0
ISHARES TR
MSCI POLAND ETF
012,469+12,46904390.08%+439
ISHARES TR04,063+4,06302940.05%+294
EQUINIX INC(EQIX)6,2056,20504,7544,7540.84%0
NORTHERN LTS FD TR II592,732592,732010,17210,1721.81%0
ISHARES INC
MSCI ITALY ETF
09,210+9,21005000.09%+500
FORD MTR CO DEL(F)457,217457,21705,9995,9991.07%0
FIDELITY WISE ORIGIN BITCOIN(FBTC)02,625+2,62502000.04%+200
FREEPORT-MCMORAN INC(FCX)110,764110,76405,6265,6261.00%0
FEDEX CORP(FDX)18,02018,02005,2055,2050.92%0
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
011,656+11,65603470.06%+347
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
14,86814,86803513510.06%0
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
19,31919,31901,1581,1580.21%0
LIBERTY MEDIA CORP DEL(FWONA)207,502207,502018,54718,5473.29%0
LIBERTY MEDIA CORP DEL(FWONA)62,48962,48906,1566,1561.09%0
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
011,604+11,60407000.12%+700
INVESCO EXCHANGE TRADED FD T
NEXT GEN MEDIA
03,673+3,67302190.04%+219
GCI LIBERTY INC(GLIBA)120,248120,24804,4744,4740.79%0
ALPHABET INC(GOOG)6,5466,54602,0542,0540.36%0
ALPHABET INC(GOOG)26,02226,02208,1458,1451.45%0
ISHARES TR
US TREAS BD ETF
037,970+37,97008740.16%+874
HCA HEALTHCARE INC(HCA)15,50615,50607,2397,2391.29%0
HOME DEPOT INC(HD)30,04430,044010,33810,3381.84%0
HOWMET AEROSPACE INC(HWM)13,46513,46502,7612,7610.49%0
PROSHARES TR
HGH YLD INT RATE
04,200+4,20002700.05%+270
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
5,1835,18302172170.04%0
ISHARES TR1,1531,15302072070.04%0
ISHARES TR03,212+3,21204370.08%+437
ISHARES GOLD TR(IAU)10,24310,24308318310.15%0
ISHARES TR5,4565,45609219210.16%0
INTERNATIONAL BUSINESS MACHS(IBM)23,39623,39606,9306,9301.23%0
ISHARES TR6,9656,96507557550.13%0
ISHARES TR05,631+5,63102830.05%+283
PROSHARES TR
INVT INT RT HG
04,114+4,11403230.06%+323
ISHARES TR07,220+7,22003640.06%+364
ISHARES TR042,967+42,96705,5500.99%+5,550
ISHARES TR044,307+44,30704,6830.83%+4,683
INTEL CORP(INTC)225,358225,35808,3168,3161.48%0
PROSHARES TR
S&P 500 HIGH ETF
09,832+9,83204490.08%+449
ISHARES TR03,614+3,61407760.14%+776
ISHARES TR05,000+5,00004820.09%+482
ISHARES TR03,510+3,51005220.09%+522
ISHARES TR6,7266,72604,6074,6070.82%0
ISHARES TR09,033+9,03302,2240.39%+2,224
ISHARES TR01,314+1,31404240.08%+424
ISHARES TR03,909+3,90905350.10%+535
ISHARES TR029,651+29,65102,8550.51%+2,855
ISHARES TR10,53410,53401,0861,0860.19%0
ISHARES TR019,268+19,26809160.16%+916
ISHARES TR32,15932,15904,1464,1460.74%0
ISHARES TR4,1534,15303833830.07%0
ISHARES TR04,540+4,54002960.05%+296
ISHARES TR013,726+13,72602,0340.36%+2,034
ISHARES TR011,260+11,26008390.15%+839
ISHARES TR013,505+13,50502,6970.48%+2,697
ISHARES TR01,878+1,87803110.06%+311
ISHARES TR026,171+26,17108870.16%+887
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
09,462+9,46205420.10%+542
JOHNSON & JOHNSON(JNJ)35,12435,12407,2697,2691.29%0
J P MORGAN EXCHANGE TRADED F DIV RTN
DIV RTN INT EQ
60,63460,63404,1324,1320.73%0
JPMORGAN CHASE & CO(JPM)23,82623,82607,6777,6771.36%0
KLA CORP(KLAC)5,0435,04306,1286,1281.09%0
COCA COLA CO(KO)05,171+5,17103620.06%+362
LIBERTY BROADBAND CORP COM SER C(LBRDA)119,601119,60105,8135,8131.03%0
FIRST TR EXCHANGE-TRADED FD
LNG DUR OPRTUN
14,31414,31403123120.06%0
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