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KKM Financial LLC
KKM Financial LLC is a boutique investment solutions firm headquartered in Chicago, IL and was founded by CNBC contributor Jeff Kilburg. The firm specializes in creating research-based financial products, portfolio management solutions, and risk mitigation strategies for wealth advisors, financial institutions, and family offices globally. KKM’s solutions include dynamic stock selection, ETF model portfolio strategies, and option overlay programs, serving as either components of or complete outsourced investment services. As of March 2025, KKM Financial LLC reports $366 million in assets under management and maintains a small, highly focused team of 3 employees.
Investment Strategy
KKM Financial LLC pursues a research-driven investment approach, offering dynamic stock selection, ETF model portfolio strategies, and option overlay programs. The firm builds and manages both single strategies and diversified portfolio solutions for wealth advisors and institutional clients. Emphasizing risk management, KKM provides risk-based ETF models as well as customized investment solutions, designed to support portfolio construction either as niche components or as full outsourced investment strategies. Their philosophy centers on leveraging innovative, research-based products to help clients optimize outcomes and efficiently manage risk across market cycles.
Latest 13F Filing Activity
KKM Financial LLC filed their most recent 13F report on Jun 30, 2025 disclosing 151 equity positions with a total 13F market value of $288M. The fund increased holdings in Meta Platforms Inc., Oracle Corp., Microsoft Corp. among other positions. KKM Financial LLC reduced exposure to Unitedhealth Group Inc., Ishares TR, J P Morgan Exchange Traded F among others.
Top Holdings
Equity Positions (151)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 4.38% | $12.6M | 17,052 | $464.74 | $738.09 | +$3.8M |
S SPY | SPDR S&P 500 ETF TR | 3.39% | $9.8M | 15,761 | $518.41 | $617.85 | +$1.8M |
E ESN | NORTHERN LTS FD TR II | 3.31% | $9.5M | 592,638 | $14.86 | $16.04 | +$414.8K |
A AAPL | APPLE INC | 3.08% | $8.9M | 43,255 | $197.27 | $205.17 | +$147.5K |
M MSFT | MICROSOFT CORP | 2.57% | $7.4M | 14,777 | $393.19 | $497.41 | +$2.4M |
Industry Allocation
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