KMG FIDUCIARY PARTNERS, LLC

CIK 0001773205 · TOLEDO, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-09 · Open the SEC source

KMG FIDUCIARY PARTNERS, LLC reported 207 positions worth $1.08B as of June 30, 2026 (13F filed July 9, 2026). Largest holding: AAPL (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.08B
2026 Q2
Positions
207
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.1%
Est. Net Flow (Q)
2026 Q2
10 / 207 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$69.6M6.46%240,401
2NVDANVIDIA CORPORATIONSH$56.5M5.25%282,240
3GOOGLALPHABET INCSH$50.0M4.65%139,991
4MSFTMICROSOFT CORPSH$43.7M4.06%117,102
5IVVISHARES TRSH$37.8M3.52%50,540
6AMZNAMAZON COM INCSH$37.0M3.43%155,096
7JPMJPMORGAN CHASE & COSH$34.2M3.18%104,464
8SPYMSPDR SERIES TRUSTSH$32.3M3.00%367,274
9AMDADVANCED MICRO DEVICES INCSH$30.6M2.85%52,733
10LLYELI LILLY & COSH$29.6M2.75%24,646

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does KMG FIDUCIARY PARTNERS, LLC hold as of Q2 2026?

KMG FIDUCIARY PARTNERS, LLC reported 207 positions worth $1.08B in its Q2 2026 13F filing. Largest positions: AAPL (6.5%), NVDA (5.2%), GOOGL (4.6%), MSFT (4.1%) and IVV (3.5%).

What did KMG FIDUCIARY PARTNERS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did KMG FIDUCIARY PARTNERS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.