Filed: 10/10/2025ACC: 0001754960-25-000651
📋 What this filing means
KMG FIDUCIARY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 297 equity positions with a total reported market value of $1.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
297
Positions
$1.49B
Total AUM (reported)
13.93M
Total Shares
Allocation by class
COM$760.63M51.0%
CORE S&P500 ETF$69.24M4.6%
CL A$47.98M3.2%
CAP STK CL A$47.72M3.2%
PORTFOLIO S&P500$38.68M2.6%
COM NEW$30.43M2.0%
COM CL A$19.91M1.3%
Portfolio Concentration
Top 3$223.24M15.0%
4–10$289.37M19.4%
11–25$246.04M16.5%
Rest$731.48M49.1%
Top 3 weight
15.0%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 13.93M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.93M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole297
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings297
Rows:
NVIDIA CORPORATION
SOLEShares429.79K
TypeSH
Market value$80.19M
5.38%
Sole
0.00
Shared
0.00
None
429.79K
APPLE INC
SOLEShares289.89K
TypeSH
Market value$73.81M
4.95%
Sole
0.00
Shared
0.00
None
289.89K
ISHARES TR
SOLEShares103.44K
TypeSH
Market value$69.24M
4.65%
Sole
0.00
Shared
0.00
None
103.44K
MICROSOFT CORP
SOLEShares130.16K
TypeSH
Market value$67.42M
4.52%
Sole
0.00
Shared
0.00
None
130.16K
ALPHABET INC
SOLEShares196.30K
TypeSH
Market value$47.72M
3.20%
Sole
0.00
Shared
0.00
None
196.30K
AMAZON COM INC
SOLEShares181.75K
TypeSH
Market value$39.91M
2.68%
Sole
0.00
Shared
0.00
None
181.75K
JPMORGAN CHASE & CO.
SOLEShares122.66K
TypeSH
Market value$38.69M
2.60%
Sole
0.00
Shared
0.00
None
122.66K
SPDR SERIES TRUST
SOLEShares493.73K
TypeSH
Market value$38.68M
2.60%
Sole
0.00
Shared
0.00
None
493.73K
META PLATFORMS INC
SOLEShares44.40K
TypeSH
Market value$32.61M
2.19%
Sole
0.00
Shared
0.00
None
44.40K
GOLDMAN SACHS GROUP INC
SOLEShares30.59K
TypeSH
Market value$24.36M
1.63%
Sole
0.00
Shared
0.00
None
30.59K
ELI LILLY & CO
SOLEShares31.66K
TypeSH
Market value$24.16M
1.62%
Sole
0.00
Shared
0.00
None
31.66K
ORACLE CORP
SOLEShares73.22K
TypeSH
Market value$20.59M
1.38%
Sole
0.00
Shared
0.00
None
73.22K
ISHARES TR
SOLEShares224.19K
TypeSH
Market value$19.57M
1.31%
Sole
0.00
Shared
0.00
None
224.19K
BERKSHIRE HATHAWAY INC DEL
SOLEShares37.50K
TypeSH
Market value$18.85M
1.27%
Sole
0.00
Shared
0.00
None
37.50K
ABBVIE INC
SOLEShares76.85K
TypeSH
Market value$17.79M
1.19%
Sole
0.00
Shared
0.00
None
76.85K
QUALCOMM INC
SOLEShares95.25K
TypeSH
Market value$15.84M
1.06%
Sole
0.00
Shared
0.00
None
95.25K
INVESCO ACTIVELY MANAGED EXC
SOLEShares331.13K
TypeSH
Market value$15.73M
1.06%
Sole
0.00
Shared
0.00
None
331.13K
J P MORGAN EXCHANGE TRADED F
SOLEShares317.89K
TypeSH
Market value$15.59M
1.05%
Sole
0.00
Shared
0.00
None
317.89K
FIDELITY MERRIMACK STR TR
SOLEShares327.63K
TypeSH
Market value$15.15M
1.02%
Sole
0.00
Shared
0.00
None
327.63K
FIRST TR EXCHANGE-TRADED FD
SOLEShares359.95K
TypeSH
Market value$15.14M
1.02%
Sole
0.00
Shared
0.00
None
359.95K
ISHARES TR
SOLEShares70.21K
TypeSH
Market value$14.50M
0.97%
Sole
0.00
Shared
0.00
None
70.21K
ISHARES TR
SOLEShares212.36K
TypeSH
Market value$13.86M
0.93%
Sole
0.00
Shared
0.00
None
212.36K
BROADCOM INC
SOLEShares40.30K
TypeSH
Market value$13.30M
0.89%
Sole
0.00
Shared
0.00
None
40.30K
PROCTER AND GAMBLE CO
SOLEShares85.49K
TypeSH
Market value$13.14M
0.88%
Sole
0.00
Shared
0.00
None
85.49K
ADVANCED MICRO DEVICES INC
SOLEShares79.29K
TypeSH
Market value$12.83M
0.86%
Sole
0.00
Shared
0.00
None
79.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 429.79K | SH | $80.19M 5.38% | 0.00 | 0.00 | 429.79K |
APPLE INCSOLE | COM | 289.89K | SH | $73.81M 4.95% | 0.00 | 0.00 | 289.89K |
ISHARES TRSOLE | CORE S&P500 ETF | 103.44K | SH | $69.24M 4.65% | 0.00 | 0.00 | 103.44K |
MICROSOFT CORPSOLE | COM | 130.16K | SH | $67.42M 4.52% | 0.00 | 0.00 | 130.16K |
ALPHABET INCSOLE | CAP STK CL A | 196.30K | SH | $47.72M 3.20% | 0.00 | 0.00 | 196.30K |
AMAZON COM INCSOLE | COM | 181.75K | SH | $39.91M 2.68% | 0.00 | 0.00 | 181.75K |
JPMORGAN CHASE & CO.SOLE | COM | 122.66K | SH | $38.69M 2.60% | 0.00 | 0.00 | 122.66K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 493.73K | SH | $38.68M 2.60% | 0.00 | 0.00 | 493.73K |
META PLATFORMS INCSOLE | CL A | 44.40K | SH | $32.61M 2.19% | 0.00 | 0.00 | 44.40K |
GOLDMAN SACHS GROUP INCSOLE | COM | 30.59K | SH | $24.36M 1.63% | 0.00 | 0.00 | 30.59K |
ELI LILLY & COSOLE | COM | 31.66K | SH | $24.16M 1.62% | 0.00 | 0.00 | 31.66K |
ORACLE CORPSOLE | COM | 73.22K | SH | $20.59M 1.38% | 0.00 | 0.00 | 73.22K |
ISHARES TRSOLE | CORE MSCI EAFE | 224.19K | SH | $19.57M 1.31% | 0.00 | 0.00 | 224.19K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.50K | SH | $18.85M 1.27% | 0.00 | 0.00 | 37.50K |
ABBVIE INCSOLE | COM | 76.85K | SH | $17.79M 1.19% | 0.00 | 0.00 | 76.85K |
QUALCOMM INCSOLE | COM | 95.25K | SH | $15.84M 1.06% | 0.00 | 0.00 | 95.25K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 331.13K | SH | $15.73M 1.06% | 0.00 | 0.00 | 331.13K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 317.89K | SH | $15.59M 1.05% | 0.00 | 0.00 | 317.89K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 327.63K | SH | $15.15M 1.02% | 0.00 | 0.00 | 327.63K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 359.95K | SH | $15.14M 1.02% | 0.00 | 0.00 | 359.95K |
ISHARES TRSOLE | S&P 500 VAL ETF | 70.21K | SH | $14.50M 0.97% | 0.00 | 0.00 | 70.21K |
ISHARES TRSOLE | CORE S&P MCP ETF | 212.36K | SH | $13.86M 0.93% | 0.00 | 0.00 | 212.36K |
BROADCOM INCSOLE | COM | 40.30K | SH | $13.30M 0.89% | 0.00 | 0.00 | 40.30K |
PROCTER AND GAMBLE COSOLE | COM | 85.49K | SH | $13.14M 0.88% | 0.00 | 0.00 | 85.49K |
ADVANCED MICRO DEVICES INCSOLE | COM | 79.29K | SH | $12.83M 0.86% | 0.00 | 0.00 | 79.29K |
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