Kmg Fiduciary Partners, LLC Portfolio Holdings
Kmg Fiduciary Partners, LLC
- $1.45 Billion
- Q3 2025
Kmg Fiduciary Partners, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $80.2M, Apple Inc. with a value of $73.8M, Ishares Core S&P 500 ETF with a value of $69.2M, Microsoft Corp with a value of $67.4M, and Alphabet Inc. with a value of $47.7M.
Examining the 13F form we can see an increase of $137M in the current position value, from $1.32B to 1.45B.
Below you can find more details about Kmg Fiduciary Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
ETFs: $495 Million
Technology: $367 Million
Financial Services: $140 Million
Communication Services: $103 Million
Healthcare: $90.5 Million
Consumer Cyclical: $86 Million
Industrials: $57.4 Million
Consumer Defensive: $44.5 Million
Other: $45.6 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $1.45 Billion
- Prior Value $1.32 Billion
- Filing
- Period Q3 2025
- Filing Date October 09, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 12 stocks
- Additional Purchases 175 stocks
- Sold out of 0 stocks
- Reduced holdings in 57 stocks