§ 13F · FUND PROFILE
KMG FIDUCIARY PARTNERS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1349.6T (13F)Positions · 288Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 285K | $77.5T | 5.5% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 411K | $76.7T | 5.4% | −4% |
| 3 | MSFT | MICROSOFT CORP | 128K | $61.7T | 4.4% | −2% |
| 4 | GOOGL | ALPHABET INC | 186K | $58.1T | 4.1% | −5% |
| 5 | IVV | ISHARES TR | 67K | $45.6T | 3.2% | −36% |
| 6 | AMZN | AMAZON COM INC | 180K | $41.6T | 3.0% | −1% |
| 7 | JPM | JPMORGAN CHASE & CO. | 123K | $39.5T | 2.8% | ±0% |
| 8 | SPYM | SPDR SERIES TRUST | 492K | $39.5T | 2.8% | ±0% |
| 9 | LLY | ELI LILLY & CO | 31K | $33.5T | 2.4% | −1% |
| 10 | META | META PLATFORMS INC | 43K | $28.6T | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KMG SIGNAL
AC read
KMG FIDUCIARY PARTNERS, LLC is a Other fund managing $1349642.0 trillion in assets. The fund runs a broad portfolio of 288 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed