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CIK: 0001773205
Total reported value
$1.0B
$1.0B
288 檔
27.8%
As reported in its official Q2 2025 Form 13F filing, Kmg Fiduciary Partners, LLC's tracked investment portfolio stood at $1.0B with 288 total positions.
In Q2 2025, Kmg Fiduciary Partners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 130 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 288 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.74% | +1.65% | +1.55% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.57% | +0.68% | +2.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.53% | +0.15% | +0.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.36% | +0.90% | +2.66% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.88% | +0.23% | +4.15% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.61% | +0.10% | +2.33% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | -0.23% | +1.60% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.52% | -0.10% | +3.29% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.39% | +0.63% | +4.87% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.73% | -0.11% | +4.16% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.59% | -0.18% | +19.14% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.03% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.24% | — | +5.48% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.02% | +0.97% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.11% | -0.55% | EXIT | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 1.09% | -0.03% | +2.42% | |
| 17 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.08% | -0.04% | +3.24% | |
| 18 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.08% | -0.14% | +1.96% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.08% | +2.80% | |
| 20 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.02% | -0.01% | +1.80% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.01% | -0.03% | EXIT | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | +0.02% | +1.86% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | -0.11% | +3.91% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.89% | — | -1.02% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | +0.09% | +0.10% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.87% | +0.16% | +6.77% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.01% | +2.62% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-Other | 0.84% | -0.15% | EXIT | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | -0.08% | +6.14% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | -0.02% | EXIT | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | -0.07% | +6.11% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.79% | +0.25% | +1.73% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.03% | +4.85% | |
| 34 | CTAS | Cintas CORP | Stock-Industrials | 0.76% | +0.02% | +3.68% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.74% | -0.07% | +0.60% | |
| 36 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.74% | — | +2.46% | |
| 37 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.73% | -0.04% | +0.71% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | -0.15% | +2.19% | |
| 39 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.73% | -0.07% | EXIT | |
| 40 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.01% | +0.16% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | -0.10% | +1.52% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.67% | — | +10.00% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.65% | -0.02% | +3.69% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.65% | +0.10% | +1.94% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.65% | -0.09% | +2.34% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.61% | +0.04% | +3.82% | |
| 47 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.61% | -0.03% | EXIT | |
| 48 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.59% | -0.02% | EXIT | |
| 49 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.59% | — | +11.63% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.59% | -0.04% | +2.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +2.38% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.55% | Add |
| 3 | GS | Goldman Sachs Group Inc | +0.4% | +19.14% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +4.87% | Add |
| 5 | NVO | Novo-nordisk A/s-spons Adr | +0.4% | NEW | New buy |
| 6 | ORCL | Oracle CORP | +0.3% | +0.97% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | +6.14% | Add |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.3% | +84.86% | Add |
| 9 | AMZN | Amazon.com Inc | +0.2% | +4.15% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +2.33% | Add |
| 11 | AMD | Advanced Micro Devices | +0.2% | +6.11% | Add |
| 12 | COIN | Coinbase Global Inc -class A | +0.2% | +11.11% | Add |
| 13 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.29% | Add |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +4.43% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +3.59% | Add |
| 17 | DOW | Dow Inc | +0.1% | +860.75% | Add |
| 18 | AMAT | Applied Materials Inc | +0.1% | +3.10% | Add |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +3.60% | Add |
| 20 | UBER | Uber Technologies Inc | +0.1% | +18.78% | Add |
| 21 | CAH | Cardinal Health Inc | +0.1% | +0.71% | Add |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | New buy |
| 23 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +3.69% | Add |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +1.52% | Add |
| 25 | PANW | Palo Alto Networks Inc | +0.1% | +2.33% | Add |
| 26 | DELL | Dell Technologies -c | +0.1% | +5.58% | Add |
| 27 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 28 | AXP | American Express Co | 0% | +0.60% | Add |
| 29 | MS | Morgan Stanley | 0% | +5.09% | Add |
| 30 | BA | Boeing Co/the | 0% | +13.01% | Add |
| 31 | TSLA | Tesla Inc | 0% | +3.68% | Add |
| 32 | BITB | Bitwise Bitcoin ETF | 0% | +1.50% | Add |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 0% | +4.63% | Add |
| 34 | FENI | Fidelity Enhanced Intl ETF | 0% | +7.17% | Add |
| 35 | SCHG | Schwab US Large-cap Growth | 0% | +11.17% | Add |
| 36 | AIQ | Global X Art Intel & Tech | 0% | +10.99% | Add |
| 37 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 38 | CSCO | Cisco Systems Inc | 0% | +2.19% | Add |
| 39 | BKLC | Bny Mellon US Lrg Cap Cor | 0% | +4.40% | Add |
| 40 | CAT | Caterpillar Inc | 0% | +2.60% | Add |
| 41 | NTAP | Netapp Inc | 0% | +6.06% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +9.55% | Add |
| 43 | RY | Royal Bank Of Canada | 0% | +3.37% | Add |
| 44 | DWAS | Invesco Dorsey Wright Smallc | 0% | +13.18% | Add |
| 45 | FDVV | Fidelity High Dividend ETF | 0% | NEW | New buy |
| 46 | GBTC | Grayscale Bitcoin Trust ETF | 0% | NEW | New buy |
| 47 | HIG | Hartford Insurance Group Inc | 0% | NEW | New buy |
| 48 | VYM | Vanguard High Dvd Yield ETF | 0% | NEW | New buy |
| 49 | LDOS | Leidos Holdings Inc | 0% | NEW | New buy |
| 50 | DGRO | Ishares Core Dividend Growth | 0% | NEW | New buy |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 288 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, IVV) accounted for 27.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
NVO
市值: $4.8M
Top Position Liquidated / Trimmed
AEP
前期市值: $2.5M
During Q2 2025, Kmg Fiduciary Partners, LLC's top holdings by market value included MSFT (4.7%)、NVDA (4.6%)、IVV (4.5%). The largest single position, MSFT, represented 4.7% of total portfolio value.
In Q2 2025, Kmg Fiduciary Partners, LLC made 184 total portfolio adjustments, initiating 12 new buys, adding to 130 positions, trimming 34 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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