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CIK: 0001773205
Total reported value
$1.1B
$1.1B
262 檔
29.7%
As reported in its official Q4 2025 Form 13F filing, Kmg Fiduciary Partners, LLC's tracked investment portfolio stood at $1.1B with 262 total positions.
In Q4 2025, Kmg Fiduciary Partners, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.51% | +1.10% | -1.66% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.45% | +0.13% | -4.37% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.39% | +0.45% | -2.00% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.13% | +0.82% | -5.41% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.24% | +0.62% | -35.62% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.54% | -0.93% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.81% | +0.54% | -0.06% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.81% | +0.64% | -0.33% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.38% | +0.75% | -1.47% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.04% | -0.15% | -2.28% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.88% | +0.24% | -1.68% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +0.41% | +0.30% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.26% | +0.23% | +1.20% | |
| 14 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.25% | +0.21% | +12.35% | |
| 15 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.20% | +0.39% | +9.14% | |
| 16 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.19% | +0.32% | +11.15% | |
| 17 | QCOM | Qualcomm Inc | Stock-Tech | 1.18% | +0.42% | +1.71% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.12% | -0.67% | +4.20% | |
| 19 | AMD | Advanced Micro Devices | Stock-Tech | 1.03% | +1.98% | -14.48% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.18% | -2.15% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.96% | +0.53% | -3.61% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.89% | +0.20% | -11.82% | |
| 23 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.89% | -0.53% | -16.25% | |
| 24 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | +0.20% | +2.16% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.87% | +0.42% | +0.31% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.32% | +5.45% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.85% | +0.22% | -1.84% | |
| 28 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.84% | -0.21% | -1.80% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.82% | +0.23% | +0.19% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.14% | +0.39% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.80% | -0.66% | -11.39% | |
| 32 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.79% | -0.85% | EXIT | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | -0.12% | +1.47% | |
| 34 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.74% | -0.73% | +3.67% | |
| 35 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.74% | +0.18% | +18.81% | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.12% | +5.35% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | +0.01% | -3.64% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.74% | EXIT | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.68% | +0.45% | +12.54% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.67% | -0.18% | +3.37% | |
| 41 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.67% | +0.32% | +1.05% | |
| 42 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.67% | -0.64% | +0.67% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.67% | +0.18% | +1.62% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.65% | -0.55% | -23.42% | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | -0.21% | -12.74% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.62% | -0.28% | +0.03% | |
| 47 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.62% | -0.56% | -0.79% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.62% | -0.05% | -1.52% | |
| 49 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 0.60% | -0.48% | EXIT | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.24% | -2.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.9% | -5.41% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.8% | -1.47% | Trim |
| 3 | AAPL | Apple Inc | +0.6% | -1.66% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.3% | -0.93% | Trim |
| 5 | GS | Goldman Sachs Group Inc | +0.3% | -1.68% | Trim |
| 6 | CAH | Cardinal Health Inc | +0.2% | -1.80% | Trim |
| 7 | GTO | Invesco Total Return Bond Et | +0.2% | +12.35% | Add |
| 8 | AMD | Advanced Micro Devices | +0.2% | -14.48% | Trim |
| 9 | HYLS | Ft Tactical High Yield ETF | +0.2% | +11.15% | Add |
| 10 | VCIT | Vanguard Int-term Corporate | +0.2% | +36.10% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.2% | -1.52% | Trim |
| 12 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +18.81% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -2.72% | Trim |
| 14 | MAR | Marriott International -cl A | +0.1% | +1.05% | Add |
| 15 | SBUX | Starbucks CORP | +0.1% | +225.04% | Add |
| 16 | HON | Honeywell International Inc | +0.1% | +343.73% | Add |
| 17 | VRIG | Invesco Variable Rate Invest | +0.1% | +32.77% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | -4.37% | Trim |
| 19 | IVE | Ishares S&p 500 Value ETF | -0.1% | -16.25% | Trim |
| 20 | IWM | Ishares Russell 2000 ETF | -0.1% | -84.53% | Trim |
| 21 | MSFT | Microsoft CORP | -0.1% | -2.00% | Trim |
| 22 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -23.42% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.2% | -2.28% | Trim |
| 24 | CRM | Salesforce Inc | -0.2% | -32.88% | Trim |
| 25 | COIN | Coinbase Global Inc -class A | -0.2% | -39.90% | Trim |
| 26 | VTV | Vanguard Value ETF | -0.2% | -89.46% | Trim |
| 27 | CMG | Chipotle Mexican Grill Inc | -0.2% | -56.86% | Trim |
| 28 | VUG | Vanguard Growth ETF | -0.2% | -90.50% | Trim |
| 29 | CTAS | Cintas CORP | -0.3% | -43.03% | Trim |
| 30 | ORCL | Oracle CORP | -0.5% | -11.82% | Trim |
| 31 | IEFA | Ishares Core Msci Eafe ETF | -0.8% | -61.84% | Trim |
| 32 | VO | Vanguard Mid-cap ETF | -0.8% | -92.81% | Trim |
| 33 | IVV | Ishares Core S&p 500 ETF | -1.4% | -35.62% | Trim |
| 34 | VV | Vanguard Large-cap ETF | — | EXIT | Sold out |
| 35 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 36 | IEMG | Ishares Core Msci Emerging | — | EXIT | Sold out |
| 37 | TIP | Ishares Tips Bond ETF | — | EXIT | Sold out |
| 38 | BIV | Vanguard Intermediate-term B | — | EXIT | Sold out |
| 39 | IWB | Ishares Russell 1000 ETF | — | EXIT | Sold out |
| 40 | EFA | Ishares Msci Eafe ETF | — | EXIT | Sold out |
| 41 | LMBS | First Trust Low Duration Opp | — | EXIT | Sold out |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | — | EXIT | Sold out |
| 43 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |
| 44 | HPQ | Hp Inc | — | EXIT | Sold out |
| 45 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 46 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | — | EXIT | Sold out |
| 48 | BSV | Vanguard Short-term Bond ETF | — | EXIT | Sold out |
| 49 | VB | Vanguard Small-cap ETF | — | EXIT | Sold out |
| 50 | FJUN | Ft Vest US Equity Buff Etf-j | — | EXIT | Sold out |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 262 disclosed positions in Q4 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 AAPL, NVDA, MSFT) accounted for 29.7% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
VV
前期市值: $4.4M
During Q4 2025, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (5.5%)、NVDA (5.5%)、MSFT (4.4%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q4 2025, Kmg Fiduciary Partners, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 25 holdings, and fully liquidating 17 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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