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CIK: 0001773205
Total reported value
$1.1B
$1.1B
261 檔
26.2%
According to the latest 13F quarterly dataset, Kmg Fiduciary Partners, LLC managed an equity portfolio of $1.1B at the end of Q1 2026, spanning 261 distinct U.S. exchange-listed positions.
Kmg Fiduciary Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 12 holdings and trimming 79 positions.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.36% | +1.10% | +0.20% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.12% | +0.13% | -3.35% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.83% | +0.82% | -3.03% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.61% | +0.45% | +3.28% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.90% | +0.62% | -9.83% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | +0.54% | +4.11% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | +0.54% | -0.95% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.36% | +0.64% | -15.20% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.00% | +0.75% | -5.65% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.87% | -0.15% | +2.04% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.74% | +0.24% | -7.72% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | +0.41% | +1.65% | |
| 13 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.31% | +0.21% | +1.83% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.26% | +0.39% | +2.66% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.24% | +0.23% | -0.50% | |
| 16 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.24% | +0.32% | +3.30% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.22% | -0.32% | -0.73% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.22% | -0.67% | +5.59% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.17% | +0.45% | +61.52% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | +0.53% | +5.23% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | +0.20% | -0.45% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 0.99% | +0.42% | +7.18% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | +0.42% | +7.45% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.98% | -15.13% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.18% | -5.22% | |
| 26 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.85% | -0.85% | EXIT | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.84% | -0.21% | -2.99% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.82% | +0.14% | -3.23% | |
| 29 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.81% | -0.21% | -9.50% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.81% | +0.22% | -13.04% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-Other | 0.81% | -0.66% | -0.64% | |
| 32 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.80% | -0.73% | +5.00% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.79% | +0.18% | +5.16% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | +0.01% | -9.65% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.75% | -0.12% | -0.79% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | -0.12% | +6.46% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.74% | -0.74% | EXIT | |
| 38 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.70% | +0.32% | -4.70% | |
| 39 | AXP | American Express Co | Stock-Financials | 0.70% | +0.23% | -0.03% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.69% | +0.20% | -2.31% | |
| 41 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.67% | -0.64% | -8.75% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.64% | +0.18% | +2.58% | |
| 43 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.62% | -0.28% | +2.31% | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.61% | -0.61% | EXIT | |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.60% | -0.01% | +0.11% | |
| 46 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-Other | 0.58% | -0.56% | -4.97% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | -0.18% | +0.68% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.57% | -0.55% | -8.70% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | -0.53% | -39.06% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.24% | -0.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.5% | +61.52% | Add |
| 2 | FDVV | Fidelity High Dividend ETF | +0.4% | +2038.62% | Add |
| 3 | CVX | Chevron CORP | +0.4% | -0.73% | Trim |
| 4 | FTNT | Fortinet Inc | +0.3% | +1025.75% | Add |
| 5 | XLE | Ss Energy Select Sector | +0.3% | +665.53% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.3% | +251.99% | Add |
| 7 | VRT | Vertiv Holdings Co-a | +0.2% | -2.25% | Trim |
| 8 | AMAT | Applied Materials Inc | +0.2% | -2.99% | Trim |
| 9 | PYLD | Pimco Multisector Bond Actv | +0.2% | +579.12% | Add |
| 10 | GLW | Corning Inc | +0.2% | -3.66% | Trim |
| 11 | DOW | Dow Inc | +0.1% | +4.56% | Add |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.23% | Add |
| 13 | KO | Coca-cola Co/the | +0.1% | -0.45% | Trim |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +7.45% | Add |
| 15 | DELL | Dell Technologies -c | +0.1% | +1.62% | Add |
| 16 | FBND | Fidelity Total Bond ETF | +0.1% | +5.59% | Add |
| 17 | PSX | Phillips 66 | +0.1% | +0.58% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.04% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -1.23% | Trim |
| 20 | MLPX | Global X Mlp & Energy Infras | +0.1% | +1.18% | Add |
| 21 | DUK | Duke Energy CORP | +0.1% | +0.11% | Add |
| 22 | KMI | Kinder Morgan, Inc. | +0.1% | +0.43% | Add |
| 23 | VZ | Verizon Communications Inc | +0.1% | -3.47% | Trim |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -0.52% | Trim |
| 25 | NOC | Northrop Grumman CORP | +0.1% | -0.77% | Trim |
| 26 | PFE | Pfizer Inc | +0.1% | +6.21% | Add |
| 27 | COST | Costco Wholesale CORP | +0.1% | -9.65% | Trim |
| 28 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.67% | Add |
| 29 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +5.00% | Add |
| 30 | VNLA | Janus Henderson Short Durati | +0.1% | +3.81% | Add |
| 31 | JPIB | Jpmorgan Intl Bnd ETF | +0.1% | +2.66% | Add |
| 32 | GTO | Invesco Total Return Bond Et | +0.1% | +1.83% | Add |
| 33 | DVN | Devon Energy CORP | +0.1% | -1.61% | Trim |
| 34 | NFLX | Netflix Inc | +0.1% | +12.16% | Add |
| 35 | JNJ | Johnson & Johnson | +0.1% | +1.25% | Add |
| 36 | WELL | Welltower Inc | +0.1% | -0.00% | Trim |
| 37 | SRLN | Ss Blackstone Sr Loan ETF | +0.1% | +5.16% | Add |
| 38 | SDVY | First Trust Smid Cap Rising | 0% | +5.04% | Add |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.71% | Add |
| 40 | HON | Honeywell International Inc | 0% | +3.31% | Add |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +1.22% | Add |
| 42 | WMT | Walmart Inc | 0% | +1.60% | Add |
| 43 | PEP | Pepsico Inc | 0% | -1.42% | Trim |
| 44 | IWS | Ishares Russell Mid-cap Valu | 0% | -0.28% | Trim |
| 45 | JEPI | Jpmorgan Equity Premium Inco | 0% | +3.61% | Add |
| 46 | GD | General Dynamics CORP | 0% | +0.50% | Add |
| 47 | VRIG | Invesco Variable Rate Invest | 0% | +2.28% | Add |
| 48 | MAR | Marriott International -cl A | 0% | -4.70% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.65% | Add |
| 50 | SBUX | Starbucks CORP | 0% | +2.71% | Add |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.1B across 261 disclosed positions in Q1 2026.
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, GOOGL) accounted for 26.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
FESM
市值: $4.2M
Top Position Liquidated / Trimmed
GLD
前期市值: $1.0M
During Q1 2026, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (5.4%)、NVDA (5.1%)、GOOGL (3.8%). The largest single position, AAPL, represented 5.4% of total portfolio value.
In Q1 2026, Kmg Fiduciary Partners, LLC made 192 total portfolio adjustments, initiating 11 new buys, adding to 90 positions, trimming 79 holdings, and fully liquidating 12 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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