13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Holding Co.›KMG FIDUCIARY PARTNERS, LLC
DOSSIER · 13F-HR · Q1 2026

KMG FIDUCIARY PARTNERS, LLC

KMG FIDUCIARY's holding co. based in Boston, MA — $1.4B in tracked AUM across 261 positions as of Q1 2026.

KF
KMG FIDUCIARY·Boston, MA·Holding Co.
CIK 0001773205 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 17.8%
vs prior
Holdings
261
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

KMG FIDUCIARY PARTNERS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$72M286K5.4%
02
NVDA
NVIDIA CORPORATION
$69M397K5.1%
03
GOOGL
ALPHABET INC
$52M180K3.8%
04
MSFT
MICROSOFT CORP
$49M132K3.6%
05
IVV
ISHARES TR
$39M60K2.9%
06
AMZN
AMAZON COM INC
$39M187K2.9%
07
JPM
JPMORGAN CHASE & CO
$36M121K2.6%
08
SPYM
SPDR SERIES TRUST
$32M417K2.4%
09
LLY
ELI LILLY & CO
$27M29K2.0%
10
META
META PLATFORMS INC
$25M44K1.9%

Filing history

Filing history loading…
AI Agent · grounded in KMG
haiku-4-5 · 261 positions indexed
Sector mix
  • Tech7%
  • Financials28%
  • Cons. Disc.16%
  • Communications37%
  • Industrials12%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market