13F Insight
DOSSIER · 13F-HR · Q2 2026

KMG FIDUCIARY PARTNERS, LLC

$1.1B in tracked AUM across 207 positions as of Q2 2026.

KF
CIK 0001773205 · last filed Jun 30, 2026
Total AUM
$1.1B
as of Q2 2026
Holdings
207
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

KMG FIDUCIARY PARTNERS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$70M240K6.5%02
NVDA
NVIDIA CORPORATION
$56M282K5.2%03
GOOGL
ALPHABET INC
$50M140K4.6%04
MSFT
MICROSOFT CORP
$44M117K4.1%05
IVV
ISHARES TR
$38M51K3.5%06
AMZN
AMAZON COM INC
$37M155K3.4%07
JPM
JPMORGAN CHASE & CO
$34M104K3.2%08
SPYM
SPDR SERIES TRUST
$32M367K3.0%09
AMD
ADVANCED MICRO DEVICES INC
$31M53K2.8%10
LLY
ELI LILLY & CO
$30M25K2.7%

Filing history

2026Q2Jun 30
$1.1B▼ 20.4%
207 positionsView →2026Q1Mar 31
$1.4B▼ 3.9%
261 positionsView →2025Q4Dec 31
$1.4B▼ 5.6%
262 positionsView →2025Q3Sep 30
$1.5B▲ 10.4%
297 positionsView →2025Q2Jun 30
$1.3B▲ 12.1%
288 positionsLocked2025Q1Mar 31
$1.2B▼ 0.3%
284 positionsLocked2024Q4Dec 31
$1.2B▲ 4.3%
270 positionsLocked2024Q3Sep 30
$1.2B▲ 13.8%
267 positionsLocked2024Q2Jun 30
$1.0B▲ 5.4%
239 positionsLocked2024Q1Mar 31
$965M▲ 12.4%
233 positionsLocked2023Q4Dec 31
$859M▲ 13.5%
236 positionsLocked2023Q3Sep 30
$757M▼ 2.0%
223 positionsLocked
Showing 12 of 31