KMG Fiduciary Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), KMG Fiduciary Partners, LLC reported 284 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.6%) and Microsoft (MSFT, 3.9%). Compared with Q4 2024, it opened 22 new positions, sold out of 8, added to 139 and reduced 91. The biggest buy was Fidelity Total Bond ETF (FBND, shares +174%) and the biggest sale an exit from Fidelity Tactical Bond ETF (FTBD).
- Most Recent 13F
- Q2 2026
- Location
- TOLEDO, OH
- CIK
- 0001773205
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001754960-25-000181 ↗ filed Apr 14, 2025
Holdings Value
Holdings 284 stocks · $1.2B
| AAPL Apple Inc. | 5.16% | 279,632 | $62.1M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 4.59% | 98,254 | $55.2M | Reduce -5.8% |
| MSFT Microsoft Corp. | 3.95% | 126,524 | $47.5M | Add +3.1% |
| NVDA Nvidia Corp. | 3.44% | 381,671 | $41.4M | Add +5.9% |
| AMZN Amazon.com Inc. | 2.69% | 170,149 | $32.4M | Reduce -3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.58% | 472,904 | $31.1M | Reduce -3.2% |
| JPM JPMorgan Chase & Co. | 2.42% | 118,956 | $29.2M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 2.40% | 187,056 | $28.9M | Add +4.0% |
| META Meta Platforms Inc. Class A | 1.99% | 41,649 | $24.0M | Reduce -5.0% |
| LLY Eli Lilly & Co. | 1.98% | 28,805 | $23.8M | Add +9.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.45% | 32,751 | $17.4M | Add +3.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.37% | 218,715 | $16.5M | Add +3.0% |
| ABBV Abbvie Inc. | 1.27% | 72,874 | $15.3M | Reduce -12.5% |
| GTO Invesco Total Return Bond Et | 1.17% | 301,172 | $14.1M | Add +11.2% |
| JPIB JPMorgan Intl BND ETF | 1.17% | 292,955 | $14.0M | Add +0.2% |
| GS Goldman Sachs Group Inc. | 1.16% | 25,503 | $13.9M | Reduce -10.9% |
| QCOM Qualcomm Inc. | 1.15% | 90,185 | $13.9M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 1.13% | 79,758 | $13.6M | Add +1.0% |
| FBND Fidelity Total Bond ETF | 1.11% | 291,909 | $13.3M | Add +173.6% |
| HYLS FT Tactical High Yield ETF | 1.10% | 323,977 | $13.3M | Add +2.4% |
| IVE iShares S&P 500 Value ETF | 1.10% | 69,574 | $13.3M | Reduce -0.8% |
| CVX Chevron Corp. | 1.02% | 73,253 | $12.3M | Add +7.0% |
| KO The Coca-Cola Co. | 1.00% | 168,912 | $12.1M | Reduce -12.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 43,199 | $11.2M | Add +3.2% |
| IJH iShares Core S&P Midcap ETF | 0.92% | 189,743 | $11.1M | Reduce -12.2% |
| CRM Salesforce Inc. | 0.90% | 40,489 | $10.9M | Add +64.3% |
| COST Costco Wholesale Corp. | 0.87% | 11,135 | $10.5M | Add +4.4% |
| RDVY First Trust Rising Dividend | 0.84% | 172,847 | $10.1M | Add +12.5% |
| ORCL Oracle Corp. | 0.84% | 71,908 | $10.1M | Reduce -10.6% |
| UNH Unitedhealth Group Inc. | 0.82% | 18,891 | $9.9M | Add +35.9% |
| V Visa Inc. Class A | 0.81% | 27,860 | $9.8M | Add +89.5% |
| VNLA Janus Henderson Short Durati | 0.81% | 197,891 | $9.7M | Add +6.7% |
| CTAS Cintas Corp. | 0.76% | 44,533 | $9.2M | Add +285.7% |
| LOW Lowe's Cos Inc. | 0.74% | 38,450 | $9.0M | Add +5.9% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 94,099 | $8.7M | Add +9.7% |
| CGMS Cap Group US Multi-Sect Bond | 0.72% | 318,250 | $8.7M | Add +23.7% |
| CSCO Cisco Systems Inc. | 0.71% | 139,073 | $8.6M | Reduce -5.5% |
| RTX RTX Corp. | 0.71% | 64,719 | $8.6M | Reduce -21.0% |
| AXP American Express Co. | 0.70% | 31,167 | $8.4M | Reduce -3.0% |
| AGG iShares Core U.S. Aggregate | 0.68% | 82,630 | $8.2M | Add +8.3% |
| CAH Cardinal Health Inc. | 0.67% | 58,467 | $8.1M | Reduce -26.9% |
| SRLN SS Blackstone Sr Loan ETF | 0.65% | 191,559 | $7.9M | Add +15.1% |
| BLK BlackRock Inc. | 0.65% | 8,214 | $7.8M | Reduce -3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 30,173 | $7.5M | Reduce -3.4% |
| AVLV Avantis US Large Cap Value | 0.62% | 114,339 | $7.5M | Add +12.3% |
| AMD Advanced Micro Devices | 0.61% | 71,216 | $7.3M | Add +19.0% |
| IWP iShares Russell Mid-Cap Grow | 0.60% | 61,337 | $7.2M | Add +6.5% |
| FSIG FT Ltd. Duration Inv Grade | 0.59% | 372,271 | $7.1M | Add +10.1% |
| ISRG Intuitive Surgical Inc. | 0.57% | 13,944 | $6.9M | Reduce -2.1% |
| BKLC BNY Mellon US LRG Cap Cor | 0.57% | 64,550 | $6.9M | Add +4.5% |
| MAR Marriott International Class A | 0.57% | 28,752 | $6.8M | Reduce -22.6% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 64,294 | $6.7M | Add +2.4% |
| DUK Duke Energy Corp. | 0.56% | 54,812 | $6.7M | Add +5.2% |
| PANW Palo Alto Networks Inc. | 0.54% | 37,771 | $6.4M | Add +16.7% |
| AVGO Broadcom Inc. | 0.52% | 37,153 | $6.2M | Add +44.1% |
| IWS iShares Russell Mid-Cap Valu | 0.50% | 47,874 | $6.0M | Add +9.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.48% | 59,107 | $5.8M | Add +3.9% |
| WELL Welltower Inc. | 0.46% | 36,148 | $5.5M | Reduce -0.3% |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 96,615 | $5.5M | Reduce -8.4% |
| AMAT Applied Materials Inc. | 0.45% | 37,739 | $5.5M | Add +33.6% |
| FENI Fidelity Enhanced Intl ETF | 0.43% | 172,450 | $5.1M | Add +16.9% |
| JNJ Johnson & Johnson | 0.42% | 30,267 | $5.0M | Reduce -19.8% |
| VCIT Vanguard Int-Term Corporate | 0.41% | 60,513 | $4.9M | Add +12.4% |
| MRK Merck & Co. Inc. | 0.40% | 53,952 | $4.8M | Add +7.5% |
| GD General Dynamics Corp. | 0.40% | 17,652 | $4.8M | Add +4.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.39% | 89,005 | $4.7M | Add +9.7% |
| MET Metlife Inc. | 0.38% | 56,936 | $4.6M | Add +4.4% |
| VZ Verizon Communications Inc. | 0.37% | 97,958 | $4.4M | Reduce -27.6% |
| GOOG Alphabet Inc. Class C | 0.35% | 27,097 | $4.2M | Reduce -1.7% |
| PRU Prudential Financial Inc. | 0.35% | 37,883 | $4.2M | Add +6.3% |
| MDY State Street SPDR S&P Midcap | 0.35% | 7,919 | $4.2M | Reduce -2.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.35% | 86,083 | $4.2M | Add +0.7% |
| NFLX Netflix Inc. | 0.34% | 4,368 | $4.1M | Reduce -1.6% |
| VRIG Invesco Variable Rate Invest | 0.34% | 161,729 | $4.1M | Add +25.3% |
| DAL Delta Air Lines Inc. | 0.33% | 90,871 | $4.0M | Reduce -27.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.33% | 84,022 | $4.0M | New |
| FLQM Franklin U.S. Mid Cap Multif | 0.32% | 73,405 | $3.9M | Add +18.2% |
| DVN Devon Energy Corp. | 0.32% | 103,657 | $3.9M | Add +9.1% |
| PEP Pepsico Inc. | 0.32% | 25,842 | $3.9M | Add +1.1% |
| MS Morgan Stanley | 0.32% | 33,073 | $3.9M | Reduce -0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.31% | 74,797 | $3.8M | New |
| ALL Allstate Corp. | 0.31% | 17,974 | $3.7M | Add +3.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.31% | 14,370 | $3.7M | Add +2.0% |
| INTC Intel Corp. | 0.30% | 157,927 | $3.6M | Reduce -37.9% |
| IWF iShares Russell 1000 Growth | 0.29% | 9,719 | $3.5M | Reduce -2.4% |
| SDVY First Trust Smid Cap Rising | 0.29% | 102,978 | $3.4M | Add +20.3% |
| NOC Northrop Grumman Corp. | 0.29% | 6,719 | $3.4M | Add +6.3% |
| TSLA Tesla Inc. | 0.28% | 13,046 | $3.4M | Reduce -9.6% |
| CI The Cigna Group | 0.28% | 10,228 | $3.4M | Add +8.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.28% | 33,392 | $3.3M | Reduce -11.2% |
| GM General Motors Co. | 0.27% | 69,917 | $3.3M | Add +7.5% |
| MLPX Global X MLP & Energy Infras | 0.26% | 49,721 | $3.2M | Reduce -14.1% |
| KMI Kinder Morgan Inc. | 0.25% | 105,503 | $3.0M | Reduce -22.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.25% | 8,039 | $3.0M | Add +6.5% |
| PFE Pfizer Inc. | 0.24% | 116,161 | $2.9M | Add +9.8% |
| CAT Caterpillar Inc. | 0.24% | 8,884 | $2.9M | Add +117.2% |
| UPS United Parcel Service Class B | 0.24% | 26,175 | $2.9M | Reduce -29.4% |
| USB US Bancorp | 0.24% | 67,623 | $2.9M | Add +6.0% |
| MCD McDonald's Corp. | 0.24% | 9,127 | $2.9M | Reduce -3.5% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 109,365 | $2.7M | Reduce -2.5% |
Portfolio Sells Q4 2024 → Q1 2025
| FTBD Fidelity Tactical Bond ETF | Sold out | 0.00% | −0.51 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 2.69% | −0.50 |
| IVV iShares Core S&P 500 ETF | Reduce -5.8% | 4.59% | −0.50 |
| DAL Delta Air Lines Inc. | Reduce -27.9% | 0.33% | −0.30 |
| MAR Marriott International Class A | Reduce -22.6% | 0.57% | −0.29 |
| ORCL Oracle Corp. | Reduce -10.6% | 0.84% | −0.27 |
| PYPL PayPal Holdings Inc. | Reduce -86.4% | 0.03% | −0.26 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.2% | 2.58% | −0.21 |
| TSLA Tesla Inc. | Reduce -9.6% | 0.28% | −0.20 |
| GS Goldman Sachs Group Inc. | Reduce -10.9% | 1.16% | −0.20 |
| IJH iShares Core S&P Midcap ETF | Reduce -12.2% | 0.92% | −0.19 |
| FHN First Horizon Corp. | Reduce -78.7% | 0.05% | −0.19 |
| C Citigroup Inc. | Reduce -68.9% | 0.07% | −0.16 |
| FBUF Fidelity DYN Buff Eqty ETF | Sold out | 0.00% | −0.15 |
| UPS United Parcel Service Class B | Reduce -29.4% | 0.24% | −0.15 |
| META Meta Platforms Inc. Class A | Reduce -5.0% | 1.99% | −0.13 |
| INTC Intel Corp. | Reduce -37.9% | 0.30% | −0.12 |
| CAH Cardinal Health Inc. | Reduce -26.9% | 0.67% | −0.11 |
| F Ford Motor Co. | Reduce -55.6% | 0.09% | −0.11 |
| CVS CVS Health Corp. | Reduce -88.1% | 0.02% | −0.10 |
| AXP American Express Co. | Reduce -3.0% | 0.70% | −0.09 |
| SBUX Starbucks Corp. | Reduce -51.1% | 0.10% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 0.35% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -27.6% | 0.37% | −0.08 |
| BLK BlackRock Inc. | Reduce -3.1% | 0.65% | −0.07 |
| NKE Nike Inc. Class B | Reduce -75.8% | 0.02% | −0.07 |
| RTX RTX Corp. | Reduce -21.0% | 0.71% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -28.0% | 0.17% | −0.07 |
| KMI Kinder Morgan Inc. | Reduce -22.1% | 0.25% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -8.4% | 0.46% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -2.1% | 0.57% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -2.4% | 0.29% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -3.3% | 1.15% | −0.04 |
| JNJ Johnson & Johnson | Reduce -19.8% | 0.42% | −0.04 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.5% | 0.23% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -2.0% | 0.35% | −0.03 |
| MLPX Global X MLP & Energy Infras | Reduce -14.1% | 0.26% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.6% | 2.42% | −0.02 |
| PNOV Innovator U.S. Equity Power | Sold out | 0.00% | −0.02 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.02 |
| MS Morgan Stanley | Reduce -0.2% | 0.32% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -11.2% | 0.28% | −0.02 |
| STWD Starwood Property Trust Inc. | Reduce -16.2% | 0.16% | −0.02 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.02 |
| OC Owens Corning | Reduce -9.5% | 0.06% | −0.02 |
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -13.5% | 0.12% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -1.6% | 0.22% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| FBND Fidelity Total Bond ETF | Add +173.6% | 1.11% | +0.71 |
| CTAS Cintas Corp. | Add +285.7% | 0.76% | +0.59 |
| V Visa Inc. Class A | Add +89.5% | 0.81% | +0.43 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.33% | +0.33 |
| CMG Chipotle Mexican Grill Inc. | New | 0.31% | +0.31 |
| LLY Eli Lilly & Co. | Add +9.3% | 1.98% | +0.29 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.8% | 1.45% | +0.27 |
| UNH Unitedhealth Group Inc. | Add +35.9% | 0.82% | +0.24 |
| CRM Salesforce Inc. | Add +64.3% | 0.90% | +0.22 |
| CVX Chevron Corp. | Add +7.0% | 1.02% | +0.20 |
| ADBE Adobe Inc. | New | 0.16% | +0.16 |
| BABA Alibaba Group Holding-SP ADR | New | 0.16% | +0.16 |
| AIQ Global X Art Intel & Tech | New | 0.16% | +0.16 |
| BA The Boeing Co. | Add +310.9% | 0.21% | +0.15 |
| PJAN Innovator U.S. Equity Power | New | 0.15% | +0.15 |
| COIN Coinbase Global Inc. Class A | New | 0.15% | +0.15 |
| CGMS Cap Group US Multi-Sect Bond | Add +23.7% | 0.72% | +0.14 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.0% | 1.37% | +0.14 |
| GTO Invesco Total Return Bond Et | Add +11.2% | 1.17% | +0.13 |
| CAT Caterpillar Inc. | Add +117.2% | 0.24% | +0.12 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.10% | +0.10 |
| UBER Uber Technologies Inc. | Add +59.5% | 0.20% | +0.10 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +117.1% | 0.18% | +0.10 |
| DUK Duke Energy Corp. | Add +5.2% | 0.56% | +0.09 |
| FENI Fidelity Enhanced Intl ETF | Add +16.9% | 0.43% | +0.09 |
| AOK iShares Core 30/70 Conservat | New | 0.09% | +0.09 |
| RDVY First Trust Rising Dividend | Add +12.5% | 0.84% | +0.09 |
| SRLN SS Blackstone Sr Loan ETF | Add +15.1% | 0.65% | +0.08 |
| AMAT Applied Materials Inc. | Add +33.6% | 0.45% | +0.07 |
| AOM iShares Core 40/60 Moderate | New | 0.07% | +0.07 |
| VRIG Invesco Variable Rate Invest | Add +25.3% | 0.34% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +8.3% | 0.68% | +0.07 |
| COST Costco Wholesale Corp. | Add +4.4% | 0.87% | +0.07 |
| DVN Devon Energy Corp. | Add +9.1% | 0.32% | +0.06 |
| CI The Cigna Group | Add +8.0% | 0.28% | +0.06 |
| FSIG FT Ltd. Duration Inv Grade | Add +10.1% | 0.59% | +0.06 |
| VNLA Janus Henderson Short Durati | Add +6.7% | 0.81% | +0.06 |
| AVLV Avantis US Large Cap Value | Add +12.3% | 0.62% | +0.06 |
| VCIT Vanguard Int-Term Corporate | Add +12.4% | 0.41% | +0.05 |
| XOM Exxon Mobil Corp. | Add +24.8% | 0.18% | +0.05 |
| AEP American Electric Power | Add +9.9% | 0.21% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +16.7% | 0.54% | +0.05 |
| NEAR iShares SH Dba ETF Usd Inc. | New | 0.05% | +0.05 |
| USHY iShares Broad Usd High Yield | New | 0.05% | +0.05 |
| FLQM Franklin U.S. Mid Cap Multif | Add +18.2% | 0.32% | +0.04 |
| NOC Northrop Grumman Corp. | Add +6.3% | 0.29% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.7% | 0.39% | +0.04 |
| CCI Crown Castle Inc. | Add +11.1% | 0.18% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Add +223.2% | 0.06% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +11.9% | 0.20% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 207 | $1.1B | AAPL, NVDA, GOOGL, MSFT, IVV |
| Q1 2026 | 261 | $1.4B | AAPL, NVDA, GOOGL, MSFT, IVV |
| Q4 2025 | 262 | $1.4B | AAPL, NVDA, MSFT, GOOGL, IVV |
| Q3 2025 | 297 | $1.5B | NVDA, AAPL, IVV, MSFT, GOOGL |
| Q2 2025 | 288 | $1.3B | MSFT, NVDA, IVV, AAPL, AMZN |
| Q1 2025 | 284 | $1.2B | AAPL, IVV, MSFT, NVDA, AMZN |
| Q4 2024 | 270 | $1.2B | AAPL, IVV, MSFT, NVDA, AMZN |
| Q3 2024 | 267 | $1.2B | AAPL, IVV, MSFT, NVDA, AMZN |
| Q2 2024 | 239 | $1.0B | IVV, AAPL, MSFT, NVDA, GOOGL |
| Q1 2024 | 233 | $965.2M | IVV, MSFT, AAPL, NVDA, AMZN |