KMG Fiduciary Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 10, 2025), KMG Fiduciary Partners, LLC reported 288 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 4.7% of the portfolio, followed by Nvidia (NVDA, 4.6%) and iShares Core S&P 500 ETF (IVV, 4.5%). Compared with Q1 2025, it opened 12 new positions, sold out of 8, added to 165 and reduced 61. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Unitedhealth (UNH, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- TOLEDO, OH
- CIK
- 0001773205
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001754960-25-000344 ↗ filed Jul 10, 2025
Holdings Value
Holdings 288 stocks · $1.3B
| MSFT Microsoft Corp. | 4.74% | 128,490 | $63.9M | Add +1.6% |
| NVDA Nvidia Corp. | 4.57% | 390,742 | $61.7M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 4.53% | 98,359 | $61.1M | Add +0.1% |
| AAPL Apple Inc. | 4.36% | 287,069 | $58.9M | Add +2.7% |
| AMZN Amazon.com Inc. | 2.88% | 177,210 | $38.9M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 2.61% | 121,730 | $35.3M | Add +2.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.59% | 480,481 | $34.9M | Add +1.6% |
| GOOGL Alphabet Inc. Class A | 2.52% | 193,216 | $34.1M | Add +3.3% |
| META Meta Platforms Inc. Class A | 2.39% | 43,678 | $32.2M | Add +4.9% |
| LLY Eli Lilly & Co. | 1.73% | 30,002 | $23.4M | Add +4.2% |
| GS Goldman Sachs Group Inc. | 1.59% | 30,384 | $21.5M | Add +19.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.37% | 222,233 | $18.6M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.24% | 34,545 | $16.8M | Add +5.5% |
| ORCL Oracle Corp. | 1.18% | 72,606 | $15.9M | Add +1.0% |
| FBND Fidelity Total Bond ETF | 1.11% | 326,253 | $14.9M | Add +11.8% |
| QCOM Qualcomm Inc. | 1.09% | 92,370 | $14.7M | Add +2.4% |
| GTO Invesco Total Return Bond Et | 1.08% | 310,921 | $14.6M | Add +3.2% |
| JPIB JPMorgan Intl BND ETF | 1.08% | 298,686 | $14.5M | Add +2.0% |
| ABBV Abbvie Inc. | 1.03% | 74,914 | $13.9M | Add +2.8% |
| HYLS FT Tactical High Yield ETF | 1.02% | 329,800 | $13.8M | Add +1.8% |
| IVE iShares S&P 500 Value ETF | 1.01% | 70,068 | $13.7M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.96% | 81,242 | $12.9M | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.91% | 197,169 | $12.2M | Add +3.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.89% | 42,759 | $12.0M | Reduce -1.0% |
| KO The Coca-Cola Co. | 0.89% | 169,086 | $12.0M | Add +0.1% |
| CRM Salesforce Inc. | 0.87% | 43,230 | $11.8M | Add +6.8% |
| COST Costco Wholesale Corp. | 0.84% | 11,427 | $11.3M | Add +2.6% |
| RDVY First Trust Rising Dividend | 0.84% | 179,753 | $11.3M | Add +4.0% |
| AVGO Broadcom Inc. | 0.81% | 39,435 | $10.9M | Add +6.1% |
| IVW iShares S&P 500 Growth ETF | 0.80% | 97,490 | $10.7M | Add +3.6% |
| AMD Advanced Micro Devices | 0.79% | 75,570 | $10.7M | Add +6.1% |
| CVX Chevron Corp. | 0.79% | 74,518 | $10.7M | Add +1.7% |
| V Visa Inc. Class A | 0.77% | 29,211 | $10.4M | Add +4.8% |
| CTAS Cintas Corp. | 0.76% | 46,170 | $10.3M | Add +3.7% |
| AXP American Express Co. | 0.74% | 31,353 | $10.0M | Add +0.6% |
| VNLA Janus Henderson Short Durati | 0.74% | 202,758 | $10.0M | Add +2.5% |
| CAH Cardinal Health Inc. | 0.73% | 58,885 | $9.9M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.73% | 142,123 | $9.9M | Add +2.2% |
| CGMS Cap Group US Multi-Sect Bond | 0.73% | 355,666 | $9.8M | Add +11.8% |
| RTX RTX Corp. | 0.70% | 64,820 | $9.5M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 30,633 | $9.0M | Add +1.5% |
| AGG iShares Core U.S. Aggregate | 0.67% | 90,890 | $9.0M | Add +10.0% |
| IWP iShares Russell Mid-Cap Grow | 0.65% | 63,600 | $8.8M | Add +3.7% |
| BLK BlackRock Inc. | 0.65% | 8,373 | $8.8M | Add +1.9% |
| LOW Lowe's Cos Inc. | 0.65% | 39,350 | $8.7M | Add +2.3% |
| SRLN SS Blackstone Sr Loan ETF | 0.61% | 198,874 | $8.3M | Add +3.8% |
| AVLV Avantis US Large Cap Value | 0.61% | 121,158 | $8.3M | Add +6.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.59% | 67,389 | $8.0M | Add +4.4% |
| FSIG FT Ltd. Duration Inv Grade | 0.59% | 415,564 | $7.9M | Add +11.6% |
| PANW Palo Alto Networks Inc. | 0.59% | 38,650 | $7.9M | Add +2.3% |
| ISRG Intuitive Surgical Inc. | 0.58% | 14,465 | $7.9M | Add +3.7% |
| MAR Marriott International Class A | 0.58% | 28,764 | $7.9M | Add +0.0% |
| CMG Chipotle Mexican Grill Inc. | 0.58% | 138,267 | $7.8M | Add +84.9% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 67,967 | $7.4M | Add +5.7% |
| AMAT Applied Materials Inc. | 0.53% | 38,910 | $7.1M | Add +3.1% |
| IWS iShares Russell Mid-Cap Valu | 0.49% | 50,336 | $6.7M | Add +5.1% |
| DUK Duke Energy Corp. | 0.48% | 54,777 | $6.5M | Reduce -0.1% |
| FENI Fidelity Enhanced Intl ETF | 0.46% | 184,806 | $6.1M | Add +7.2% |
| NFLX Netflix Inc. | 0.45% | 4,525 | $6.1M | Add +3.6% |
| WELL Welltower Inc. | 0.41% | 35,892 | $5.5M | Reduce -0.7% |
| JEPI JPMorgan Equity Premium Inco | 0.40% | 94,328 | $5.4M | Reduce -2.4% |
| GD General Dynamics Corp. | 0.39% | 18,131 | $5.3M | Add +2.7% |
| VCIT Vanguard Int-Term Corporate | 0.39% | 62,978 | $5.2M | Add +4.1% |
| MS Morgan Stanley | 0.36% | 34,756 | $4.9M | Add +5.1% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.36% | 91,294 | $4.8M | Add +2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.36% | 69,441 | $4.8M | New |
| GOOG Alphabet Inc. Class C | 0.35% | 26,969 | $4.8M | Reduce -0.5% |
| MET Metlife Inc. | 0.35% | 58,387 | $4.7M | Add +2.5% |
| UNH Unitedhealth Group Inc. | 0.34% | 14,885 | $4.6M | Reduce -21.2% |
| JCPB JPMorgan Core Plus Bond ETF | 0.32% | 93,189 | $4.4M | Add +10.9% |
| VRT Vertiv Holdings Co. Class A | 0.32% | 34,098 | $4.4M | Add +4.4% |
| FLQM Franklin U.S. Mid Cap Multif | 0.32% | 80,272 | $4.4M | Add +9.3% |
| MDY State Street SPDR S&P Midcap | 0.32% | 7,616 | $4.3M | Reduce -3.8% |
| VRIG Invesco Variable Rate Invest | 0.32% | 171,720 | $4.3M | Add +6.2% |
| BNDX Vanguard Total Intl Bond ETF | 0.32% | 86,808 | $4.3M | Add +0.8% |
| TSLA Tesla Inc. | 0.32% | 13,526 | $4.3M | Add +3.7% |
| MRK Merck & Co. Inc. | 0.31% | 53,278 | $4.2M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.30% | 9,695 | $4.1M | Reduce -0.3% |
| DAL Delta Air Lines Inc. | 0.30% | 83,309 | $4.1M | Reduce -8.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.30% | 14,330 | $4.1M | Reduce -0.3% |
| COIN Coinbase Global Inc. Class A | 0.30% | 11,632 | $4.1M | Add +11.1% |
| VZ Verizon Communications Inc. | 0.30% | 93,424 | $4.0M | Reduce -4.6% |
| SDVY First Trust Smid Cap Rising | 0.29% | 111,593 | $3.9M | Add +8.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.29% | 31,703 | $3.9M | Reduce -46.4% |
| PRU Prudential Financial Inc. | 0.29% | 36,506 | $3.9M | Reduce -3.6% |
| UBER Uber Technologies Inc. | 0.27% | 39,574 | $3.7M | Add +18.8% |
| ALL Allstate Corp. | 0.27% | 18,338 | $3.7M | Add +2.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.27% | 32,625 | $3.7M | Reduce -2.3% |
| INTC Intel Corp. | 0.27% | 160,772 | $3.6M | Add +1.8% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 121,583 | $3.6M | Add +11.2% |
| BITB Bitwise Bitcoin ETF | 0.26% | 60,517 | $3.5M | Add +1.5% |
| CAT Caterpillar Inc. | 0.26% | 9,115 | $3.5M | Add +2.6% |
| CI The Cigna Group | 0.26% | 10,667 | $3.5M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 8,039 | $3.5M | No change |
| GM General Motors Co. | 0.26% | 71,431 | $3.5M | Add +2.2% |
| NOC Northrop Grumman Corp. | 0.26% | 6,961 | $3.5M | Add +3.6% |
| BA The Boeing Co. | 0.25% | 16,387 | $3.4M | Add +13.0% |
| DELL Dell Technologies -C | 0.25% | 27,466 | $3.4M | Add +5.6% |
| PEP Pepsico Inc. | 0.24% | 24,875 | $3.3M | Reduce -3.7% |
| USB US Bancorp | 0.24% | 71,108 | $3.2M | Add +5.2% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -21.2% | 0.34% | −0.48 |
| JNJ Johnson & Johnson | Reduce -60.9% | 0.13% | −0.28 |
| AEP American Electric Power | Sold out | 0.00% | −0.21 |
| DVN Devon Energy Corp. | Reduce -49.3% | 0.12% | −0.20 |
| DIS The Walt Disney Co. | Reduce -46.4% | 0.29% | −0.19 |
| CLF Cleveland-Cliffs Inc. | Sold out | 0.00% | −0.19 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -72.3% | 0.05% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -1.3% | 0.31% | −0.09 |
| PEP Pepsico Inc. | Reduce -3.7% | 0.24% | −0.08 |
| DUK Duke Energy Corp. | Reduce -0.1% | 0.48% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -4.6% | 0.30% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.4% | 0.40% | −0.06 |
| PRU Prudential Financial Inc. | Reduce -3.6% | 0.29% | −0.06 |
| WELL Welltower Inc. | Reduce -0.7% | 0.41% | −0.05 |
| RWJ Invesco S&P Smallcap 600 | Reduce -59.8% | 0.03% | −0.04 |
| MCD McDonald's Corp. | Reduce -2.1% | 0.19% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.0% | 0.89% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.9% | 0.15% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 0.14% | −0.04 |
| SBUX Starbucks Corp. | Reduce -21.4% | 0.07% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -3.8% | 0.32% | −0.03 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Sold out | 0.00% | −0.03 |
| RODM Hartford Multifact Dev MRKT | Sold out | 0.00% | −0.03 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.03 |
| DAL Delta Air Lines Inc. | Reduce -8.3% | 0.30% | −0.03 |
| F Ford Motor Co. | Reduce -26.7% | 0.06% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -4.8% | 0.14% | −0.03 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.3% | 0.17% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| TMUS T-Mobile US Inc. | Reduce -3.1% | 0.06% | −0.02 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.02 |
| KR Kroger Co. | Sold out | 0.00% | −0.02 |
| STWD Starwood Property Trust Inc. | Reduce -0.6% | 0.14% | −0.02 |
| GCOW Pacer Global Cash Cows Divid | Reduce -9.1% | 0.08% | −0.02 |
| IYH iShares U.S. Healthcare ETF | Reduce -0.0% | 0.07% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.3% | 0.05% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -2.3% | 0.08% | −0.01 |
| CGGO Cap Group Global Growth | Reduce -22.9% | 0.05% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.3% | 0.11% | −0.01 |
| FHN First Horizon Corp. | Reduce -21.9% | 0.04% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -28.3% | 0.03% | −0.01 |
| FTLS First Trust Long/Short Eqty | Reduce -0.5% | 0.12% | −0.01 |
| MO Altria Group Inc. | Reduce -0.5% | 0.05% | −0.01 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -2.8% | 0.07% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -3.5% | 0.13% | −0.01 |
| C Citigroup Inc. | Reduce -14.9% | 0.07% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -2.3% | 0.27% | −0.01 |
| CGDV Cap Group Dividend Value | Reduce -1.5% | 0.20% | −0.01 |
| HDV iShares Core High Dividend E | Reduce -4.7% | 0.02% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -15.6% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +2.4% | 4.57% | +1.14 |
| MSFT Microsoft Corp. | Add +1.6% | 4.74% | +0.79 |
| GS Goldman Sachs Group Inc. | Add +19.1% | 1.59% | +0.44 |
| META Meta Platforms Inc. Class A | Add +4.9% | 2.39% | +0.39 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.36% | +0.36 |
| ORCL Oracle Corp. | Add +1.0% | 1.18% | +0.34 |
| AVGO Broadcom Inc. | Add +6.1% | 0.81% | +0.29 |
| CMG Chipotle Mexican Grill Inc. | Add +84.9% | 0.58% | +0.26 |
| AMZN Amazon.com Inc. | Add +4.2% | 2.88% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +2.3% | 2.61% | +0.19 |
| AMD Advanced Micro Devices | Add +6.1% | 0.79% | +0.19 |
| COIN Coinbase Global Inc. Class A | Add +11.1% | 0.30% | +0.15 |
| PLTR Palantir Technologies Inc. Class A | New | 0.14% | +0.14 |
| VRT Vertiv Holdings Co. Class A | Add +4.4% | 0.32% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 2.52% | +0.12 |
| DOW Dow Inc. | Add +860.8% | 0.13% | +0.11 |
| NFLX Netflix Inc. | Add +3.6% | 0.45% | +0.11 |
| AMAT Applied Materials Inc. | Add +3.1% | 0.53% | +0.07 |
| UBER Uber Technologies Inc. | Add +18.8% | 0.27% | +0.07 |
| IVW iShares S&P 500 Growth ETF | Add +3.6% | 0.80% | +0.07 |
| CAH Cardinal Health Inc. | Add +0.7% | 0.73% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.06% | +0.06 |
| IWP iShares Russell Mid-Cap Grow | Add +3.7% | 0.65% | +0.05 |
| AVUV Avantis US Small Cap Value | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | Add +5.6% | 0.25% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 0.59% | +0.05 |
| BA The Boeing Co. | Add +13.0% | 0.25% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.67% | +0.05 |
| AXP American Express Co. | Add +0.6% | 0.74% | +0.04 |
| MS Morgan Stanley | Add +5.1% | 0.36% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.6% | 0.16% | +0.04 |
| BITB Bitwise Bitcoin ETF | Add +1.5% | 0.26% | +0.04 |
| TSLA Tesla Inc. | Add +3.7% | 0.32% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +11.2% | 0.26% | +0.04 |
| AIQ Global X Art Intel & Tech | Add +11.0% | 0.19% | +0.03 |
| FENI Fidelity Enhanced Intl ETF | Add +7.2% | 0.46% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| NTAP Netapp Inc. | Add +6.1% | 0.18% | +0.02 |
| BKLC BNY Mellon US LRG Cap Cor | Add +4.4% | 0.59% | +0.02 |
| FDVV Fidelity High Dividend ETF | New | 0.02% | +0.02 |
| CAT Caterpillar Inc. | Add +2.6% | 0.26% | +0.02 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.02% | +0.02 |
| CSCO Cisco Systems Inc. | Add +2.2% | 0.73% | +0.02 |
| HIG Hartford Insurance Group Inc. | New | 0.02% | +0.02 |
| VYM Vanguard High DVD Yield ETF | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +9.6% | 0.20% | +0.02 |
| LDOS Leidos Holdings Inc. | New | 0.02% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +44.9% | 0.04% | +0.02 |
| DGRO iShares Core Dividend Growth | New | 0.02% | +0.02 |
| DWAS Invesco Dorsey Wright Smallc | Add +13.2% | 0.17% | +0.01 |
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 |