KMG Fiduciary Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 10, 2025), KMG Fiduciary Partners, LLC reported 297 stock positions worth $1.5 billion. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Apple (AAPL, 5.0%) and iShares Core S&P 500 ETF (IVV, 4.6%). Compared with Q2 2025, it opened 12 new positions, sold out of 3, added to 175 and reduced 57. The biggest buy was Nvidia (NVDA, shares +10%) and the biggest sale Cardinal Health (CAH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TOLEDO, OH
- CIK
- 0001773205
- Portfolio Value
- $1.5B (Q3 2025)
- SEC Filing
- 0001754960-25-000651 ↗ filed Oct 10, 2025
Holdings Value
Holdings 297 stocks · $1.5B
| NVDA Nvidia Corp. | 5.38% | 429,786 | $80.2M | Add +10.0% |
| AAPL Apple Inc. | 4.95% | 289,888 | $73.8M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 4.65% | 103,445 | $69.2M | Add +5.2% |
| MSFT Microsoft Corp. | 4.52% | 130,160 | $67.4M | Add +1.3% |
| GOOGL Alphabet Inc. Class A | 3.20% | 196,300 | $47.7M | Add +1.6% |
| AMZN Amazon.com Inc. | 2.68% | 181,746 | $39.9M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 2.60% | 122,663 | $38.7M | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.60% | 493,727 | $38.7M | Add +2.8% |
| META Meta Platforms Inc. Class A | 2.19% | 44,399 | $32.6M | Add +1.6% |
| GS Goldman Sachs Group Inc. | 1.63% | 30,585 | $24.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.62% | 31,661 | $24.2M | Add +5.5% |
| ORCL Oracle Corp. | 1.38% | 73,217 | $20.6M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.31% | 224,195 | $19.6M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.27% | 37,498 | $18.9M | Add +8.6% |
| ABBV Abbvie Inc. | 1.19% | 76,854 | $17.8M | Add +2.6% |
| QCOM Qualcomm Inc. | 1.06% | 95,245 | $15.8M | Add +3.1% |
| GTO Invesco Total Return Bond Et | 1.06% | 331,134 | $15.7M | Add +6.5% |
| JPIB JPMorgan Intl BND ETF | 1.05% | 317,886 | $15.6M | Add +6.4% |
| FBND Fidelity Total Bond ETF | 1.02% | 327,630 | $15.1M | Add +0.4% |
| HYLS FT Tactical High Yield ETF | 1.02% | 359,953 | $15.1M | Add +9.1% |
| IVE iShares S&P 500 Value ETF | 0.97% | 70,207 | $14.5M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 212,363 | $13.9M | Add +7.7% |
| AVGO Broadcom Inc. | 0.89% | 40,303 | $13.3M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.88% | 85,493 | $13.1M | Add +5.2% |
| AMD Advanced Micro Devices | 0.86% | 79,286 | $12.8M | Add +4.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.86% | 43,421 | $12.8M | Add +1.6% |
| RDVY First Trust Rising Dividend | 0.82% | 181,672 | $12.2M | Add +1.1% |
| CVX Chevron Corp. | 0.79% | 75,967 | $11.8M | Add +1.9% |
| IVW iShares S&P 500 Growth ETF | 0.78% | 96,678 | $11.7M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.78% | 174,155 | $11.5M | Add +3.0% |
| RTX RTX Corp. | 0.75% | 66,704 | $11.2M | Add +2.9% |
| COST Costco Wholesale Corp. | 0.74% | 11,887 | $11.0M | Add +4.0% |
| VNLA Janus Henderson Short Durati | 0.73% | 221,165 | $10.9M | Add +9.1% |
| CRM Salesforce Inc. | 0.72% | 45,422 | $10.8M | Add +5.1% |
| V Visa Inc. Class A | 0.70% | 30,602 | $10.4M | Add +4.8% |
| AXP American Express Co. | 0.70% | 31,268 | $10.4M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.69% | 40,795 | $10.3M | Add +3.7% |
| CGMS Cap Group US Multi-Sect Bond | 0.68% | 365,726 | $10.1M | Add +2.8% |
| CSCO Cisco Systems Inc. | 0.67% | 146,837 | $10.0M | Add +3.3% |
| BLK BlackRock Inc. | 0.67% | 8,616 | $10.0M | Add +2.9% |
| CTAS Cintas Corp. | 0.66% | 48,050 | $9.9M | Add +4.1% |
| AGG iShares Core U.S. Aggregate | 0.63% | 92,912 | $9.3M | Add +2.2% |
| CAH Cardinal Health Inc. | 0.62% | 58,571 | $9.2M | Reduce -0.5% |
| IWP iShares Russell Mid-Cap Grow | 0.61% | 63,631 | $9.1M | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.60% | 123,160 | $8.9M | Add +1.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.59% | 211,684 | $8.8M | Add +6.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.59% | 30,950 | $8.7M | Add +1.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.58% | 67,106 | $8.6M | Reduce -0.4% |
| IJR iShares Core S&P Small-Cap E | 0.56% | 70,236 | $8.3M | Add +3.3% |
| PANW Palo Alto Networks Inc. | 0.55% | 40,178 | $8.2M | Add +4.0% |
| FSIG FT Ltd. Duration Inv Grade | 0.55% | 424,447 | $8.2M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.54% | 39,482 | $8.1M | Add +1.5% |
| MAR Marriott International Class A | 0.53% | 30,221 | $7.9M | Add +5.1% |
| DUK Duke Energy Corp. | 0.50% | 60,362 | $7.5M | Add +10.2% |
| IWS iShares Russell Mid-Cap Valu | 0.47% | 50,632 | $7.1M | Add +0.6% |
| ISRG Intuitive Surgical Inc. | 0.47% | 15,563 | $7.0M | Add +7.6% |
| FENI Fidelity Enhanced Intl ETF | 0.44% | 185,650 | $6.5M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.44% | 26,771 | $6.5M | Reduce -0.7% |
| WELL Welltower Inc. | 0.43% | 35,654 | $6.4M | Reduce -0.7% |
| GD General Dynamics Corp. | 0.42% | 18,419 | $6.3M | Add +1.6% |
| CMG Chipotle Mexican Grill Inc. | 0.40% | 151,833 | $6.0M | Add +9.8% |
| TSLA Tesla Inc. | 0.38% | 12,771 | $5.7M | Reduce -5.6% |
| JEPI JPMorgan Equity Premium Inco | 0.38% | 99,035 | $5.7M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 0.38% | 16,268 | $5.6M | Add +9.3% |
| MS Morgan Stanley | 0.37% | 34,756 | $5.5M | No change |
| INTC Intel Corp. | 0.36% | 161,268 | $5.4M | Add +0.3% |
| NFLX Netflix Inc. | 0.36% | 4,435 | $5.3M | Reduce -2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.36% | 99,984 | $5.3M | Add +9.5% |
| VCIT Vanguard Int-Term Corporate | 0.35% | 62,851 | $5.3M | Reduce -0.2% |
| VRT Vertiv Holdings Co. Class A | 0.35% | 34,420 | $5.2M | Add +0.9% |
| MET Metlife Inc. | 0.33% | 59,737 | $4.9M | Add +2.3% |
| DAL Delta Air Lines Inc. | 0.32% | 84,474 | $4.8M | Add +1.4% |
| FLQM Franklin U.S. Mid Cap Multif | 0.31% | 82,133 | $4.6M | Add +2.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.31% | 95,810 | $4.6M | Add +2.8% |
| IWF iShares Russell 1000 Growth | 0.30% | 9,649 | $4.5M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 0.30% | 7,557 | $4.5M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.30% | 53,474 | $4.5M | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.30% | 14,330 | $4.4M | No change |
| GM General Motors Co. | 0.29% | 72,100 | $4.4M | Add +0.9% |
| VRIG Invesco Variable Rate Invest | 0.29% | 174,379 | $4.4M | Add +1.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.29% | 88,344 | $4.4M | Add +1.8% |
| CAT Caterpillar Inc. | 0.29% | 9,125 | $4.4M | Add +0.1% |
| VZ Verizon Communications Inc. | 0.29% | 98,576 | $4.3M | Add +5.5% |
| GLW Corning Inc. | 0.29% | 52,583 | $4.3M | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 0.29% | 7,074 | $4.3M | Add +1.6% |
| SDVY First Trust Smid Cap Rising | 0.29% | 113,302 | $4.3M | Add +1.5% |
| MLPX Global X MLP & Energy Infras | 0.27% | 64,826 | $4.1M | Add +28.4% |
| PRU Prudential Financial Inc. | 0.27% | 38,378 | $4.0M | Add +5.1% |
| ALL Allstate Corp. | 0.27% | 18,467 | $4.0M | Add +0.7% |
| DELL Dell Technologies -C | 0.26% | 27,710 | $3.9M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.26% | 8,139 | $3.9M | Add +1.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.26% | 70,049 | $3.9M | Add +0.9% |
| UBER Uber Technologies Inc. | 0.26% | 39,571 | $3.9M | Reduce -0.0% |
| COIN Coinbase Global Inc. Class A | 0.26% | 11,350 | $3.8M | Reduce -2.4% |
| BITB Bitwise Bitcoin ETF | 0.26% | 61,319 | $3.8M | Add +1.3% |
| KMI Kinder Morgan Inc. | 0.25% | 131,711 | $3.7M | Add +20.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 32,280 | $3.7M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 31,939 | $3.7M | Add +0.7% |
| PEP Pepsico Inc. | 0.24% | 25,434 | $3.6M | Add +2.3% |
| BA The Boeing Co. | 0.24% | 16,456 | $3.6M | Add +0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| CAH Cardinal Health Inc. | Reduce -0.5% | 0.62% | −0.12 |
| NFLX Netflix Inc. | Reduce -2.0% | 0.36% | −0.09 |
| COIN Coinbase Global Inc. Class A | Reduce -2.4% | 0.26% | −0.04 |
| AXP American Express Co. | Reduce -0.3% | 0.70% | −0.04 |
| IWB iShares Russell 1000 ETF | Reduce -17.6% | 0.17% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.2% | 0.35% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -10.0% | 0.23% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.03 |
| ABT Abbott Laboratories | Reduce -6.5% | 0.13% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.1% | 0.25% | −0.02 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -3.8% | 0.15% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -7.0% | 0.15% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -1.1% | 0.18% | −0.02 |
| MDY State Street SPDR S&P Midcap | Reduce -0.8% | 0.30% | −0.02 |
| CGDV Cap Group Dividend Value | Reduce -5.2% | 0.18% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -3.2% | 0.13% | −0.02 |
| CGCP Cap Group Core Plus Income | Reduce -4.2% | 0.11% | −0.01 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -7.2% | 0.05% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -0.0% | 0.26% | −0.01 |
| CGGR Cap Group Growth Equity | Reduce -19.4% | 0.05% | −0.01 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -0.4% | 0.58% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.8% | 0.78% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -21.5% | 0.04% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -5.2% | 0.12% | −0.01 |
| XLB SS Materials Select Sector | Reduce -3.6% | 0.08% | −0.01 |
| HON Honeywell International Inc. | Reduce -2.9% | 0.04% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -8.1% | 0.06% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -0.2% | 0.08% | −0.01 |
| CGGO Cap Group Global Growth | Reduce -12.2% | 0.04% | −0.01 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -3.3% | 0.10% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.1% | 0.12% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -10.1% | 0.05% | −0.01 |
| GCOW Pacer Global Cash Cows Divid | Reduce -2.2% | 0.07% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -1.0% | 0.07% | −0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -23.0% | 0.02% | −0.01 |
| YUMC Yum China Holdings Inc. | Reduce -17.6% | 0.01% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.6% | 0.04% | −0.00 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -6.2% | 0.03% | −0.00 |
| F Ford Motor Co. | Reduce -6.2% | 0.06% | −0.00 |
| DTD Wisdomtree US Total Dividend | Reduce -1.8% | 0.06% | −0.00 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -1.4% | 0.07% | −0.00 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -0.7% | 0.04% | −0.00 |
| PJUL Innovator U.S. Equity Power | Reduce -9.9% | 0.02% | −0.00 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -8.5% | 0.02% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -8.3% | 0.02% | −0.00 |
| FDVV Fidelity High Dividend ETF | Reduce -5.5% | 0.02% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 0.30% | −0.00 |
| DGRO iShares Core Dividend Growth | Reduce -5.2% | 0.01% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +10.0% | 5.38% | +0.81 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 3.20% | +0.68 |
| AAPL Apple Inc. | Add +1.0% | 4.95% | +0.59 |
| ORCL Oracle Corp. | Add +0.8% | 1.38% | +0.21 |
| ABBV Abbvie Inc. | Add +2.6% | 1.19% | +0.16 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.14% | +0.14 |
| IVV iShares Core S&P 500 ETF | Add +5.2% | 4.65% | +0.12 |
| INTC Intel Corp. | Add +0.3% | 0.36% | +0.10 |
| AVGO Broadcom Inc. | Add +2.2% | 0.89% | +0.09 |
| BABA Alibaba Group Holding-SP ADR | Add +3.9% | 0.20% | +0.07 |
| AMD Advanced Micro Devices | Add +4.9% | 0.86% | +0.07 |
| RTX RTX Corp. | Add +2.9% | 0.75% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +0.7% | 1.63% | +0.04 |
| LOW Lowe's Cos Inc. | Add +3.7% | 0.69% | +0.04 |
| MLPX Global X MLP & Energy Infras | Add +28.4% | 0.27% | +0.04 |
| HD Home Depot Inc. | Add +27.1% | 0.16% | +0.03 |
| GM General Motors Co. | Add +0.9% | 0.29% | +0.03 |
| UNH Unitedhealth Group Inc. | Add +9.3% | 0.38% | +0.03 |
| NOC Northrop Grumman Corp. | Add +1.6% | 0.29% | +0.03 |
| CAT Caterpillar Inc. | Add +0.1% | 0.29% | +0.03 |
| BE Bloom Energy Corp. Class A | New | 0.03% | +0.03 |
| XOM Exxon Mobil Corp. | Add +27.2% | 0.17% | +0.03 |
| GD General Dynamics Corp. | Add +1.6% | 0.42% | +0.03 |
| IAU iShares Gold Trust | New | 0.03% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +7.7% | 0.93% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +0.9% | 0.35% | +0.02 |
| BLK BlackRock Inc. | Add +2.9% | 0.67% | +0.02 |
| DUK Duke Energy Corp. | Add +10.2% | 0.50% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +4.7% | 0.19% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.6% | 1.27% | +0.02 |
| DAL Delta Air Lines Inc. | Add +1.4% | 0.32% | +0.02 |
| CL Colgate-Palmolive Co. | New | 0.02% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| FETH Fidelity Ethereum Fund | New | 0.02% | +0.02 |
| MPC Marathon Petroleum Corp. | New | 0.02% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.5% | 0.54% | +0.01 |
| IWN iShares Russell 2000 Value E | New | 0.01% | +0.01 |
| DELL Dell Technologies -C | Add +0.9% | 0.26% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.01% | +0.01 |
| NEM Newmont Corp. | New | 0.01% | +0.01 |
| CLF Cleveland-Cliffs Inc. | New | 0.01% | +0.01 |
| KMI Kinder Morgan Inc. | Add +20.8% | 0.25% | +0.01 |
| VLY Valley National Bancorp | New | 0.01% | +0.01 |
| AIQ Global X Art Intel & Tech | Add +3.2% | 0.20% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +5.8% | 0.21% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +3.3% | 0.56% | +0.01 |
| PFE Pfizer Inc. | Add +9.7% | 0.23% | +0.01 |
| PSX Phillips 66 | Add +1.9% | 0.19% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.8% | 2.60% | +0.01 |
| HPQ HP Inc. | Add +5.3% | 0.13% | +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 |