KMG Fiduciary Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), KMG Fiduciary Partners, LLC reported 262 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Microsoft (MSFT, 4.4%). Compared with Q3 2025, it opened 9 new positions, sold out of 44, added to 132 and reduced 95. The biggest buy was Invesco Total Return Bond Et (GTO, shares +12%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- TOLEDO, OH
- CIK
- 0001773205
- Portfolio Value
- $1.4B (Q4 2025)
- SEC Filing
- 0001754960-26-000056 ↗ filed Jan 14, 2026
Holdings Value
Holdings 262 stocks · $1.4B
| AAPL Apple Inc. | 5.51% | 285,063 | $77.5M | Reduce -1.7% |
| NVDA Nvidia Corp. | 5.45% | 411,012 | $76.7M | Reduce -4.4% |
| MSFT Microsoft Corp. | 4.39% | 127,557 | $61.7M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 4.13% | 185,673 | $58.1M | Reduce -5.4% |
| IVV iShares Core S&P 500 ETF | 3.24% | 66,601 | $45.6M | Reduce -35.6% |
| AMZN Amazon.com Inc. | 2.95% | 180,060 | $41.6M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.81% | 122,591 | $39.5M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.81% | 492,086 | $39.5M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 2.38% | 31,195 | $33.5M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 2.04% | 43,387 | $28.6M | Reduce -2.3% |
| GS Goldman Sachs Group Inc. | 1.88% | 30,070 | $26.4M | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.34% | 37,612 | $18.9M | Add +0.3% |
| ABBV Abbvie Inc. | 1.26% | 77,775 | $17.8M | Add +1.2% |
| GTO Invesco Total Return Bond Et | 1.25% | 372,037 | $17.6M | Add +12.3% |
| JPIB JPMorgan Intl BND ETF | 1.20% | 346,946 | $16.9M | Add +9.1% |
| HYLS FT Tactical High Yield ETF | 1.19% | 400,080 | $16.7M | Add +11.2% |
| QCOM Qualcomm Inc. | 1.18% | 96,869 | $16.6M | Add +1.7% |
| FBND Fidelity Total Bond ETF | 1.12% | 341,405 | $15.7M | Add +4.2% |
| AMD Advanced Micro Devices | 1.03% | 67,807 | $14.5M | Reduce -14.5% |
| AVGO Broadcom Inc. | 0.97% | 39,438 | $13.6M | Reduce -2.1% |
| IJH iShares Core S&P Midcap ETF | 0.96% | 204,707 | $13.5M | Reduce -3.6% |
| ORCL Oracle Corp. | 0.89% | 64,562 | $12.6M | Reduce -11.8% |
| IVE iShares S&P 500 Value ETF | 0.89% | 58,800 | $12.5M | Reduce -16.3% |
| KO The Coca-Cola Co. | 0.88% | 177,922 | $12.4M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.87% | 85,756 | $12.3M | Add +0.3% |
| CVX Chevron Corp. | 0.87% | 80,106 | $12.2M | Add +5.5% |
| RTX RTX Corp. | 0.85% | 65,475 | $12.0M | Reduce -1.8% |
| CAH Cardinal Health Inc. | 0.84% | 57,515 | $11.8M | Reduce -1.8% |
| AXP American Express Co. | 0.82% | 31,326 | $11.6M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.81% | 147,410 | $11.4M | Add +0.4% |
| RDVY First Trust Rising Dividend | 0.80% | 160,988 | $11.2M | Reduce -11.4% |
| VNLA Janus Henderson Short Durati | 0.79% | 226,462 | $11.1M | Add +2.4% |
| V Visa Inc. Class A | 0.77% | 31,051 | $10.9M | Add +1.5% |
| CGMS Cap Group US Multi-Sect Bond | 0.74% | 379,162 | $10.5M | Add +3.7% |
| SRLN SS Blackstone Sr Loan ETF | 0.74% | 251,506 | $10.4M | Add +18.8% |
| LOW Lowe's Cos Inc. | 0.74% | 42,979 | $10.4M | Add +5.3% |
| COST Costco Wholesale Corp. | 0.70% | 11,454 | $9.9M | Reduce -3.6% |
| AGG iShares Core U.S. Aggregate | 0.68% | 95,641 | $9.6M | Add +2.9% |
| IJR iShares Core S&P Small-Cap E | 0.68% | 79,046 | $9.5M | Add +12.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.67% | 31,992 | $9.5M | Add +3.4% |
| MAR Marriott International Class A | 0.67% | 30,537 | $9.5M | Add +1.1% |
| AVLV Avantis US Large Cap Value | 0.67% | 123,986 | $9.4M | Add +0.7% |
| BLK BlackRock Inc. | 0.67% | 8,756 | $9.4M | Add +1.6% |
| IVW iShares S&P 500 Growth ETF | 0.65% | 74,034 | $9.1M | Reduce -23.4% |
| AMAT Applied Materials Inc. | 0.63% | 34,452 | $8.9M | Reduce -12.7% |
| IWP iShares Russell Mid-Cap Grow | 0.62% | 63,650 | $8.7M | Add +0.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.62% | 66,577 | $8.7M | Reduce -0.8% |
| ISRG Intuitive Surgical Inc. | 0.62% | 15,327 | $8.7M | Reduce -1.5% |
| FSIG FT Ltd. Duration Inv Grade | 0.60% | 437,138 | $8.4M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.58% | 26,042 | $8.2M | Reduce -2.7% |
| CRM Salesforce Inc. | 0.57% | 30,489 | $8.1M | Reduce -32.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 85,556 | $7.7M | Reduce -61.8% |
| DUK Duke Energy Corp. | 0.52% | 62,057 | $7.3M | Add +2.8% |
| VCIT Vanguard Int-Term Corporate | 0.51% | 85,539 | $7.2M | Add +36.1% |
| IWS iShares Russell Mid-Cap Valu | 0.51% | 50,639 | $7.1M | Add +0.0% |
| PANW Palo Alto Networks Inc. | 0.50% | 38,019 | $7.0M | Reduce -5.4% |
| FENI Fidelity Enhanced Intl ETF | 0.48% | 184,167 | $6.7M | Reduce -0.8% |
| UNH Unitedhealth Group Inc. | 0.47% | 20,163 | $6.7M | Add +23.9% |
| WELL Welltower Inc. | 0.47% | 35,506 | $6.6M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.46% | 112,678 | $6.4M | Add +13.8% |
| GD General Dynamics Corp. | 0.44% | 18,534 | $6.2M | Add +0.6% |
| MS Morgan Stanley | 0.43% | 33,946 | $6.0M | Reduce -2.3% |
| DAL Delta Air Lines Inc. | 0.42% | 85,711 | $5.9M | Add +1.5% |
| VRIG Invesco Variable Rate Invest | 0.41% | 231,516 | $5.8M | Add +32.8% |
| GM General Motors Co. | 0.41% | 70,288 | $5.7M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.40% | 53,543 | $5.6M | Add +0.1% |
| VRT Vertiv Holdings Co. Class A | 0.39% | 33,789 | $5.5M | Reduce -1.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.38% | 101,516 | $5.4M | Add +1.5% |
| CTAS Cintas Corp. | 0.37% | 27,374 | $5.1M | Reduce -43.0% |
| INTC Intel Corp. | 0.36% | 138,113 | $5.1M | Reduce -14.4% |
| MET Metlife Inc. | 0.34% | 61,127 | $4.8M | Add +2.3% |
| CAT Caterpillar Inc. | 0.33% | 8,199 | $4.7M | Reduce -10.2% |
| FLQM Franklin U.S. Mid Cap Multif | 0.33% | 83,226 | $4.7M | Add +1.3% |
| PRU Prudential Financial Inc. | 0.33% | 41,018 | $4.6M | Add +6.9% |
| JCPB JPMorgan Core Plus Bond ETF | 0.33% | 96,965 | $4.6M | Add +1.2% |
| IWF iShares Russell 1000 Growth | 0.32% | 9,636 | $4.6M | Reduce -0.1% |
| MDY State Street SPDR S&P Midcap | 0.32% | 7,555 | $4.6M | Reduce -0.0% |
| GLW Corning Inc. | 0.32% | 51,309 | $4.5M | Reduce -2.4% |
| TSLA Tesla Inc. | 0.31% | 9,834 | $4.4M | Reduce -23.0% |
| SDVY First Trust Smid Cap Rising | 0.31% | 113,710 | $4.4M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.30% | 104,295 | $4.2M | Add +5.8% |
| MLPX Global X MLP & Energy Infras | 0.29% | 67,528 | $4.1M | Add +4.2% |
| NOC Northrop Grumman Corp. | 0.29% | 7,132 | $4.1M | Add +0.8% |
| USB US Bancorp | 0.28% | 75,074 | $4.0M | Add +2.4% |
| ALL Allstate Corp. | 0.28% | 18,836 | $3.9M | Add +2.0% |
| NFLX Netflix Inc. | 0.28% | 41,787 | $3.9M | Reduce -5.8% |
| KMI Kinder Morgan Inc. | 0.28% | 142,289 | $3.9M | Add +8.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 34,350 | $3.9M | Add +7.5% |
| BA The Boeing Co. | 0.26% | 16,918 | $3.7M | Add +2.8% |
| PEP Pepsico Inc. | 0.26% | 25,224 | $3.6M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 0.25% | 109,868 | $3.6M | Add +0.5% |
| DELL Dell Technologies -C | 0.25% | 28,167 | $3.5M | Add +1.6% |
| PFE Pfizer Inc. | 0.25% | 142,189 | $3.5M | Add +7.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.25% | 68,937 | $3.5M | Reduce -1.6% |
| RY Royal Bank of Canada | 0.25% | 20,341 | $3.5M | Add +0.5% |
| XEXGX Eaton Vance Tax-Managed Glob | 0.24% | 360,568 | $3.4M | Add +22.5% |
| UPS United Parcel Service Class B | 0.24% | 34,176 | $3.4M | Add +14.0% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 5,818 | $3.4M | Add +0.5% |
| CI The Cigna Group | 0.22% | 11,428 | $3.1M | Add +3.2% |
| BITB Bitwise Bitcoin ETF | 0.22% | 65,119 | $3.1M | Add +6.2% |
Portfolio Sells Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Reduce -35.6% | 3.24% | −1.40 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -92.8% | 0.06% | −0.79 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -61.8% | 0.54% | −0.77 |
| ORCL Oracle Corp. | Reduce -11.8% | 0.89% | −0.49 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.30 |
| CTAS Cintas Corp. | Reduce -43.0% | 0.37% | −0.30 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.29 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -90.5% | 0.03% | −0.24 |
| CMG Chipotle Mexican Grill Inc. | Reduce -56.9% | 0.17% | −0.23 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.21 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.19 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.18 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.17 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.17 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.17 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -89.5% | 0.02% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 2.04% | −0.15 |
| CRM Salesforce Inc. | Reduce -32.9% | 0.57% | −0.15 |
| COIN Coinbase Global Inc. Class A | Reduce -39.9% | 0.11% | −0.15 |
| MSFT Microsoft Corp. | Reduce -2.0% | 4.39% | −0.14 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -23.4% | 0.65% | −0.13 |
| HPQ HP Inc. | Sold out | 0.00% | −0.13 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.12 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.12 |
| ISTB iShares Core 1-5 Year Usd Bo | Sold out | 0.00% | −0.11 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -84.5% | 0.02% | −0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.10 |
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −0.09 |
| SYFI AB SHRT Duration HGH YLD ETF | Sold out | 0.00% | −0.09 |
| IVE iShares S&P 500 Value ETF | Reduce -16.3% | 0.89% | −0.09 |
| XLB SS Materials Select Sector | Sold out | 0.00% | −0.08 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.28% | −0.08 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -19.3% | 0.19% | −0.07 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.07 |
| BABA Alibaba Group Holding-SP ADR | Reduce -26.4% | 0.13% | −0.07 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.07 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.07 |
| FTCS First Trust Capital Strength | Sold out | 0.00% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -73.9% | 0.03% | −0.07 |
| TSLA Tesla Inc. | Reduce -23.0% | 0.31% | −0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.07 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -29.6% | 0.18% | −0.06 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Sold out | 0.00% | −0.06 |
| PANW Palo Alto Networks Inc. | Reduce -5.4% | 0.50% | −0.05 |
| CNDT Conduent Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q3 2025 → Q4 2025
| GTO Invesco Total Return Bond Et | Add +12.3% | 1.25% | +0.20 |
| HYLS FT Tactical High Yield ETF | Add +11.2% | 1.19% | +0.17 |
| JPIB JPMorgan Intl BND ETF | Add +9.1% | 1.20% | +0.16 |
| VCIT Vanguard Int-Term Corporate | Add +36.1% | 0.51% | +0.15 |
| SRLN SS Blackstone Sr Loan ETF | Add +18.8% | 0.74% | +0.15 |
| MAR Marriott International Class A | Add +1.1% | 0.67% | +0.15 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.81% | +0.13 |
| AXP American Express Co. | Add +0.2% | 0.82% | +0.13 |
| SBUX Starbucks Corp. | Add +225.0% | 0.18% | +0.13 |
| HON Honeywell International Inc. | Add +343.7% | 0.16% | +0.12 |
| VRIG Invesco Variable Rate Invest | Add +32.8% | 0.41% | +0.12 |
| IJR iShares Core S&P Small-Cap E | Add +12.5% | 0.68% | +0.12 |
| QCOM Qualcomm Inc. | Add +1.7% | 1.18% | +0.11 |
| KO The Coca-Cola Co. | Add +2.2% | 0.88% | +0.11 |
| DAL Delta Air Lines Inc. | Add +1.5% | 0.42% | +0.10 |
| FBND Fidelity Total Bond ETF | Add +4.2% | 1.12% | +0.10 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.40% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +23.9% | 0.47% | +0.10 |
| IBM Intl Business Machines Corp. | Add +3.4% | 0.67% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 1.34% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +13.8% | 0.46% | +0.08 |
| CVX Chevron Corp. | Add +5.5% | 0.87% | +0.08 |
| V Visa Inc. Class A | Add +1.5% | 0.77% | +0.07 |
| UPS United Parcel Service Class B | Add +14.0% | 0.24% | +0.07 |
| AVLV Avantis US Large Cap Value | Add +0.7% | 0.67% | +0.07 |
| ABBV Abbvie Inc. | Add +1.2% | 1.26% | +0.07 |
| XEXGX Eaton Vance Tax-Managed Glob | Add +22.5% | 0.24% | +0.06 |
| F Ford Motor Co. | Add +82.6% | 0.12% | +0.06 |
| CGMS Cap Group US Multi-Sect Bond | Add +3.7% | 0.74% | +0.06 |
| PRU Prudential Financial Inc. | Add +6.9% | 0.33% | +0.06 |
| VNLA Janus Henderson Short Durati | Add +2.4% | 0.79% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +2.9% | 0.68% | +0.05 |
| PFF iShares Preferred & Income S | Add +33.2% | 0.19% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +0.5% | 0.24% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +73.6% | 0.11% | +0.05 |
| JEPQ JPM Nasdaq Equity Premium | Add +34.9% | 0.16% | +0.05 |
| FSIG FT Ltd. Duration Inv Grade | Add +3.0% | 0.60% | +0.05 |
| LOW Lowe's Cos Inc. | Add +5.3% | 0.74% | +0.05 |
| STWD Starwood Property Trust Inc. | Add +40.3% | 0.17% | +0.05 |
| USB US Bancorp | Add +2.4% | 0.28% | +0.05 |
| RY Royal Bank of Canada | Add +0.5% | 0.25% | +0.05 |
| AMGN Amgen Inc. | Add +6.2% | 0.17% | +0.04 |
| BMY Bristol-Myers Squibb Co. | Add +1.4% | 0.17% | +0.04 |
| IWS iShares Russell Mid-Cap Valu | Add +0.0% | 0.51% | +0.03 |
| DIS The Walt Disney Co. | Add +7.5% | 0.28% | +0.03 |
| FTNT Fortinet Inc. | New | 0.03% | +0.03 |
| MFC Manulife Financial Corp. | New | 0.03% | +0.03 |
| TFC Truist Financial Corp. | Add +3.5% | 0.18% | +0.03 |
| KMI Kinder Morgan Inc. | Add +8.0% | 0.28% | +0.03 |
| JNJ Johnson & Johnson | Add +0.3% | 0.17% | +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 |