KMG FIDUCIARY PARTNERS, LLC
•CIK: 1773205•Filing: Q4 2025
**KMG FIDUCIARY PARTNERS, LLC** manages $1.4B across a diversified portfolio of 262 positions. The fund exhibits significant concentration in mega-cap technology and financial names, highlighted by top holdings including AAPL ($77.5M), NVDA ($76.7M), and MSFT ($61.7M). Notable allocations also include core growth names like GOOGL ($58.1M) and AMZN ($41.6M), alongside sector ETFs such as IVV ($45.6M). This structure suggests a conviction-driven, large-cap growth mandate.
Total AUM
$1.4B
QoQ Performance
-5.6%
Positions
190
Top 10 Concentration
36.2%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL5.5%
NVDA5.4%
MSFT4.4%
GOOGL4.1%
IVV3.2%
AMZN3.0%
JPM2.8%
SPYM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.0%
Technology29.2%
Financial9.3%
Consumer6.5%
Healthcare6.0%
ETF3.3%
Industrial2.1%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+92 more exited positions
Changes from Q3 2025
↑119 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023