Kmg Fiduciary Partners
Kmg Fiduciary Partners reported 169 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (7.4%), NVDA (5.9%) and MSFT (5.7%). Compared with Q2 2026, the fund opened new positions in SPCX and XOM, added to META, VRIG and NFLX, trimmed AAPL, NVDA and MSFT and sold out of FBND, SCHG and CGDV.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $75.3M | 7.4% | 226K | −14K (−6%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $60.6M | 5.9% | 266K | −17K (−6%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $58.4M | 5.7% | 114K | −3,222 (−3%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $46.5M | 4.5% | 135K | −4,732 (−3%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $37.6M | 3.7% | 49K | −1,478 (−3%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $37.5M | 3.7% | 151K | −4,588 (−3%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $33.6M | 3.3% | 102K | −2,913 (−3%) | 8 of 8 | |
| 8 |  AMD Advanced Micro Devices Inc | $28.4M | 2.8% | 46K | −6,273 (−12%) | 8 of 8 | |
| 9 |  SPYM Spdr Series Trust | $28.3M | 2.8% | 316K | −52K (−14%) | 8 of 8 | |
| 10 |  LLY Eli Lilly & Co | $27.1M | 2.6% | 23K | −1,253 (−5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FBND Fidelity Total Bond ETF | $5.9M | 129K |
 SCHG Schwab Strategic TR | $3.8M | 112K |
 CGDV Capital Group Dividend | $3.2M | 66K |
 COWZ Pacer Fds TR | $2.6M | 41K |
 SPSB State Street | $2.4M | 81K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kmg Fiduciary Partners 13F FAQ
What does Kmg Fiduciary Partners own?
Kmg Fiduciary Partners reported 169 stocks worth $1B in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are AAPL (7.4%), NVDA (5.9%) and MSFT (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Kmg Fiduciary Partners buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 26 added to, 113 trimmed and 42 sold out. New positions include SPCX and XOM. It sold all of FBND, SCHG and CGDV.
When will Kmg Fiduciary Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Kmg Fiduciary Partners's portfolio worth?
The Q3 2026 filing reports $1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.