KMG FIDUCIARY PARTNERS, LLC
All 13F Filings
- Location
- Toledo, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,352,004
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 261 | 1,352,004 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
| Q4 2025 | 1/14/2026 | 262 | 1,406,598 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
| Q3 2025 | 10/10/2025 | 297 | 1,490,127 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
| Q2 2025 | 7/10/2025 | 288 | 1,349,642 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 964.6 K | 71.4% | 0 | 252.6 K | -252.6 K |
| ETFs | 386.8 K | 28.6% | 198.3 K | 0 | 198.3 K |
| Other | 0 | 0.0% | 0 | 872 | -872 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
1,352,004
Holdings
261
QoQ value change ($000)
-54,594
(-3.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.