KMG FIDUCIARY PARTNERS, LLC

Q3 2026 13F-HR Holdings

Location
Toledo, OH
Holdings as of
9/30/2026
Date filed
10/13/2026
Form type
13F-HR
Num holdings
169
Total value ($000)
$1,023,435
Net value change ($000)
-52,761 (-4.9%)
New positions
4
Sold out positions
42
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 14,728 33.7%
AAPL 5,748 8.3%
META 5,561 30.1%
NVDA 4,172 7.4%
PLTR 2,910 58.7%
SPACE EXPLORATION TECHN CORP 2,801 NEW
EXXONMOBIL HOLDINGS CORP 2,102 NEW
CVX 2,054 21.2%
CRM 1,591 55.7%
CRWD 1,376 43.3%
Top Reduces (Value $000, Stocks/ETFs)
FBND -5,879 -100.0%
SPYM -3,947 -12.2%
SCHG -3,805 -100.0%
GOOGL -3,488 -7.0%
CGDV -3,237 -100.0%
GS -2,885 -13.6%
AMAT -2,770 -40.6%
COWZ -2,576 -100.0%
LLY -2,494 -8.4%
SPSB -2,443 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type