KMG FIDUCIARY PARTNERS, LLC
All 13F Filings
- Location
- Toledo, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,023,435
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 169 | 1,023,435 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
| Q2 2026 | 7/9/2026 | 207 | 1,076,196 | 13F-HR | KMG FIDUCIARY PARTNERS, LLC |
| 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 | 805.1 K | 78.7% | 0 | 6.725 K | -6.725 K |
| ETFs | 218.3 K | 21.3% | 0 | 45.31 K | -45.31 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
1,023,435
Holdings
169
QoQ value change ($000)
-52,761
(-4.9%)
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.