Kmg Fiduciary Partners, LLC
Annual return '25
+13.9%
SPY '25
+17.7%
Alpha
-3.8ptsvs SPY
Invested
$1.4B
Holdings
260
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q4 2025: Exited (was 289.9k shares)
5.4%
02
$NVDA
NVIDIA CORPORATION
Q4 2025: Exited (was 429.8k shares)
5.1%
03
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 196.3k shares)
3.8%
04
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 130.2k shares)
3.6%
05
$IVV
ISHARES TR
Q4 2025: Exited (was 103.4k shares)
2.9%
06
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 181.7k shares)
2.9%
07
$JPM
JPMORGAN CHASE & CO
Q4 2025: Exited (was 122.7k shares)
2.6%
08
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 493.7k shares)
2.4%
09
$LLY
ELI LILLY & CO
Q4 2025: Exited (was 31.7k shares)
2.0%
10
$META
META PLATFORMS INC
Q1 2026: Increased +14.1% (3.5k → 4.0k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.