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Aryn Sands

Kmg Fiduciary Partners, Llc

Assets Managed
$1.076B
Holdings
207
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
-20.39%(2Q avg: -12.14%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmg Fiduciary Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Kmg Fiduciary Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.076B in assets, with a quarterly growth rate of -20.39% and a 2-quarter average growth rate of -12.14%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -15.83%
6.47%
$69.562M
240,401 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -28.94%
5.25%
$56.473M
282,240 shares@ $200.09 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -22.24%
4.65%
$50.028M
139,991 shares@ $357.37 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -11.11%
4.06%
$43.681M
117,102 shares@ $373.02 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -15.84%
3.52%
$37.849M
50,540 shares@ $748.9 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -17.26%
3.44%
$36.966M
155,096 shares@ $238.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -13.96%
3.18%
$34.194M
104,464 shares@ $327.33 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -11.98%
3%
$32.276M
367,274 shares@ $87.88 avg price
AMD
Advanced Micro Devices
Recent Activity
Decreased -8.37%
2.85%
$30.633M
52,733 shares@ $580.91 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -16.25%
2.75%
$29.561M
24,646 shares@ $1199.43 avg price

1-10 of 207