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Aryn Sands

Kmg Fiduciary Partners, Llc

Assets Managed
$1.352B
Holdings
261
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-3.88%(2Q avg: -4.74%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kmg Fiduciary Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 261 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 - Q1, they manage 1.352B in assets, with a quarterly growth rate of -3.88% and a 2-quarter average growth rate of -4.74%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.21%
5.37%
$72.491M
285,635 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.35%
5.13%
$69.276M
397,226 shares@ $174.4 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.02%
3.83%
$51.775M
180,049 shares@ $287.56 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 3.29%
3.61%
$48.767M
131,743 shares@ $370.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -9.82%
2.91%
$39.229M
60,055 shares@ $653.22 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.11%
2.89%
$39.042M
187,457 shares@ $208.28 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.95%
2.65%
$35.717M
121,421 shares@ $294.16 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -15.2%
2.37%
$31.938M
417,266 shares@ $76.54 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -5.65%
2.01%
$27.07M
29,431 shares@ $919.79 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 2.04%
1.88%
$25.329M
44,272 shares@ $572.13 avg price

1-10 of 261