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KMG Fiduciary Partners, LLC
KMG Fiduciary Partners, LLC is a fiduciary firm offering investment advisory services, including financial planning, consulting, and investment management. It was founded in 2018 by David Kaser, Richard Kaser, and Aaron Mechling. The firm is registered with the U.S. Securities and Exchange Commission and operates on a fee-only basis.
Investment Strategy
The firm invests in a variety of assets, with top holdings in companies like Microsoft, Nvidia, Apple, and Amazon. It is known for discretionary management services.
Latest 13F Filing Activity
KMG Fiduciary Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 297 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Apple Inc., Alphabet Inc. among other positions. KMG Fiduciary Partners, LLC reduced exposure to Chipotle Mexican Grill Inc., Salesforce Inc., Novo-nordisk A S among others.
Top Holdings
Equity Positions (297)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.38% | $80.2M | 429,786 | $50.74 | $186.58 | +$18.5M |
A AAPL | APPLE INC | 4.95% | $73.8M | 289,888 | $68.84 | $254.63 | +$14.9M |
I IVV | ISHARES TR | 4.65% | $69.2M | 103,445 | $324.33 | $669.30 | +$8.2M |
M MSFT | MICROSOFT CORP | 4.52% | $67.4M | 130,160 | $183.14 | $517.95 | +$3.5M |
| ALPHABET INC | 3.20% | $47.7M | 196,300 | $83.44 | $243.10 | +$13.7M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Analyst | Toledo, OH , United States |
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