KMG Fiduciary Partners, LLC ETF holdings
Toledo, OH
Reported $293.0M in 81 ETFs in its Form 13F for June 30, 2026.
ETF value
$293.0M
ETFs held
81
Change from prior quarter
-34.5%
With price moves
ETFs as a share of its 13F
27.2%
of $1.1B
Top 10 of 81 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $37.8M | 50,540 | −9,515 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $32.3M | 367,274 | −49,992 shares |
| JPIB | JPMorgan International Bond Opportunities ETF | $17.7M | 366,185 | +10,000 shares |
| IJR | iShares Core S&P Small-Cap ETF | $17.4M | 117,563 | −10,115 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $17.4M | 225,150 | +9,731 shares |
| HYLS | First Trust Tactical High Yield ETF | $16.8M | 413,795 | +498 shares |
| GTO | Invesco Total Return Bond ETF | $16.3M | 348,756 | −30,098 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $11.5M | 228,267 | New position |
| SRLN | State Street Blackstone Senior Loan ETF | $10.5M | 260,160 | −4,326 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $6.6M | 116,375 | −369 shares |
71 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001773205. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does KMG Fiduciary Partners, LLC own?
KMG Fiduciary Partners, LLC reported 81 ETF positions worth $293.0M in its Form 13F for June 30, 2026. The largest was IVV, at $37.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.