KMG FIDUCIARY PARTNERS, LLC
RIA/Wealth
KMG FIDUCIARY PARTNERS, LLC is a RIA/Wealth based in Toledo, OH led by Richard Joseph Kaser, reporting $1.6B in AUM as of Q3 2025 with 36% ETF concentration.
CIORichard Joseph Kaser
- Portfolio Value
- $1.5B
- Positions
- 297
- Top Holding
- NVDA at 5.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KMG FIDUCIARY PARTNERS, LLC's portfolio (34.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $80.2M | 5.38% | +$7.3M Bought | 0.00% 429.8K shares | |
Consumer Electronics Technology | $73.8M | 4.95% | +$717.8K Bought | 0.00% 289.9K shares | |
ETF ETF | $69.2M | 4.65% | +$3.4M Bought | — 103.4K shares | |
Software - Infrastructure Technology | $67.4M | 4.52% | +$865.0K Bought | 0.00% 130.2K shares | |
Internet Content & Information Communication Services | $47.7M | 3.20% | +$749.7K Bought | 0.00% 196.3K shares | |
Specialty Retail Consumer Cyclical | $39.9M | 2.68% | +$996.0K Bought | 0.00% 181.7K shares | |
Banks - Diversified Financial Services | $38.7M | 2.60% | +$294.3K Bought | 0.00% 122.7K shares | |
ETF ETF | $38.7M | 2.60% | +$1.0M Bought | — 493.7K shares | |
Internet Content & Information Communication Services | $32.6M | 2.19% | +$529.5K Bought | 0.00% 44.4K shares | |
Financial - Capital Markets Financial Services | $24.4M | 1.63% | +$160.1K Bought | 0.01% 30.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KMG FIDUCIARY PARTNERS, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-22.96% | |
-21.53% |
Analytics
Portfolio insights and performance metrics for KMG FIDUCIARY PARTNERS, LLC
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