KMG FIDUCIARY PARTNERS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1773205
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.1B
Holdings
207
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
KMG FIDUCIARY PARTNERS, LLC disclosed 207 positions worth $1.1B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.5% of the equity portfolio, followed by $NVDA and $GOOG. During the quarter the fund opened 11 new positions and exited 59. The portfolio is most concentrated in Technology (34.9% of disclosed assets). All figures are sourced directly from KMG FIDUCIARY PARTNERS, LLC’s Form 13F-HR filing with the SEC under CIK 1773205.
AI Fund Analysis
Concentrating
$AAPL6.5% weight
Held 10 quarters
$NVDA5.3% weight
Held 10 quarters
$GOOG4.7% weight
Held 10 quarters
$MSFT4.1% weight
Held 10 quarters
ISHARES TR - CORE S&P500 E
3.5% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
FIRST TR EXCHANGE-TRADED F
9 quarters accumulating
$PG9 quarters accumulating
ISHARES TR - ISHS 1-5YR IN
9 quarters accumulating
$SPG8 quarters accumulating
Sector Allocation
TechnologyOtherFinancialsConsumer DiscretionaryHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$69.6M240,401 sh - 85.9#5
Quality
$56.5M282,240 sh - 78.2#57
Quality
$50.0M139,991 sh - 79.8
Quality
$43.7M117,102 sh ISHARES TR - CORE S&P500 ETF
—Quality
$37.8M50,540 sh- 68.7
Quality
$37.0M155,096 sh - 70.7
Quality
$34.2M104,464 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$32.3M367,274 sh- 79.8
Quality
$30.6M52,733 sh - 87.5
Quality
$29.6M24,646 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $69.6M | 240,401 |
| NVIDIA CORP$NVDA | 85.9#5 | $56.5M | 282,240 |
| Alphabet Inc.$GOOG | 78.2#57 | $50.0M | 139,991 |
| MICROSOFT CORP$MSFT | 79.8 | $43.7M | 117,102 |
| ISHARES TR - CORE S&P500 ETF | — | $37.8M | 50,540 |
 AMAZON COM INC$AMZN | 68.7 | $37.0M | 155,096 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $34.2M | 104,464 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $32.3M | 367,274 |
 ADVANCED MICRO DEVICES INC$AMD | 79.8 | $30.6M | 52,733 |
 ELI LILLY & Co$LLY | 87.5 | $29.6M | 24,646 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of KMG FIDUCIARY PARTNERS, LLC's 207 positions.
Showing top 10 of 207 holdings.
Sector Allocation
Technology
$376.0M
Other
$267.0M
Financials
$151.6M
Consumer Discretionary
$80.0M
Healthcare
$70.8M
Industrials
$41.5M
Consumer Staples
$39.7M
Energy
$15.4M
Top Holdings — KMG FIDUCIARY PARTNERS, LLC (Q2 2026)
Top 150 of 207 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $69.6M | 6.5% | -16% | 76.4 |
| 2 | $NVDA | NVIDIA CORP | $56.5M | 5.3% | -29% | 85.9 |
| 3 | $GOOG | Alphabet Inc. | $50.0M | 4.7% | -22% | 78.2 |
| 4 | $MSFT | MICROSOFT CORP | $43.7M | 4.1% | -11% | 79.8 |
| 5 | — | ISHARES TR - CORE S&P500 ETF | $37.8M | 3.5% | -16% | — |
| 6 | $AMZN | AMAZON COM INC | $37.0M | 3.4% | -17% | 68.7 |
| 7 | $JPM | JPMORGAN CHASE & CO | $34.2M | 3.2% | -14% | 70.7 |
| 8 | — | SPDR SERIES TRUST - ST STR P500ETF | $32.3M | 3.0% | -12% | — |
| 9 | $AMD | ADVANCED MICRO DEVICES INC | $30.6M | 2.9% | -8% | 79.8 |
| 10 | $LLY | ELI LILLY & Co | $29.6M | 2.8% | -16% | 87.5 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $21.3M | 2.0% | -24% | 73.5 |
| 12 |  $BRK.B | BERKSHIRE HATHAWAY INC | $19.0M | 1.8% | -1% | 73.8 |
| 13 |  $META | Meta Platforms, Inc. | $18.5M | 1.7% | -26% | 79.6 |
| 14 | — | J P MORGAN EXCHANGE TRADED F - INTL BD OPP ETF | $17.7M | 1.6% | +3% | — |
| 15 | — | ISHARES TR - CORE S&P SCP ETF | $17.4M | 1.6% | -8% | — |
| 16 | — | ISHARES TR - CORE S&P MCP ETF | $17.4M | 1.6% | +5% | — |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $16.8M | 1.6% | +0% | — |
| 18 |  $IVZ | Invesco Ltd. | $16.3M | 1.5% | -8% | — |
| 19 |  $ABBV | AbbVie Inc. | $15.9M | 1.5% | -18% | 72.6 |
| 20 |  $QCOM | QUALCOMM INC/DE | $15.2M | 1.4% | -21% | 70.5 |
| 21 | $PG | PROCTER & GAMBLE Co | $15.1M | 1.4% | +12% | 64.6 |
| 22 |  $KO | COCA COLA CO | $12.9M | 1.2% | -10% | 69.5 |
| 23 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $11.5M | 1.1% | NEW | — |
| 24 |  $AVGO | Broadcom Inc. | $11.2M | 1.0% | -21% | 84.5 |
| 25 |  $RTX | RTX Corp | $11.1M | 1.0% | +3% | 73.2 |
| 26 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $11.0M | 1.0% | +2% | 61.7 |
| 27 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $10.5M | 1.0% | -2% | — |
| 28 |  $CSCO | CISCO SYSTEMS, INC. | $10.3M | 1.0% | -38% | 70.3 |
| 29 |  $AXP | AMERICAN EXPRESS CO | $10.0M | 0.9% | -5% | 69.4 |
| 30 |  $FTNT | Fortinet, Inc. | $9.9M | 0.9% | +5% | 80.1 |
| 31 |  $CVX | CHEVRON CORP | $9.7M | 0.9% | -26% | 62.8 |
| 32 |  $ORCL | ORACLE CORP | $9.6M | 0.9% | +4% | 66.2 |
| 33 |  $BLK | BlackRock, Inc. | $8.8M | 0.8% | +2% | 70 |
| 34 |  $GOOGL | Alphabet Inc. | $8.5M | 0.8% | -7% | 78.2 |
| 35 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.3M | 0.8% | -15% | 66.2 |
| 36 |  $WELL | WELLTOWER INC. | $7.5M | 0.7% | -7% | 59.8 |
| 37 |  $LOW | LOWES COMPANIES INC | $6.8M | 0.6% | -27% | 60.8 |
| 38 |  $AMAT | APPLIED MATERIALS INC /DE | $6.8M | 0.6% | -72% | 72.3 |
| 39 |  $V | VISA INC. | $6.7M | 0.6% | -41% | 82.9 |
| 40 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.6M | 0.6% | -0% | — |
| 41 |  $CAH | CARDINAL HEALTH INC | $6.5M | 0.6% | -47% | 62.4 |
| 42 |  $PFH | PRUDENTIAL FINANCIAL INC | $6.4M | 0.6% | +25% | 58.7 |
| 43 |  $DUK | Duke Energy CORP | $6.3M | 0.6% | -19% | 56.4 |
| 44 |  $PANW | Palo Alto Networks Inc | $6.0M | 0.6% | -53% | 65.5 |
| 45 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $5.9M | 0.6% | -64% | — |
| 46 | — | ISHARES TR - ISHS 1-5YR INVS | $5.8M | 0.5% | +3% | — |
| 47 |  $KMI | KINDER MORGAN, INC. | $5.7M | 0.5% | +25% | 71.3 |
| 48 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $5.3M | 0.5% | -0% | — |
| 49 |  $MS | MORGAN STANLEY | $5.3M | 0.5% | -26% | 75.8 |
| 50 | — | GLOBAL X FDS - GLB X MLP ENRG I | $5.3M | 0.5% | +5% | — |
| 51 | $IVZ | Invesco Ltd. | $5.3M | 0.5% | -11% | — |
| 52 |  $VZ | VERIZON COMMUNICATIONS INC | $5.2M | 0.5% | +22% | 65.8 |
| 53 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $5.1M | 0.5% | -29% | — |
| 54 |  $ISRG | INTUITIVE SURGICAL INC | $5.0M | 0.5% | -16% | 79.9 |
| 55 |  $UPS | UNITED PARCEL SERVICE INC | $5.0M | 0.5% | +28% | 58.6 |
| 56 |  $PLTR | Palantir Technologies Inc. | $5.0M | 0.5% | +12% | 84.6 |
| 57 |  $NFLX | NETFLIX INC | $4.6M | 0.4% | +38% | 78.8 |
| 58 |  $PFE | PFIZER INC | $4.6M | 0.4% | +26% | 62 |
| 59 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $4.6M | 0.4% | +7% | — |
| 60 | — | ISHARES TR - RUS 1000 GRW ETF | $4.5M | 0.4% | +284% | — |
| 61 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.3M | 0.4% | -53% | 70 |
| 62 |  $TSLA | Tesla, Inc. | $4.3M | 0.4% | +2% | 53.9 |
| 63 |  $HD | HOME DEPOT, INC. | $4.2M | 0.4% | +90% | 60.3 |
| 64 |  $INTC | INTEL CORP | $4.1M | 0.4% | -20% | 45.6 |
| 65 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $3.8M | 0.3% | -1% | — |
| 66 |  $UNH | UNITEDHEALTH GROUP INC | $3.7M | 0.3% | -55% | 62.7 |
| 67 | — | ISHARES TR - RUS MD CP GR ETF | $3.7M | 0.3% | -61% | — |
| 68 |  $AMGN | AMGEN INC | $3.6M | 0.3% | +39% | 79.2 |
| 69 |  $DAL | DELTA AIR LINES, INC. | $3.6M | 0.3% | -56% | 57.5 |
| 70 |  $MRK | Merck & Co., Inc. | $3.4M | 0.3% | -50% | 59.9 |
| 71 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | $3.2M | 0.3% | +1% | — |
| 72 | — | EATON VANCE TAX-MANAGED GLOB - COM | $3.2M | 0.3% | -11% | — |
| 73 |  $CRWD | CrowdStrike Holdings, Inc. | $3.2M | 0.3% | -8% | 67.7 |
| 74 |  $GD | GENERAL DYNAMICS CORP | $3.2M | 0.3% | -52% | 68.7 |
| 75 |  $PEP | PEPSICO INC | $3.1M | 0.3% | -9% | 63.4 |
| 76 | — | ISHARES TR - RUS MDCP VAL ETF | $2.9M | 0.3% | -65% | — |
| 77 |  $BA | BOEING CO | $2.9M | 0.3% | -21% | 61.6 |
| 78 |  $CRM | Salesforce, Inc. | $2.9M | 0.3% | -40% | 77 |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.8M | 0.3% | +318% | — |
| 80 | — | ISHARES TR - PFD AND INCM SEC | $2.6M | 0.2% | -2% | — |
| 81 | — | PACER FDS TR - US CASH COWS 100 | $2.6M | 0.2% | +1% | — |
| 82 |  $C | CITIGROUP INC | $2.5M | 0.2% | +50% | 65 |
| 83 |  $UBER | Uber Technologies, Inc | $2.5M | 0.2% | +11% | 73.5 |
| 84 |  $NVO | NOVO NORDISK A S | $2.5M | 0.2% | -30% | — |
| 85 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $2.4M | 0.2% | +1% | — |
| 86 |  $BX | Blackstone Inc. | $2.2M | 0.2% | +275% | 74.4 |
| 87 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $2.2M | 0.2% | +1% | — |
| 88 |  $GEV | GE Vernova Inc. | $2.1M | 0.2% | +564% | 81.1 |
| 89 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.1M | 0.2% | +14% | — |
| 90 | — | CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT | $2.1M | 0.2% | +0% | — |
| 91 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.1M | 0.2% | +0% | — |
| 92 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $2.0M | 0.2% | -17% | — |
| 93 |  $F | FORD MOTOR CO | $2.0M | 0.2% | +63% | 54.9 |
| 94 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $2.0M | 0.2% | -13% | 68.4 |
| 95 |  $MCD | MCDONALDS CORP | $1.9M | 0.2% | -21% | 69 |
| 96 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | $1.7M | 0.2% | -0% | — |
| 97 |  $TMUS | T-Mobile US, Inc. | $1.7M | 0.2% | +170% | 69.1 |
| 98 |  $MO | ALTRIA GROUP, INC. | $1.7M | 0.2% | +65% | 67.4 |
| 99 |  $WMT | Walmart Inc. | $1.6M | 0.1% | -30% | 60.2 |
| 100 |  $CAT | CATERPILLAR INC | $1.6M | 0.1% | -81% | 66.5 |
| 101 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $1.6M | 0.1% | -88% | — |
| 102 |  $IBIT | iShares Bitcoin Trust ETF | $1.6M | 0.1% | NEW | — |
| 103 | $SPG | SIMON PROPERTY GROUP INC. | $1.6M | 0.1% | +187% | 76.7 |
| 104 |  $BBY | BEST BUY CO INC | $1.5M | 0.1% | +362% | 60.2 |
| 105 |  $CTAS | CINTAS CORP | $1.5M | 0.1% | -66% | 68.7 |
| 106 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 107 | — | LEGG MASON ETF INVT - FRANKLIN INTL LW | $1.5M | 0.1% | -25% | — |
| 108 |  $TXN | TEXAS INSTRUMENTS INC | $1.4M | 0.1% | -0% | 73.4 |
| 109 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1.4M | 0.1% | -40% | 65.1 |
| 110 |  $LULU | lululemon athletica inc. | $1.4M | 0.1% | NEW | 67.7 |
| 111 |  $YUM | YUM BRANDS INC | $1.3M | 0.1% | +3% | 73.7 |
| 112 |  $JNJ | JOHNSON & JOHNSON | $1.3M | 0.1% | -56% | 69 |
| 113 |  $BABA | Alibaba Group Holding Ltd | $1.3M | 0.1% | +7% | — |
| 114 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $1.3M | 0.1% | +11% | — |
| 115 |  $ADI | ANALOG DEVICES INC | $1.2M | 0.1% | -6% | 79.2 |
| 116 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $1.2M | 0.1% | +0% | — |
| 117 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $1.2M | 0.1% | +2% | — |
| 118 | $IVZ | Invesco Ltd. | $1.2M | 0.1% | +1% | — |
| 119 |  $NKE | NIKE, Inc. | $1.2M | 0.1% | +459% | 49.3 |
| 120 | $IVZ | Invesco Ltd. | $1.2M | 0.1% | -29% | — |
| 121 | — | PACER FDS TR - GLOBL CASH ETF | $1.2M | 0.1% | +1% | — |
| 122 | — | ISHARES TR - US HLTHCARE ETF | $1.1M | 0.1% | -3% | — |
| 123 |  $DOW | DOW INC. | $1.1M | 0.1% | -54% | 40.2 |
| 124 |  $WT | WisdomTree, Inc. | $1.0M | 0.1% | +1% | 59.9 |
| 125 | — | VANGUARD WORLD FD - INF TECH ETF | $1.0M | 0.1% | +696% | — |
| 126 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $974,047 | 0.1% | +2% | — |
| 127 |  $BE | Bloom Energy Corp | $913,246 | 0.1% | -23% | 66.2 |
| 128 |  $SBUX | STARBUCKS CORP | $889,655 | 0.1% | -72% | 58.2 |
| 129 | $IVZ | Invesco Ltd. | $855,123 | 0.1% | +17% | — |
| 130 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | $843,378 | 0.1% | +2% | — |
| 131 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $784,685 | 0.1% | -93% | — |
| 132 | — | VANGUARD WORLD FD - ESG US STK ETF | $780,216 | 0.1% | +0% | — |
| 133 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $780,136 | 0.1% | +1% | — |
| 134 |  $OC | Owens Corning | $774,309 | 0.1% | -8% | 49.2 |
| 135 |  $BAC | BANK OF AMERICA CORP /DE/ | $771,534 | 0.1% | -3% | 67.6 |
| 136 |  $DIS | Walt Disney Co | $760,358 | 0.1% | -77% | 60.1 |
| 137 | — | CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT | $741,739 | 0.1% | +1% | — |
| 138 |  $MU | MICRON TECHNOLOGY INC | $732,743 | 0.1% | NEW | 86.2 |
| 139 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $726,335 | 0.1% | -1% | — |
| 140 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $710,978 | 0.1% | -3% | — |
| 141 | — | ISHARES TR - RUS TP200 GR ETF | $686,322 | 0.1% | +2% | — |
| 142 |  $ABT | ABBOTT LABORATORIES | $662,583 | 0.1% | -44% | 65.5 |
| 143 |  $SAIA | SAIA INC | $646,059 | 0.1% | +0% | 58.2 |
| 144 |  $ALL | ALLSTATE CORP | $598,099 | 0.1% | -87% | 78.5 |
| 145 |  $FHN | FIRST HORIZON CORP | $587,156 | 0.1% | -3% | 56.4 |
| 146 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $584,435 | 0.1% | -0% | — |
| 147 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $543,083 | 0.1% | +30% | — |
| 148 |  $HCA | HCA Healthcare, Inc. | $538,828 | 0.1% | +0% | 68.9 |
| 149 | — | ISHARES TR - ESG OPTIMIZED | $522,750 | 0.1% | +1% | — |
| 150 | — | GLOBAL X FDS - ARTIFICIAL ETF | $517,532 | 0.1% | -81% | — |
New Positions (11)
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$11.5M
$IBIT iShares Bitcoin Trust ETF$1.6M$LULU lululemon athletica inc.$1.4M$MU MICRON TECHNOLOGY INC$732,743
$AMKR AMKOR TECHNOLOGY, INC.$375,691
$FCEL FUELCELL ENERGY INC$324,090
$HONA Honeywell Aerospace Inc.$279,224
$WDC WESTERN DIGITAL CORP$213,364 NUSHARES ETF TR - NUVEEN ESG LRGCP$208,585
$NAT NORDIC AMERICAN TANKERS Ltd$59,123
$WRN Western Copper & Gold Corp$22,400Exited Positions (59)
JANUS DETROIT STR TR
ISHARES TR
$VRT Vertiv Holdings Co FIRST TR EXCHANGE-TRADED FD
FIDELITY COVINGTON TRUST
$GM General Motors Co
$NOC NORTHROP GRUMMAN CORP /DE/ J P MORGAN EXCHANGE TRADED F
FIRST TR EXCHANGE TRADED FD
FRANKLIN TEMPLETON ETF TR
FIDELITY COVINGTON TRUST
$USB US BANCORP \DE\
$PSX Phillips 66 RBB FUND TRUST
$XOM.R34088 EXXON MOBIL CORPBrowse Top Institutional Investors
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