Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Kmg Fiduciary Partners, LLC has $1.49 billion in total holdings as of September 30, 2025.
Kmg Fiduciary Partners, LLC owns shares of 297 different stocks, but just 82 companies or ETFs make up 80% of its holdings.
Approximately 3.33% of the portfolio was purchased this quarter.
About 0.35% of the portfolio was sold this quarter.
This quarter, Kmg Fiduciary Partners, LLC has purchased 288 new stocks and bought additional shares in 175 stocks.
Kmg Fiduciary Partners, LLC sold shares of 57 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

NVIDIA: $80,189,439
Apple: $73,814,069
iShares Core S&P 500 ETF: $69,235,759
Microsoft: $67,416,291
Alphabet: $47,720,621

Largest New Holdings this Quarter

47103U845 - Janus Henderson AAA CLO ETF: $2,061,042 Holding
093712107 - Bloom Energy: $442,893 Holding
464285204 - iShares Gold Trust: $391,284 Holding
194162103 - Colgate-Palmolive: $245,222 Holding
36828A101 - GE VERNOVA INC: $244,755 Holding

Largest Purchases this Quarter

NVIDIA: 39,044 shares (about $7.28M)
iShares Core S&P 500 ETF: 5,086 shares (about $3.40M)
Janus Henderson AAA CLO ETF: 40,588 shares (about $2.06M)
Berkshire Hathaway: 2,953 shares (about $1.48M)
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF: 30,153 shares (about $1.27M)

Largest Sales this Quarter

iShares Russell 1000 ETF: 1,501 shares (about $548.59K)
PALANTIR TECHNOLOGIES INC: 2,393 shares (about $436.53K)
Schwab U.S. Large-Cap Growth ETF: 12,207 shares (about $389.52K)
Tesla: 755 shares (about $335.76K)
Capital Group Growth ETF: 4,065 shares (about $178.53K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$80,189,439	$7,284,827 ▲	10.0%	429,786	5.4%	Computer and Technology
AAPL Apple	$73,814,069	$717,801 ▲	1.0%	289,888	5.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$69,235,759	$3,404,061 ▲	5.2%	103,445	4.6%	ETF
MSFT Microsoft	$67,416,291	$864,975 ▲	1.3%	130,160	4.5%	Computer and Technology
GOOGL Alphabet	$47,720,621	$749,722 ▲	1.6%	196,300	3.2%	Computer and Technology
AMZN Amazon.com	$39,906,060	$995,972 ▲	2.6%	181,746	2.7%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$38,691,704	$294,297 ▲	0.8%	122,663	2.6%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$38,678,535	$1,037,691 ▲	2.8%	493,727	2.6%	ETF
META Meta Platforms	$32,605,495	$529,484 ▲	1.7%	44,399	2.2%	Computer and Technology
GS The Goldman Sachs Group	$24,356,107	$160,065 ▲	0.7%	30,585	1.6%	Finance
LLY Eli Lilly and Company	$24,157,210	$1,265,810 ▲	5.5%	31,661	1.6%	Medical
ORCL Oracle	$20,591,495	$171,837 ▲	0.8%	73,217	1.4%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$19,574,480	$171,302 ▲	0.9%	224,195	1.3%	ETF
BRK.B Berkshire Hathaway	$18,851,738	$1,484,591 ▲	8.5%	37,498	1.3%	Finance
ABBV AbbVie	$17,794,870	$449,190 ▲	2.6%	76,854	1.2%	Medical
QCOM QUALCOMM	$15,844,978	$478,286 ▲	3.1%	95,245	1.1%	Computer and Technology
GTO Invesco Total Return Bond ETF	$15,732,185	$960,320 ▲	6.5%	331,134	1.1%	ETF
JPIB JPMorgan International Bond Opportunities ETF	$15,585,953	$941,376 ▲	6.4%	317,886	1.0%	ETF
FBND Fidelity Total Bond ETF	$15,149,627	$63,673 ▲	0.4%	327,630	1.0%	ETF
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$15,136,038	$1,267,935 ▲	9.1%	359,953	1.0%	Manufacturing
IVE iShares S&P 500 Value ETF	$14,498,480	$28,705 ▲	0.2%	70,207	1.0%	ETF
IJH iShares Core S&P Mid-Cap ETF	$13,858,810	$991,560 ▲	7.7%	212,363	0.9%	ETF
AVGO Broadcom	$13,296,353	$286,362 ▲	2.2%	40,303	0.9%	Computer and Technology
PG Procter & Gamble	$13,136,040	$653,168 ▲	5.2%	85,493	0.9%	Consumer Staples
AMD Advanced Micro Devices	$12,827,709	$601,213 ▲	4.9%	79,286	0.9%	Computer and Technology
VO Vanguard Mid-Cap ETF	$12,754,570	$194,457 ▲	1.5%	43,421	0.9%	ETF
RDVY First Trust Rising Dividend Achievers ETF	$12,219,283	$129,072 ▲	1.1%	181,672	0.8%	Manufacturing
CVX Chevron	$11,796,908	$225,015 ▲	1.9%	75,967	0.8%	Energy
IVW iShares S&P 500 Growth ETF	$11,670,923	$98,024 ▼	-0.8%	96,678	0.8%	ETF
KO CocaCola	$11,549,943	$336,176 ▲	3.0%	174,155	0.8%	Consumer Staples
RTX RTX	$11,161,603	$315,250 ▲	2.9%	66,704	0.7%	Aerospace
COST Costco Wholesale	$11,003,193	$425,799 ▲	4.0%	11,887	0.7%	Retail/Wholesale
VNLA Janus Henderson Short Duration Income ETF	$10,901,232	$907,282 ▲	9.1%	221,165	0.7%	ETF
CRM Salesforce	$10,764,955	$519,501 ▲	5.1%	45,422	0.7%	Computer and Technology
V Visa	$10,446,995	$474,863 ▲	4.8%	30,602	0.7%	Business Services
AXP American Express	$10,385,879	$28,233 ▼	-0.3%	31,268	0.7%	Finance
LOW Lowe's Companies	$10,252,128	$363,141 ▲	3.7%	40,795	0.7%	Retail/Wholesale
CGMS Capital Group U.S. Multi-Sector Income ETF	$10,148,907	$279,165 ▲	2.8%	365,726	0.7%	ETF
CSCO Cisco Systems	$10,046,618	$322,533 ▲	3.3%	146,837	0.7%	Computer and Technology
BLACKROCK INC	$10,044,893	$283,300 ▲	2.9%	8,616	0.7%	COM
CTAS Cintas	$9,862,824	$385,892 ▲	4.1%	48,050	0.7%	Business Services
AGG iShares Core U.S. Aggregate Bond ETF	$9,314,449	$202,706 ▲	2.2%	92,912	0.6%	Finance
CAH Cardinal Health	$9,193,320	$49,286 ▼	-0.5%	58,571	0.6%	Medical
IWP iShares Russell Mid-Cap Growth ETF	$9,061,652	$4,415 ▲	0.0%	63,631	0.6%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$8,899,556	$144,665 ▲	1.7%	123,160	0.6%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$8,801,806	$532,639 ▲	6.4%	211,684	0.6%	ETF
IBM International Business Machines	$8,732,823	$89,444 ▲	1.0%	30,950	0.6%	Computer and Technology
BKLC BNY Mellon US Large Cap Core Equity ETF	$8,615,068	$36,332 ▼	-0.4%	67,106	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$8,346,089	$269,623 ▲	3.3%	70,236	0.6%	ETF
PANW Palo Alto Networks	$8,181,075	$311,133 ▲	4.0%	40,178	0.5%	Computer and Technology
FSIG First Trust Limited Duration Investment Grade Corporate ETF	$8,153,635	$170,643 ▲	2.1%	424,447	0.5%	ETF
AMAT Applied Materials	$8,083,635	$117,113 ▲	1.5%	39,482	0.5%	Computer and Technology
MAR Marriott International	$7,870,642	$379,456 ▲	5.1%	30,221	0.5%	Consumer Discretionary
DUK Duke Energy	$7,469,811	$691,145 ▲	10.2%	60,362	0.5%	Utilities
IWS iShares Russell Mid-Cap Value ETF	$7,071,821	$41,343 ▲	0.6%	50,632	0.5%	ETF
ISRG Intuitive Surgical	$6,960,375	$491,068 ▲	7.6%	15,563	0.5%	Medical
FIDELITY COVINGTON TRUST	$6,549,743	$29,776 ▲	0.5%	185,650	0.4%	ENHANCED INTL
GOOG Alphabet	$6,520,166	$48,224 ▼	-0.7%	26,771	0.4%	Computer and Technology
WELL Welltower	$6,351,383	$42,397 ▼	-0.7%	35,654	0.4%	Finance
GD General Dynamics	$6,280,871	$98,208 ▲	1.6%	18,419	0.4%	Aerospace
CMG Chipotle Mexican Grill	$5,950,335	$531,652 ▲	9.8%	151,833	0.4%	Retail/Wholesale
TSLA Tesla	$5,679,485	$335,762 ▼	-5.6%	12,771	0.4%	Auto/Tires/Trucks
JEPI JPMorgan Equity Premium Income ETF	$5,654,900	$268,770 ▲	5.0%	99,035	0.4%	ETF
UNH UnitedHealth Group	$5,617,491	$477,563 ▲	9.3%	16,268	0.4%	Medical
MS Morgan Stanley	$5,524,770		0.0%	34,756	0.4%	Finance
INTC Intel	$5,410,527	$16,641 ▲	0.3%	161,268	0.4%	Computer and Technology
NFLX Netflix	$5,317,210	$107,903 ▼	-2.0%	4,435	0.4%	Consumer Discretionary
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$5,302,136	$460,829 ▲	9.5%	99,984	0.4%	Manufacturing
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$5,286,383	$10,682 ▼	-0.2%	62,851	0.4%	ETF
VRT Vertiv	$5,192,547	$48,576 ▲	0.9%	34,420	0.3%	Computer and Technology
MET MetLife	$4,920,504	$111,199 ▲	2.3%	59,737	0.3%	Finance
DAL Delta Air Lines	$4,793,888	$66,114 ▲	1.4%	84,474	0.3%	Transportation
FLQM Franklin U.S. Mid Cap Multifactor Index ETF	$4,636,396	$105,053 ▲	2.3%	82,133	0.3%	ETF
JCPB JPMorgan Core Plus Bond ETF	$4,555,768	$124,629 ▲	2.8%	95,810	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$4,519,596	$21,546 ▼	-0.5%	9,649	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$4,503,998	$35,164 ▼	-0.8%	7,557	0.3%	ETF
MRK Merck & Co., Inc.	$4,488,091	$16,450 ▲	0.4%	53,474	0.3%	Medical
VV Vanguard Large-Cap ETF	$4,411,610		0.0%	14,330	0.3%	ETF
GM General Motors	$4,395,936	$40,789 ▲	0.9%	72,100	0.3%	Auto/Tires/Trucks
VRIG Invesco Variable Rate Investment Grade ETF	$4,376,905	$66,741 ▲	1.5%	174,379	0.3%	ETF
BNDX Vanguard Total International Bond ETF	$4,369,497	$75,971 ▲	1.8%	88,344	0.3%	ETF
CAT Caterpillar	$4,354,164	$4,772 ▲	0.1%	9,125	0.3%	Industrials
VZ Verizon Communications	$4,332,422	$226,431 ▲	5.5%	98,576	0.3%	Computer and Technology
GLW Corning	$4,313,344	$73,990 ▼	-1.7%	52,583	0.3%	Computer and Technology
NOC Northrop Grumman	$4,310,600	$68,857 ▲	1.6%	7,074	0.3%	Aerospace
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$4,307,685	$64,975 ▲	1.5%	113,302	0.3%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$4,065,250	$898,386 ▲	28.4%	64,826	0.3%	ETF
PRU Prudential Financial	$3,981,287	$194,199 ▲	5.1%	38,378	0.3%	Finance
ALL Allstate	$3,963,869	$27,689 ▲	0.7%	18,467	0.3%	Finance
DELL Dell Technologies	$3,928,410	$34,592 ▲	0.9%	27,710	0.3%	Computer and Technology
VUG Vanguard Growth ETF	$3,903,470	$47,960 ▲	1.2%	8,139	0.3%	ETF
NVO Novo Nordisk A/S	$3,887,046	$33,738 ▲	0.9%	70,049	0.3%	Medical
UBER Uber Technologies	$3,876,771	$294 ▼	0.0%	39,571	0.3%	Computer and Technology
COIN Coinbase Global	$3,830,512	$95,172 ▼	-2.4%	11,350	0.3%	Finance
BITWISE BITCOIN ETF TR	$3,815,269	$49,900 ▲	1.3%	61,319	0.3%	SHS BEN INT
KMI Kinder Morgan	$3,728,733	$642,438 ▲	20.8%	131,711	0.3%	Energy
EFG iShares MSCI EAFE Growth ETF	$3,675,997	$39,288 ▼	-1.1%	32,280	0.2%	ETF
DIS Walt Disney	$3,657,051	$27,022 ▲	0.7%	31,939	0.2%	Consumer Discretionary
PEP PepsiCo	$3,571,918	$78,505 ▲	2.2%	25,434	0.2%	Consumer Staples
BA Boeing	$3,551,723	$14,892 ▲	0.4%	16,456	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2025)

About Kmg Fiduciary Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKmg Fiduciary Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools