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Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2026)

About Kmg Fiduciary Partners, LLC

Investment Activity

  • Kmg Fiduciary Partners, LLC has $1.02 billion in total holdings as of September 30, 2026.
  • Kmg Fiduciary Partners, LLC owns shares of 169 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 1.26% of the portfolio was purchased this quarter.
  • About 9.22% of the portfolio was sold this quarter.
  • This quarter, Kmg Fiduciary Partners, LLC has purchased 207 new stocks and bought additional shares in 27 stocks.
  • Kmg Fiduciary Partners, LLC sold shares of 113 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

Apple
$75,310,127
NVIDIA
$60,644,514
Microsoft
$58,408,891
Alphabet
$46,540,082

Largest New Holdings this Quarter

84615Q103 - SPACE EXPLORATION TECHN CORP
$2,800,565 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP
$2,101,723 Holding
G5960L103 - Medtronic
$202,782 Holding
N82405106 - Stellantis
$78,480 Holding

Largest Purchases this Quarter

CrowdStrike
13,038 shares (about $3.45M)
SPACE EXPLORATION TECHN CORP
18,564 shares (about $2.80M)
EXXONMOBIL HOLDINGS CORP
12,914 shares (about $2.10M)
Netflix
10,811 shares (about $752.23K)
lululemon athletica
5,642 shares (about $542.70K)

Largest Sales this Quarter

Apple
14,258 shares (about $4.75M)
SPDR Portfolio S&P 500 ETF
51,668 shares (about $4.64M)
Advanced Micro Devices
6,273 shares (about $3.84M)
NVIDIA
16,698 shares (about $3.81M)
Palo Alto Networks
4,339 shares (about $1.72M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofKmg Fiduciary Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$75,310,127$4,748,198 ▼-5.9%226,1437.4%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$60,644,514$3,813,491 ▼-5.9%265,5425.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$58,408,891$1,652,559 ▼-2.8%113,8805.7%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$46,540,082$1,628,192 ▼-3.4%135,2594.5%Communication Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$37,573,765$1,131,915 ▼-2.9%49,0623.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$37,499,011$1,143,098 ▼-3.0%150,5083.7%Consumer Discretionary
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$33,596,252$963,712 ▼-2.8%101,5513.3%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$28,422,126$3,837,538 ▼-11.9%46,4602.8%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$28,328,833$4,637,726 ▼-14.1%315,6062.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$27,067,260$1,449,805 ▼-5.1%23,3932.6%Healthcare
Meta Platforms, Inc. stock logo
META
Meta Platforms
$24,032,292$252,361 ▲1.1%33,1402.3%Communication Services
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$18,394,589$550,127 ▼-2.9%20,4301.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$18,117,000$807,181 ▼-4.3%36,3831.8%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$15,877,598$622,841 ▼-3.8%60,6971.6%Healthcare
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$15,842,956$410,908 ▼-2.5%403,3341.5%ETF
J P MORGAN EXCHANGE TRADED F
$15,467,542$1,633,285 ▼-9.6%331,2111.5%INTL BD OPP ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$15,446,967$546,338 ▼-3.4%113,5471.5%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$15,315,060$884,481 ▼-5.5%212,8571.5%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$15,162,690$388,334 ▼-2.5%340,0471.5%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$14,515,321$439,326 ▼-2.9%99,9131.4%Consumer Staples
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$14,072,341$1,087,683 ▼-7.2%76,4631.4%Technology
CocaCola Company (The) stock logo
KO
CocaCola
$13,171,944$476,538 ▼-3.5%153,0201.3%Consumer Staples
Chevron Corporation stock logo
CVX
Chevron
$11,751,744$196,247 ▼-1.6%57,5471.1%Energy
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$11,006,500$491,309 ▼-4.3%218,5131.1%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$10,622,455$916,502 ▼-7.9%59,4231.0%Technology
RTX Corporation stock logo
RTX
RTX
$10,489,496$389,126 ▼-3.6%56,5011.0%Industrials
SPDR Blackstone Senior Loan ETF stock logo
SRLN
SPDR Blackstone Senior Loan ETF
$10,330,250$177,595 ▼-1.7%255,7631.0%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$10,255,682$292,715 ▼-2.8%28,8351.0%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$9,857,873$572,087 ▼-5.5%28,0701.0%Technology
BLACKROCK INC
$9,396,283$302,662 ▼-3.1%8,8790.9%COM
Oracle Corporation stock logo
ORCL
Oracle
$8,886,650$85,950 ▼-1.0%64,7240.9%Technology
American Express Company stock logo
AXP
American Express
$8,787,191$243,582 ▼-2.7%28,8960.9%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$8,316,238$1,139,370 ▼-12.0%77,2670.8%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$8,089,498$79,052 ▼-1.0%23,7410.8%Communication Services
PALANTIR TECHNOLOGIES INC
$7,863,956$78,935 ▼-1.0%42,0420.8%CL A
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$7,747,057$306,787 ▼-3.8%8,5100.8%Consumer Staples
Welltower Inc. stock logo
WELL
Welltower
$7,585,6760.0%32,9470.7%Real Estate
Visa Inc. stock logo
V
Visa
$6,629,022$387,364 ▼-5.5%18,4480.6%Finance
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$6,450,605$91,976 ▼-1.4%114,7390.6%ETF
Prudential Financial, Inc. stock logo
PRU
Prudential Financial
$6,378,475$339,493 ▼-5.1%56,1580.6%Finance
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$5,722,453$369,348 ▼-6.1%25,7190.6%Healthcare
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$5,594,955$57,796 ▼-1.0%121,9740.5%Communication Services
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$5,568,809$142,454 ▼-2.5%30,2180.5%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$5,406,133$37,989 ▼-0.7%189,5560.5%Healthcare
Invesco Variable Rate Investment Grade ETF stock logo
VRIG
Invesco Variable Rate Investment Grade ETF
$5,399,845$138,488 ▲2.6%215,7780.5%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$5,395,884$319,111 ▼-5.6%105,3270.5%ETF
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$5,332,438$37,446 ▼-0.7%176,8640.5%Energy
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,303,121$1,723,872 ▼-24.5%13,3480.5%Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$5,300,528$414,652 ▼-7.3%46,4920.5%Utilities
Netflix, Inc. stock logo
NFLX
Netflix
$5,265,050$752,230 ▲16.7%75,6690.5%Communication Services
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,177,193$142,065 ▼-2.7%84,1820.5%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,095,196$53,676 ▼-1.0%12,5300.5%Healthcare
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$4,883,383$80,894 ▲1.7%62,3600.5%ETF
Global X MLP & Energy Infrastructure ETF stock logo
MLPX
Global X MLP & Energy Infrastructure ETF
$4,878,606$118,834 ▼-2.4%69,8740.5%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,855,492$98,502 ▼-2.0%7,3940.5%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$4,810,016$38,745 ▲0.8%25,5740.5%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$4,567,230$22,672 ▼-0.5%36,4620.4%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$4,554,230$3,451,811 ▲313.1%17,2020.4%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$4,447,826$260,786 ▲6.2%19,3750.4%Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$4,184,949$152,119 ▼-3.5%44,7880.4%Industrials
Amgen Inc. stock logo
AMGN
Amgen
$4,113,560$40,887 ▼-1.0%9,7590.4%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$4,057,267$771,157 ▼-16.0%7,9340.4%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$3,487,495$112,832 ▼-3.1%9,8290.3%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,477,868$355,285 ▼-9.3%23,9340.3%Healthcare
The Home Depot, Inc. stock logo
HD
Home Depot
$3,422,689$13,087 ▲0.4%12,0310.3%Consumer Discretionary
Intel Corporation stock logo
INTC
Intel
$3,411,627$158,462 ▼-4.4%28,3760.3%Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$3,308,579$168,520 ▼-4.8%24,0310.3%ETF
EXG
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$3,072,040$5,938 ▲0.2%326,4650.3%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$3,041,915$307,249 ▼-9.2%13,8310.3%Technology
General Dynamics Corporation stock logo
GD
General Dynamics
$2,821,219$145,342 ▼-4.9%8,5020.3%Industrials
SPACE EXPLORATION TECHN CORP
$2,800,565$2,800,565 ▲New Holding18,5640.3%CLASS A COM STK
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$2,786,125$501,062 ▼-15.2%7,5900.3%Healthcare
ISHARES BITCOIN TRUST ETF
$2,741,507$486,797 ▲21.6%57,9110.3%SHS BEN INT
PepsiCo, Inc. stock logo
PEP
PepsiCo
$2,738,584$128,116 ▼-4.5%21,6110.3%Consumer Staples
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$2,732,380$446,007 ▼-14.0%32,7390.3%Industrials
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$2,721,984$157,204 ▼-5.5%16,9340.3%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,609,027$102,689 ▲4.1%88,4420.3%ETF
The Boeing Company stock logo
BA
Boeing
$2,482,846$5,954 ▲0.2%13,3450.2%Industrials
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$2,412,465$242,706 ▼-9.1%5,2880.2%Technology
Citigroup Inc. stock logo
C
Citigroup
$2,353,798$3,237 ▼-0.1%18,1790.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,327,079$65,359 ▼-2.7%33,9670.2%Industrials
Blackstone Inc. stock logo
BX
Blackstone
$2,307,586$169,031 ▲7.9%20,5870.2%Finance
EXXONMOBIL HOLDINGS CORP
$2,101,723$2,101,723 ▲New Holding12,9140.2%COM SHS
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$2,054,001$40,922 ▲2.0%33,5290.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$1,954,353$133,609 ▼-6.4%5,2220.2%ETF
Starwood Property Trust, Inc. stock logo
STWD
Starwood Property Trust
$1,891,805$256,040 ▲15.7%140,1340.2%Finance
T-Mobile US, Inc. stock logo
TMUS
T-Mobile US
$1,810,919$152,976 ▲9.2%11,1040.2%Communication Services
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$1,744,943$335,417 ▲23.8%16,2260.2%Consumer Discretionary
Ford Motor Company stock logo
F
Ford Motor
$1,736,980$14,279 ▼-0.8%144,0280.2%Consumer Discretionary
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$1,701,600$268,101 ▼-13.6%44,8850.2%Healthcare
GE VERNOVA INC
$1,691,972$13,308 ▼-0.8%1,7800.2%COM
lululemon athletica inc. stock logo
LULU
lululemon athletica
$1,680,439$542,704 ▲47.7%17,4700.2%Consumer Discretionary
Cintas Corporation stock logo
CTAS
Cintas
$1,665,847$74,710 ▼-4.3%8,5400.2%Industrials
Best Buy Co., Inc. stock logo
BBY
Best Buy
$1,544,346$229,067 ▼-12.9%17,5020.2%Consumer Discretionary
Altria Group, Inc. stock logo
MO
Altria Group
$1,537,362$29,831 ▼-1.9%22,8300.2%Consumer Staples
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,494,0100.0%20.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$1,471,781$117,318 ▼-7.4%6,3730.1%Consumer Discretionary
WALMART INC
$1,448,348$60,898 ▼-4.0%13,9370.1%COM
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,406,850$7,227 ▲0.5%7,0080.1%Real Estate
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$1,325,158$20,959 ▲1.6%41,4760.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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