Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2026) About Kmg Fiduciary Partners, LLCInvestment ActivityKmg Fiduciary Partners, LLC has $1.35 billion in total holdings as of March 31, 2026.Kmg Fiduciary Partners, LLC owns shares of 261 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 4.17% of the portfolio was purchased this quarter.About 4.02% of the portfolio was sold this quarter.This quarter, Kmg Fiduciary Partners, LLC has purchased 262 new stocks and bought additional shares in 119 stocks.Kmg Fiduciary Partners, LLC sold shares of 97 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $72,491,247NVIDIA $69,276,188Alphabet $51,774,774Microsoft $48,767,246iShares Core S&P 500 ETF $39,228,615 Largest New Holdings this Quarter 31609A206 - FIDELITY COVINGTON TRUST $4,205,894 Holding75526L878 - RBB FUND TRUST $3,838,483 Holding874039100 - Taiwan Semiconductor Manufacturing $470,071 Holding171779309 - Ciena $313,302 Holding97717Y469 - WisdomTree Voya Yield Enhanced USD Universal Bond Fund $307,096 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 48,632 shares (about $6.05M)Fidelity High Dividend ETF 100,769 shares (about $5.57M)Fortinet 56,088 shares (about $4.58M)Energy Select Sector SPDR Fund 70,307 shares (about $4.31M)FIDELITY COVINGTON TRUST 110,681 shares (about $4.21M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 74,820 shares (about $5.73M)iShares S&P 500 Value ETF 22,967 shares (about $4.85M)Intel 101,016 shares (about $4.46M)iShares Core S&P 500 ETF 6,546 shares (about $4.28M)Avantis U.S. Small Cap Equity ETF 40,800 shares (about $2.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKmg Fiduciary Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$72,491,247$145,168 ▲0.2%285,6355.4%Computer and TechnologyNVDANVIDIA$69,276,188$2,404,277 ▼-3.4%397,2265.1%Computer and TechnologyGOOGLAlphabet$51,774,774$1,617,234 ▼-3.0%180,0493.8%Computer and TechnologyMSFTMicrosoft$48,767,246$1,549,530 ▲3.3%131,7433.6%Computer and TechnologyIVViShares Core S&P 500 ETF$39,228,615$4,275,922 ▼-9.8%60,0552.9%ETFAMZNAmazon.com$39,041,747$1,540,576 ▲4.1%187,4572.9%Retail/WholesaleJPMJPMorgan Chase & Co.$35,717,075$344,166 ▼-1.0%121,4212.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$31,937,534$5,726,722 ▼-15.2%417,2662.4%ETFLLYEli Lilly and Company$27,070,172$1,622,500 ▼-5.7%29,4312.0%MedicalMETAMeta Platforms$25,329,319$506,335 ▲2.0%44,2721.9%Computer and TechnologyGSThe Goldman Sachs Group$23,476,328$1,962,706 ▼-7.7%27,7501.7%FinanceBRK.BBerkshire Hathaway$18,321,858$298,064 ▲1.7%38,2341.4%FinanceGTOInvesco Total Return Bond ETF$17,741,710$319,240 ▲1.8%378,8541.3%ETFJPIBJPMorgan International Bond Opportunities ETF$17,032,770$441,809 ▲2.7%356,1851.3%ETFABBVAbbVie$16,830,895$84,386 ▼-0.5%77,3871.2%MedicalHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$16,767,466$536,214 ▲3.3%413,2971.2%ManufacturingCVXChevron$16,453,374$120,623 ▼-0.7%79,5231.2%EnergyFBNDFidelity Total Bond ETF$16,444,840$869,929 ▲5.6%360,4741.2%ETFIJRiShares Core S&P Small-Cap ETF$15,871,695$6,045,460 ▲61.5%127,6781.2%ETFIJHiShares Core S&P Mid-Cap ETF$14,547,227$723,380 ▲5.2%215,4191.1%ETFKOCocaCola$13,470,323$60,612 ▼-0.4%177,1251.0%Consumer StaplesQCOMQualcomm$13,369,887$895,146 ▲7.2%103,8201.0%Computer and TechnologyPGProcter & Gamble$13,309,749$923,119 ▲7.5%92,1471.0%Consumer StaplesAMDAdvanced Micro Devices$11,707,634$2,086,384 ▼-15.1%57,5510.9%Computer and TechnologyAVGOBroadcom$11,569,458$636,970 ▼-5.2%37,3800.9%Computer and TechnologyVNLAJanus Henderson Short Duration Income ETF$11,486,168$421,223 ▲3.8%235,0830.8%ETFAMATApplied Materials$11,423,267$352,043 ▼-3.0%33,4220.8%Computer and TechnologyCSCOCisco Systems$11,068,143$369,406 ▼-3.2%142,6490.8%Computer and TechnologyCAHCardinal Health$10,999,073$1,154,383 ▼-9.5%52,0520.8%MedicalRTXRTX$10,983,073$1,646,969 ▼-13.0%56,9370.8%AerospaceRDVYFirst Trust Rising Dividend Achievers ETF$10,921,944$70,328 ▼-0.6%159,9580.8%ManufacturingCGMSCapital Group U.S. Multi-Sector Income ETF$10,840,821$516,227 ▲5.0%398,1200.8%ETFSRLNSPDR Blackstone Senior Loan ETF$10,616,460$521,017 ▲5.2%264,4860.8%ETFCOSTCostco Wholesale$10,312,179$1,101,068 ▼-9.6%10,3490.8%Retail/WholesaleLOWLowe's Companies$10,074,703$80,335 ▼-0.8%42,6390.7%Retail/WholesaleVVisa$9,991,151$606,294 ▲6.5%33,0570.7%Business ServicesAGGiShares Core U.S. Aggregate Bond ETF$9,937,917$443,638 ▲4.7%100,1100.7%FinanceMARMarriott International$9,518,728$469,019 ▼-4.7%29,1030.7%Consumer DiscretionaryAXPAmerican Express$9,473,195$2,420 ▼0.0%31,3180.7%FinanceORCLOracle$9,278,121$219,636 ▼-2.3%63,0690.7%Computer and TechnologyAVLVAvantis U.S. Large Cap Value ETF$9,120,036$874,456 ▼-8.7%113,1380.7%ETFBLACKROCK INC$8,637,693$217,337 ▲2.6%8,9820.6%COMIWPiShares Russell Mid-Cap Growth ETF$8,343,069$188,209 ▲2.3%65,1190.6%ETFVRTVertiv$8,276,706$190,191 ▼-2.2%33,0300.6%Computer and TechnologyDUKDuke Energy$8,134,488$8,773 ▲0.1%62,1240.6%UtilitiesBKLCBNY Mellon US Large Cap Core Equity ETF$7,896,780$412,749 ▼-5.0%63,2700.6%ETFIBMInternational Business Machines$7,806,938$52,357 ▲0.7%32,2080.6%Computer and TechnologyIVWiShares S&P 500 Growth ETF$7,645,063$728,877 ▼-8.7%67,5900.6%ETFIVEiShares S&P 500 Value ETF$7,566,068$4,849,437 ▼-39.1%35,8330.6%ETFGOOGAlphabet$7,404,434$65,978 ▼-0.9%25,8120.5%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$7,359,536$20,549 ▼-0.3%50,4980.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,194,577$116,263 ▲1.6%86,9440.5%ETFWELLWelltower$7,019,709$198 ▼0.0%35,5050.5%FinanceISRGIntuitive Surgical$6,989,438$76,062 ▼-1.1%15,1620.5%MedicalIEFAiShares Core MSCI EAFE ETF$6,775,692$969,663 ▼-12.5%74,8450.5%ETFGLWCorning$6,721,357$255,078 ▼-3.7%49,4330.5%Computer and TechnologyJEPIJPMorgan Equity Premium Income ETF$6,617,055$230,461 ▲3.6%116,7440.5%ETFFSIGFirst Trust Limited Duration Investment Grade Corporate ETF$6,449,212$1,830,194 ▼-22.1%340,5070.5%ETFMRKMerck & Co., Inc.$6,407,517$33,200 ▼-0.5%53,2670.5%MedicalGDGeneral Dynamics$6,393,196$31,920 ▲0.5%18,6270.5%AerospaceFIDELITY COVINGTON TRUST$6,390,252$460,759 ▼-6.7%171,7810.5%ENHANCED INTLPANWPalo Alto Networks$6,034,387$60,761 ▼-1.0%37,6400.4%Computer and TechnologyVRIGInvesco Variable Rate Investment Grade ETF$5,928,298$132,285 ▲2.3%236,8000.4%ETFFDVVFidelity High Dividend ETF$5,839,545$5,566,493 ▲2,038.6%105,7120.4%ETFCATCaterpillar$5,737,383$71,558 ▼-1.2%8,0980.4%IndustrialsDALDelta Air Lines$5,698,435$399 ▲0.0%85,7170.4%TransportationIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,693,565$357,881 ▲6.7%108,3250.4%ManufacturingCRMSalesforce$5,687,805$3,547 ▼-0.1%30,4700.4%Computer and TechnologyMSMorgan Stanley$5,605,416$18,926 ▲0.3%34,0610.4%FinancePALANTIR TECHNOLOGIES INC$5,530,993$3,959,653 ▲252.0%37,8110.4%CL AUNHUnitedHealth Group$5,435,356$20,565 ▼-0.4%20,0870.4%MedicalGMGeneral Motors$5,120,628$115,848 ▼-2.2%68,7330.4%Auto/Tires/TrucksVZVerizon Communications$5,054,134$181,473 ▼-3.5%100,6800.4%Computer and TechnologyMLPXGlobal X MLP & Energy Infrastructure ETF$5,052,164$59,152 ▲1.2%68,3280.4%ETFFTNTFortinet$5,030,356$4,583,511 ▲1,025.7%61,5560.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$4,954,166$4,307,014 ▲665.5%80,8710.4%ETFNOCNorthrop Grumman$4,828,130$37,523 ▼-0.8%7,0770.4%AerospaceKMIKinder Morgan$4,791,456$20,520 ▲0.4%142,9010.4%EnergyJCPBJPMorgan Core Plus Bond ETF$4,731,819$166,710 ▲3.7%100,5060.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,709,415$225,816 ▲5.0%119,4370.3%ETFDELLDell Technologies$4,697,753$74,680 ▲1.6%28,6220.3%Computer and TechnologyFLQMFranklin U.S. Mid Cap Multifactor Index ETF$4,668,886$97,281 ▲2.1%84,9970.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,657,564$1,850 ▼0.0%7,5520.3%ETFPRUPrudential Financial$4,639,277$632,247 ▲15.8%47,4900.3%FinanceNFLXNetflix$4,506,263$488,442 ▲12.2%46,8670.3%Consumer DiscretionaryMETMetLife$4,407,993$85,076 ▲2.0%62,3300.3%FinanceCTASCintas$4,383,849$246,272 ▼-5.3%25,9180.3%Business ServicesPFEPfizer$4,240,438$247,778 ▲6.2%151,0130.3%MedicalFIDELITY COVINGTON TRUST$4,205,894$4,205,894 ▲New Holding110,6810.3%ENHANCED SMALLIWFiShares Russell 1000 Growth ETF$4,071,184$37,522 ▼-0.9%9,5480.3%ETFALLAllstate$3,945,624$40,223 ▲1.0%19,0300.3%FinanceUSBU.S. Bancorp$3,905,862$1,248 ▲0.0%75,0980.3%FinancePSXPhillips 66$3,901,110$22,591 ▲0.6%21,4130.3%EnergyPEPPepsiCo$3,861,304$55,749 ▼-1.4%24,8650.3%Consumer StaplesRBB FUND TRUST$3,838,483$3,838,483 ▲New Holding76,0700.3%FIRST EAGLE OVERXOMExxonMobil$3,751,808$1,527 ▲0.0%22,1140.3%EnergyTSLATesla$3,689,856$34,200 ▲0.9%9,9260.3%Auto/Tires/TrucksUPSUnited Parcel Service$3,574,695$212,498 ▲6.3%36,3360.3%TransportationDOWDOW$3,522,907$153,771 ▲4.6%84,5840.3%Basic MaterialsBABoeing$3,356,673$10,549 ▼-0.3%16,8650.2%AerospaceShowing largest 100 holdings. 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