Kmg Fiduciary Partners, LLC Top Holdings and 13F Report (2026) About Kmg Fiduciary Partners, LLCInvestment ActivityKmg Fiduciary Partners, LLC has $1.08 billion in total holdings as of June 30, 2026.Kmg Fiduciary Partners, LLC owns shares of 207 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 4.68% of the portfolio was purchased this quarter.About 47.02% of the portfolio was sold this quarter.This quarter, Kmg Fiduciary Partners, LLC has purchased 261 new stocks and bought additional shares in 65 stocks.Kmg Fiduciary Partners, LLC sold shares of 109 stocks and completely divested from 66 stocks this quarter.Largest Holdings Apple $69,562,424NVIDIA $56,473,316Alphabet $50,028,475Microsoft $43,681,384iShares Core S&P 500 ETF $37,849,078 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $11,543,462 Holding46438F101 - ISHARES BITCOIN TRUST ETF $1,585,536 Holding550021109 - lululemon athletica $1,350,531 Holding595112103 - Micron Technology $732,743 Holding031652100 - Amkor Technology $375,691 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 228,267 shares (about $11.54M)iShares Russell 1000 Growth ETF 27,095 shares (about $3.36M)Taiwan Semiconductor Manufacturing 4,429 shares (about $2.12M)Home Depot 5,678 shares (about $2.00M)GE VERNOVA INC 1,524 shares (about $1.79M) Largest Sales this Quarter NVIDIA 114,986 shares (about $23.01M)Applied Materials 23,980 shares (about $17.34M)Alphabet 40,058 shares (about $14.32M)Apple 45,234 shares (about $13.09M)Corning 48,276 shares (about $12.33M) 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$69,562,424$13,088,908 â–¼-15.8%240,4016.5%Computer and TechnologyNVDANVIDIA$56,473,316$23,007,514 â–¼-28.9%282,2405.2%Computer and TechnologyGOOGLAlphabet$50,028,475$14,315,496 â–¼-22.2%139,9914.6%Computer and TechnologyMSFTMicrosoft$43,681,384$5,461,385 â–¼-11.1%117,1024.1%Computer and TechnologyIVViShares Core S&P 500 ETF$37,849,078$7,125,722 â–¼-15.8%50,5403.5%ETFAMZNAmazon.com$36,965,620$7,712,929 â–¼-17.3%155,0963.4%Retail/WholesaleJPMJPMorgan Chase & Co.$34,194,135$5,550,524 â–¼-14.0%104,4643.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$32,276,037$4,393,297 â–¼-12.0%367,2743.0%ETFAMDAdvanced Micro Devices$30,632,895$2,798,803 â–¼-8.4%52,7332.8%Computer and TechnologyLLYEli Lilly and Company$29,561,131$5,739,269 â–¼-16.3%24,6462.7%MedicalGSThe Goldman Sachs Group$21,279,733$6,785,121 â–¼-24.2%21,0412.0%FinanceBRK.BBerkshire Hathaway$19,016,952$115,090 â–¼-0.6%38,0041.8%FinanceMETAMeta Platforms$18,471,396$6,466,566 â–¼-25.9%32,7921.7%Computer and TechnologyJPIBJPMorgan International Bond Opportunities ETF$17,705,054$483,500 â–²2.8%366,1851.6%ETFIJRiShares Core S&P Small-Cap ETF$17,435,757$1,500,155 â–¼-7.9%117,5631.6%ETFIJHiShares Core S&P Mid-Cap ETF$17,361,340$750,358 â–²4.5%225,1501.6%ETFHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$16,820,756$20,244 â–²0.1%413,7951.6%ManufacturingGTOInvesco Total Return Bond ETF$16,346,183$1,410,692 â–¼-7.9%348,7561.5%ETFABBVAbbVie$15,872,986$3,600,725 â–¼-18.5%63,0781.5%MedicalQCOMQualcomm$15,221,792$3,963,213 â–¼-20.7%82,3731.4%Computer and TechnologyPGProcter & Gamble$15,094,673$1,582,245 â–²11.7%102,9371.4%Consumer StaplesKOCocaCola$12,885,820$1,509,100 â–¼-10.5%158,5561.2%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$11,543,462$11,543,462 â–²New Holding228,2671.1%ETFAVGOBroadcom$11,218,909$2,901,527 â–¼-20.5%29,6991.0%Computer and TechnologyRTXRTX$11,117,692$314,954 â–²2.9%58,5971.0%AerospaceMARMarriott International$10,991,050$205,679 â–²1.9%29,6581.0%Consumer DiscretionarySRLNSPDR Blackstone Senior Loan ETF$10,481,843$174,294 â–¼-1.6%260,1601.0%ETFCSCOCisco Systems$10,319,159$6,436,304 â–¼-38.4%87,8531.0%Computer and TechnologyAXPAmerican Express$10,044,878$548,296 â–¼-5.2%29,6970.9%FinanceFTNTFortinet$9,916,171$459,938 â–²4.9%64,5500.9%Computer and TechnologyCVXChevron$9,698,256$3,483,436 â–¼-26.4%58,5080.9%EnergyORCLOracle$9,577,087$334,282 â–²3.6%65,3500.9%Computer and TechnologyBLACKROCK INC$8,812,446$175,960 â–²2.0%9,1650.8%COMGOOGAlphabet$8,470,408$649,776 â–¼-7.1%23,9730.8%Computer and TechnologyCOSTCostco Wholesale$8,276,148$1,405,084 â–¼-14.5%8,8470.8%Retail/WholesaleWELLWelltower$7,477,940$580,586 â–¼-7.2%32,9470.7%FinanceLOWLowe's Companies$6,833,237$2,568,279 â–¼-27.3%30,9910.6%Retail/WholesaleAMATApplied Materials$6,826,561$17,337,527 â–¼-71.7%9,4420.6%Computer and TechnologyVVisa$6,699,161$4,642,341 â–¼-40.9%19,5260.6%Business ServicesJEPIJPMorgan Equity Premium Income ETF$6,572,842$20,841 â–¼-0.3%116,3750.6%ETFCAHCardinal Health$6,504,133$5,861,298 â–¼-47.4%27,3790.6%MedicalPRUPrudential Financial$6,383,738$1,258,140 â–²24.5%59,1470.6%FinanceDUKDuke Energy$6,345,289$1,518,318 â–¼-19.3%50,1290.6%UtilitiesPANWPalo Alto Networks$6,031,572$6,804,317 â–¼-53.0%17,6870.6%Computer and TechnologyFBNDFidelity Total Bond ETF$5,879,045$10,518,941 â–¼-64.1%129,2380.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$5,846,653$169,337 â–²3.0%111,5560.5%ManufacturingKMIKinder Morgan$5,694,061$1,125,506 â–²24.6%178,1060.5%EnergyMDYSPDR S&P MidCap 400 ETF Trust$5,305,760$5,626 â–¼-0.1%7,5440.5%ETFMSMorgan Stanley$5,302,913$1,817,180 â–¼-25.5%25,3680.5%FinanceMLPXGlobal X MLP & Energy Infrastructure ETF$5,272,280$239,247 â–²4.8%71,5760.5%ETFVRIGInvesco Variable Rate Investment Grade ETF$5,270,807$665,758 â–¼-11.2%210,2440.5%ETFVZVerizon Communications$5,217,716$954,934 â–²22.4%123,2340.5%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$5,068,675$2,117,244 â–¼-29.5%61,3270.5%ETFISRGIntuitive Surgical$5,035,543$994,223 â–¼-16.5%12,6620.5%MedicalUPSUnited Parcel Service$4,989,730$1,083,602 â–²27.7%46,4160.5%TransportationPALANTIR TECHNOLOGIES INC$4,954,275$542,866 â–²12.3%42,4640.5%CL ANFLXNetflix$4,630,862$1,284,558 â–²38.4%64,8580.4%Consumer DiscretionaryPFEPfizer$4,596,571$960,187 â–²26.4%190,8880.4%MedicalXLEEnergy Select Sector SPDR Fund$4,593,607$298,532 â–²7.0%86,4920.4%ETFIWFiShares Russell 1000 Growth ETF$4,549,961$3,364,386 â–²283.8%36,6430.4%ETFIBMInternational Business Machines$4,282,194$4,774,866 â–¼-52.7%15,2280.4%Computer and TechnologyTSLATesla$4,267,964$92,956 â–²2.2%10,1470.4%Auto/Tires/TrucksHDHome Depot$4,226,743$2,002,457 â–²90.0%11,9850.4%Retail/WholesaleINTCIntel$4,146,151$1,033,675 â–¼-20.0%29,6940.4%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,805,438$32,689 â–¼-0.9%112,4540.4%ETFUNHUnitedHealth Group$3,721,789$4,626,572 â–¼-55.4%8,9550.3%MedicalIWPiShares Russell Mid-Cap Growth ETF$3,697,554$5,836,440 â–¼-61.2%25,2550.3%ETFAMGNAmgen$3,569,038$998,722 â–²38.9%9,8560.3%MedicalDALDelta Air Lines$3,566,859$4,461,407 â–¼-55.6%38,0830.3%TransportationMRKMerck & Co., Inc.$3,389,718$3,455,125 â–¼-50.5%26,3790.3%MedicalCGDVCapital Group Dividend Value ETF$3,236,853$21,634 â–²0.7%65,6830.3%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$3,196,430$377,243 â–¼-10.6%325,8340.3%Financial ServicesCRWDCrowdStrike$3,177,715$289,993 â–¼-8.4%4,1640.3%Computer and TechnologyGDGeneral Dynamics$3,166,792$3,431,400 â–¼-52.0%8,9400.3%AerospacePEPPepsiCo$3,063,081$303,708 â–¼-9.0%22,6220.3%Consumer StaplesIWSiShares Russell Mid-Cap Value ETF$2,948,255$5,363,546 â–¼-64.5%17,9120.3%ETFBABoeing$2,881,876$768,904 â–¼-21.1%13,3130.3%AerospaceCRMSalesforce$2,857,295$1,916,091 â–¼-40.1%18,2390.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,779,562$2,115,237 â–²318.4%5,8200.3%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$2,590,468$54,547 â–¼-2.1%84,9610.2%ETFCOWZPacer US Cash Cows 100 ETF$2,576,085$24,196 â–²0.9%41,4160.2%ETFCCitigroup$2,547,767$849,676 â–²50.0%18,2040.2%Financial ServicesUBERUber Technologies$2,519,900$246,066 â–²10.8%34,9210.2%Computer and TechnologyNVONovo Nordisk A/S$2,490,831$1,091,887 â–¼-30.5%51,9570.2%MedicalSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,443,204$26,169 â–²1.1%81,4130.2%ETFBXBlackstone$2,245,014$1,646,312 â–²275.0%19,0790.2%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$2,218,373$19,935 â–²0.9%71,3300.2%ETFGE VERNOVA INC$2,107,816$1,790,586 â–²564.4%1,7940.2%COMSPDWSPDR Portfolio Developed World ex-US ETF$2,097,089$259,207 â–²14.1%41,6170.2%ETFCGUSCapital Group Core Equity ETF$2,090,305$7,384 â–²0.4%46,9940.2%ETFVTIVanguard Total Stock Market ETF$2,064,5920.0%5,5790.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,019,607$422,777 â–¼-17.3%32,8610.2%ETFFFord Motor$2,018,450$782,335 â–²63.3%145,2120.2%Auto/Tires/TrucksSTWDStarwood Property Trust$1,984,729$287,583 â–¼-12.7%121,1680.2%FinanceMCDMcDonald's$1,860,003$487,369 â–¼-20.8%6,8810.2%Retail/WholesaleCGCPCapital Group Core Plus Income ETF$1,734,774$1,226 â–¼-0.1%77,8270.2%ETFTMUST-Mobile US$1,705,148$1,074,314 â–²170.3%10,1660.2%Computer and TechnologyMOAltria Group$1,674,492$660,861 â–²65.2%23,2730.2%Consumer StaplesWALMART INC$1,644,891$706,863 â–¼-30.1%14,5230.2%COMCATCaterpillar$1,629,777$6,996,324 â–¼-81.1%1,5300.2%IndustrialsShowing largest 100 holdings. 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