← Every investor
Kmg Fiduciary Partners, LLC Portfolio
$1B across 169 positions as of 2026-09-30, with 42% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $75.3M | 7.4% | 226,143 |
| NVDANVIDIA Corp | $60.6M | 5.9% | 265,542 |
| MSFTMicrosoft Corp | $58.4M | 5.7% | 113,880 |
| GOOGLAlphabet Inc | $46.5M | 4.5% | 135,259 |
| IVViShares Core S&P 500 ETF | $37.6M | 3.7% | 49,062 |
| AMZNAmazon.com Inc | $37.5M | 3.7% | 150,508 |
| JPMJPMorgan Chase & Co | $33.6M | 3.3% | 101,551 |
| AMDAdvanced Micro Devices Inc | $28.4M | 2.8% | 46,460 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $28.3M | 2.8% | 315,606 |
| LLYEli Lilly and Co | $27.1M | 2.6% | 23,393 |
| METAMeta Platforms Inc | $24M | 2.3% | 33,140 |
| GSGoldman Sachs Group Inc | $18.4M | 1.8% | 20,430 |
| BRK.BBerkshire Hathaway Inc | $18.1M | 1.8% | 36,383 |
| ABBVAbbVie Inc | $15.9M | 1.6% | 60,697 |
| FIRST TR EXCHANGE-TRADED FD | $15.8M | 1.5% | 403,334 |
| J P MORGAN EXCHANGE TRADED F | $15.5M | 1.5% | 331,211 |
| IJRiShares Core S&P Small-Cap ETF | $15.4M | 1.5% | 113,547 |
| IJHiShares Core S&P Mid-Cap ETF | $15.3M | 1.5% | 212,857 |
| GTOInvesco Total Return Bond ETF | $15.2M | 1.5% | 340,047 |
| PGProcter & Gamble Co | $14.5M | 1.4% | 99,913 |
| QCOMQualcomm Inc | $14.1M | 1.4% | 76,463 |
| KOCoca-Cola Co | $13.2M | 1.3% | 153,020 |
| CVXChevron Corp | $11.8M | 1.1% | 57,547 |
| JPSTJPMorgan Ultra-Short Income ETF | $11M | 1.1% | 218,513 |
| FTNTFortinet Inc | $10.6M | 1.0% | 59,423 |
| RTXRTX Corp | $10.5M | 1.0% | 56,501 |
| SRLNState Street Blackstone Senior Loan ETF | $10.3M | 1.0% | 255,763 |
| MARMarriott International Inc | $10.3M | 1.0% | 28,835 |
| AVGOBroadcom Inc | $9.9M | 1.0% | 28,070 |
| BLKBlackRock Inc | $9.4M | 0.9% | 8,879 |
| ORCLOracle Corp | $8.9M | 0.9% | 64,724 |
| AXPAmerican Express Co | $8.8M | 0.9% | 28,896 |
| CSCOCisco Systems Inc | $8.3M | 0.8% | 77,267 |
| GOOGAlphabet Inc | $8.1M | 0.8% | 23,741 |
| PLTRPalantir Technologies Inc | $7.9M | 0.8% | 42,042 |
| COSTCostco Wholesale Corp | $7.7M | 0.8% | 8,510 |
| WELLWelltower Inc | $7.6M | 0.7% | 32,947 |
| VVisa Inc | $6.6M | 0.6% | 18,448 |
| JEPIJPMorgan Equity Premium Income ETF | $6.5M | 0.6% | 114,739 |
| PRUPrudential Financial Inc | $6.4M | 0.6% | 56,158 |
| CAHCardinal Health Inc | $5.7M | 0.6% | 25,719 |
| VZVerizon Communications Inc | $5.6M | 0.5% | 121,974 |
| LOWLowe's Companies Inc | $5.6M | 0.5% | 30,218 |
| PFEPfizer Inc | $5.4M | 0.5% | 189,556 |
| INVESCO ACTIVELY MANAGED EXC | $5.4M | 0.5% | 215,778 |
| IGSBISHARES TR | $5.4M | 0.5% | 105,327 |
| KMIKinder Morgan Inc | $5.3M | 0.5% | 176,864 |
| PANWPalo Alto Networks Inc | $5.3M | 0.5% | 13,348 |
| DUKDuke Energy Corp | $5.3M | 0.5% | 46,492 |
| NFLXNetflix Inc | $5.3M | 0.5% | 75,669 |
| XLEState Street Energy Select Sector SPDR ETF | $5.2M | 0.5% | 84,182 |
| ISRGIntuitive Surgical Inc | $5.1M | 0.5% | 12,530 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $4.9M | 0.5% | 62,360 |
| MLPXGlobal X MLP & Energy Infrastructure ETF | $4.9M | 0.5% | 69,874 |
| MDYSPDR MidCap Trust Series I | $4.9M | 0.5% | 7,394 |
| MSMorgan Stanley | $4.8M | 0.5% | 25,574 |
| IWFiShares Russell 1000 Growth ETF | $4.6M | 0.4% | 36,462 |
| CRWDCrowdStrike Holdings Inc | $4.6M | 0.4% | 17,202 |
| CRMSalesforce Inc | $4.4M | 0.4% | 19,375 |
| UPSUnited Parcel Service Inc | $4.2M | 0.4% | 44,788 |
| AMGNAmgen Inc | $4.1M | 0.4% | 9,759 |
| AMATApplied Materials Inc | $4.1M | 0.4% | 7,934 |
| TSLATesla Inc | $3.5M | 0.3% | 9,829 |
| MRKMerck & Co Inc | $3.5M | 0.3% | 23,934 |
| HDHome Depot Inc | $3.4M | 0.3% | 12,031 |
| INTCIntel Corp | $3.4M | 0.3% | 28,376 |
| IWPiShares Russell Midcap Growth ETF | $3.3M | 0.3% | 24,031 |
| EATON VANCE TAX-MANAGED GLOB | $3.1M | 0.3% | 326,465 |
| IBMInternational Business Machines Corp | $3M | 0.3% | 13,831 |
| GDGeneral Dynamics Corp | $2.8M | 0.3% | 8,502 |
| SPCXSpace Exploration Technologies Corp | $2.8M | 0.3% | 18,564 |
| UNHUnitedHealth Group Inc | $2.8M | 0.3% | 7,590 |
| IBITiShares Bitcoin Trust ETF | $2.7M | 0.3% | 57,911 |
| PEPPepsiCo Inc | $2.7M | 0.3% | 21,611 |
| DALDelta Air Lines Inc | $2.7M | 0.3% | 32,739 |
| IWSiShares Russell Mid-cap Value ETF | $2.7M | 0.3% | 16,934 |
| PFFiShares Preferred and Income Securities ETF | $2.6M | 0.3% | 88,442 |
| BABoeing Co | $2.5M | 0.2% | 13,345 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $2.4M | 0.2% | 5,288 |
| CCitigroup Inc | $2.4M | 0.2% | 18,179 |
| UBERUber Technologies Inc | $2.3M | 0.2% | 33,967 |
| BXBlackstone Inc | $2.3M | 0.2% | 20,587 |
| XOMExxonmobil Holdings Corp | $2.1M | 0.2% | 12,914 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $2.1M | 0.2% | 33,529 |
| VTIVanguard Total Stock Market ETF | $2M | 0.2% | 5,222 |
| STWDStarwood Property Trust Inc | $1.9M | 0.2% | 140,134 |
| TMUST-Mobile US Inc | $1.8M | 0.2% | 11,104 |
| BABAAlibaba Group Holding Ltd | $1.7M | 0.2% | 16,226 |
| FFord Motor Co | $1.7M | 0.2% | 144,028 |
| NVONovo Nordisk A/S | $1.7M | 0.2% | 44,885 |
| GEVGE Vernova Inc | $1.7M | 0.2% | 1,780 |
| LULULululemon Athletica Inc | $1.7M | 0.2% | 17,470 |
| CTASCintas Corp | $1.7M | 0.2% | 8,540 |
| BBYBest Buy Co Inc | $1.5M | 0.2% | 17,502 |
| MOAltria Group Inc | $1.5M | 0.2% | 22,830 |
| BRK.ABerkshire Hathaway Inc | $1.5M | 0.1% | 2 |
| MCDMcDonald's Corp | $1.5M | 0.1% | 6,373 |
| WMTWalmart Inc | $1.4M | 0.1% | 13,937 |
| SPGSimon Property Group Inc | $1.4M | 0.1% | 7,008 |
| CMGChipotle Mexican Grill Inc | $1.3M | 0.1% | 41,476 |
| DOWDow Inc | $1.3M | 0.1% | 47,560 |
| NKENike Inc | $1.3M | 0.1% | 36,731 |
| JNJJohnson & Johnson | $1.3M | 0.1% | 4,887 |
| TXNTexas Instruments Inc | $1.3M | 0.1% | 4,593 |
| CATCaterpillar Inc | $1.2M | 0.1% | 1,503 |
| ADIAnalog Devices Inc | $1.2M | 0.1% | 3,062 |
| IYHiShares U.S. Healthcare ETF | $1.2M | 0.1% | 16,255 |
| YUMYum! Brands Inc | $1.1M | 0.1% | 8,382 |
| VNQVanguard Real Estate ETF | $1.1M | 0.1% | 12,380 |
| VGTVanguard Information Tech ETF | $1M | 0.1% | 8,345 |
| SPDWSPDR Portfolio Developed World ex-US ETF | $876.4K | 0.1% | 17,454 |
| FDLFirst Trust Morningstar ETF | $835.9K | 0.1% | 17,022 |
| DISWalt Disney Co | $817.3K | 0.1% | 7,791 |
| ESGVVanguard ESG U.S. Stock ETF | $799.6K | 0.1% | 5,900 |
| VIGVanguard Div Appreciation ETF | $769.2K | 0.1% | 3,297 |
| ABTAbbott Laboratories | $767.2K | 0.1% | 7,763 |
| RSPInvesco S&P 500 Equal Weight ETF | $761.1K | 0.1% | 3,659 |
| BACBank of America Corp | $737K | 0.1% | 13,540 |
| XLFState Street Financial Select Sector SPDR ETF | $701.9K | 0.1% | 13,144 |
| SBUXStarbucks Corp | $699.3K | 0.1% | 7,443 |
| HCAHCA Healthcare Inc | $598.7K | 0.1% | 1,403 |
| MUMicron Technology Inc | $590.9K | 0.1% | 555 |
| OCOwens Corning | $545.7K | 0.1% | 4,674 |
| FHNFirst Horizon Corp | $516K | 0.1% | 22,414 |
| SAIASaia Inc | $512K | 0.1% | 1,534 |
| QQQInvesco QQQ Trust, Series 1 | $503.8K | 0.0% | 681 |
| AIQGlobal X Artificial Intelligence & Technology ETF | $496.6K | 0.0% | 7,621 |
| SCHDSchwab US Dividend Equity ETF | $494.3K | 0.0% | 15,195 |
| ALLAllstate Corp | $490.8K | 0.0% | 2,212 |
| VOOVanguard S&P 500 ETF | $487.7K | 0.0% | 696 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $482.4K | 0.0% | 6,641 |
| WMWaste Management Inc | $450.9K | 0.0% | 2,211 |
| BEBloom Energy Corp | $450.6K | 0.0% | 1,627 |
| VHTVanguard Health Care ETF | $448.8K | 0.0% | 1,420 |
| VBRVanguard Small-Cap Value ETF | $444K | 0.0% | 1,922 |
| AMPAmeriprise Financial Inc | $442.1K | 0.0% | 898 |
| XLIState Street Industrial Select Sector SPDR ETF | $428.8K | 0.0% | 2,568 |
| HDViShares Core High Dividend ETF | $389.8K | 0.0% | 13,940 |
| SCHWCharles Schwab Corp | $387.4K | 0.0% | 3,963 |
| GEGeneral Electric Co | $382.9K | 0.0% | 1,226 |
| STLDSteel Dynamics Inc | $375.2K | 0.0% | 1,693 |
| VSTVistra Corp | $365.3K | 0.0% | 2,640 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $356.9K | 0.0% | 3,462 |
| HBANHuntington Bancshares Inc | $352.8K | 0.0% | 23,121 |
| METMetLife Inc | $347.2K | 0.0% | 3,687 |
| VIGIVanguard International Dividend Appreciation ETF | $337.9K | 0.0% | 3,579 |
| SUSAiShares MSCI USA ESG Select ETF | $326.9K | 0.0% | 2,100 |
| EATON CORP PLC | $321.1K | 0.0% | 747 |
| FITBFifth Third Bancorp | $314.3K | 0.0% | 6,214 |
| ONTOOnto Innovation Inc | $307.8K | 0.0% | 1,000 |
| TRANE TECHNOLOGIES PLC | $298.1K | 0.0% | 660 |
| COINCoinbase Global Inc | $291.2K | 0.0% | 1,562 |
| CIENCiena Corp | $283.9K | 0.0% | 807 |
| IRIngersoll Rand Inc | $278.8K | 0.0% | 3,712 |
| NEMNewmont Corporation | $276.5K | 0.0% | 2,397 |
| RPMRPM International Inc | $269.3K | 0.0% | 2,729 |
| VYMVanguard High Dividend Yield ETF | $268.4K | 0.0% | 1,729 |
| QUALiShares MSCI USA Quality Factor ETF | $261.4K | 0.0% | 1,176 |
| HONHoneywell International Inc | $234.8K | 0.0% | 1,113 |
| AMKRAmkor Technology Inc | $228.2K | 0.0% | 4,357 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $225.9K | 0.0% | 2,892 |
| VLYValley National Bancorp | $216.2K | 0.0% | 17,133 |
| LNTAlliant Energy Corp | $211.4K | 0.0% | 3,340 |
| MKCMcCormick & Company Inc | $209.7K | 0.0% | 4,520 |
| TDGTransDigm Group Inc | $204.6K | 0.0% | 189 |
| MEDTRONIC PLC | $202.8K | 0.0% | 2,350 |
| NORDIC AMERICAN TANKERS LIMI | $84.3K | 0.0% | 10,672 |
| STELLANTIS N.V | $78.5K | 0.0% | 18,000 |
| WESTERN COPPER & GOLD CORP | $22.1K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
Follow Kmg Fiduciary Partners, LLC by email
Kmg Fiduciary Partners, LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.