KMG FIDUCIARY PARTNERS, LLC

Est. AUM

$1.08B

13F long equity, this entity only

Positions

207

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$69.6M	240401	6.46%	SOLE
2	NVIDIA CORPORATION	COM	$56.5M	282240	5.25%	SOLE
3	ALPHABET INC	CAP STK CL A	$50.0M	139991	4.65%	SOLE
4	MICROSOFT CORP	COM	$43.7M	117102	4.06%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$37.8M	50540	3.52%	SOLE
6	AMAZON COM INC	COM	$37.0M	155096	3.43%	SOLE
7	JPMORGAN CHASE & CO	COM	$34.2M	104464	3.18%	SOLE
8	SPDR SERIES TRUST	ST STR P500ETF	$32.3M	367274	3.00%	SOLE
9	ADVANCED MICRO DEVICES INC	COM	$30.6M	52733	2.85%	SOLE
10	ELI LILLY & CO	COM	$29.6M	24646	2.75%	SOLE
11	GOLDMAN SACHS GROUP INC	COM	$21.3M	21041	1.98%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$19.0M	38004	1.77%	SOLE
13	META PLATFORMS INC	CL A	$18.5M	32792	1.72%	SOLE
14	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$17.7M	366185	1.65%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$17.4M	117563	1.62%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$17.4M	225150	1.61%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	FIRST TR TA HIYL	$16.8M	413795	1.56%	SOLE
18	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$16.3M	348756	1.52%	SOLE
19	ABBVIE INC	COM	$15.9M	63078	1.47%	SOLE
20	QUALCOMM INC	COM	$15.2M	82373	1.41%	SOLE
21	PROCTER & GAMBLE CO	COM	$15.1M	102937	1.40%	SOLE
22	COCA COLA CO	COM	$12.9M	158556	1.20%	SOLE
23	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$11.5M	228267	1.07%	SOLE
24	BROADCOM INC	COM	$11.2M	29699	1.04%	SOLE
25	RTX CORPORATION	COM	$11.1M	58597	1.03%	SOLE
26	MARRIOTT INTL INC NEW	CL A	$11.0M	29658	1.02%	SOLE
27	SSGA ACTIVE ETF TR	ST STR BL LN ETF	$10.5M	260160	0.97%	SOLE
28	CISCO SYS INC	COM	$10.3M	87853	0.96%	SOLE
29	AMERICAN EXPRESS CO	COM	$10.0M	29697	0.93%	SOLE
30	FORTINET INC	COM	$9.9M	64550	0.92%	SOLE
31	CHEVRON CORPORATION	COM	$9.7M	58508	0.90%	SOLE
32	ORACLE CORP	COM	$9.6M	65350	0.89%	SOLE
33	BLACKROCK INC	COM	$8.8M	9165	0.82%	SOLE
34	ALPHABET INC	CAP STK CL C	$8.5M	23973	0.79%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$8.3M	8847	0.77%	SOLE
36	WELLTOWER INC	COM	$7.5M	32947	0.69%	SOLE
37	LOWES COS INC	COM	$6.8M	30991	0.63%	SOLE
38	APPLIED MATLS INC	COM	$6.8M	9442	0.63%	SOLE
39	VISA INC	COM CL A	$6.7M	19526	0.62%	SOLE
40	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$6.6M	116375	0.61%	SOLE
41	CARDINAL HEALTH INC	COM	$6.5M	27379	0.60%	SOLE
42	PRUDENTIAL FINL INC	COM	$6.4M	59147	0.59%	SOLE
43	DUKE ENERGY CORP NEW	COM NEW	$6.3M	50129	0.59%	SOLE
44	PALO ALTO NETWORKS INC	COM	$6.0M	17687	0.56%	SOLE
45	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.9M	129238	0.55%	SOLE
46	ISHARES TR	ISHS 1-5YR INVS	$5.8M	111556	0.54%	SOLE
47	KINDER MORGAN INC DEL	COM	$5.7M	178106	0.53%	SOLE
48	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$5.3M	7544	0.49%	SOLE
49	MORGAN STANLEY	COM NEW	$5.3M	25368	0.49%	SOLE
50	GLOBAL X FDS	GLB X MLP ENRG I	$5.3M	71576	0.49%	SOLE

1–50 of 207

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.