Kmg Fiduciary Partners, Llc Portfolio Stock Holdings
Kmg Fiduciary Partners, Llc disclosed 261 stock positions valued at approximately $1.4 billion in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ALPHABET INC. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 261
- Portfolio Value
- $1.4B
Holdings by Sector
Kmg Fiduciary Partners, Llc Portfolio Holdings in Q1 2026
260 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 5.36% | 285,635 | +572 | +0.20% | $72,491,247 |
| NVIDIA CORPORATION | NVDA | Technology | 5.12% | 397,226 | -13,786 | -3.35% | $69,276,188 |
| ALPHABET INC | GOOGL | Communication Services | 3.83% | 180,049 | -5,624 | -3.03% | $51,774,774 |
| MICROSOFT CORP | MSFT | Technology | 3.61% | 131,743 | +4,186 | +3.28% | $48,767,246 |
| ISHARES TR | IVV | Other | 2.90% | 60,055 | -6,546 | -9.83% | $39,228,615 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.89% | 187,457 | +7,397 | +4.11% | $39,041,747 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.64% | 121,421 | -1,170 | -0.95% | $35,717,075 |
| SPDR SERIES TRUST | SPLG | Other | 2.36% | 417,266 | -74,820 | -15.20% | $31,937,534 |
| ELI LILLY & CO | LLY | Healthcare | 2.00% | 29,431 | -1,764 | -5.65% | $27,070,172 |
| META PLATFORMS INC | META | Communication Services | 1.87% | 44,272 | +885 | +2.04% | $25,329,319 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.74% | 27,750 | -2,320 | -7.72% | $23,476,328 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.36% | 38,234 | +622 | +1.65% | $18,321,858 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.31% | 378,854 | +6,817 | +1.83% | $17,741,710 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.26% | 356,185 | +9,239 | +2.66% | $17,032,770 |
| ABBVIE INC | ABBV | Healthcare | 1.24% | 77,387 | -388 | -0.50% | $16,830,895 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 1.24% | 413,297 | +13,217 | +3.30% | $16,767,466 |
| CHEVRON CORPORATION | CVX | Energy | 1.22% | 79,523 | -583 | -0.73% | $16,453,374 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 1.22% | 360,474 | +19,069 | +5.59% | $16,444,840 |
| ISHARES TR | IJR | Other | 1.17% | 127,678 | +48,632 | +61.52% | $15,871,695 |
| ISHARES TR | IJH | Other | 1.08% | 215,419 | +10,712 | +5.23% | $14,547,227 |
| COCA COLA CO | KO | Consumer Defensive | 1.00% | 177,125 | -797 | -0.45% | $13,470,323 |
| QUALCOMM INC | QCOM | Technology | 0.99% | 103,820 | +6,951 | +7.18% | $13,369,887 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.98% | 92,147 | +6,391 | +7.45% | $13,309,749 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.87% | 57,551 | -10,256 | -15.13% | $11,707,634 |
| BROADCOM INC | AVGO | Technology | 0.86% | 37,380 | -2,058 | -5.22% | $11,569,458 |
| JANUS DETROIT STR TR | VNLA | Other | 0.85% | 235,083 | +8,621 | +3.81% | $11,486,168 |
| APPLIED MATLS INC | AMAT | Technology | 0.84% | 33,422 | -1,030 | -2.99% | $11,423,267 |
| CISCO SYS INC | CSCO | Technology | 0.82% | 142,649 | -4,761 | -3.23% | $11,068,143 |
| CARDINAL HEALTH INC | CAH | Healthcare | 0.81% | 52,052 | -5,463 | -9.50% | $10,999,073 |
| RTX CORPORATION | RTX | Industrials | 0.81% | 56,937 | -8,538 | -13.04% | $10,983,073 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 0.81% | 159,958 | -1,030 | -0.64% | $10,921,944 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.80% | 398,120 | +18,958 | +5.00% | $10,840,821 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.79% | 264,486 | +12,980 | +5.16% | $10,616,460 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.76% | 10,349 | -1,105 | -9.65% | $10,312,179 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.75% | 42,639 | -340 | -0.79% | $10,074,703 |
| VISA INC | V | Financial Services | 0.74% | 33,057 | +2,006 | +6.46% | $9,991,151 |
| ISHARES TR | AGG | Other | 0.74% | 100,110 | +4,469 | +4.67% | $9,937,917 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.70% | 29,103 | -1,434 | -4.70% | $9,518,728 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.70% | 31,318 | -8 | -0.03% | $9,473,195 |
| ORACLE CORP | ORCL | Technology | 0.69% | 63,069 | -1,493 | -2.31% | $9,278,121 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.67% | 113,138 | -10,848 | -8.75% | $9,120,036 |
| BLACKROCK INC | BLK | Other | 0.64% | 8,982 | +226 | +2.58% | $8,637,693 |
| ISHARES TR | IWP | Other | 0.62% | 65,119 | +1,469 | +2.31% | $8,343,069 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.61% | 33,030 | -759 | -2.25% | $8,276,706 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.60% | 62,124 | +67 | +0.11% | $8,134,488 |
| BNY MELLON ETF TRUST | BKLC | Other | 0.58% | 63,270 | -3,307 | -4.97% | $7,896,780 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.58% | 32,208 | +216 | +0.68% | $7,806,938 |
| ISHARES TR | IVW | Other | 0.57% | 67,590 | -6,444 | -8.70% | $7,645,063 |
| ISHARES TR | IVE | Other | 0.56% | 35,833 | -22,967 | -39.06% | $7,566,068 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 25,812 | -230 | -0.88% | $7,404,434 |
| ISHARES TR | IWS | Other | 0.54% | 50,498 | -141 | -0.28% | $7,359,536 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.53% | 86,944 | +1,405 | +1.64% | $7,194,577 |
| WELLTOWER INC | WELL | Real Estate | 0.52% | 35,505 | -1 | -0.00% | $7,019,709 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.52% | 15,162 | -165 | -1.08% | $6,989,438 |
| ISHARES TR | IEFA | Other | 0.50% | 74,845 | -10,711 | -12.52% | $6,775,692 |
| CORNING INC | GLW | Technology | 0.50% | 49,433 | -1,876 | -3.66% | $6,721,357 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.49% | 116,744 | +4,066 | +3.61% | $6,617,055 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 0.48% | 340,507 | -96,631 | -22.11% | $6,449,212 |
| MERCK & CO INC | MRK | Healthcare | 0.47% | 53,267 | -276 | -0.52% | $6,407,517 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.47% | 18,627 | +93 | +0.50% | $6,393,196 |
| FIDELITY COVINGTON TRUST | FENI | Other | 0.47% | 171,781 | -12,386 | -6.73% | $6,390,252 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.45% | 37,640 | -379 | -1.00% | $6,034,387 |
| INVESCO ACTIVELY MANAGED EXC | VRIG | Other | 0.44% | 236,800 | +5,284 | +2.28% | $5,928,298 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.43% | 105,712 | +100,769 | +2038.62% | $5,839,545 |
| CATERPILLAR INC | CAT | Industrials | 0.42% | 8,098 | -101 | -1.23% | $5,737,383 |
| DELTA AIR LINES INC | DAL | Industrials | 0.42% | 85,717 | +6 | +0.01% | $5,698,435 |
| ISHARES TR | IGSB | Other | 0.42% | 108,325 | +6,809 | +6.71% | $5,693,565 |
| SALESFORCE INC | CRM | Technology | 0.42% | 30,470 | -19 | -0.06% | $5,687,805 |
| MORGAN STANLEY | MS | Financial Services | 0.41% | 34,061 | +115 | +0.34% | $5,605,416 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.41% | 37,811 | +27,069 | +251.99% | $5,530,993 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.40% | 20,087 | -76 | -0.38% | $5,435,356 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.38% | 68,733 | -1,555 | -2.21% | $5,120,628 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.37% | 100,680 | -3,615 | -3.47% | $5,054,134 |
| GLOBAL X FDS | MLPX | Other | 0.37% | 68,328 | +800 | +1.18% | $5,052,164 |
| FORTINET INC | FTNT | Technology | 0.37% | 61,556 | +56,088 | +1025.75% | $5,030,356 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.37% | 80,871 | +70,307 | +665.53% | $4,954,166 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.36% | 7,077 | -55 | -0.77% | $4,828,130 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.35% | 142,901 | +612 | +0.43% | $4,791,456 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.35% | 100,506 | +3,541 | +3.65% | $4,731,819 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 0.35% | 119,437 | +5,727 | +5.04% | $4,709,415 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.35% | 28,622 | +455 | +1.62% | $4,697,753 |
| FRANKLIN TEMPLETON ETF TR | FLQM | Other | 0.35% | 84,997 | +1,771 | +2.13% | $4,668,886 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.34% | 7,552 | -3 | -0.04% | $4,657,564 |
| PRUDENTIAL FINL INC | PRU | Financial Services | 0.34% | 47,490 | +6,472 | +15.78% | $4,639,277 |
| NETFLIX INC. | NFLX | Communication Services | 0.33% | 46,867 | +5,080 | +12.16% | $4,506,263 |
| METLIFE INC | MET | Financial Services | 0.33% | 62,330 | +1,203 | +1.97% | $4,407,993 |
| CINTAS CORP | CTAS | Industrials | 0.32% | 25,918 | -1,456 | -5.32% | $4,383,849 |
| PFIZER INC | PFE | Healthcare | 0.31% | 151,013 | +8,824 | +6.21% | $4,240,438 |
| FIDELITY COVINGTON TRUST | FESM | Other | 0.31% | 110,681 | +110,681 | +100.00% | $4,205,894 |
| ISHARES TR | IWF | Other | 0.30% | 9,548 | -88 | -0.91% | $4,071,184 |
| ALLSTATE CORP | ALL | Financial Services | 0.29% | 19,030 | +194 | +1.03% | $3,945,624 |
| US BANCORP | USB | Financial Services | 0.29% | 75,098 | +24 | +0.03% | $3,905,862 |
| PHILLIPS 66 | PSX | Energy | 0.29% | 21,413 | +124 | +0.58% | $3,901,110 |
| PEPSICO INC | PEP | Consumer Defensive | 0.29% | 24,865 | -359 | -1.42% | $3,861,304 |
| RBB FUND TRUST | 75526L878 | Other | 0.28% | 76,070 | +76,070 | +100.00% | $3,838,483 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 22,114 | +9 | +0.04% | $3,751,808 |
| TESLA INC | TSLA | Consumer Cyclical | 0.27% | 9,926 | +92 | +0.94% | $3,689,856 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.26% | 36,336 | +2,160 | +6.32% | $3,574,695 |
| DOW HLDGS INC | DOW | Basic Materials | 0.26% | 84,584 | +3,692 | +4.56% | $3,522,907 |
| BOEING CO | BA | Industrials | 0.25% | 16,865 | -53 | -0.31% | $3,356,673 |