Kmg Fiduciary Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Kmg Fiduciary Partners, Llc disclosed 169 stock positions valued at approximately $1.02B as of quarter-end September 30, 2026. The largest holdings include APPLE INC, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 169
- Portfolio Value
- $1.02B
Holdings by Sector
Kmg Fiduciary Partners, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 7.36% | 226,143 | -14,258 | -5.93% | $75,310,127 |
| NVIDIA CORPORATION | NVDA | Technology | 5.93% | 265,542 | -16,698 | -5.92% | $60,644,514 |
| MICROSOFT CORP | MSFT | Technology | 5.71% | 113,880 | -3,222 | -2.75% | $58,408,891 |
| ALPHABET INC | GOOGL | Communication Services | 4.55% | 135,259 | -4,732 | -3.38% | $46,540,082 |
| ISHARES TR | IVV | Other | 3.67% | 49,062 | -1,478 | -2.92% | $37,573,765 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.66% | 150,508 | -4,588 | -2.96% | $37,499,011 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.28% | 101,551 | -2,913 | -2.79% | $33,596,252 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.78% | 46,460 | -6,273 | -11.90% | $28,422,126 |
| SPDR SERIES TRUST | SPLG | Other | 2.77% | 315,606 | -51,668 | -14.07% | $28,328,833 |
| ELI LILLY & CO | LLY | Healthcare | 2.64% | 23,393 | -1,253 | -5.08% | $27,067,260 |
| META PLATFORMS INC | META | Communication Services | 2.35% | 33,140 | +348 | +1.06% | $24,032,292 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.80% | 20,430 | -611 | -2.90% | $18,394,589 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.77% | 36,383 | -1,621 | -4.27% | $18,117,000 |
| ABBVIE INC | ABBV | Healthcare | 1.55% | 60,697 | -2,381 | -3.77% | $15,877,598 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 1.55% | 403,334 | -10,461 | -2.53% | $15,842,956 |
| J P MORGAN EXCHANGE TRADED F | JPIB | Other | 1.51% | 331,211 | -34,974 | -9.55% | $15,467,542 |
| ISHARES TR | IJR | Other | 1.51% | 113,547 | -4,016 | -3.42% | $15,446,967 |
| ISHARES TR | IJH | Other | 1.50% | 212,857 | -12,293 | -5.46% | $15,315,060 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.48% | 340,047 | -8,709 | -2.50% | $15,162,690 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.42% | 99,913 | -3,024 | -2.94% | $14,515,321 |
| QUALCOMM INC | QCOM | Technology | 1.38% | 76,463 | -5,910 | -7.17% | $14,072,341 |
| COCA COLA CO | KO | Consumer Defensive | 1.29% | 153,020 | -5,536 | -3.49% | $13,171,944 |
| CHEVRON CORPORATION | CVX | Energy | 1.15% | 57,547 | -961 | -1.64% | $11,751,744 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.08% | 218,513 | -9,754 | -4.27% | $11,006,500 |
| FORTINET INC | FTNT | Technology | 1.04% | 59,423 | -5,127 | -7.94% | $10,622,455 |
| RTX CORPORATION | RTX | Industrials | 1.02% | 56,501 | -2,096 | -3.58% | $10,489,496 |
| SSGA ACTIVE ETF TR | SRLN | Other | 1.01% | 255,763 | -4,397 | -1.69% | $10,330,250 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 1.00% | 28,835 | -823 | -2.77% | $10,255,682 |
| BROADCOM INC | AVGO | Technology | 0.96% | 28,070 | -1,629 | -5.49% | $9,857,873 |
| BLACKROCK INC | BLK | Financial Services | 0.92% | 8,879 | -286 | -3.12% | $9,396,283 |
Showing 30 of 169 holdings in the latest reporting period.