Kmg Fiduciary Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.35B
Q ending 2026-03-31
Prior quarter
$1.41B
Q ending 2025-12-31
Change
-3.9% QoQ · +12.3% YoY
Positions
261
reported holdings
Largest positions
Top 100 of 261 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $72.5M | 286K |
| Nvidia Corporation | NVDA | Shares | $69.3M | 397K |
| Alphabet Inc | GOOGL | Shares | $51.8M | 180K |
| Microsoft Corp | MSFT | Shares | $48.8M | 132K |
| Ishares Tr | IVV | Shares | $39.2M | 60K |
| Amazon Com Inc | AMZN | Shares | $39.0M | 187K |
| Jpmorgan Chase & Co | JPM | Shares | $35.7M | 121K |
| Spdr Series Trust | SPYM | Shares | $31.9M | 417K |
| Eli Lilly & Co | LLY | Shares | $27.1M | 29K |
| Meta Platforms Inc | META | Shares | $25.3M | 44K |
| Goldman Sachs Group Inc | GS | Shares | $23.5M | 28K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $18.3M | 38K |
| Invesco Actively Managed Exc | GTO | Shares | $17.7M | 379K |
| J P Morgan Exchange Traded F | JPIB | Shares | $17.0M | 356K |
| Abbvie Inc | ABBV | Shares | $16.8M | 77K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $16.8M | 413K |
| Chevron Corporation | CVX | Shares | $16.5M | 80K |
| Fidelity Merrimack Str Tr | FBND | Shares | $16.4M | 360K |
| Ishares Tr | IJR | Shares | $15.9M | 128K |
| Ishares Tr | IJH | Shares | $14.5M | 215K |
| Coca Cola Co | KO | Shares | $13.5M | 177K |
| Qualcomm Inc | QCOM | Shares | $13.4M | 104K |
| Procter & Gamble Co | PG | Shares | $13.3M | 92K |
| Advanced Micro Devices Inc | AMD | Shares | $11.7M | 58K |
| Broadcom Inc | AVGO | Shares | $11.6M | 37K |
| Janus Detroit Str Tr | VNLA | Shares | $11.5M | 235K |
| Applied Matls Inc | AMAT | Shares | $11.4M | 33K |
| Cisco Sys Inc | CSCO | Shares | $11.1M | 143K |
| Cardinal Health Inc | CAH | Shares | $11.0M | 52K |
| Rtx Corporation | RTX | Shares | $11.0M | 57K |
| First Tr Exchange Traded Fd | RDVY | Shares | $10.9M | 160K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $10.8M | 398K |
| Ssga Active Etf Tr | SRLN | Shares | $10.6M | 264K |
| Costco Wholesale Corporation | COST | Shares | $10.3M | 10K |
| Lowes Cos Inc | LOW | Shares | $10.1M | 43K |
| Visa Inc | V | Shares | $10.0M | 33K |
| Ishares Tr | AGG | Shares | $9.9M | 100K |
| Marriott Intl Inc New | MAR | Shares | $9.5M | 29K |
| American Express Co | AXP | Shares | $9.5M | 31K |
| Oracle Corp | ORCL | Shares | $9.3M | 63K |
| American Centy Etf Tr | AVLV | Shares | $9.1M | 113K |
| Blackrock Inc | BLK | Shares | $8.6M | 9K |
| Ishares Tr | IWP | Shares | $8.3M | 65K |
| Vertiv Holdings Co | VRT | Shares | $8.3M | 33K |
| Duke Energy Corp New | DUK | Shares | $8.1M | 62K |
| Bny Mellon Etf Trust | BKLC | Shares | $7.9M | 63K |
| International Business Machs | IBM | Shares | $7.8M | 32K |
| Ishares Tr | IVW | Shares | $7.6M | 68K |
| Ishares Tr | IVE | Shares | $7.6M | 36K |
| Alphabet Inc | GOOG | Shares | $7.4M | 26K |
| Ishares Tr | IWS | Shares | $7.4M | 50K |
| Vanguard Scottsdale Fds | VCIT | Shares | $7.2M | 87K |
| Welltower Inc | WELL | Shares | $7.0M | 36K |
| Intuitive Surgical Inc | ISRG | Shares | $7.0M | 15K |
| Ishares Tr | IEFA | Shares | $6.8M | 75K |
| Corning Inc | GLW | Shares | $6.7M | 49K |
| J P Morgan Exchange Traded F | JEPI | Shares | $6.6M | 117K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $6.4M | 341K |
| Merck & Co Inc | MRK | Shares | $6.4M | 53K |
| General Dynamics Corp | GD | Shares | $6.4M | 19K |
| Fidelity Covington Trust | FENI | Shares | $6.4M | 172K |
| Palo Alto Networks Inc | PANW | Shares | $6.0M | 38K |
| Invesco Actively Managed Exc | VRIG | Shares | $5.9M | 237K |
| Fidelity Covington Trust | FDVV | Shares | $5.8M | 106K |
| Caterpillar Inc | CAT | Shares | $5.7M | 8K |
| Delta Air Lines Inc | DAL | Shares | $5.7M | 86K |
| Ishares Tr | IGSB | Shares | $5.7M | 108K |
| Salesforce Inc | CRM | Shares | $5.7M | 30K |
| Morgan Stanley | MS | Shares | $5.6M | 34K |
| Palantir Technologies Inc | PLTR | Shares | $5.5M | 38K |
| Unitedhealth Group Inc | UNH | Shares | $5.4M | 20K |
| General Mtrs Co | GM | Shares | $5.1M | 69K |
| Verizon Communications Inc | VZ | Shares | $5.1M | 101K |
| Global X Fds | MLPX | Shares | $5.1M | 68K |
| Fortinet Inc | FTNT | Shares | $5.0M | 62K |
| Select Sector Spdr Tr | XLE | Shares | $5.0M | 81K |
| Northrop Grumman Corp | NOC | Shares | $4.8M | 7K |
| Kinder Morgan Inc Del | KMI | Shares | $4.8M | 143K |
| J P Morgan Exchange Traded F | JCPB | Shares | $4.7M | 101K |
| First Tr Exchange Traded Fd | SDVY | Shares | $4.7M | 119K |
| Dell Technologies Inc | DELL | Shares | $4.7M | 29K |
| Franklin Templeton Etf Tr | FLQM | Shares | $4.7M | 85K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $4.7M | 8K |
| Prudential Finl Inc | PRU | Shares | $4.6M | 47K |
| Netflix Inc. | NFLX | Shares | $4.5M | 47K |
| Metlife Inc | MET | Shares | $4.4M | 62K |
| Cintas Corp | CTAS | Shares | $4.4M | 26K |
| Pfizer Inc | PFE | Shares | $4.2M | 151K |
| Fidelity Covington Trust | FESM | Shares | $4.2M | 111K |
| Ishares Tr | IWF | Shares | $4.1M | 10K |
| Allstate Corp | ALL | Shares | $3.9M | 19K |
| Us Bancorp | USB | Shares | $3.9M | 75K |
| Phillips 66 | PSX | Shares | $3.9M | 21K |
| Pepsico Inc | PEP | Shares | $3.9M | 25K |
| Rbb Fund Trust | FEOE | Shares | $3.8M | 76K |
| Exxon Mobil Corp | XOM | Shares | $3.8M | 22K |
| Tesla Inc | TSLA | Shares | $3.7M | 10K |
| United Parcel Svcs Inc | UPS | Shares | $3.6M | 36K |
| Dow Hldgs Inc | DOW | Shares | $3.5M | 85K |
| Boeing Co | BA | Shares | $3.4M | 17K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.