Kmg Fiduciary Partners

Kmg Fiduciary Partners as of Dec. 31, 2025

Portfolio Holdings for Kmg Fiduciary Partners

Kmg Fiduciary Partners holds 262 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.5 $78M 285k 271.86
NVIDIA Corporation (NVDA) 5.4 $77M 411k 186.50
Microsoft Corporation (MSFT) 4.4 $62M 128k 483.62
Alphabet Cap Stk Cl A (GOOGL) 4.1 $58M 186k 313.00
Ishares Tr Core S&p500 Etf (IVV) 3.2 $46M 67k 684.94
Amazon (AMZN) 3.0 $42M 180k 230.82
JPMorgan Chase & Co. (JPM) 2.8 $40M 123k 322.22
Spdr Series Trust State Street Spd (SPLG) 2.8 $40M 492k 80.22
Eli Lilly & Co. (LLY) 2.4 $34M 31k 1074.69
Meta Platforms Cl A (META) 2.0 $29M 43k 660.09
Goldman Sachs (GS) 1.9 $26M 30k 879.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $19M 38k 502.65
Abbvie (ABBV) 1.3 $18M 78k 228.49
Invesco Actively Managed Exc Total Return (GTO) 1.3 $18M 372k 47.42
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.2 $17M 347k 48.70
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.2 $17M 400k 41.86
Qualcomm (QCOM) 1.2 $17M 97k 171.05
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.1 $16M 341k 46.04
Advanced Micro Devices (AMD) 1.0 $15M 68k 214.16
Broadcom (AVGO) 1.0 $14M 39k 346.10
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $14M 205k 66.00
Oracle Corporation (ORCL) 0.9 $13M 65k 194.91
Ishares Tr S&p 500 Val Etf (IVE) 0.9 $13M 59k 212.07
Coca-Cola Company (KO) 0.9 $12M 178k 69.91
Procter & Gamble Company (PG) 0.9 $12M 86k 143.31
Chevron Corporation (CVX) 0.9 $12M 80k 152.41
Raytheon Technologies Corp (RTX) 0.9 $12M 66k 183.40
Cardinal Health (CAH) 0.8 $12M 58k 205.50
American Express Company (AXP) 0.8 $12M 31k 369.95
Cisco Systems (CSCO) 0.8 $11M 147k 77.03
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.8 $11M 161k 69.47
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.8 $11M 227k 49.14
Visa Com Cl A (V) 0.8 $11M 31k 350.71
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.7 $11M 379k 27.62
Ssga Active Etf Tr State Street Bla (SRLN) 0.7 $10M 252k 41.27
Lowe's Companies (LOW) 0.7 $10M 43k 241.16
Costco Wholesale Corporation (COST) 0.7 $9.9M 12k 862.34
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $9.6M 96k 99.88
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $9.5M 79k 120.18
International Business Machines (IBM) 0.7 $9.5M 32k 296.21
Marriott Intl Cl A (MAR) 0.7 $9.5M 31k 310.24
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $9.4M 124k 75.77
Blackrock (BLK) 0.7 $9.4M 8.8k 1070.40
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $9.1M 74k 123.26
Applied Materials (AMAT) 0.6 $8.9M 35k 256.99
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $8.7M 64k 136.94
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.6 $8.7M 67k 130.80
Intuitive Surgical Com New (ISRG) 0.6 $8.7M 15k 566.35
First Tr Exchange-traded Limited Duration (FSIG) 0.6 $8.4M 437k 19.19
Alphabet Cap Stk Cl C (GOOG) 0.6 $8.2M 26k 313.80
salesforce (CRM) 0.6 $8.1M 31k 264.91
Ishares Tr Core Msci Eafe (IEFA) 0.5 $7.7M 86k 89.46
Duke Energy Corp Com New (DUK) 0.5 $7.3M 62k 117.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $7.2M 86k 83.75
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $7.1M 51k 141.05
Palo Alto Networks (PANW) 0.5 $7.0M 38k 184.20
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $6.7M 184k 36.58
UnitedHealth (UNH) 0.5 $6.7M 20k 330.11
Welltower Inc Com reit (WELL) 0.5 $6.6M 36k 185.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $6.4M 113k 57.24
General Dynamics Corporation (GD) 0.4 $6.2M 19k 336.65
Morgan Stanley Com New (MS) 0.4 $6.0M 34k 177.53
Delta Air Lines Inc Del Com New (DAL) 0.4 $5.9M 86k 69.40
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $5.8M 232k 25.10
General Motors Company (GM) 0.4 $5.7M 70k 81.32
Merck & Co (MRK) 0.4 $5.6M 54k 105.26
Vertiv Holdings Com Cl A (VRT) 0.4 $5.5M 34k 162.01
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $5.4M 102k 52.88
Cintas Corporation (CTAS) 0.4 $5.1M 27k 188.07
Intel Corporation (INTC) 0.4 $5.1M 138k 36.90
MetLife (MET) 0.3 $4.8M 61k 78.94
Caterpillar (CAT) 0.3 $4.7M 8.2k 572.84
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.3 $4.7M 83k 56.26
Prudential Financial (PRU) 0.3 $4.6M 41k 112.88
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $4.6M 97k 47.35
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.6M 9.6k 473.29
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $4.6M 7.6k 603.25
Corning Incorporated (GLW) 0.3 $4.5M 51k 87.56
Tesla Motors (TSLA) 0.3 $4.4M 9.8k 449.74
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $4.4M 114k 38.32
Verizon Communications (VZ) 0.3 $4.2M 104k 40.73
Global X Fds Glb X Mlp Enrg I (MLPX) 0.3 $4.1M 68k 60.53
Northrop Grumman Corporation (NOC) 0.3 $4.1M 7.1k 570.20
Us Bancorp Del Com New (USB) 0.3 $4.0M 75k 53.36
Allstate Corporation (ALL) 0.3 $3.9M 19k 208.14
Netflix (NFLX) 0.3 $3.9M 42k 93.76
Kinder Morgan (KMI) 0.3 $3.9M 142k 27.49
Walt Disney Company (DIS) 0.3 $3.9M 34k 113.77
Boeing Company (BA) 0.3 $3.7M 17k 217.12
Pepsi (PEP) 0.3 $3.6M 25k 143.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $3.6M 110k 32.62
Dell Technologies CL C (DELL) 0.3 $3.5M 28k 125.88
Pfizer (PFE) 0.3 $3.5M 142k 24.90
Novo-nordisk A S Adr (NVO) 0.2 $3.5M 69k 50.88
Rbc Cad (RY) 0.2 $3.5M 20k 170.49
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.2 $3.4M 361k 9.53
United Parcel Service CL B (UPS) 0.2 $3.4M 34k 99.19
Thermo Fisher Scientific (TMO) 0.2 $3.4M 5.8k 579.44
Cigna Corp (CI) 0.2 $3.1M 11k 275.23
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $3.1M 65k 47.56
American Centy Etf Tr Avantis Us Small (AVSC) 0.2 $3.0M 52k 58.74
3M Company (MMM) 0.2 $3.0M 19k 160.10
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $2.8M 65k 43.64
McDonald's Corporation (MCD) 0.2 $2.8M 9.1k 305.64
Phillips 66 (PSX) 0.2 $2.7M 21k 129.04
Exxon Mobil Corporation (XOM) 0.2 $2.7M 22k 120.34
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.2 $2.6M 27k 96.77
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.6M 85k 30.96
Uber Technologies (UBER) 0.2 $2.6M 32k 81.71
Truist Financial Corp equities (TFC) 0.2 $2.6M 53k 49.21
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.6M 23k 113.92
NetApp (NTAP) 0.2 $2.6M 24k 107.09
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.5M 7.5k 335.29
Starbucks Corporation (SBUX) 0.2 $2.5M 30k 84.21
Johnson & Johnson (JNJ) 0.2 $2.5M 12k 206.94
Starwood Property Trust (STWD) 0.2 $2.4M 135k 18.01
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.4M 40k 60.17
Chipotle Mexican Grill (CMG) 0.2 $2.4M 66k 37.00
Amgen (AMGN) 0.2 $2.4M 7.2k 327.30
Bristol Myers Squibb (BMY) 0.2 $2.3M 43k 53.94
Spdr Series Trust State Street Spd (SPSB) 0.2 $2.3M 77k 30.20
Wal-Mart Stores (WMT) 0.2 $2.3M 20k 111.41
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $2.3M 39k 58.12
Global X Fds Artificial Etf (AIQ) 0.2 $2.2M 43k 50.86
Crowdstrike Hldgs Cl A (CRWD) 0.2 $2.2M 4.7k 468.76
Honeywell International (HON) 0.2 $2.2M 11k 195.08
Adobe Systems Incorporated (ADBE) 0.2 $2.1M 6.1k 349.99
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $2.1M 44k 47.02
Home Depot (HD) 0.1 $2.1M 6.0k 344.08
Crown Castle Intl (CCI) 0.1 $2.0M 23k 88.87
Devon Energy Corporation (DVN) 0.1 $1.9M 53k 36.63
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.9M 27k 70.86
Palantir Technologies Cl A (PLTR) 0.1 $1.9M 11k 177.75
Dow (DOW) 0.1 $1.9M 81k 23.38
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.9M 69k 27.21
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.9M 47k 40.23
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.1 $1.8M 26k 70.99
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.8M 13k 146.58
Abbott Laboratories (ABT) 0.1 $1.8M 14k 125.29
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.8M 49k 36.82
Ford Motor Company (F) 0.1 $1.7M 131k 13.12
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $1.7M 75k 22.64
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.7M 19k 88.08
Comcast Corp Cl A (CMCSA) 0.1 $1.7M 55k 29.89
Coinbase Global Com Cl A (COIN) 0.1 $1.5M 6.8k 226.14
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.5M 14k 110.19
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 754800.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $1.5M 34k 44.41
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.5M 64k 23.02
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.5M 14k 102.42
Ishares Tr Core 30/70 Conse (AOK) 0.1 $1.4M 34k 40.13
Citigroup Com New (C) 0.1 $1.4M 12k 116.69
Ishares Tr National Mun Etf (MUB) 0.1 $1.3M 12k 107.11
Yum! Brands (YUM) 0.1 $1.2M 8.1k 151.28
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.2M 5.8k 210.33
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $1.1M 15k 76.23
First Tr Exchange-traded SHS (FDL) 0.1 $1.1M 25k 44.34
Ishares Tr Core 40/60 Moder (AOM) 0.1 $1.1M 23k 47.73
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.1M 27k 41.22
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.1M 17k 65.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 12k 88.49
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.1M 22k 48.66
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $1.0M 9.1k 114.50
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.0M 2.6k 396.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $972k 35k 27.43
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $927k 11k 84.88
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $907k 3.1k 290.20
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $901k 18k 51.10
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $896k 13k 68.76
Texas Instruments Incorporated (TXN) 0.1 $893k 5.1k 173.50
Analog Devices (ADI) 0.1 $882k 3.3k 271.20
Ishares Tr Broad Usd High (USHY) 0.1 $872k 23k 37.40
Vanguard World Inf Tech Etf (VGT) 0.1 $830k 1.1k 753.60
Bank of New York Mellon Corporation (BK) 0.1 $819k 7.1k 116.08
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $773k 7.6k 101.98
Altria (MO) 0.1 $768k 13k 57.66
Bank of America Corporation (BAC) 0.1 $766k 14k 55.00
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $751k 17k 44.47
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $748k 14k 54.77
Metropcs Communications (TMUS) 0.1 $731k 3.6k 203.05
Kla Corp Com New (KLAC) 0.1 $730k 601.00 1215.32
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $714k 5.9k 120.96
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $676k 3.1k 219.78
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.0 $667k 21k 31.31
Blackstone Group Inc Com Cl A (BX) 0.0 $657k 4.3k 154.15
Hca Holdings (HCA) 0.0 $645k 1.4k 466.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $631k 1.0k 614.22
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $631k 2.3k 276.92
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $628k 6.1k 102.30
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $612k 3.2k 191.56
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $603k 11k 56.93
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $603k 17k 34.65
Charles Schwab Corporation (SCHW) 0.0 $585k 5.9k 99.92
First Horizon National Corporation (FHN) 0.0 $562k 24k 23.90
Owens Corning (OC) 0.0 $529k 4.7k 111.92
Intuit (INTU) 0.0 $502k 757.00 662.47
Saia (SAIA) 0.0 $501k 1.5k 326.52
Waste Management (WM) 0.0 $500k 2.3k 219.71
Ishares Tr Esg Optimized (SUSA) 0.0 $473k 3.4k 139.36
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $472k 11k 44.71
Pimco Etf Tr Multisector Bd (PYLD) 0.0 $456k 17k 26.68
Ameriprise Financial (AMP) 0.0 $445k 908.00 490.34
Ge Aerospace Com New (GE) 0.0 $435k 1.4k 308.00
Fortinet (FTNT) 0.0 $434k 5.5k 79.41
Ishares Gold Tr Ishares New (IAU) 0.0 $431k 5.3k 81.17
Vistra Energy (VST) 0.0 $426k 2.6k 161.35
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $419k 8.6k 48.72
Spdr Series Trust State Street Spd (MDYV) 0.0 $410k 4.8k 84.65
Manulife Finl Corp (MFC) 0.0 $407k 11k 36.28
Huntington Bancshares Incorporated (HBAN) 0.0 $401k 23k 17.35
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $398k 2.6k 155.12
Simon Property (SPG) 0.0 $398k 2.1k 185.09
Southern Company (SO) 0.0 $388k 4.4k 87.20
Vanguard Index Fds Growth Etf (VUG) 0.0 $377k 773.00 487.86
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $374k 1.0k 360.15
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $373k 595.00 627.22
Bloom Energy Corp Com Cl A (BE) 0.0 $370k 4.3k 86.89
Pulte (PHM) 0.0 $367k 3.1k 117.27
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $365k 4.5k 80.63
Vanguard World Health Car Etf (VHT) 0.0 $353k 1.2k 287.85
Rocket Lab Corp (RKLB) 0.0 $342k 4.9k 69.76
Ishares Tr Core High Dv Etf (HDV) 0.0 $330k 2.7k 121.61
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $327k 3.6k 91.45
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $326k 8.4k 38.73
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $319k 1.5k 211.79
First Solar (FSLR) 0.0 $318k 1.2k 261.20
Mccormick & Co Com Non Vtg (MKC) 0.0 $308k 4.5k 68.11
Nordic American Tanker Shippin (NAT) 0.0 $298k 87k 3.44
Paypal Holdings (PYPL) 0.0 $296k 5.1k 58.39
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $294k 6.7k 43.92
Ingersoll Rand (IR) 0.0 $292k 3.7k 79.22
RPM International (RPM) 0.0 $291k 2.8k 104.00
Steel Dynamics (STLD) 0.0 $287k 1.7k 169.45
Ishares Tr Russell 2000 Etf (IWM) 0.0 $284k 1.2k 246.10
Vanguard Index Fds Value Etf (VTV) 0.0 $283k 1.5k 190.99
Eaton Corp SHS (ETN) 0.0 $281k 882.00 318.66
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $280k 4.9k 56.69
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $279k 6.4k 43.72
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $272k 1.9k 142.13
Trane Technologies SHS (TT) 0.0 $263k 676.00 388.91
TransDigm Group Incorporated (TDG) 0.0 $258k 194.00 1328.04
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $250k 5.4k 46.43
Best Buy (BBY) 0.0 $250k 3.7k 66.93
At&t (T) 0.0 $249k 10k 24.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $248k 1.7k 143.56
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $247k 3.5k 71.45
Automatic Data Processing (ADP) 0.0 $244k 950.00 257.23
Newmont Mining Corporation (NEM) 0.0 $243k 2.4k 99.87
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $242k 6.1k 39.59
Norfolk Southern (NSC) 0.0 $239k 828.00 288.89
Colgate-Palmolive Company (CL) 0.0 $239k 3.0k 79.02
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $235k 1.2k 198.62
Boston Scientific Corporation (BSX) 0.0 $235k 2.5k 95.36
Fifth Third Ban (FITB) 0.0 $233k 5.0k 46.81
Leidos Holdings (LDOS) 0.0 $233k 1.3k 180.41
Nike CL B (NKE) 0.0 $228k 3.6k 63.70
Yum China Holdings (YUMC) 0.0 $223k 4.7k 47.74
Alliant Energy Corporation (LNT) 0.0 $223k 3.4k 65.01
Ishares Tr Core Div Grwth (DGRO) 0.0 $219k 3.2k 69.41
Hartford Financial Services (HIG) 0.0 $210k 1.5k 137.78
Accenture Plc Ireland Shs Class A (ACN) 0.0 $204k 760.00 268.32
Valley National Ban (VLY) 0.0 $200k 17k 11.68