Kmg Fiduciary Partners

Kmg Fiduciary Partners as of March 31, 2026

Portfolio Holdings for Kmg Fiduciary Partners

Kmg Fiduciary Partners holds 261 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.4 $73M 286k 253.79
NVIDIA Corporation (NVDA) 5.1 $69M 397k 174.40
Alphabet Cap Stk Cl A (GOOGL) 3.8 $52M 180k 287.56
Microsoft Corporation (MSFT) 3.6 $49M 132k 370.17
Ishares Tr Core S&p500 Etf (IVV) 2.9 $39M 60k 653.21
Amazon (AMZN) 2.9 $39M 188k 208.27
JPMorgan Chase & Co. (JPM) 2.6 $36M 121k 294.16
Spdr Series Trust State Street Spd (SPYM) 2.4 $32M 417k 76.54
Eli Lilly & Co. (LLY) 2.0 $27M 29k 919.78
Meta Platforms Cl A (META) 1.9 $25M 44k 572.13
Goldman Sachs (GS) 1.7 $24M 28k 845.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $18M 38k 479.20
Invesco Actively Managed Exc Total Return (GTO) 1.3 $18M 379k 46.83
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.3 $17M 356k 47.82
Abbvie (ABBV) 1.2 $17M 77k 217.49
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.2 $17M 413k 40.57
Chevron Corporation (CVX) 1.2 $17M 80k 206.90
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.2 $16M 361k 45.62
Ishares Tr Core S&p Scp Etf (IJR) 1.2 $16M 128k 124.31
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $15M 215k 67.53
Coca-Cola Company (KO) 1.0 $14M 177k 76.05
Qualcomm (QCOM) 1.0 $13M 104k 128.78
Procter & Gamble Company (PG) 1.0 $13M 92k 144.44
Advanced Micro Devices (AMD) 0.9 $12M 58k 203.43
Broadcom (AVGO) 0.9 $12M 37k 309.51
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.8 $12M 235k 48.86
Applied Materials (AMAT) 0.8 $11M 33k 341.79
Cisco Systems (CSCO) 0.8 $11M 143k 77.59
Cardinal Health (CAH) 0.8 $11M 52k 211.31
Raytheon Technologies Corp (RTX) 0.8 $11M 57k 192.90
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.8 $11M 160k 68.28
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.8 $11M 398k 27.23
Ssga Active Etf Tr State Street Bla (SRLN) 0.8 $11M 265k 40.14
Costco Wholesale Corporation (COST) 0.8 $10M 10k 996.44
Lowe's Companies (LOW) 0.7 $10M 43k 236.28
Visa Com Cl A (V) 0.7 $10M 33k 302.24
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $9.9M 100k 99.27
Marriott Intl Cl A (MAR) 0.7 $9.5M 29k 327.07
American Express Company (AXP) 0.7 $9.5M 31k 302.48
Oracle Corporation (ORCL) 0.7 $9.3M 63k 147.11
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.7 $9.1M 113k 80.61
Blackrock (BLK) 0.6 $8.6M 9.0k 961.67
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $8.3M 65k 128.12
Vertiv Holdings Com Cl A (VRT) 0.6 $8.3M 33k 250.58
Duke Energy Corp Com New (DUK) 0.6 $8.1M 62k 130.94
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.6 $7.9M 63k 124.81
International Business Machines (IBM) 0.6 $7.8M 32k 242.39
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $7.6M 68k 113.11
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $7.6M 36k 211.15
Alphabet Cap Stk Cl C (GOOG) 0.5 $7.4M 26k 286.86
Ishares Tr Rus Mdcp Val Etf (IWS) 0.5 $7.4M 51k 145.74
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $7.2M 87k 82.75
Welltower Inc Com reit (WELL) 0.5 $7.0M 36k 197.71
Intuitive Surgical Com New (ISRG) 0.5 $7.0M 15k 460.98
Ishares Tr Core Msci Eafe (IEFA) 0.5 $6.8M 75k 90.53
Corning Incorporated (GLW) 0.5 $6.7M 49k 135.97
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $6.6M 117k 56.68
First Tr Exchange-traded Limited Duration (FSIG) 0.5 $6.4M 341k 18.94
Merck & Co (MRK) 0.5 $6.4M 53k 120.29
General Dynamics Corporation (GD) 0.5 $6.4M 19k 343.22
Fidelity Covington Trust Enhanced Intl (FENI) 0.5 $6.4M 172k 37.20
Palo Alto Networks (PANW) 0.4 $6.0M 38k 160.32
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.4 $5.9M 237k 25.04
Fidelity Covington Trust High Divid Etf (FDVV) 0.4 $5.8M 106k 55.24
Caterpillar (CAT) 0.4 $5.7M 8.1k 708.49
Delta Air Lines Com New (DAL) 0.4 $5.7M 86k 66.48
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.4 $5.7M 108k 52.56
salesforce (CRM) 0.4 $5.7M 31k 186.67
Morgan Stanley Com New (MS) 0.4 $5.6M 34k 164.57
Palantir Technologies Cl A (PLTR) 0.4 $5.5M 38k 146.28
UnitedHealth (UNH) 0.4 $5.4M 20k 270.59
General Motors Company (GM) 0.4 $5.1M 69k 74.50
Verizon Communications (VZ) 0.4 $5.1M 101k 50.20
Global X Fds Glb X Mlp Enrg I (MLPX) 0.4 $5.1M 68k 73.94
Fortinet (FTNT) 0.4 $5.0M 62k 81.72
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $5.0M 81k 61.26
Northrop Grumman Corporation (NOC) 0.4 $4.8M 7.1k 682.23
Kinder Morgan (KMI) 0.4 $4.8M 143k 33.53
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.3 $4.7M 101k 47.08
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.3 $4.7M 119k 39.43
Dell Technologies CL C (DELL) 0.3 $4.7M 29k 164.13
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.3 $4.7M 85k 54.93
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.3 $4.7M 7.6k 616.73
Prudential Financial (PRU) 0.3 $4.6M 48k 97.69
Netflix (NFLX) 0.3 $4.5M 47k 96.15
MetLife (MET) 0.3 $4.4M 62k 70.72
Cintas Corporation (CTAS) 0.3 $4.4M 26k 169.14
Pfizer (PFE) 0.3 $4.2M 151k 28.08
Fidelity Covington Trust Enhanced Small (FESM) 0.3 $4.2M 111k 38.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.1M 9.5k 426.39
Allstate Corporation (ALL) 0.3 $3.9M 19k 207.34
Us Bancorp Com New (USB) 0.3 $3.9M 75k 52.01
Phillips 66 (PSX) 0.3 $3.9M 21k 182.18
Pepsi (PEP) 0.3 $3.9M 25k 155.29
Rbb Fund Trust First Eagle Over (FEOE) 0.3 $3.8M 76k 50.46
Exxon Mobil Corporation (XOM) 0.3 $3.8M 22k 169.66
Tesla Motors (TSLA) 0.3 $3.7M 9.9k 371.74
United Parcel Svcs CL B (UPS) 0.3 $3.6M 36k 98.38
Dow (DOW) 0.3 $3.5M 85k 41.65
Boeing Company (BA) 0.2 $3.4M 17k 199.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $3.3M 113k 29.13
Rbc Cad (RY) 0.2 $3.3M 20k 161.78
Walt Disney Company (DIS) 0.2 $3.2M 34k 96.38
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.2 $3.2M 364k 8.66
Cigna Corp (CI) 0.2 $3.1M 12k 266.74
Pimco Etf Tr Multisector Bd (PYLD) 0.2 $3.0M 116k 26.20
Thermo Fisher Scientific (TMO) 0.2 $3.0M 6.1k 491.53
Johnson & Johnson (JNJ) 0.2 $2.9M 12k 244.44
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $2.8M 65k 42.54
Novo-nordisk A S Adr (NVO) 0.2 $2.7M 75k 36.75
Starbucks Corporation (SBUX) 0.2 $2.7M 31k 89.59
3M Company (MMM) 0.2 $2.7M 19k 145.23
McDonald's Corporation (MCD) 0.2 $2.7M 8.7k 310.77
Bristol Myers Squibb (BMY) 0.2 $2.6M 44k 60.65
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.6M 87k 30.32
Honeywell International (HON) 0.2 $2.6M 12k 226.03
Devon Energy Corporation (DVN) 0.2 $2.6M 52k 50.32
Wal-Mart Stores (WMT) 0.2 $2.6M 21k 124.28
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.6M 41k 62.56
NetApp (NTAP) 0.2 $2.5M 25k 102.39
Amgen (AMGN) 0.2 $2.5M 7.1k 351.86
Truist Financial Corp equities (TFC) 0.2 $2.5M 54k 45.97
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $2.5M 22k 111.37
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.2 $2.4M 66k 36.81
Spdr Series Trust State Street Spd (SPSB) 0.2 $2.4M 81k 30.07
Starwood Property Trust (STWD) 0.2 $2.4M 139k 17.22
Uber Technologies (UBER) 0.2 $2.3M 32k 71.93
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $2.2M 40k 55.52
Chipotle Mexican Grill (CMG) 0.2 $2.2M 68k 32.01
Home Depot (HD) 0.2 $2.1M 6.3k 328.88
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 0.2 $2.1M 29k 70.36
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $2.1M 45k 46.13
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $2.0M 71k 27.85
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $2.0M 49k 40.54
Crown Castle Intl (CCI) 0.1 $2.0M 24k 81.31
Global X Fds Artificial Etf (AIQ) 0.1 $2.0M 42k 46.67
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.1 $1.8M 47k 38.42
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.8M 5.6k 320.83
Crowdstrike Hldgs Cl A (CRWD) 0.1 $1.8M 4.5k 390.41
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $1.7M 78k 22.34
Wisdomtree Tr Us Largecap Fund (EPS) 0.1 $1.7M 25k 68.11
Comcast Corp Cl A (CMCSA) 0.1 $1.7M 58k 28.71
Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $1.7M 37k 45.65
Intel Corporation (INTC) 0.1 $1.6M 37k 44.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $1.6M 18k 89.33
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.5M 12k 125.46
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.5M 15k 103.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $1.5M 14k 108.99
Adobe Systems Incorporated (ADBE) 0.1 $1.5M 6.1k 243.08
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $1.4M 63k 22.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.4M 2.00 718140.00
Ishares Tr Core 30/70 Conse (AOK) 0.1 $1.4M 35k 39.89
Citigroup Com New (C) 0.1 $1.4M 12k 113.41
Abbott Laboratories (ABT) 0.1 $1.3M 13k 102.67
Yum! Brands (YUM) 0.1 $1.3M 8.1k 155.48
First Tr Exchange-traded SHS (FDL) 0.1 $1.3M 25k 50.80
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.2M 5.8k 213.66
Coinbase Global Com Cl A (COIN) 0.1 $1.2M 7.0k 174.61
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.2M 27k 46.24
Ishares Tr National Mun Etf (MUB) 0.1 $1.2M 12k 106.15
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $1.1M 23k 48.15
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.1M 36k 30.68
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.1M 12k 88.70
Ishares Tr Core 40/60 Moder (AOM) 0.1 $1.1M 23k 47.37
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $1.1M 9.1k 114.90
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $1.0M 21k 50.84
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.0M 17k 61.64
Analog Devices (ADI) 0.1 $1.0M 3.3k 318.14
Ford Motor Company (F) 0.1 $1.0M 89k 11.54
Ishares Tr Broad Usd High (USHY) 0.1 $1.0M 27k 36.84
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $955k 11k 86.36
Altria (MO) 0.1 $930k 14k 65.99
Texas Instruments Incorporated (TXN) 0.1 $913k 4.7k 194.14
Kla Corp Com New (KLAC) 0.1 $885k 601.00 1472.85
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS) 0.1 $882k 9.0k 98.47
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $849k 7.7k 110.48
Bank of New York Mellon Corporation (BK) 0.1 $837k 7.1k 118.62
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $824k 2.9k 287.16
Metropcs Communications (TMUS) 0.1 $790k 3.8k 210.04
Vanguard World Inf Tech Etf (VGT) 0.1 $761k 1.1k 697.73
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $706k 18k 40.19
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $701k 3.3k 215.06
American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $691k 11k 62.30
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $681k 9.7k 69.89
Bank of America Corporation (BAC) 0.1 $679k 14k 48.75
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $675k 14k 49.37
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $662k 5.9k 112.27
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $658k 3.4k 191.92
Hca Holdings (HCA) 0.0 $654k 1.4k 473.24
Wisdomtree Tr Em Mkts Qtly Div (DGRE) 0.0 $634k 19k 33.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $594k 1.0k 577.09
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.0 $590k 6.0k 98.53
Blackstone Group Inc Com Cl A (BX) 0.0 $585k 5.1k 114.99
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.0 $581k 17k 33.37
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.0 $575k 2.3k 248.79
Owens Corning (OC) 0.0 $573k 5.3k 108.23
Charles Schwab Corporation (SCHW) 0.0 $551k 5.9k 93.98
Saia (SAIA) 0.0 $539k 1.5k 351.28
First Horizon National Corporation (FHN) 0.0 $535k 24k 22.76
Bloom Energy Corp Com Cl A (BE) 0.0 $529k 3.9k 135.49
Waste Management (WM) 0.0 $523k 2.3k 229.79
Ishares Gold Tr Ishares New (IAU) 0.0 $475k 5.4k 88.16
Wisdomtree Tr Us Smallcap Fund (EES) 0.0 $471k 8.1k 58.05
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $470k 1.4k 337.94
Simon Property (SPG) 0.0 $453k 2.4k 186.49
Ishares Tr Esg Optimized (SUSA) 0.0 $443k 3.4k 132.10
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $434k 8.6k 50.48
Southern Company (SO) 0.0 $429k 4.4k 96.52
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $417k 7.1k 59.03
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $415k 2.6k 161.73
Spdr Series Trust State Street Spd (MDYV) 0.0 $413k 4.8k 85.15
Ameriprise Financial (AMP) 0.0 $404k 908.00 444.40
Vistra Energy (VST) 0.0 $397k 2.6k 150.35
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $388k 650.00 597.46
Manulife Finl Corp (MFC) 0.0 $386k 11k 34.44
Ge Aerospace Com New (GE) 0.0 $377k 1.3k 283.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $373k 1.7k 217.25
Ishares Tr Core High Dv Etf (HDV) 0.0 $369k 2.7k 135.72
Huntington Bancshares Incorporated (HBAN) 0.0 $362k 23k 15.65
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $360k 4.5k 79.55
Fifth Third Ban (FITB) 0.0 $356k 7.7k 46.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $342k 892.00 383.42
Vanguard World Health Car Etf (VHT) 0.0 $333k 1.2k 272.33
Intuit (INTU) 0.0 $327k 757.00 432.42
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $317k 3.6k 88.46
Eaton Corp SHS (ETN) 0.0 $316k 883.00 357.59
Ciena Corp Com New (CIEN) 0.0 $313k 807.00 388.23
Pulte (PHM) 0.0 $311k 2.6k 117.62
Wisdomtree Tr Voya Yld Enhncd (UNIY) 0.0 $307k 6.3k 48.44
Steel Dynamics (STLD) 0.0 $305k 1.7k 180.00
At&t (T) 0.0 $301k 10k 28.99
Marathon Petroleum Corp (MPC) 0.0 $296k 1.2k 244.18
Ingersoll Rand (IR) 0.0 $295k 3.7k 80.12
Spdr Series Trust State Street Spd (SPYV) 0.0 $292k 5.2k 56.58
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $288k 6.7k 43.11
Trane Technologies SHS (TT) 0.0 $282k 676.00 416.50
Best Buy (BBY) 0.0 $279k 4.3k 64.20
RPM International (RPM) 0.0 $278k 2.8k 99.40
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.0 $275k 6.4k 43.06
Nike CL B (NKE) 0.0 $269k 5.1k 52.82
Newmont Mining Corporation (NEM) 0.0 $264k 2.4k 108.25
Paypal Holdings (PYPL) 0.0 $262k 5.8k 45.23
Colgate-Palmolive Company (CL) 0.0 $259k 3.0k 85.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $256k 1.7k 148.14
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.0 $252k 8.4k 29.99
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.0 $248k 5.4k 45.96
Alliant Energy Corporation (LNT) 0.0 $246k 3.4k 71.76
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.0 $244k 6.1k 39.94
Norfolk Southern (NSC) 0.0 $238k 828.00 287.17
American Centy Etf Tr Avantis Us Larg (AVLC) 0.0 $237k 3.1k 77.55
Ge Vernova (GEV) 0.0 $236k 270.00 873.33
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $236k 1.9k 126.97
Ishares Tr Core Div Grwth (DGRO) 0.0 $231k 3.3k 70.17
Yum China Holdings (YUMC) 0.0 $228k 4.7k 48.78
Mccormick & Co Com Non Vtg (MKC) 0.0 $228k 4.5k 50.44
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $226k 1.2k 191.81
TransDigm Group Incorporated (TDG) 0.0 $224k 194.00 1156.01
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $217k 3.5k 62.68
Valley National Ban (VLY) 0.0 $210k 17k 12.28
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $208k 1.8k 115.24
Onto Innovation (ONTO) 0.0 $205k 1.0k 205.07