Kmg Fiduciary Partners

Kmg Fiduciary Partners as of June 30, 2026

Portfolio Holdings for Kmg Fiduciary Partners

Kmg Fiduciary Partners holds 207 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $70M 240k 289.36
NVIDIA Corporation (NVDA) 5.2 $57M 282k 200.09
Alphabet Cap Stk Cl A (GOOGL) 4.6 $50M 140k 357.37
Microsoft Corporation (MSFT) 4.1 $44M 117k 373.02
Ishares Tr Core S&p500 Etf (IVV) 3.5 $38M 51k 748.89
Amazon (AMZN) 3.4 $37M 155k 238.34
JPMorgan Chase & Co. (JPM) 3.2 $34M 105k 327.33
Spdr Series Trust St Str P500etf (SPYM) 3.0 $32M 367k 87.88
Advanced Micro Devices (AMD) 2.8 $31M 53k 580.91
Eli Lilly & Co. (LLY) 2.7 $30M 25k 1199.43
Goldman Sachs (GS) 2.0 $21M 21k 1011.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $19M 38k 500.39
Meta Platforms Cl A (META) 1.7 $19M 33k 563.29
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 1.6 $18M 366k 48.35
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $17M 118k 148.31
Ishares Tr Core S&p Mcp Etf (IJH) 1.6 $17M 225k 77.11
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 1.6 $17M 414k 40.65
Invesco Actively Managed Exc Total Return (GTO) 1.5 $16M 349k 46.87
Abbvie (ABBV) 1.5 $16M 63k 251.64
Qualcomm (QCOM) 1.4 $15M 82k 184.79
Procter & Gamble Company (PG) 1.4 $15M 103k 146.64
Coca-Cola Company (KO) 1.2 $13M 159k 81.27
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $12M 228k 50.57
Broadcom (AVGO) 1.0 $11M 30k 377.75
Raytheon Technologies Corp (RTX) 1.0 $11M 59k 189.73
Marriott Intl Cl A (MAR) 1.0 $11M 30k 370.59
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) 1.0 $11M 260k 40.29
Cisco Systems (CSCO) 1.0 $10M 88k 117.46
American Express Company (AXP) 0.9 $10M 30k 338.25
Fortinet (FTNT) 0.9 $9.9M 65k 153.62
Chevron Corporation (CVX) 0.9 $9.7M 59k 165.76
Oracle Corporation (ORCL) 0.9 $9.6M 65k 146.55
Blackrock (BLK) 0.8 $8.8M 9.2k 961.53
Alphabet Cap Stk Cl C (GOOG) 0.8 $8.5M 24k 353.33
Costco Wholesale Corporation (COST) 0.8 $8.3M 8.8k 935.48
Welltower Inc Com reit (WELL) 0.7 $7.5M 33k 226.97
Lowe's Companies (LOW) 0.6 $6.8M 31k 220.49
Applied Materials (AMAT) 0.6 $6.8M 9.4k 723.00
Visa Com Cl A (V) 0.6 $6.7M 20k 343.09
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $6.6M 116k 56.48
Cardinal Health (CAH) 0.6 $6.5M 27k 237.56
Prudential Financial (PRU) 0.6 $6.4M 59k 107.93
Duke Energy Corp Com New (DUK) 0.6 $6.3M 50k 126.58
Palo Alto Networks (PANW) 0.6 $6.0M 18k 341.02
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.5 $5.9M 129k 45.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $5.8M 112k 52.41
Kinder Morgan (KMI) 0.5 $5.7M 178k 31.97
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.5 $5.3M 7.5k 703.31
Morgan Stanley Com New (MS) 0.5 $5.3M 25k 209.04
Global X Fds Glb X Mlp Enrg I (MLPX) 0.5 $5.3M 72k 73.66
Invesco Actively Managed Exc Var Rate Invt (VRIG) 0.5 $5.3M 210k 25.07
Verizon Communications (VZ) 0.5 $5.2M 123k 42.34
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $5.1M 61k 82.65
Intuitive Surgical Com New (ISRG) 0.5 $5.0M 13k 397.69
United Parcel Svcs CL B (UPS) 0.5 $5.0M 46k 107.50
Palantir Technologies Cl A (PLTR) 0.5 $5.0M 43k 116.67
Netflix (NFLX) 0.4 $4.6M 65k 71.40
Pfizer (PFE) 0.4 $4.6M 191k 24.08
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.4 $4.6M 87k 53.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $4.5M 37k 124.17
International Business Machines (IBM) 0.4 $4.3M 15k 281.21
Tesla Motors (TSLA) 0.4 $4.3M 10k 420.61
Home Depot (HD) 0.4 $4.2M 12k 352.67
Intel Corporation (INTC) 0.4 $4.1M 30k 139.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $3.8M 113k 33.84
UnitedHealth (UNH) 0.3 $3.7M 9.0k 415.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $3.7M 25k 146.41
Amgen (AMGN) 0.3 $3.6M 9.9k 362.12
Delta Air Lines Com New (DAL) 0.3 $3.6M 38k 93.66
Merck & Co (MRK) 0.3 $3.4M 26k 128.50
Capital Group Dividend Value Shs Creat Unit (CGDV) 0.3 $3.2M 66k 49.28
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.3 $3.2M 326k 9.81
Crowdstrike Hldgs Cl A (CRWD) 0.3 $3.2M 4.2k 763.14
General Dynamics Corporation (GD) 0.3 $3.2M 8.9k 354.23
Pepsi (PEP) 0.3 $3.1M 23k 135.40
Ishares Tr Rus Mdcp Val Etf (IWS) 0.3 $2.9M 18k 164.60
Boeing Company (BA) 0.3 $2.9M 13k 216.47
salesforce (CRM) 0.3 $2.9M 18k 156.66
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $2.8M 5.8k 477.59
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $2.6M 85k 30.49
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.2 $2.6M 41k 62.20
Citigroup Com New (C) 0.2 $2.5M 18k 139.96
Uber Technologies (UBER) 0.2 $2.5M 35k 72.16
Novo-nordisk A S Adr (NVO) 0.2 $2.5M 52k 47.94
Spdr Series Trust St Shor Corp Etf (SPSB) 0.2 $2.4M 81k 30.01
Blackstone Group Inc Com Cl A (BX) 0.2 $2.2M 19k 117.67
Schwab Strategic Tr Fundamental Us L (FNDX) 0.2 $2.2M 71k 31.10
Ge Vernova (GEV) 0.2 $2.1M 1.8k 1174.93
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.2 $2.1M 42k 50.39
Capital Group Core Equity Et Shs Creat Unit (CGUS) 0.2 $2.1M 47k 44.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.1M 5.6k 370.06
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $2.0M 33k 61.46
Ford Motor Company (F) 0.2 $2.0M 145k 13.90
Starwood Property Trust (STWD) 0.2 $2.0M 121k 16.38
McDonald's Corporation (MCD) 0.2 $1.9M 6.9k 270.31
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.2 $1.7M 78k 22.29
Metropcs Communications (TMUS) 0.2 $1.7M 10k 167.73
Altria (MO) 0.2 $1.7M 23k 71.95
Wal-Mart Stores (WMT) 0.2 $1.6M 15k 113.26
Caterpillar (CAT) 0.2 $1.6M 1.5k 1065.21
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $1.6M 20k 81.06
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.6M 48k 33.29
Simon Property (SPG) 0.1 $1.6M 7.0k 223.66
Best Buy (BBY) 0.1 $1.5M 20k 75.88
Cintas Corporation (CTAS) 0.1 $1.5M 8.9k 170.08
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $1.5M 2.00 748850.00
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.5M 37k 40.59
Texas Instruments Incorporated (TXN) 0.1 $1.4M 4.7k 298.10
Chipotle Mexican Grill (CMG) 0.1 $1.4M 41k 34.00
Lululemon Athletica (LULU) 0.1 $1.4M 12k 114.18
Yum! Brands (YUM) 0.1 $1.3M 8.4k 159.86
Johnson & Johnson (JNJ) 0.1 $1.3M 5.2k 253.98
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.3M 13k 95.98
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.3M 40k 31.71
Analog Devices (ADI) 0.1 $1.2M 3.1k 397.17
First Tr Exchange-traded SHS (FDL) 0.1 $1.2M 25k 48.66
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $1.2M 12k 96.43
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $1.2M 9.2k 127.76
Nike CL B (NKE) 0.1 $1.2M 28k 41.05
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.1 $1.2M 10k 112.88
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.2M 27k 43.30
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $1.1M 16k 67.01
Dow (DOW) 0.1 $1.1M 39k 27.36
Wisdomtree Tr Us Total Dividnd (DTD) 0.1 $1.0M 11k 93.25
Vanguard World Inf Tech Etf (VGT) 0.1 $1.0M 8.7k 119.52
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $974k 7.8k 124.77
Bloom Energy Corp Com Cl A (BE) 0.1 $913k 3.0k 302.70
Starbucks Corporation (SBUX) 0.1 $890k 8.7k 102.19
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $855k 4.0k 212.77
Capital Group Growth Etf Shs Creat Unit (CGGR) 0.1 $843k 18k 47.20
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $785k 29k 27.33
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $780k 5.9k 132.24
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $780k 3.3k 236.62
Owens Corning (OC) 0.1 $774k 4.9k 158.96
Bank of America Corporation (BAC) 0.1 $772k 14k 56.98
Walt Disney Company (DIS) 0.1 $760k 7.9k 96.25
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 0.1 $742k 18k 42.33
Micron Technology (MU) 0.1 $733k 635.00 1153.93
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.1 $726k 6.0k 122.01
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $711k 13k 53.61
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $686k 2.4k 290.57
Abbott Laboratories (ABT) 0.1 $663k 7.3k 90.74
Saia (SAIA) 0.1 $646k 1.5k 421.16
Allstate Corporation (ALL) 0.1 $598k 2.5k 237.91
First Horizon National Corporation (FHN) 0.1 $587k 23k 25.64
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $584k 891.00 655.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $543k 2.2k 242.99
Hca Holdings (HCA) 0.1 $539k 1.4k 389.89
Ishares Tr Esg Optimized (SUSA) 0.0 $523k 3.4k 154.29
Global X Fds Artificial Etf (AIQ) 0.0 $518k 7.9k 65.61
Fidelity Covington Trust High Divid Etf (FDVV) 0.0 $513k 8.5k 60.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $510k 693.00 736.40
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $508k 8.5k 59.50
Waste Management (WM) 0.0 $493k 2.2k 222.88
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $487k 709.00 686.71
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $476k 2.6k 185.23
Ge Aerospace Com New (GE) 0.0 $460k 1.2k 373.73
Vistra Energy (VST) 0.0 $452k 2.8k 158.65
MetLife (MET) 0.0 $439k 5.2k 84.61
Vanguard World Health Car Etf (VHT) 0.0 $435k 1.5k 299.01
Ameriprise Financial (AMP) 0.0 $417k 908.00 458.76
Huntington Bancshares Incorporated (HBAN) 0.0 $410k 23k 17.73
Ishares Gold Tr Ishares New (IAU) 0.0 $407k 5.4k 75.51
Ciena Corp Com New (CIEN) 0.0 $396k 807.00 490.56
Steel Dynamics (STLD) 0.0 $389k 1.7k 229.46
Ishares Tr Core High Dv Etf (HDV) 0.0 $382k 14k 27.41
Onto Innovation (ONTO) 0.0 $379k 1.0k 378.45
Amkor Technology (AMKR) 0.0 $376k 4.4k 86.23
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $368k 4.6k 79.96
Fifth Third Ban (FITB) 0.0 $364k 6.5k 56.37
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $361k 7.1k 51.05
Charles Schwab Corporation (SCHW) 0.0 $361k 3.9k 92.27
Dell Technologies CL C (DELL) 0.0 $341k 790.00 431.70
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $334k 3.6k 93.38
Fuelcell Energy Com New (FCEL) 0.0 $324k 9.0k 36.01
Trane Technologies SHS (TT) 0.0 $324k 660.00 490.87
Eaton Corp SHS (ETN) 0.0 $320k 751.00 426.32
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $311k 3.5k 89.85
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $305k 1.3k 227.03
RPM International (RPM) 0.0 $303k 2.7k 111.15
Ingersoll Rand (IR) 0.0 $302k 3.7k 81.99
First Tr Exchange-traded Nasdaq-100 Sel (QQEW) 0.0 $296k 1.9k 159.60
Corning Incorporated (GLW) 0.0 $296k 1.2k 255.40
Honeywell International (HON) 0.0 $283k 1.3k 223.90
Honeywell Aerospace (HONA) 0.0 $279k 1.3k 221.08
Ishares Tr Core Msci Eafe (IEFA) 0.0 $279k 2.9k 96.57
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $273k 1.7k 158.07
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.0 $271k 3.0k 91.21
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $265k 1.2k 219.43
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC) 0.0 $260k 1.8k 143.36
Alliant Energy Corporation (LNT) 0.0 $255k 3.3k 76.29
Ishares Tr Core Div Grwth (DGRO) 0.0 $253k 3.3k 75.78
TransDigm Group Incorporated (TDG) 0.0 $252k 189.00 1332.04
Valley National Ban (VLY) 0.0 $251k 17k 14.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $250k 1.8k 137.55
Coinbase Global Com Cl A (COIN) 0.0 $236k 1.6k 146.19
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $235k 2.4k 96.33
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.0 $233k 1.8k 129.02
Mccormick & Co Com Non Vtg (MKC) 0.0 $228k 4.5k 50.42
Newmont Mining Corporation (NEM) 0.0 $227k 2.4k 93.40
Pulte (PHM) 0.0 $227k 1.7k 137.21
Western Digital (WDC) 0.0 $213k 334.00 638.81
Southern Company (SO) 0.0 $209k 2.2k 95.71
Colgate-Palmolive Company (CL) 0.0 $209k 2.3k 91.70
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $209k 1.8k 117.05
Nordic American Tanker Shippin (NAT) 0.0 $59k 11k 5.54
Western Copper And Gold Cor (WRN) 0.0 $22k 10k 2.24