Universe · entity
KMG FIDUCIARY PARTNERS, LLC
Institutional manager (13F) · CIK 1773205
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $915M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | APPLE INC | $72M | 285,635 |
| 2 | NVIDIA CORPORATION | $69M | 397,226 |
| 3 | ALPHABET INC | $52M | 180,049 |
| 4 | MICROSOFT CORP | $49M | 131,743 |
| 5 | ISHARES TR | $39M | 60,055 |
| 6 | AMAZON COM INC | $39M | 187,457 |
| 7 | JPMORGAN CHASE & CO | $36M | 121,421 |
| 8 | SPDR SERIES TRUST | $32M | 417,266 |
| 9 | ELI LILLY & CO | $27M | 29,431 |
| 10 | META PLATFORMS INC | $25M | 44,272 |
| 11 | GOLDMAN SACHS GROUP INC | $23M | 27,750 |
| 12 | BERKSHIRE HATHAWAY INC DEL | $18M | 38,234 |
| 13 | INVESCO ACTIVELY MANAGED EXC | $18M | 378,854 |
| 14 | J P MORGAN EXCHANGE TRADED F | $17M | 356,185 |
| 15 | ABBVIE INC | $17M | 77,387 |
| 16 | FIRST TR EXCHANGE-TRADED FD | $17M | 413,297 |
| 17 | CHEVRON CORPORATION | $16M | 79,523 |
| 18 | FIDELITY MERRIMACK STR TR | $16M | 360,474 |
| 19 | ISHARES TR | $16M | 127,678 |
| 20 | ISHARES TR | $15M | 215,419 |
| 21 | COCA COLA CO | $13M | 177,125 |
| 22 | QUALCOMM INC | $13M | 103,820 |
| 23 | PROCTER & GAMBLE CO | $13M | 92,147 |
| 24 | ADVANCED MICRO DEVICES INC | $12M | 57,551 |
| 25 | BROADCOM INC | $12M | 37,380 |
| 26 | JANUS DETROIT STR TR | $11M | 235,083 |
| 27 | APPLIED MATLS INC | $11M | 33,422 |
| 28 | CISCO SYS INC | $11M | 142,649 |
| 29 | CARDINAL HEALTH INC | $11M | 52,052 |
| 30 | RTX CORPORATION | $11M | 56,937 |
| 31 | FIRST TR EXCHANGE TRADED FD | $11M | 159,958 |
| 32 | CAPITAL GRP FIXED INCM ETF T | $11M | 398,120 |
| 33 | SSGA ACTIVE ETF TR | $11M | 264,486 |
| 34 | COSTCO WHOLESALE CORPORATION | $10M | 10,349 |
| 35 | LOWES COS INC | $10M | 42,639 |
| 36 | VISA INC | $10M | 33,057 |
| 37 | ISHARES TR | $10M | 100,110 |
| 38 | MARRIOTT INTL INC NEW | $10M | 29,103 |
| 39 | AMERICAN EXPRESS CO | $9M | 31,318 |
| 40 | ORACLE CORP | $9M | 63,069 |
| 41 | AMERICAN CENTY ETF TR | $9M | 113,138 |
| 42 | BLACKROCK INC | $9M | 8,982 |
| 43 | ISHARES TR | $8M | 65,119 |
| 44 | VERTIV HOLDINGS CO | $8M | 33,030 |
| 45 | DUKE ENERGY CORP NEW | $8M | 62,124 |
| 46 | BNY MELLON ETF TRUST | $8M | 63,270 |
| 47 | INTERNATIONAL BUSINESS MACHS | $8M | 32,208 |
| 48 | ISHARES TR | $8M | 67,590 |
| 49 | ISHARES TR | $8M | 35,833 |
| 50 | ALPHABET INC | $7M | 25,812 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.