Filed: 1/14/2026ACC: 0001754960-26-000056
📋 What this filing means
KMG FIDUCIARY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 262 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
262
Positions
$1.41B
Total AUM (reported)
13.01M
Total Shares
Allocation by class
COM$761.82M54.2%
CAP STK CL A$58.12M4.1%
CORE S&P500 ETF$45.62M3.2%
CL A$45.38M3.2%
STATE STREET SPD$42.20M3.0%
COM NEW$34.46M2.4%
CL B NEW$18.91M1.3%
Portfolio Concentration
Top 3$215.84M15.3%
4–10$286.44M20.4%
11–25$238.14M16.9%
Rest$666.18M47.4%
Top 3 weight
15.3%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 13.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
13.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole262
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings262
Rows:
APPLE INC
SOLEShares285.06K
TypeSH
Market value$77.50M
5.51%
Sole
0.00
Shared
0.00
None
285.06K
NVIDIA CORPORATION
SOLEShares411.01K
TypeSH
Market value$76.65M
5.45%
Sole
0.00
Shared
0.00
None
411.01K
MICROSOFT CORP
SOLEShares127.56K
TypeSH
Market value$61.69M
4.39%
Sole
0.00
Shared
0.00
None
127.56K
ALPHABET INC
SOLEShares185.67K
TypeSH
Market value$58.12M
4.13%
Sole
0.00
Shared
0.00
None
185.67K
ISHARES TR
SOLEShares66.60K
TypeSH
Market value$45.62M
3.24%
Sole
0.00
Shared
0.00
None
66.60K
AMAZON COM INC
SOLEShares180.06K
TypeSH
Market value$41.56M
2.95%
Sole
0.00
Shared
0.00
None
180.06K
JPMORGAN CHASE & CO.
SOLEShares122.59K
TypeSH
Market value$39.50M
2.81%
Sole
0.00
Shared
0.00
None
122.59K
SPDR SERIES TRUST
SOLEShares492.09K
TypeSH
Market value$39.48M
2.81%
Sole
0.00
Shared
0.00
None
492.09K
ELI LILLY & CO
SOLEShares31.20K
TypeSH
Market value$33.52M
2.38%
Sole
0.00
Shared
0.00
None
31.20K
META PLATFORMS INC
SOLEShares43.39K
TypeSH
Market value$28.64M
2.04%
Sole
0.00
Shared
0.00
None
43.39K
GOLDMAN SACHS GROUP INC
SOLEShares30.07K
TypeSH
Market value$26.43M
1.88%
Sole
0.00
Shared
0.00
None
30.07K
BERKSHIRE HATHAWAY INC DEL
SOLEShares37.61K
TypeSH
Market value$18.91M
1.34%
Sole
0.00
Shared
0.00
None
37.61K
ABBVIE INC
SOLEShares77.78K
TypeSH
Market value$17.77M
1.26%
Sole
0.00
Shared
0.00
None
77.78K
INVESCO ACTIVELY MANAGED EXC
SOLEShares372.04K
TypeSH
Market value$17.64M
1.25%
Sole
0.00
Shared
0.00
None
372.04K
J P MORGAN EXCHANGE TRADED F
SOLEShares346.95K
TypeSH
Market value$16.90M
1.20%
Sole
0.00
Shared
0.00
None
346.95K
FIRST TR EXCHANGE-TRADED FD
SOLEShares400.08K
TypeSH
Market value$16.75M
1.19%
Sole
0.00
Shared
0.00
None
400.08K
QUALCOMM INC
SOLEShares96.87K
TypeSH
Market value$16.57M
1.18%
Sole
0.00
Shared
0.00
None
96.87K
FIDELITY MERRIMACK STR TR
SOLEShares341.40K
TypeSH
Market value$15.72M
1.12%
Sole
0.00
Shared
0.00
None
341.40K
ADVANCED MICRO DEVICES INC
SOLEShares67.81K
TypeSH
Market value$14.52M
1.03%
Sole
0.00
Shared
0.00
None
67.81K
BROADCOM INC
SOLEShares39.44K
TypeSH
Market value$13.65M
0.97%
Sole
0.00
Shared
0.00
None
39.44K
ISHARES TR
SOLEShares204.71K
TypeSH
Market value$13.51M
0.96%
Sole
0.00
Shared
0.00
None
204.71K
ORACLE CORP
SOLEShares64.56K
TypeSH
Market value$12.58M
0.89%
Sole
0.00
Shared
0.00
None
64.56K
ISHARES TR
SOLEShares58.80K
TypeSH
Market value$12.47M
0.89%
Sole
0.00
Shared
0.00
None
58.80K
COCA COLA CO
SOLEShares177.92K
TypeSH
Market value$12.44M
0.88%
Sole
0.00
Shared
0.00
None
177.92K
PROCTER AND GAMBLE CO
SOLEShares85.76K
TypeSH
Market value$12.29M
0.87%
Sole
0.00
Shared
0.00
None
85.76K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 285.06K | SH | $77.50M 5.51% | 0.00 | 0.00 | 285.06K |
NVIDIA CORPORATIONSOLE | COM | 411.01K | SH | $76.65M 5.45% | 0.00 | 0.00 | 411.01K |
MICROSOFT CORPSOLE | COM | 127.56K | SH | $61.69M 4.39% | 0.00 | 0.00 | 127.56K |
ALPHABET INCSOLE | CAP STK CL A | 185.67K | SH | $58.12M 4.13% | 0.00 | 0.00 | 185.67K |
ISHARES TRSOLE | CORE S&P500 ETF | 66.60K | SH | $45.62M 3.24% | 0.00 | 0.00 | 66.60K |
AMAZON COM INCSOLE | COM | 180.06K | SH | $41.56M 2.95% | 0.00 | 0.00 | 180.06K |
JPMORGAN CHASE & CO.SOLE | COM | 122.59K | SH | $39.50M 2.81% | 0.00 | 0.00 | 122.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 492.09K | SH | $39.48M 2.81% | 0.00 | 0.00 | 492.09K |
ELI LILLY & COSOLE | COM | 31.20K | SH | $33.52M 2.38% | 0.00 | 0.00 | 31.20K |
META PLATFORMS INCSOLE | CL A | 43.39K | SH | $28.64M 2.04% | 0.00 | 0.00 | 43.39K |
GOLDMAN SACHS GROUP INCSOLE | COM | 30.07K | SH | $26.43M 1.88% | 0.00 | 0.00 | 30.07K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 37.61K | SH | $18.91M 1.34% | 0.00 | 0.00 | 37.61K |
ABBVIE INCSOLE | COM | 77.78K | SH | $17.77M 1.26% | 0.00 | 0.00 | 77.78K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 372.04K | SH | $17.64M 1.25% | 0.00 | 0.00 | 372.04K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 346.95K | SH | $16.90M 1.20% | 0.00 | 0.00 | 346.95K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 400.08K | SH | $16.75M 1.19% | 0.00 | 0.00 | 400.08K |
QUALCOMM INCSOLE | COM | 96.87K | SH | $16.57M 1.18% | 0.00 | 0.00 | 96.87K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 341.40K | SH | $15.72M 1.12% | 0.00 | 0.00 | 341.40K |
ADVANCED MICRO DEVICES INCSOLE | COM | 67.81K | SH | $14.52M 1.03% | 0.00 | 0.00 | 67.81K |
BROADCOM INCSOLE | COM | 39.44K | SH | $13.65M 0.97% | 0.00 | 0.00 | 39.44K |
ISHARES TRSOLE | CORE S&P MCP ETF | 204.71K | SH | $13.51M 0.96% | 0.00 | 0.00 | 204.71K |
ORACLE CORPSOLE | COM | 64.56K | SH | $12.58M 0.89% | 0.00 | 0.00 | 64.56K |
ISHARES TRSOLE | S&P 500 VAL ETF | 58.80K | SH | $12.47M 0.89% | 0.00 | 0.00 | 58.80K |
COCA COLA COSOLE | COM | 177.92K | SH | $12.44M 0.88% | 0.00 | 0.00 | 177.92K |
PROCTER AND GAMBLE COSOLE | COM | 85.76K | SH | $12.29M 0.87% | 0.00 | 0.00 | 85.76K |
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