Filed: 4/13/2026ACC: 0001754960-26-000219
📋 What this filing means
KMG FIDUCIARY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 261 equity positions with a total reported market value of $1.35B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
261
Positions
$1.35B
Total AUM (reported)
13.22M
Total Shares
Allocation by class
COM$714.21M52.8%
CAP STK CL A$51.77M3.8%
CL A$45.27M3.3%
CORE S&P500 ETF$39.23M2.9%
STATE STREET SPD$36.73M2.7%
COM NEW$33.28M2.5%
COM CL A$20.02M1.5%
Portfolio Concentration
Top 3$193.54M14.3%
4–10$247.09M18.3%
11–25$236.92M17.5%
Rest$674.45M49.9%
Top 3 weight
14.3%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 13.22M
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
13.22M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole261
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings261
Rows:
APPLE INC
SOLEShares285.63K
TypeSH
Market value$72.49M
5.36%
Sole
0.00
Shared
0.00
None
285.63K
NVIDIA CORPORATION
SOLEShares397.23K
TypeSH
Market value$69.28M
5.12%
Sole
0.00
Shared
0.00
None
397.23K
ALPHABET INC
SOLEShares180.05K
TypeSH
Market value$51.77M
3.83%
Sole
0.00
Shared
0.00
None
180.05K
MICROSOFT CORP
SOLEShares131.74K
TypeSH
Market value$48.77M
3.61%
Sole
0.00
Shared
0.00
None
131.74K
ISHARES TR
SOLEShares60.05K
TypeSH
Market value$39.23M
2.90%
Sole
0.00
Shared
0.00
None
60.05K
AMAZON COM INC
SOLEShares187.46K
TypeSH
Market value$39.04M
2.89%
Sole
0.00
Shared
0.00
None
187.46K
JPMORGAN CHASE & CO
SOLEShares121.42K
TypeSH
Market value$35.72M
2.64%
Sole
0.00
Shared
0.00
None
121.42K
SPDR SERIES TRUST
SOLEShares417.27K
TypeSH
Market value$31.94M
2.36%
Sole
0.00
Shared
0.00
None
417.27K
ELI LILLY & CO
SOLEShares29.43K
TypeSH
Market value$27.07M
2.00%
Sole
0.00
Shared
0.00
None
29.43K
META PLATFORMS INC
SOLEShares44.27K
TypeSH
Market value$25.33M
1.87%
Sole
0.00
Shared
0.00
None
44.27K
GOLDMAN SACHS GROUP INC
SOLEShares27.75K
TypeSH
Market value$23.48M
1.74%
Sole
0.00
Shared
0.00
None
27.75K
BERKSHIRE HATHAWAY INC DEL
SOLEShares38.23K
TypeSH
Market value$18.32M
1.36%
Sole
0.00
Shared
0.00
None
38.23K
INVESCO ACTIVELY MANAGED EXC
SOLEShares378.85K
TypeSH
Market value$17.74M
1.31%
Sole
0.00
Shared
0.00
None
378.85K
J P MORGAN EXCHANGE TRADED F
SOLEShares356.19K
TypeSH
Market value$17.03M
1.26%
Sole
0.00
Shared
0.00
None
356.19K
ABBVIE INC
SOLEShares77.39K
TypeSH
Market value$16.83M
1.24%
Sole
0.00
Shared
0.00
None
77.39K
FIRST TR EXCHANGE-TRADED FD
SOLEShares413.30K
TypeSH
Market value$16.77M
1.24%
Sole
0.00
Shared
0.00
None
413.30K
CHEVRON CORPORATION
SOLEShares79.52K
TypeSH
Market value$16.45M
1.22%
Sole
0.00
Shared
0.00
None
79.52K
FIDELITY MERRIMACK STR TR
SOLEShares360.47K
TypeSH
Market value$16.44M
1.22%
Sole
0.00
Shared
0.00
None
360.47K
ISHARES TR
SOLEShares127.68K
TypeSH
Market value$15.87M
1.17%
Sole
0.00
Shared
0.00
None
127.68K
ISHARES TR
SOLEShares215.42K
TypeSH
Market value$14.55M
1.08%
Sole
0.00
Shared
0.00
None
215.42K
COCA COLA CO
SOLEShares177.13K
TypeSH
Market value$13.47M
1.00%
Sole
0.00
Shared
0.00
None
177.13K
QUALCOMM INC
SOLEShares103.82K
TypeSH
Market value$13.37M
0.99%
Sole
0.00
Shared
0.00
None
103.82K
PROCTER & GAMBLE CO
SOLEShares92.15K
TypeSH
Market value$13.31M
0.98%
Sole
0.00
Shared
0.00
None
92.15K
ADVANCED MICRO DEVICES INC
SOLEShares57.55K
TypeSH
Market value$11.71M
0.87%
Sole
0.00
Shared
0.00
None
57.55K
BROADCOM INC
SOLEShares37.38K
TypeSH
Market value$11.57M
0.86%
Sole
0.00
Shared
0.00
None
37.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 285.63K | SH | $72.49M 5.36% | 0.00 | 0.00 | 285.63K |
NVIDIA CORPORATIONSOLE | COM | 397.23K | SH | $69.28M 5.12% | 0.00 | 0.00 | 397.23K |
ALPHABET INCSOLE | CAP STK CL A | 180.05K | SH | $51.77M 3.83% | 0.00 | 0.00 | 180.05K |
MICROSOFT CORPSOLE | COM | 131.74K | SH | $48.77M 3.61% | 0.00 | 0.00 | 131.74K |
ISHARES TRSOLE | CORE S&P500 ETF | 60.05K | SH | $39.23M 2.90% | 0.00 | 0.00 | 60.05K |
AMAZON COM INCSOLE | COM | 187.46K | SH | $39.04M 2.89% | 0.00 | 0.00 | 187.46K |
JPMORGAN CHASE & COSOLE | COM | 121.42K | SH | $35.72M 2.64% | 0.00 | 0.00 | 121.42K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 417.27K | SH | $31.94M 2.36% | 0.00 | 0.00 | 417.27K |
ELI LILLY & COSOLE | COM | 29.43K | SH | $27.07M 2.00% | 0.00 | 0.00 | 29.43K |
META PLATFORMS INCSOLE | CL A | 44.27K | SH | $25.33M 1.87% | 0.00 | 0.00 | 44.27K |
GOLDMAN SACHS GROUP INCSOLE | COM | 27.75K | SH | $23.48M 1.74% | 0.00 | 0.00 | 27.75K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 38.23K | SH | $18.32M 1.36% | 0.00 | 0.00 | 38.23K |
INVESCO ACTIVELY MANAGED EXCSOLE | TOTAL RETURN | 378.85K | SH | $17.74M 1.31% | 0.00 | 0.00 | 378.85K |
J P MORGAN EXCHANGE TRADED FSOLE | INTL BD OPP ETF | 356.19K | SH | $17.03M 1.26% | 0.00 | 0.00 | 356.19K |
ABBVIE INCSOLE | COM | 77.39K | SH | $16.83M 1.24% | 0.00 | 0.00 | 77.39K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 413.30K | SH | $16.77M 1.24% | 0.00 | 0.00 | 413.30K |
CHEVRON CORPORATIONSOLE | COM | 79.52K | SH | $16.45M 1.22% | 0.00 | 0.00 | 79.52K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 360.47K | SH | $16.44M 1.22% | 0.00 | 0.00 | 360.47K |
ISHARES TRSOLE | CORE S&P SCP ETF | 127.68K | SH | $15.87M 1.17% | 0.00 | 0.00 | 127.68K |
ISHARES TRSOLE | CORE S&P MCP ETF | 215.42K | SH | $14.55M 1.08% | 0.00 | 0.00 | 215.42K |
COCA COLA COSOLE | COM | 177.13K | SH | $13.47M 1.00% | 0.00 | 0.00 | 177.13K |
QUALCOMM INCSOLE | COM | 103.82K | SH | $13.37M 0.99% | 0.00 | 0.00 | 103.82K |
PROCTER & GAMBLE COSOLE | COM | 92.15K | SH | $13.31M 0.98% | 0.00 | 0.00 | 92.15K |
ADVANCED MICRO DEVICES INCSOLE | COM | 57.55K | SH | $11.71M 0.87% | 0.00 | 0.00 | 57.55K |
BROADCOM INCSOLE | COM | 37.38K | SH | $11.57M 0.86% | 0.00 | 0.00 | 37.38K |
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