Kmg Fiduciary Partners, LLC
208 holdingsFiling period: 2026-06-30Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 240.4K | $69.6M | $81.6M | 7.24% | -45,234 | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 282.2K | $56.5M | $61.1M | 5.42% | -114,986 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 140.0K | $50.0M | $47.6M | 4.22% | -40,058 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 117.1K | $43.7M | $62.3M | 5.52% | -14,641 | 2026-06-30 |
| 5 | IVV | iShares TR | 50.5K | $37.8M | $39.0M | 3.46% | -9,515 | 2026-06-30 |
| 6 | AMZN | Amazon.com Inc | 155.1K | $37.0M | $40.7M | 3.61% | -32,361 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 104.5K | $34.2M | $35.0M | 3.11% | -16,957 | 2026-06-30 |
| 8 | SPYM | Spdr Series Trust | 367.3K | $32.3M | $33.2M | 2.95% | -49,992 | 2026-06-30 |
| 9 | AMD | Advanced Micro Devices Inc | 52.7K | $30.6M | $28.2M | 2.50% | -4,818 | 2026-06-30 |
| 10 | LLY | Eli Lilly & Co | 24.6K | $29.6M | $31.6M | 2.81% | -4,785 | 2026-06-30 |
| 11 | GS | Goldman Sachs Group Inc | 21.0K | $21.3M | $18.6M | 1.65% | -6,709 | 2026-06-30 |
| 12 | BRK-B | Berkshire Hathaway Inc Del | 38.0K | $19.0M | $19.0M | 1.69% | -230 | 2026-06-30 |
| 13 | META | Meta Platforms Inc | 32.8K | $18.5M | $22.8M | 2.02% | -11,480 | 2026-06-30 |
| 14 | JPIB | J P Morgan Exchange Traded F | 366.2K | $17.7M | $17.2M | 1.52% | +10.0K | 2026-06-30 |
| 15 | IJR | iShares TR | 117.6K | $17.4M | $16.2M | 1.44% | -10,115 | 2026-06-30 |
| 16 | IJH | iShares TR | 225.2K | $17.4M | $16.5M | 1.46% | +9.7K | 2026-06-30 |
| 17 | HYLS | First TR Exchange-Traded FD | 413.8K | $16.8M | $16.3M | 1.45% | +498 | 2026-06-30 |
| 18 | GTO | Invesco Actively Managed Exc | 348.8K | $16.3M | $15.6M | 1.39% | -30,098 | 2026-06-30 |
| 19 | ABBV | Abbvie Inc | 63.1K | $15.9M | $18.2M | 1.62% | -14,309 | 2026-06-30 |
| 20 | QCOM | Qualcomm Inc | 82.4K | $15.2M | $14.5M | 1.28% | -21,447 | 2026-06-30 |
| 21 | PG | Procter & Gamble Co | 102.9K | $15.1M | $16.4M | 1.45% | +10.8K | 2026-06-30 |
| 22 | KO | Coca Cola Co | 158.6K | $12.9M | $14.8M | 1.31% | -18,569 | 2026-06-30 |
| 23 | JPST | J P Morgan Exchange Traded F | 228.3K | $11.5M | $11.5M | 1.02% | -- | 2026-06-30 |
| 24 | AVGO | Broadcom Inc | 29.7K | $11.2M | $9.9M | 0.88% | -7,681 | 2026-06-30 |
| 25 | RTX | Rtx Corporation | 58.6K | $11.1M | $11.3M | 1.00% | +1.7K | 2026-06-30 |
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