Q2 2026 13F · SEC CIK 1773205

Kmg Fiduciary Partners, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 207
Top holdings a year, 3 yrs: +24.8%
Assets under management: $1.7B

Kmg Fiduciary Partners, LLC is a wealth manager that reported 207 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Apple Inc (AAPL, 6.5%), Nvidia Corporation Com (NVDA, 5.2%), Alphabet Inc (GOOGL, 4.6%). A portfolio copying its top holdings returned 24.8% a year over the last 3 years, against 20.4% for the S&P 500.

Kmg Fiduciary Partners, LLC holdings largest 50 of 207 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Kmg Fiduciary Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	6.5%	5.4%	240,401	-15.8%	$69.6M
NVDANvidia Corporation Com	5.2%	5.1%	282,240	-28.9%	$56.5M
GOOGLAlphabet Inc	4.6%	3.8%	139,991	-22.2%	$50.0M
MSFTMicrosoft Corp	4.1%	3.6%	117,102	-11.1%	$43.7M
IVVIshares Core S&p 500 ETF	3.5%	2.9%	50,540	-15.8%	$37.8M
AMZNAmazon Com Inc Com	3.4%	2.9%	155,096	-17.3%	$37.0M
JPMJpmorgan Chase & Co	3.2%	2.6%	104,464	-14.0%	$34.2M
SPLGSpdr Series Trust	3.0%	2.4%	367,274	-12.0%	$32.3M
AMDAdvanced Micro Devices Inc	2.8%	0.9%	52,733	-8.4%	$30.6M
LLYLilly Eli & Co	2.7%	2.0%	24,646	-16.3%	$29.6M
GSGoldman Sachs Group Inc	2.0%	1.7%	21,041	-24.2%	$21.3M
BRK-BBerkshire Hathaway Inc Del	1.8%	1.4%	38,004	-0.6%	$19.0M
METAMeta Platforms Inc Class A	1.7%	1.9%	32,792	-25.9%	$18.5M
JPIBJpmorgan International Bond Opportunitie	1.6%	1.3%	366,185	+2.8%	$17.7M
IJRIshares Core S&p Small Cap ETF	1.6%	1.2%	117,563	-7.9%	$17.4M
IJHIshares Tr	1.6%	1.1%	225,150	+4.5%	$17.4M
HYLSFirst Tr Exchange-Traded Fd	1.6%	1.2%	413,795	+0.1%	$16.8M
46090A804Invesco Actively Managed Exc	1.5%	1.3%	348,756	-7.9%	$16.3M
ABBVAbbvie Inc	1.5%	1.2%	63,078	-18.5%	$15.9M
QCOMQualcomm Inc	1.4%	1.0%	82,373	-20.7%	$15.2M
PGProcter & Gamble Co Com	1.4%	1.0%	102,937	+11.7%	$15.1M
KOCoca Cola Co	1.2%	1.0%	158,556	-10.5%	$12.9M
JPSTJ P Morgan Exchange Traded Fd	1.1%	—	228,267	—	$11.5M
AVGOBroadcom Inc	1.0%	0.9%	29,699	-20.5%	$11.2M
RTXRtx Corporation Com	1.0%	0.8%	58,597	+2.9%	$11.1M
MARMarriott Intl Inc New Cl A	1.0%	0.7%	29,658	+1.9%	$11.0M
SRLNSsga Active ETF Tr	1.0%	0.8%	260,160	-1.6%	$10.5M
CSCOCisco Sys Inc	1.0%	0.8%	87,853	-38.4%	$10.3M
AXPAmerican Express Co Com	0.9%	0.7%	29,697	-5.2%	$10.0M
FTNTFortinet Inc	0.9%	—	64,550	—	$9.9M
CVXChevron Corp New	0.9%	1.2%	58,508	-26.4%	$9.7M
ORCLOracle Corp	0.9%	0.7%	65,350	+3.6%	$9.6M
BLKBlackrock Inc	0.8%	0.6%	9,165	+2.0%	$8.8M
GOOGAlphabet Inc	0.8%	0.5%	23,973	-7.1%	$8.5M
COSTCostco Whsl Corp New	0.8%	0.8%	8,847	-14.5%	$8.3M
WELLWelltower Inc	0.7%	—	32,947	—	$7.5M
LOWLowes Cos Inc	0.6%	0.7%	30,991	-27.3%	$6.8M
AMATApplied Matls Inc	0.6%	0.8%	9,442	-71.7%	$6.8M
VVisa Inc Com Cl A	0.6%	0.7%	19,526	-40.9%	$6.7M
JEPIJpmorgan Equity Premium Income ETF	0.6%	—	116,375	—	$6.6M
CAHCardinal Health Inc	0.6%	0.8%	27,379	-47.4%	$6.5M
PRUPrudential Finl Inc Com	0.6%	—	59,147	—	$6.4M
DUKDuke Energy	0.6%	0.6%	50,129	-19.3%	$6.3M
PANWPalo Alto Networks Inc	0.6%	—	17,687	—	$6.0M
FBNDFidelity Merrimack Str Tr	0.5%	1.2%	129,238	-64.1%	$5.9M
IGSBIshares 1-3 Yr Credit Bond ETF	0.5%	—	111,556	—	$5.8M
KMIKinder Morgan Inc Del Com	0.5%	—	178,106	—	$5.7M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.5%	—	7,544	—	$5.3M
MSMorgan Stanley Com New	0.5%	—	25,368	—	$5.3M
MLPXGlobal X Fds	0.5%	—	71,576	—	$5.3M

What Kmg Fiduciary Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.6% /yr; S&P 500 +20.1%
3 years: +24.8% /yr; S&P 500 +20.4%
5 years: +14.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	207
Q1 2026	$1.4B	261
Q4 2025	$1.4B	262
Q3 2025	$1.5B	297
Q2 2025	$1.3B	288
Q1 2025	$1.2B	284
Q4 2024	$1.2B	270
Q3 2024	$1.2B	267
Q2 2024	$1.0B	239
Q1 2024	$965.2M	233
Q4 2023	$858.7M	236
Q3 2023	$756.8M	223

Questions about Kmg Fiduciary Partners, LLC's portfolio

What stocks does Kmg Fiduciary Partners, LLC own?

Kmg Fiduciary Partners, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 207 positions worth $1.1B. The largest are Apple Inc (AAPL) at 6.5%, Nvidia Corporation Com (NVDA) at 5.2%, Alphabet Inc (GOOGL) at 4.6%, Microsoft Corp (MSFT) at 4.1% and Ishares Core S&p 500 ETF (IVV) at 3.5%.

What did Kmg Fiduciary Partners, LLC buy last quarter?

In Q2 2026, Kmg Fiduciary Partners, LLC added Procter & Gamble Co Com (PG) (+11.7% shares), compared with its Q1 2026 filing.

What did Kmg Fiduciary Partners, LLC sell last quarter?

In Q2 2026, Kmg Fiduciary Partners, LLC cut from its top 50 Janus Detroit Str Tr (VNLA), cut from its top 50 First Trust Rising Dividend Achievers Et (RDVY), cut from its top 50 Capital Grp Fixed Incm ETF T (CGMS), cut from its top 50 Ishares Tr (AGG), cut from its top 50 American Centy Tr ETF Avantis U S Large (AVLV), Applied Matls Inc (AMAT) (-71.7% shares), Fidelity Merrimack Str Tr (FBND) (-64.1% shares) and Cardinal Health Inc (CAH) (-47.4% shares), compared with its Q1 2026 filing.

How has Kmg Fiduciary Partners, LLC's portfolio performed?

A portfolio copying Kmg Fiduciary Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +14.5% a year against +11.6%.

When is Kmg Fiduciary Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Kmg Fiduciary Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Kmg Fiduciary Partners, LLC manage?

Kmg Fiduciary Partners, LLC reported $1.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.