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CIK: 0001773205
Total reported value
$1.0B
$1.0B
207 檔
25.2%
At the close of Q2 2026, Kmg Fiduciary Partners, LLC disclosed equity holdings valued at approximately $1.0B, spread across 207 reported holdings.
In Q2 2026, Kmg Fiduciary Partners, LLC adopted a defensive or profit-taking posture, trimming 86 positions and completely liquidating 66 holdings to manage risk exposure.
Showing top 200 holdings (of 207 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.46% | +0.90% | -15.84% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.25% | +0.68% | -28.95% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.65% | -0.10% | -22.25% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.06% | +1.65% | -11.11% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.52% | +0.15% | -15.84% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.43% | +0.23% | -17.26% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.18% | +0.10% | -13.97% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.00% | -0.23% | -11.98% | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 2.85% | -0.07% | -8.37% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.75% | -0.11% | -16.26% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.98% | -0.18% | -24.18% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.77% | — | -0.60% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.72% | +0.63% | -25.93% | |
| 14 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 1.65% | -0.14% | +2.81% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.62% | -0.11% | -7.92% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.61% | -0.11% | +4.52% | |
| 17 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 1.56% | -0.01% | +0.12% | |
| 18 | GTO | Invesco Total Return Bond Et | ETF-Other | 1.52% | -0.04% | -7.94% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.47% | +0.08% | -18.49% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 1.41% | -0.03% | -20.66% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | +0.02% | +11.71% | |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | +0.09% | -10.48% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.07% | +0.01% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | -0.08% | -20.55% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 1.03% | -0.01% | +2.92% | |
| 26 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.02% | -0.02% | +1.91% | |
| 27 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.97% | +0.04% | -1.64% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | -0.15% | -38.41% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.93% | -0.07% | -5.18% | |
| 30 | FTNT | Fortinet Inc | Stock-Tech | 0.92% | +0.12% | +4.86% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.90% | +0.25% | -26.43% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.89% | -0.02% | +3.62% | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.82% | +0.10% | +2.04% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | — | -7.12% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.77% | -0.01% | -14.51% | |
| 36 | WELL | Welltower Inc | Stock-Real Estate | 0.69% | +0.05% | -7.20% | |
| 37 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.63% | -0.09% | -27.32% | |
| 38 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | -0.23% | -71.75% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.03% | -40.93% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.61% | +0.02% | -0.32% | |
| 41 | CAH | Cardinal Health Inc | Stock-Healthcare | 0.60% | -0.04% | -47.40% | |
| 42 | PRU | Prudential Financial Inc | Stock-Financials | 0.59% | +0.03% | +24.55% | |
| 43 | DUK | Duke Energy CORP | Stock-Utilities | 0.59% | -0.07% | -19.31% | |
| 44 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.56% | -0.04% | -53.01% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.55% | -0.55% | EXIT | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.54% | -0.01% | +2.98% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.53% | -0.01% | +24.64% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | -0.02% | -0.11% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.49% | -0.02% | -25.52% | |
| 50 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.49% | -0.01% | +4.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2% | -8.37% | Trim |
| 2 | AAPL | Apple Inc | +1.1% | -15.84% | Trim |
| 3 | JPST | Jpmorgan Ultra-short Income | +1.1% | NEW | New buy |
| 4 | GOOGL | Alphabet Inc-cl A | +0.8% | -22.25% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.8% | -16.26% | Trim |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | -11.98% | Trim |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.6% | -15.84% | Trim |
| 8 | FTNT | Fortinet Inc | +0.6% | +4.86% | Add |
| 9 | AMZN | Amazon.com Inc | +0.5% | -17.26% | Trim |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -13.97% | Trim |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +4.52% | Add |
| 12 | MSFT | Microsoft CORP | +0.5% | -11.11% | Trim |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.5% | -7.92% | Trim |
| 14 | QCOM | Qualcomm Inc | +0.4% | -20.66% | Trim |
| 15 | PG | Procter & Gamble Co/the | +0.4% | +11.71% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -0.60% | Trim |
| 17 | JPIB | Jpmorgan Intl Bnd ETF | +0.4% | +2.81% | Add |
| 18 | MAR | Marriott International -cl A | +0.3% | +1.91% | Add |
| 19 | INTC | Intel CORP | +0.3% | -19.96% | Trim |
| 20 | PRU | Prudential Financial Inc | +0.3% | +24.55% | Add |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | -24.18% | Trim |
| 22 | HD | Home Depot Inc | +0.2% | +90.03% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.2% | -7.12% | Trim |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +318.40% | Add |
| 25 | ABBV | Abbvie Inc | +0.2% | -18.49% | Trim |
| 26 | AXP | American Express Co | +0.2% | -5.18% | Trim |
| 27 | GTO | Invesco Total Return Bond Et | +0.2% | -7.94% | Trim |
| 28 | UPS | United Parcel Service-cl B | +0.2% | +27.74% | Add |
| 29 | KO | Coca-cola Co/the | +0.2% | -10.48% | Trim |
| 30 | ORCL | Oracle CORP | +0.2% | +3.62% | Add |
| 31 | GEV | GE Vernova Inc | +0.2% | +564.44% | Add |
| 32 | KMI | Kinder Morgan, Inc. | +0.2% | +24.64% | Add |
| 33 | AVGO | Broadcom Inc | +0.2% | -20.55% | Trim |
| 34 | BLK | Blackrock Inc | +0.2% | +2.04% | Add |
| 35 | BX | Blackstone Inc | +0.2% | +274.98% | Add |
| 36 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -8.36% | Trim |
| 37 | WELL | Welltower Inc | +0.2% | -7.20% | Trim |
| 38 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | NEW | New buy |
| 39 | AMGN | Amgen Inc | +0.2% | +38.86% | Add |
| 40 | MDY | State Street Spdr S&p Midcap | +0.2% | -0.11% | Trim |
| 41 | C | Citigroup Inc | +0.1% | +50.04% | Add |
| 42 | CSCO | Cisco Systems Inc | +0.1% | -38.41% | Trim |
| 43 | NVDA | Nvidia CORP | +0.1% | -28.95% | Trim |
| 44 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 45 | TSLA | Tesla Inc | +0.1% | +2.23% | Add |
| 46 | BBY | Best Buy Co Inc | +0.1% | +362.24% | Add |
| 47 | IWF | Ishares Russell 1000 Growth | +0.1% | +283.78% | Add |
| 48 | PFE | Pfizer Inc | +0.1% | +26.41% | Add |
| 49 | MLPX | Global X Mlp & Energy Infras | +0.1% | +4.75% | Add |
| 50 | SPG | Simon Property Group Inc | +0.1% | +186.91% | Add |
According to official SEC Form 13F filings, Kmg Fiduciary Partners, LLC reported a total U.S. public equity portfolio value of $1.0B across 207 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 25.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
JPST
市值: $11.5M
Top Position Liquidated / Trimmed
VNLA
前期市值: $11.5M
During Q2 2026, Kmg Fiduciary Partners, LLC's top holdings by market value included AAPL (6.5%)、NVDA (5.3%)、GOOGL (4.7%). The largest single position, AAPL, represented 6.5% of total portfolio value.
In Q2 2026, Kmg Fiduciary Partners, LLC made 198 total portfolio adjustments, initiating 10 new buys, adding to 36 positions, trimming 86 holdings, and fully liquidating 66 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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