Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KMG FIDUCIARY PARTNERS, LLC (CIK 1773205) reported $1.35B across 261 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($72.5M, 5.36%), NVDA ($69.3M, 5.12%), GOOGL ($51.8M, 3.83%), MSFT ($48.8M, 3.61%), IVV ($39.2M, 2.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $72.5M | 5.36% | 285,635 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $69.3M | 5.12% | 397,226 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $51.8M | 3.83% | 180,049 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $48.8M | 3.61% | 131,743 | Added |
| 5 | IVV | ISHARES TR | $39.2M | 2.90% | 60,055 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $39.0M | 2.89% | 187,457 | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $35.7M | 2.64% | 121,421 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $31.9M | 2.36% | 417,266 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $27.1M | 2.00% | 29,431 | Trimmed |
| 10 | META | META PLATFORMS INC | $25.3M | 1.87% | 44,272 | Added |
| 11 | GS | GOLDMAN SACHS GROUP INC | $23.5M | 1.74% | 27,750 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.3M | 1.36% | 38,234 | Added |
| 13 | GTO | INVESCO ACTIVELY MANAGED EXC | $17.7M | 1.31% | 378,854 | Added |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | $17.0M | 1.26% | 356,185 | Added |
| 15 | HYLS | FIRST TR EXCHANGE-TRADED FD | $16.8M | 1.24% | 413,297 | Added |
| 16 | ABBV | ABBVIE INC | $16.8M | 1.24% | 77,387 | Trimmed |
| 17 | FBND | FIDELITY MERRIMACK STR TR | $16.4M | 1.22% | 360,474 | Added |
| 18 | CVX | CHEVRON CORPORATION | $16.5M | 1.22% | 79,523 | Trimmed |
| 19 | IJR | ISHARES TR | $15.9M | 1.17% | 127,678 | Added |
| 20 | IJH | ISHARES TR | $14.5M | 1.08% | 215,419 | Added |
| 21 | KO | COCA COLA CO | $13.5M | 1.00% | 177,125 | Trimmed |
| 22 | QCOM | QUALCOMM INC | $13.4M | 0.99% | 103,820 | Added |
| 23 | PG | PROCTER & GAMBLE CO | $13.3M | 0.98% | 92,147 | Added |
| 24 | AMD | ADVANCED MICRO DEVICES INC | $11.7M | 0.87% | 57,551 | Trimmed |
| 25 | AVGO | BROADCOM INC | $11.6M | 0.86% | 37,380 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31