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 $1.08B across 207 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($69.6M, 6.46%), NVDA ($56.5M, 5.25%), GOOGL ($50.0M, 4.65%), MSFT ($43.7M, 4.06%), IVV ($37.8M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $69.6M | 6.46% | 240,401 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $56.5M | 5.25% | 282,240 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $50.0M | 4.65% | 139,991 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $43.7M | 4.06% | 117,102 | Trimmed |
| 5 | IVV | ISHARES TR | $37.8M | 3.52% | 50,540 | Trimmed |
| 6 | AMZN | AMAZON COM INC | $37.0M | 3.43% | 155,096 | Trimmed |
| 7 | JPM | JPMORGAN CHASE & CO | $34.2M | 3.18% | 104,464 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $32.3M | 3.00% | 367,274 | Trimmed |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $30.6M | 2.85% | 52,733 | Trimmed |
| 10 | LLY | ELI LILLY & CO | $29.6M | 2.75% | 24,646 | Trimmed |
| 11 | GS | GOLDMAN SACHS GROUP INC | $21.3M | 1.98% | 21,041 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $19.0M | 1.77% | 38,004 | Trimmed |
| 13 | META | META PLATFORMS INC | $18.5M | 1.72% | 32,792 | Trimmed |
| 14 | JPIB | J P MORGAN EXCHANGE TRADED F | $17.7M | 1.65% | 366,185 | Added |
| 15 | IJR | ISHARES TR | $17.4M | 1.62% | 117,563 | Trimmed |
| 16 | IJH | ISHARES TR | $17.4M | 1.61% | 225,150 | Added |
| 17 | HYLS | FIRST TR EXCHANGE-TRADED FD | $16.8M | 1.56% | 413,795 | Added |
| 18 | GTO | INVESCO ACTIVELY MANAGED EXC | $16.3M | 1.52% | 348,756 | Trimmed |
| 19 | ABBV | ABBVIE INC | $15.9M | 1.47% | 63,078 | Trimmed |
| 20 | QCOM | QUALCOMM INC | $15.2M | 1.41% | 82,373 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $15.1M | 1.40% | 102,937 | Added |
| 22 | KO | COCA COLA CO | $12.9M | 1.20% | 158,556 | Trimmed |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $11.5M | 1.07% | 228,267 | New |
| 24 | AVGO | BROADCOM INC | $11.2M | 1.04% | 29,699 | Trimmed |
| 25 | RTX | RTX CORPORATION | $11.1M | 1.03% | 58,597 | Added |
Source: SEC Form 13F filings · as of 2026-06-30