KMG FIDUCIARY PARTNERS, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$1.4T
Holdings
262
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (262 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 285,063 | $77.5B | 5.51% | |
| 2 | NVDANVIDIA CORPORATION | 411,012 | $76.7B | 5.45% | |
| 3 | MSFTMICROSOFT CORP | 127,557 | $61.7B | 4.39% | |
| 4 | GOOGLALPHABET INC | 185,673 | $58.1B | 4.13% | |
| 5 | IVVISHARES TR | 66,601 | $45.6B | 3.24% | |
| 6 | AMZNAMAZON COM INC | 180,060 | $41.6B | 2.95% | |
| 7 | JPMJPMORGAN CHASE & CO. | 122,591 | $39.5B | 2.81% | |
| 8 | SPYMSPDR SERIES TRUST | 492,086 | $39.5B | 2.81% | |
| 9 | LLYELI LILLY & CO | 31,195 | $33.5B | 2.38% | |
| 10 | METAMETA PLATFORMS INC | 43,387 | $28.6B | 2.04% | |
| 11 | GSGOLDMAN SACHS GROUP INC | 30,070 | $26.4B | 1.88% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 37,612 | $18.9B | 1.34% | |
| 13 | ABBVABBVIE INC | 77,775 | $17.8B | 1.26% | |
| 14 | GTOINVESCO ACTIVELY MANAGED EXC | 372,037 | $17.6B | 1.25% | |
| 15 | JPIBJ P MORGAN EXCHANGE TRADED F | 346,946 | $16.9B | 1.20% | |
| 16 | HYLSFIRST TR EXCHANGE-TRADED FD | 400,080 | $16.7B | 1.19% | |
| 17 | QCOMQUALCOMM INC | 96,869 | $16.6B | 1.18% | |
| 18 | FBNDFIDELITY MERRIMACK STR TR | 341,405 | $15.7B | 1.12% | |
| 19 | AMDADVANCED MICRO DEVICES INC | 67,807 | $14.5B | 1.03% | |
| 20 | AVGOBROADCOM INC | 39,438 | $13.6B | 0.97% | |
| 21 | IJHISHARES TR | 204,707 | $13.5B | 0.96% | |
| 22 | ORCLORACLE CORP | 64,562 | $12.6B | 0.89% | |
| 23 | IVEISHARES TR | 58,800 | $12.5B | 0.89% | |
| 24 | KOCOCA COLA CO | 177,922 | $12.4B | 0.88% | |
| 25 | PGPROCTER AND GAMBLE CO | 85,756 | $12.3B | 0.87% | |
| 26 | CVXCHEVRON CORP NEW | 80,106 | $12.2B | 0.87% | |
| 27 | RTXRTX CORPORATION | 65,475 | $12.0B | 0.85% | |
| 28 | CAHCARDINAL HEALTH INC | 57,515 | $11.8B | 0.84% | |
| 29 | AXPAMERICAN EXPRESS CO | 31,326 | $11.6B | 0.82% | |
| 30 | CSCOCISCO SYS INC | 147,410 | $11.4B | 0.81% | |
| 31 | RDVYFIRST TR EXCHANGE TRADED FD | 160,988 | $11.2B | 0.80% | |
| 32 | VNLAJANUS DETROIT STR TR | 226,462 | $11.1B | 0.79% | |
| 33 | VVISA INC | 31,051 | $10.9B | 0.77% | |
| 34 | CGMSCAPITAL GRP FIXED INCM ETF T | 379,162 | $10.5B | 0.74% | |
| 35 | SRLNSSGA ACTIVE ETF TR | 251,506 | $10.4B | 0.74% | |
| 36 | LOWLOWES COS INC | 42,979 | $10.4B | 0.74% | |
| 37 | COSTCOSTCO WHSL CORP NEW | 11,454 | $9.9B | 0.70% | |
| 38 | AGGISHARES TR | 95,641 | $9.6B | 0.68% | |
| 39 | IJRISHARES TR | 79,046 | $9.5B | 0.68% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 31,992 | $9.5B | 0.67% | |
| 41 | MARMARRIOTT INTL INC NEW | 30,537 | $9.5B | 0.67% | |
| 42 | AVLVAMERICAN CENTY ETF TR | 123,986 | $9.4B | 0.67% | |
| 43 | BLKBLACKROCK INC | 8,756 | $9.4B | 0.67% | |
| 44 | IVWISHARES TR | 74,034 | $9.1B | 0.65% | |
| 45 | AMATAPPLIED MATLS INC | 34,452 | $8.9B | 0.63% | |
| 46 | IWPISHARES TR | 63,650 | $8.7B | 0.62% | |
| 47 | BKLCBNY MELLON ETF TRUST | 66,577 | $8.7B | 0.62% | |
| 48 | ISRGINTUITIVE SURGICAL INC | 15,327 | $8.7B | 0.62% | |
| 49 | FSIGFIRST TR EXCHANGE-TRADED FD | 437,138 | $8.4B | 0.60% | |
| 50 | GOOGALPHABET INC | 26,042 | $8.2B | 0.58% | |
| 51 | CRMSALESFORCE INC | 30,489 | $8.1B | 0.57% | |
| 52 | AQLTISHARES TR | 85,556 | $7.7B | 0.54% | |
| 53 | DUKDUKE ENERGY CORP NEW | 62,057 | $7.3B | 0.52% | |
| 54 | VCITVANGUARD SCOTTSDALE FDS | 85,539 | $7.2B | 0.51% | |
| 55 | IWSISHARES TR | 50,639 | $7.1B | 0.51% | |
| 56 | PANWPALO ALTO NETWORKS INC | 38,019 | $7.0B | 0.50% | |
| 57 | FENIFIDELITY COVINGTON TRUST | 184,167 | $6.7B | 0.48% | |
| 58 | UNHUNITEDHEALTH GROUP INC | 20,163 | $6.7B | 0.47% | |
| 59 | WELLWELLTOWER INC | 35,506 | $6.6B | 0.47% | |
| 60 | JEPIJ P MORGAN EXCHANGE TRADED F | 112,678 | $6.4B | 0.46% | |
| 61 | GDGENERAL DYNAMICS CORP | 18,534 | $6.2B | 0.44% | |
| 62 | DWDMORGAN STANLEY | 33,946 | $6.0B | 0.43% | |
| 63 | DALDELTA AIR LINES INC DEL | 85,711 | $5.9B | 0.42% | |
| 64 | VRIGINVESCO ACTIVELY MANAGED EXC | 231,516 | $5.8B | 0.41% | |
| 65 | GMGENERAL MTRS CO | 70,288 | $5.7B | 0.41% | |
| 66 | MRKMERCK & CO INC | 53,543 | $5.6B | 0.40% | |
| 67 | VRTVERTIV HOLDINGS CO | 33,789 | $5.5B | 0.39% | |
| 68 | IGSBISHARES TR | 101,516 | $5.4B | 0.38% | |
| 69 | CITCINTAS CORP | 27,374 | $5.1B | 0.37% | |
| 70 | INTCINTEL CORP | 138,113 | $5.1B | 0.36% | |
| 71 | METMETLIFE INC | 61,127 | $4.8B | 0.34% | |
| 72 | CATCATERPILLAR INC | 8,199 | $4.7B | 0.33% | |
| 73 | FLQMFRANKLIN TEMPLETON ETF TR | 83,226 | $4.7B | 0.33% | |
| 74 | PRUPRUDENTIAL FINL INC | 41,018 | $4.6B | 0.33% | |
| 75 | JCPBJ P MORGAN EXCHANGE TRADED F | 96,965 | $4.6B | 0.33% | |
| 76 | IWFISHARES TR | 9,636 | $4.6B | 0.32% | |
| 77 | MDYSPDR S&P MIDCAP 400 ETF TR | 7,555 | $4.6B | 0.32% | |
| 78 | GLWCORNING INC | 51,309 | $4.5B | 0.32% | |
| 79 | TSLATESLA INC | 9,834 | $4.4B | 0.31% | |
| 80 | SDVYFIRST TR EXCHANGE-TRADED FD | 113,710 | $4.4B | 0.31% | |
| 81 | BACVERIZON COMMUNICATIONS INC | 104,295 | $4.2B | 0.30% | |
| 82 | MLPXGLOBAL X FDS | 67,528 | $4.1B | 0.29% | |
| 83 | NOCNORTHROP GRUMMAN CORP | 7,132 | $4.1B | 0.29% | |
| 84 | USBUS BANCORP DEL | 75,074 | $4.0B | 0.28% | |
| 85 | ALSALLSTATE CORP | 18,836 | $3.9B | 0.28% | |
| 86 | NFLXNETFLIX INC | 41,787 | $3.9B | 0.28% | |
| 87 | KMIKINDER MORGAN INC DEL | 142,289 | $3.9B | 0.28% | |
| 88 | DISDISNEY WALT CO | 34,350 | $3.9B | 0.28% | |
| 89 | BABOEING CO | 16,918 | $3.7B | 0.26% | |
| 90 | PEPPEPSICO INC | 25,224 | $3.6B | 0.26% | |
| 91 | SCHGSCHWAB STRATEGIC TR | 109,868 | $3.6B | 0.25% | |
| 92 | DELLDELL TECHNOLOGIES INC | 28,167 | $3.5B | 0.25% | |
| 93 | PFEPFIZER INC | 142,189 | $3.5B | 0.25% | |
| 94 | NVONOVO-NORDISK A S | 68,937 | $3.5B | 0.25% | |
| 95 | RYROYAL BK CDA | 20,341 | $3.5B | 0.25% | |
| 96 | XEXGXEATON VANCE TAX-MANAGED GLOB | 360,568 | $3.4B | 0.24% | |
| 97 | UPSUNITED PARCEL SERVICE INC | 34,176 | $3.4B | 0.24% | |
| 98 | TMOTHERMO FISHER SCIENTIFIC INC | 5,818 | $3.4B | 0.24% | |
| 99 | CITHE CIGNA GROUP | 11,428 | $3.1B | 0.22% | |
| 100 | BITBBITWISE BITCOIN ETF TR | 65,119 | $3.1B | 0.22% |
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