CIK 1773205
KMG FIDUCIARY PARTNERS, LLC
Institutional 13F holdings & portfolio
Holdings
262
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 262
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVSC | AMERICAN CENTY ETF TR | 52K | $1M+ | SH |
| MMM | 3M CO | 19K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 65K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| PSX | PHILLIPS 66 | 21K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 22K | $1M+ | SH |
| DWAS | INVESCO EXCH TRADED FD TR II | 27K | $1M+ | SH |
| PFF | ISHARES TR | 85K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 32K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 53K | $1M+ | SH |
| EFG | ISHARES TR | 23K | $1M+ | SH |
| NTAP | NETAPP INC | 24K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 30K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 12K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 135K | $1M+ | SH |
| COWZ | PACER FDS TR | 40K | $1M+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 66K | $1M+ | SH |
| AMGN | AMGEN INC | 7K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 43K | $1M+ | SH |
| SPSB | SPDR SERIES TRUST | 77K | $1M+ | SH |
| WMT | WALMART INC | 20K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 39K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 43K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 11K | $1M+ | SH |
| ADBE | ADOBE INC | 6K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 44K | $1M+ | SH |
| HD | HOME DEPOT INC | 6K | $1M+ | SH |
| CCI | CROWN CASTLE INC | 23K | $1M+ | SH |
| DVN | DEVON ENERGY CORP NEW | 53K | $1M+ | SH |
| EPS | WISDOMTREE TR | 27K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 11K | $1M+ | SH |
| DOW | DOW INC | 81K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 69K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 46K | $1M+ | SH |
| FTLS | FIRST TR EXCH TRADED FD III | 26K | $1M+ | SH |
| BABA | ALIBABA GROUP HLDG LTD | 13K | $1M+ | SH |
| ABT | ABBOTT LABS | 14K | $1M+ | SH |
| LVHI | LEGG MASON ETF INVT | 49K | $1M+ | SH |
| F | FORD MTR CO | 131K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 75K | $1M+ | SH |
| DLN | WISDOMTREE TR | 19K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 55K | $1M+ | SH |
| COIN | COINBASE GLOBAL INC | 7K | $1M+ | SH |
| LQD | ISHARES TR | 14K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 34K | $1M+ | SH |
| GOVT | ISHARES TR | 64K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |