13F filer

KMG Fiduciary Partners

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1773205 SEC filings ↗

13F Value

$1.02B

Positions

169

Top Position

AAPL7.4%

Top 5

27.2%

Latest filing changes

vs Jun 30, 2026

1 NFLX Netflix +16.7%+$752K

2 LULU Lululemon Athletica +47.7%+$543K

3 IBIT iShares Bitcoin Trust ETF — Shs Ben Int +21.6%+$487K

4 BABA Alibaba Group +23.8%+$335K

5 NKE Nike +29.1%+$293K

Holdings169

#
1	AAPL Apple	7.4%	$75.3M	-5.9%	226.1K	6.5%	Common Stock
2	NVDA NVIDIA	5.9%	$60.6M	-5.9%	265.5K	5.2%	Common Stock
3	MSFT Microsoft	5.7%	$58.4M	-2.8%	113.9K	4.1%	Common Stock
4	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 135,259 reported quantity $46,540,082 reported value	4.5%	$46.5M	-3.4%	135.3K	4.6%	Common Stock
5	IVV iShares Core S&P 500 ETF	3.7%	$37.6M	-2.9%	49.1K	3.5%	ETF
6	AMZN Amazon	3.7%	$37.5M	-3.0%	150.5K	3.4%	Common Stock
7	JPM JPMorgan Chase	3.3%	$33.6M	-2.8%	101.6K	3.2%	Common Stock
8	AMD Advanced Micro Devices	2.8%	$28.4M	-11.9%	46.5K	2.8%	Common Stock
9	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	2.8%	$28.3M	-14.1%	315.6K	3.0%	ETF
10	LLY Eli Lilly	2.6%	$27.1M	-5.1%	23.4K	2.7%	Common Stock
11	META Meta Platforms	2.3%	$24.0M	+1.1%	33.1K	1.7%	Common Stock
12	GS Goldman Sachs Group	1.8%	$18.4M	-2.9%	20.4K	2.0%	Common Stock
13	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 36,383 reported quantity $18,117,000 reported value	1.8%	$18.1M	-4.3%	36.4K	1.8%	Common Stock
14	ABBV AbbVie	1.6%	$15.9M	-3.8%	60.7K	1.5%	Common Stock
15	HYLS First Trust Tactical High Yield ETF	1.5%	$15.8M	-2.5%	403.3K	1.6%	ETF
16	JPIB JPMorgan International Bond Opportunities ETF	1.5%	$15.5M	-9.6%	331.2K	1.6%	ETF
17	IJR iShares Core S&P Small-Cap ETF	1.5%	$15.4M	-3.4%	113.5K	1.6%	ETF
18	IJH iShares Core S&P Mid-Cap ETF	1.5%	$15.3M	-5.5%	212.9K	1.6%	ETF
19	GTO Invesco Total Return Bond ETF	1.5%	$15.2M	-2.5%	340.0K	1.5%	ETF
20	PG Procter & Gamble	1.4%	$14.5M	-2.9%	99.9K	1.4%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing42

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.