EdgeMarket › What Kmg Fiduciary Partners, Llc reported owning
What Kmg Fiduciary Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.4BPositions
261Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 72.5M | 5.4% | 285.6K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 69.3M | 5.1% | 397.2K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 51.8M | 3.8% | 180.0K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 48.8M | 3.6% | 131.7K | 483.24 | -4.4% |
| IVV iShares Core S&P 500 ETF | 39.2M | 2.9% | 60.1K | 769.31 | +20.0% |
| AMZN AMAZON COM INC | 39.0M | 2.9% | 187.5K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 35.7M | 2.6% | 121.4K | 351.58 | +20.3% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 31.9M | 2.4% | 417.3K | 90.13 | +20.1% |
| LLY ELI LILLY & Co | 27.1M | 2.0% | 29.4K | 1,255.40 | +78.0% |
| META Meta Platforms, Inc. | 25.3M | 1.9% | 44.3K | 549.90 | -26.5% |
| GS GOLDMAN SACHS GROUP INC | 23.5M | 1.7% | 27.8K | 1,039.28 | +44.2% |
| unmapped CUSIP 084670702 | 18.3M | 1.4% | 38.2K | — | — |
| GTO Invesco Total Return Bond ETF | 17.7M | 1.3% | 378.9K | 46.21 | -1.4% |
| JPIB JPMorgan International Bond Opportunities ETF | 17.0M | 1.3% | 356.2K | 47.86 | -1.8% |
| ABBV AbbVie Inc. | 16.8M | 1.2% | 77.4K | 264.96 | +26.7% |
| HYLS First Trust Tactical High Yield ETF | 16.8M | 1.2% | 413.3K | 40.56 | -3.3% |
| CVX CHEVRON CORP | 16.5M | 1.2% | 79.5K | 205.27 | +34.0% |
| FBND Fidelity Total Bond ETF | 16.4M | 1.2% | 360.5K | 44.90 | -2.1% |
| IJR iShares Core S&P Small-Cap ETF | 15.9M | 1.2% | 127.7K | 147.31 | +29.0% |
| IJH iShares Core S&P Mid-Cap ETF | 14.5M | 1.1% | 215.4K | 76.77 | +20.8% |
| KO COCA COLA CO | 13.5M | 1.0% | 177.1K | 91.10 | +28.9% |
| QCOM QUALCOMM INC/DE | 13.4M | 1.0% | 103.8K | 160.75 | +3.4% |
| PG PROCTER & GAMBLE Co | 13.3M | 1.0% | 92.1K | 144.68 | -9.3% |
| AMD ADVANCED MICRO DEVICES INC | 11.7M | 0.9% | 57.6K | 473.25 | +186.5% |
| AVGO Broadcom Inc. | 11.6M | 0.9% | 37.4K | 368.45 | +26.5% |
| VNLA Janus Henderson Short Duration Income ETF | 11.5M | 0.8% | 235.1K | 48.96 | -0.4% |
| AMAT APPLIED MATERIALS INC /DE | 11.4M | 0.8% | 33.4K | 492.32 | +205.9% |
| CSCO CISCO SYSTEMS, INC. | 11.1M | 0.8% | 142.6K | 111.04 | +65.5% |
| CAH CARDINAL HEALTH INC | 11.0M | 0.8% | 52.1K | 229.51 | +50.1% |
| RTX RTX Corp | 11.0M | 0.8% | 56.9K | 209.91 | +34.1% |
| RDVY First Trust Rising Dividend Achievers ETF | 10.9M | 0.8% | 160.0K | 81.95 | +26.6% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 10.8M | 0.8% | 398.1K | 27.14 | -1.9% |
| SRLN State Street Blackstone Senior Loan ETF | 10.6M | 0.8% | 264.5K | 40.62 | -2.0% |
| COST COSTCO WHOLESALE CORP /NEW | 10.3M | 0.8% | 10.3K | 947.74 | -4.7% |
| LOW LOWES COMPANIES INC | 10.1M | 0.7% | 42.6K | 216.09 | -16.0% |
| V VISA INC. | 10.0M | 0.7% | 33.1K | 371.04 | +7.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9.9M | 0.7% | 100.1K | 97.35 | -1.7% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 9.5M | 0.7% | 29.1K | 356.39 | +35.2% |
| AXP AMERICAN EXPRESS CO | 9.5M | 0.7% | 31.3K | 336.00 | +8.9% |
| ORCL ORACLE CORP | 9.3M | 0.7% | 63.1K | 146.47 | -37.7% |
| AVLV Avantis U.S. Large Cap Value ETF | 9.1M | 0.7% | 113.1K | 94.64 | +34.1% |
| BLK BlackRock, Inc. | 8.6M | 0.6% | 9.0K | 1,156.55 | +2.5% |
| IWP iShares Russell Midcap Growth ETF | 8.3M | 0.6% | 65.1K | 143.66 | +2.9% |
| VRT Vertiv Holdings Co | 8.3M | 0.6% | 33.0K | 261.95 | +105.4% |
| DUK Duke Energy CORP | 8.1M | 0.6% | 62.1K | 119.85 | -3.7% |
| BKLC BNY Mellon US Large Cap Core Equity ETF | 7.9M | 0.6% | 63.3K | 48.94 | +20.0% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 7.8M | 0.6% | 32.2K | 235.68 | -2.8% |
| IVW iShares S&P 500 Growth ETF | 7.6M | 0.6% | 67.6K | 138.83 | +22.2% |
| IVE iShares S&P 500 Value ETF | 7.6M | 0.6% | 35.8K | 237.24 | +17.6% |
| GOOG Alphabet Inc. | 7.4M | 0.5% | 25.8K | 341.75 | +70.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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