account_balance
Investment manager · 13F filer · SEC CIK 1773205
KMG Fiduciary Partners, LLC
Reported value$1.02Bas of Sep 30, 2026
Positions169 4 new, 42 sold out
Top 10 weight42.3%AAPL alone is 7%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.4%Trimmed −6%
NVDANVIDIA Corp
5.9%Trimmed −6%
MSFTMicrosoft Corp
5.7%Trimmed −3%
GOOGLAlphabet Inc.
4.5%Trimmed −3%
IVViShares Tr
3.7%Trimmed −3%
AMZNAmazon.com Inc
3.7%Trimmed −3%
JPMJPMorgan Chase & Co
3.3%Trimmed −3%
AMDAdvanced Micro Devices Inc
2.8%Trimmed −12%
SPYMSPDR Series Trust
2.8%Trimmed −14%
LLYELI Lilly & Co
2.6%Trimmed −5%
METAMeta Platforms, Inc.
2.3%
GSGoldman Sachs Group Inc
1.8%−3%
AAPLApple Inc.
7.4%Trimmed −6%
NVDANVIDIA Corp
5.9%Trimmed −6%
MSFTMicrosoft Corp
5.7%Trimmed −3%
GOOGLAlphabet Inc.
4.5%Trimmed −3%
IVViShares Tr
3.7%−3%
AMZNAmazon.com Inc
3.7%
JPMJPMorgan Chase & Co
3.3%
AMDAdvanced Micro Devices Inc
2.8%
SPYMSPDR Series Trust
2.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.4% Trimmed −6%NVDA NVIDIA Corp 5.9% Trimmed −6%MSFT Microsoft Corp 5.7% Trimmed −3%GOOGL Alphabet Inc. 4.5% Trimmed −3%
IVV iShares Tr 3.7% Trimmed −3%
AMZN Amazon.com Inc 3.7% Trimmed −3%JPM JPMorgan Chase & Co 3.3% Trimmed −3%AMD Advanced Micro Devices Inc 2.8% Trimmed −12%SPYM SPDR Series Trust 2.8% Trimmed −14%
LLY ELI Lilly & Co 2.6% Trimmed −5%META Meta Platforms, Inc. 2.3% HeldGS Goldman Sachs Group Inc 1.8% Trimmed −3%What changed
Biggest moves since Jun 30, 2026
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