KMG FIDUCIARY PARTNERS, LLC 13F Holdings
CIK 0001773205 · TOLEDO, OH
As of Sep 30, 2025, KMG FIDUCIARY PARTNERS, LLC reported 297 positions worth
CIK 0001773205 · TOLEDO, OH
As of Sep 30, 2025, KMG FIDUCIARY PARTNERS, LLC reported 297 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 429,786 | $80.2M | 5.53% |
| APPLE INC | AAPL | Technology | 289,888 | $73.8M | 5.09% |
| ISHARES CORE S&P 500 ETF | IVV | — | 103,445 | $69.2M | 4.78% |
| MICROSOFT CORP | MSFT | Technology | 130,160 | $67.4M | 4.65% |
| ALPHABET INC | GOOGL | Equity | 196,300 | $47.7M | 3.29% |
| AMAZON.COM INC | AMZN | Equity | 181,746 | $39.9M | 2.75% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 122,663 | $38.7M | 2.67% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 493,727 | $38.7M | 2.67% |
| META PLATFORMS INC | META | Communication Services | 44,399 | $32.6M | 2.25% |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 30,585 | $24.4M | 1.68% |
| ELI LILLY & CO | LLY | Healthcare | 31,661 | $24.2M | 1.67% |
| ORACLE CORP | ORCL | Technology | 73,217 | $20.6M | 1.42% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 224,195 | 9.6M | 1.35% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 37,498 | 8.9M | 1.30% |
| ABBVIE INC | ABBV | Equity | 76,854 | 7.8M | 1.23% |
| QUALCOMM INC | QCOM | Technology | 95,245 | 5.8M | 1.09% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 331,134 | 5.7M | 1.09% |
| JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF | JPIB | — | 317,886 | 5.6M | 1.08% |
| FIDELITY TOTAL BOND ETF | FBND | — | 327,630 | 5.1M | 1.05% |
| FIRST TRUST TACTICAL HIGH YIELD ETF | HYLS | — | 359,953 | 5.1M | 1.04% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 70,207 | 4.5M | 1.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 212,363 | 3.9M | 0.96% |
| BROADCOM INC | AVGO | Technology | 40,303 | 3.3M | 0.92% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 85,493 | 3.1M | 0.91% |
| ADVANCED MICRO DEVICES INC | AMD | Equity | 79,286 | 2.8M | 0.89% |