HoldingsChannel.com
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
285,063 | -4,825 | $77,497 |
| AAPL | 285,063 | -4,825 | $77,497 |
| NVIDIA CORPORATION |
411,012 | -18,774 | $76,654 |
| NVDA | 411,012 | -18,774 | $76,654 |
| MICROSOFT CORP |
127,557 | -2,603 | $61,689 |
| MSFT | 127,557 | -2,603 | $61,689 |
| ALPHABET INC |
185,673 | -10,627 | $58,116 |
| GOOGL | 185,673 | -10,627 | $58,116 |
| ISHARES TR (IVV) |
66,601 | -36,844 | $45,618 |
| IVV | 66,601 | -36,844 | $45,618 |
| AMAZON COM INC |
180,060 | -1,686 | $41,561 |
| AMZN | 180,060 | -1,686 | $41,561 |
| JPMORGAN CHASE & CO. |
122,591 | -72 | $39,501 |
| JPM | 122,591 | -72 | $39,501 |
| SPDR SERIES TRUST (SPYM) |
492,086 | +492,086 | $39,475 |
| SPYM | 492,086 | +492,086 | $39,475 |
| ELI LILLY & CO |
31,195 | -466 | $33,525 |
| LLY | 31,195 | -466 | $33,525 |
| META PLATFORMS INC |
43,387 | -1,012 | $28,639 |
| META | 43,387 | -1,012 | $28,639 |
| GOLDMAN SACHS GROUP INC |
30,070 | -515 | $26,431 |
| GS | 30,070 | -515 | $26,431 |
 BERKSHIRE HATHAWAY INC DEL |
$20,416 | ||
| BRK.B | 37,612 | +114 | $18,906 |
| BRK.A | 2 | UNCH | $1,510 |
| ABBVIE INC |
77,775 | +921 | $17,771 |
| ABBV | 77,775 | +921 | $17,771 |
| INVESCO ACTIVELY MANAGED EXC |
372,037 | +40,903 | $17,642 |
| GTO | 372,037 | +40,903 | $17,642 |
| J P MORGAN EXCHANGE TRADED F (JPIB) |
346,946 | +29,060 | $16,896 |
| JPIB | 346,946 | +29,060 | $16,896 |
| FIRST TR EXCHANGE TRADED FD (HYLS) |
400,080 | +40,127 | $16,747 |
| HYLS | 400,080 | +40,127 | $16,747 |
| QUALCOMM INC |
96,869 | +1,624 | $16,569 |
| QCOM | 96,869 | +1,624 | $16,569 |
| FIDELITY MERRIMACK STR TR |
341,405 | +13,775 | $15,718 |
| FBND | 341,405 | +13,775 | $15,718 |
| ADVANCED MICRO DEVICES INC |
67,807 | -11,479 | $14,522 |
| AMD | 67,807 | -11,479 | $14,522 |
| BROADCOM INC |
39,438 | -865 | $13,649 |
| AVGO | 39,438 | -865 | $13,649 |
| ISHARES TR (IJH) |
204,707 | -7,656 | $13,511 |
| IJH | 204,707 | -7,656 | $13,511 |
| ORACLE CORP |
64,562 | -8,655 | $12,584 |
| ORCL | 64,562 | -8,655 | $12,584 |
| ISHARES TR (IVE) |
58,800 | -11,407 | $12,470 |
| IVE | 58,800 | -11,407 | $12,470 |
| COCA COLA CO |
177,922 | +3,767 | $12,439 |
| KO | 177,922 | +3,767 | $12,439 |
| PROCTER AND GAMBLE CO |
85,756 | +263 | $12,290 |
| PG | 85,756 | +263 | $12,290 |
| CHEVRON CORP NEW |
80,106 | +4,139 | $12,209 |
| CVX | 80,106 | +4,139 | $12,209 |
| RTX CORPORATION |
65,475 | -1,229 | $12,008 |
| RTX | 65,475 | -1,229 | $12,008 |
| CARDINAL HEALTH INC |
57,515 | -1,056 | $11,819 |
| CAH | 57,515 | -1,056 | $11,819 |
| AMERICAN EXPRESS CO |
31,326 | +58 | $11,589 |
| AXP | 31,326 | +58 | $11,589 |
| CISCO SYS INC |
147,410 | +573 | $11,355 |
| CSCO | 147,410 | +573 | $11,355 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
160,988 | -20,684 | $11,184 |
| RDVY | 160,988 | -20,684 | $11,184 |
| JANUS DETROIT STR TR |
226,462 | +5,297 | $11,128 |
| VNLA | 226,462 | +5,297 | $11,128 |
| VISA INC |
31,051 | +449 | $10,890 |
| V | 31,051 | +449 | $10,890 |
| CAPITAL GRP FIXED INCM ETF T (CGMS) |
379,162 | +13,436 | $10,472 |
| CGMS | 379,162 | +13,436 | $10,472 |
| SSGA ACTIVE ETF TR (SRLN) |
251,506 | +39,822 | $10,380 |
| SRLN | 251,506 | +39,822 | $10,380 |
| LOWES COS INC |
42,979 | +2,184 | $10,365 |
| LOW | 42,979 | +2,184 | $10,365 |
| COSTCO WHSL CORP NEW |
11,454 | -433 | $9,877 |
| COST | 11,454 | -433 | $9,877 |
| ISHARES TR (AGG) |
95,641 | +2,729 | $9,553 |
| AGG | 95,641 | +2,729 | $9,553 |
| ISHARES TR (IJR) |
79,046 | +8,810 | $9,500 |
| IJR | 79,046 | +8,810 | $9,500 |
| INTERNATIONAL BUSINESS MACHS |
31,992 | +1,042 | $9,476 |
| IBM | 31,992 | +1,042 | $9,476 |
| MARRIOTT INTL INC NEW |
30,537 | +316 | $9,474 |
| MAR | 30,537 | +316 | $9,474 |
| AMERICAN CENTY ETF TR (AVLV) |
123,986 | +826 | $9,394 |
| AVLV | 123,986 | +826 | $9,394 |
| BLACKROCK INC |
8,756 | +140 | $9,372 |
| BLK | 8,756 | +140 | $9,372 |
| ISHARES TR (IVW) |
74,034 | -22,644 | $9,125 |
| IVW | 74,034 | -22,644 | $9,125 |
| APPLIED MATLS INC |
34,452 | -5,030 | $8,854 |
| AMAT | 34,452 | -5,030 | $8,854 |
| ISHARES TR (IWP) |
63,650 | +19 | $8,716 |
| IWP | 63,650 | +19 | $8,716 |
| BNY MELLON ETF TRUST (BKLC) |
66,577 | -529 | $8,708 |
| BKLC | 66,577 | -529 | $8,708 |
| INTUITIVE SURGICAL INC |
15,327 | -236 | $8,680 |
| ISRG | 15,327 | -236 | $8,680 |
| FIRST TR EXCHANGE TRADED FD (FSIG) |
437,138 | +12,691 | $8,389 |
| FSIG | 437,138 | +12,691 | $8,389 |
| ALPHABET INC |
26,042 | -729 | $8,172 |
| GOOG | 26,042 | -729 | $8,172 |
See Full List: All Stocks Held By KMG Fiduciary Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By KMG Fiduciary Partners LLC
|
Size ($ in 1000's)
At 12/31/2025: $1,406,602 At 09/30/2025: $1,490,127 KMG Fiduciary Partners LLC AUM history KMG Fiduciary Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from KMG Fiduciary Partners LLC 13F filings. Link to 13F filings: SEC filings |
