StockDriftsStockDriftsTop 50 Kmg Fiduciary Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.46% | 240.4K | $69.6M | -15.84%(-45.23K) | $73.18(+317.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.25% | 282.2K | $56.5M | -28.95%(-114.99K) | $47.30(+377.90%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.65% | 140.0K | $50.0M | -22.25%(-40.06K) | $84.45(+308.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.06% | 117.1K | $43.7M | -11.11%(-14.64K) | $192.04(+153.11%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.52% | 50.5K | $37.8M | -15.84%(-9.52K) | $231.10(+237.05%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.43% | 155.1K | $37.0M | -17.26%(-32.36K) | $126.95(+106.80%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.18% | 104.5K | $34.2M | -13.97%(-16.96K) | $117.16(+211.30%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3% | 367.3K | $32.3M | -11.98%(-49.99K) | $55.94(+63.13%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.85% | 52.7K | $30.6M | -8.37%(-4.82K) | $104.96(+388.03%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.75% | 24.6K | $29.6M | -16.26%(-4.79K) | $409.48(+188.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.74% | +80.44% | +12.98% | +84.08% |
| Top 20 Holdings Unweighted | +20.02% | +72.90% | +12.00% | +76.20% |
Kmg Fiduciary Partners LLC reports $1.08B in US-listed equity holdings across 207 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.5%), NVDA (5.3%) and GOOGL (4.7%). The top 20 holdings account for 55.46% of reported assets. Its disclosed equity book has returned +80.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Kmg Fiduciary Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Kmg Fiduciary Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1773205). View Kmg Fiduciary Partners LLC’s 13F filings on SEC