StockDriftsStockDriftsTop 50 Kmg Fiduciary Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.36% | 226.1K | $75.3M | -5.93%(-14.26K) | $73.18(+368.63%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 5.93% | 265.5K | $60.6M | -5.92%(-16.70K) | $47.30(+358.93%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.71% | 113.9K | $58.4M | -2.75%(-3.22K) | $192.04(+177.82%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 4.55% | 135.3K | $46.5M | -3.38%(-4.73K) | $84.45(+307.54%) | 2026-09-30 | |
| IVV | ISHARES TR | 3.67% | 49.1K | $37.6M | -2.92%(-1.48K) | $231.10(+233.19%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.66% | 150.5K | $37.5M | -2.96%(-4.59K) | $126.95(+106.73%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 3.28% | 101.6K | $33.6M | -2.79%(-2.91K) | $117.16(+184.68%) | 2026-09-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 2.78% | 46.5K | $28.4M | -11.90%(-6.27K) | $104.96(+412.60%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 2.77% | 315.6K | $28.3M | -14.07%(-51.67K) | $55.94(+61.30%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 2.64% | 23.4K | $27.1M | -5.08%(-1.25K) | $409.48(+202.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.85% | +89.98% | +14.17% | +93.96% |
| Top 20 Holdings Unweighted | +21.24% | +78.22% | +12.85% | +83.01% |
Kmg Fiduciary Partners LLC reports $1.02B in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.4%), NVDA (5.9%) and MSFT (5.7%). The top 20 holdings account for 58.79% of reported assets. Its disclosed equity book has returned +89.98% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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