KMG Fiduciary Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 169 distinct positions held by the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include significant stakes in technology giants such as Apple Inc., Microsoft Corporation, and NVIDIA Corporation. The firm also holds substantial positions in healthcare companies like Eli Lilly & Co. and Merck & Co., as well as financial institutions such as JPMorgan Chase & Co. and Berkshire Hathaway Inc.
In addition to individual stocks, the filing reveals significant allocations to exchange-traded funds (ETFs). The firm holds shares in various index funds tracking the S&P 500, such as the SPDR S&P 500 ETF Trust and the iShares Core S&P 500 ETF. It also lists exposure to sector-specific ETFs, including the Select Sector SPDR Trust S&P 500 ETF, the Vanguard S&P 500 ETF Shares, and the iShares Core S&P MidCap ETF.
The filing indicates that the firm holds positions in a variety of other companies, including Procter & Gamble Co., UnitedHealth Group Inc., Costco Wholesale Corporation, and Chevron Corporation. The report provides a comprehensive list of all securities held by KMG Fiduciary Partners at the end of the reporting period.
