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KMG FIDUCIARY PARTNERS, LLC - Portfolio Stock Holdings

KMG FIDUCIARY PARTNERS, LLC disclosed 271 stock positions in a recent SEC 13F filing. $1,073,251,094 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and GOOGL. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $1,672,631,724 and has 16 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

271

Est. Stock Holding Value:

$1,073,251,094

Top Stock Holdings By Sector

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Portfolio Stock Holdings - KMG FIDUCIARY PARTNERS, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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