Fund Holdings — KMG FIDUCIARY PARTNERS, LLC

Total Portfolio Value
$1.35B
Total Bought
$94.73M
Total Sold
$114.57M
Net Transaction
-$19.83M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR79,046127,678+48,6329,50015,8721.17%+6,372
FIDELITY COVINGTON TRUST4,943105,712+100,7692805,8400.43%+5,559
FORTINET INC(FTNT)5,46861,556+56,0884345,0300.37%+4,596
SELECT SECTOR SPDR TR
ST STR ENERG ETF
10,56480,871+70,3074724,9540.37%+4,482
INTUITIVE SURGICAL INC27,29915,162-12,1372,6426,9890.52%+4,348
CHEVRON CORPORATION(CVX)80,10679,523-58312,20916,4531.22%+4,244
FIDELITY COVINGTON TRUST
ENHANCED SML CAP
0110,681+110,68104,2060.31%+4,206
RBB FUND TRUST
FIRS EAGL OV ETF
076,070+76,07003,8380.28%+3,838
PALANTIR TECHNOLOGIES INC(PLTR)10,74237,811+27,0691,9095,5310.41%+3,622
VERTIV HOLDINGS CO(VRT)33,78933,030-7595,4748,2770.61%+2,803
PIMCO ETF TR
MULTISECTOR BD
17,094116,089+98,9954563,0420.22%+2,585
APPLIED MATLS INC34,45233,422-1,0308,85411,4230.84%+2,570
CORNING INC(GLW)51,30949,433-1,8764,4936,7210.50%+2,229
DOW HLDGS INC(DOW)80,89284,584+3,6921,8913,5230.26%+1,632
PHILLIPS 66(PSX)21,28921,413+1242,7473,9010.29%+1,154
DELL TECHNOLOGIES INC(DELL)28,16728,622+4553,5464,6980.35%+1,152
EXXON MOBIL CORP22,10522,114+92,6603,7520.28%+1,092
CATERPILLAR INC(CAT)8,1998,098-1014,6975,7370.42%+1,041
ISHARES TR204,707215,419+10,71213,51114,5471.08%+1,037
COCA COLA CO(KO)177,922177,125-79712,43913,4701.00%+1,032
PROCTER & GAMBLE CO(PG)85,75692,147+6,39112,29013,3100.98%+1,020
GLOBAL X FDS
GLB X MLP ENRG I
67,52868,328+8004,0875,0520.37%+965
KINDER MORGAN INC DEL(KMI)142,289142,901+6123,9124,7910.35%+880
DUKE ENERGY CORP NEW(DUK)62,05762,124+677,2748,1340.60%+861
VERIZON COMMUNICATIONS INC(VZ)104,295100,680-3,6154,2485,0540.37%+806
MERCK & CO INC(MRK)53,54353,267-2765,6366,4080.47%+772
NORTHROP GRUMMAN CORP(NOC)7,1327,077-554,0674,8280.36%+761
FIDELITY MERRIMACK STR TR341,405360,474+19,06915,71816,4451.22%+727
PFIZER INC(PFE)142,189151,013+8,8243,5414,2400.31%+700
DEVON ENERGY CORP NEW(DVN)53,00652,150-8561,9422,6240.19%+683
NETFLIX INC.(NFLX)41,78746,867+5,0803,9184,5060.33%+588
JOHNSON & JOHNSON(JNJ)11,85212,000+1482,4532,9330.22%+481
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,391+1,39104700.03%+470
COSTCO WHOLESALE CORPORATION(COST)11,45410,349-1,1059,87710,3120.76%+435
HONEYWELL INTL INC(HON)11,25311,626+3732,1952,6280.19%+433
WELLTOWER INC(WELL)35,50635,505-16,5907,0200.52%+429
ISHARES TR95,641100,110+4,4699,5539,9380.74%+385
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
379,162398,120+18,95810,47210,8410.80%+368
JANUS DETROIT STR TR
HENDRSN SHRT ETF
226,462235,083+8,62111,12811,4860.85%+358
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
113,710119,437+5,7274,3574,7090.35%+352
ISHARES TR101,516108,325+6,8095,3685,6940.42%+325
BRISTOL-MYERS SQUIBB CO(BMY)43,15043,677+5272,3282,6490.20%+322
CIENA CORP(CIEN)0807+80703130.02%+313
WISDOMTREE TR(WT)06,340+6,34003070.02%+307
WALMART INC(WMT)20,43820,764+3262,2772,5810.19%+304
MARATHON PETE CORP(MPC)01,211+1,21102960.02%+296
SPDR SERIES TRUST
ST STR P500VAL
05,164+5,16402920.02%+292
PEPSICO INC(PEP)25,22424,865-3593,6203,8610.29%+241
SSGA ACTIVE ETF TR
ST STR BL LN ETF
251,506264,486+12,98010,38010,6160.79%+237
AMERICAN CENTY ETF TR03,053+3,05302370.02%+237
GE VERNOVA INC(GEV)0270+27002360.02%+236
STARBUCKS CORP(SBUX)29,80330,612+8092,5102,7430.20%+233
ISHARES TR50,63950,498-1417,1437,3600.54%+217
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
25,98629,247+3,2611,8452,0580.15%+213
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
01,802+1,80202080.02%+208
ONTO INNOVATION INC(ONTO)01,000+1,00002050.02%+205
UNITED PARCEL SVCS INC(UPS)34,17636,336+2,1603,3903,5750.26%+185
SPDR INDEX SHS FDS
ST STR PO EX ETF
33,63936,473+2,8341,4941,6650.12%+171
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
112,678116,744+4,0666,4506,6170.49%+167
LEGG MASON ETF INVT
FRANKLIN INTL LW
48,97048,516-4541,8031,9670.15%+164
ALTRIA GROUP INC(MO)13,32514,088+7637689300.07%+161
BLOOM ENERGY CORP4,2573,907-3503705290.04%+159
FIRST TR EXCHANGE-TRADED FD24,90624,807-991,1041,2600.09%+156
KLA CORP(KLAC)60160107308850.07%+155
GENERAL DYNAMICS CORP(GD)18,53418,627+936,2406,3930.47%+154
ANALOG DEVICES INC(ADI)3,2513,25108821,0340.08%+153
ISHARES U S ETF TR
SHOR DURA BD ETF
17,63520,617+2,9829011,0480.08%+147
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
96,965100,506+3,5414,5914,7320.35%+141
AMGEN INC(AMGN)7,2127,098-1142,3602,4970.18%+137
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
346,946356,185+9,23916,89617,0331.26%+136
ISHARES TR
BROAD USD HIGH
23,32627,333+4,0078721,0070.07%+135
PACER FDS TR
US CASH COWS 100
40,43741,027+5902,4332,5670.19%+134
PACER FDS TR
GLOBL CASH ETF
26,58526,474-1111,0961,2240.09%+128
FIFTH THIRD BANCORP(FITB)4,9847,659+2,6752333560.03%+123
SCHWAB STRATEGIC TR35,43335,533+1009721,0900.08%+118
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
231,516236,800+5,2845,8115,9280.44%+117
SPDR SERIES TRUST
ST SHOR CORP ETF
76,56480,541+3,9772,3122,4220.18%+110
STATE STR SPDR S&P MIDCAP 40(MDY)7,5557,552-34,5584,6580.34%+100
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
372,037378,854+6,81717,64217,7421.31%+100
SCHWAB STRATEGIC TR69,05370,689+1,6361,8791,9690.15%+90
AMERICAN CENTY ETF TR7,5757,681+1067738490.06%+76
T-MOBILE US INC(TMUS)3,6013,761+1607317900.06%+59
SIMON PPTY GROUP INC NEW(SPG)2,1482,430+2823984530.03%+56
VANGUARD INDEX FDS1,5041,715+2113193730.03%+54
AT&T INC(T)10,01710,375+3582493010.02%+52
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
74,74877,882+3,1341,6921,7400.13%+48
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,1953,426+2316126580.05%+45
OWENS CORNING NEW(OC)4,7225,298+5765285730.04%+45
MARRIOTT INTL INC NEW(MAR)30,53729,103-1,4349,4749,5190.70%+45
ISHARES GOLD TR(IAU)5,3095,392+834314750.04%+44
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
14,21014,483+2731,4551,4970.11%+42
SOUTHERN CO(SO)4,4454,440-53884290.03%+41
NIKE INC(NKE)3,5805,089+1,5092282690.02%+41
ISHARES TR
CORE HIGH DV ETF
2,7102,720+103303690.03%+40
SAIA INC(SAIA)1,5341,53405015390.04%+38
ISHARES TR33,91835,038+1,1201,3611,3980.10%+37
EATON CORP PLC(ETN)882883+12813160.02%+35
YUM BRANDS INC(YUM)8,1408,14001,2311,2660.09%+34
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
85,53986,944+1,4057,1647,1950.53%+31
BEST BUY INC(BBY)3,7294,348+6192502790.02%+30
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KMG FIDUCIARY PARTNERS, LLC — 13F Holdings — Q1 2026 | TickerTrail