Fund Holdings

KMG FIDUCIARY PARTNERS, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ISHARES TR0127,678+127,678015,871,6951.17%+15,871,695
FIDELITY COVINGTON TRUST0105,712+105,71205,839,5450.43%+5,839,545
FORTINET INC(FTNT)061,556+61,55605,030,3560.37%+5,030,356
SELECT SECTOR SPDR TR080,871+80,87104,954,1660.37%+4,954,166
CHEVRON CORPORATION(CVX)079,523+79,523016,453,3741.22%+16,453,374
FIDELITY COVINGTON TRUST0110,681+110,68104,205,8940.31%+4,205,894
RBB FUND TRUST076,070+76,07003,838,4830.28%+3,838,483
PALANTIR TECHNOLOGIES INC(PLTR)037,811+37,81105,530,9930.41%+5,530,993
VERTIV HOLDINGS CO(VRT)033,030+33,03008,276,7060.61%+8,276,706
PIMCO ETF TR0116,089+116,08903,041,5370.22%+3,041,537
APPLIED MATLS INC033,422+33,422011,423,2670.84%+11,423,267
CORNING INC(GLW)049,433+49,43306,721,3570.50%+6,721,357
SPDR INDEX SHS FDS036,473+36,47301,664,9980.12%+1,664,998
DOW HLDGS INC(DOW)084,584+84,58403,522,9070.26%+3,522,907
PHILLIPS 66(PSX)021,413+21,41303,901,1100.29%+3,901,110
DELL TECHNOLOGIES INC(DELL)028,622+28,62204,697,7530.35%+4,697,753
EXXON MOBIL CORP(XOM)022,114+22,11403,751,8080.28%+3,751,808
CATERPILLAR INC(CAT)08,098+8,09805,737,3830.42%+5,737,383
ISHARES TR0215,419+215,419014,547,2271.08%+14,547,227
COCA COLA CO(KO)0177,125+177,125013,470,3231.00%+13,470,323
PROCTER & GAMBLE CO(PG)092,147+92,147013,309,7490.98%+13,309,749
GLOBAL X FDS068,328+68,32805,052,1640.37%+5,052,164
KINDER MORGAN INC DEL(KMI)0142,901+142,90104,791,4560.35%+4,791,456
DUKE ENERGY CORP NEW(DUK)062,124+62,12408,134,4880.60%+8,134,488
VERIZON COMMUNICATIONS INC(VZ)0100,680+100,68005,054,1340.37%+5,054,134
MERCK & CO INC(MRK)053,267+53,26706,407,5170.47%+6,407,517
NORTHROP GRUMMAN CORP(NOC)07,077+7,07704,828,1300.36%+4,828,130
FIDELITY MERRIMACK STR TR0360,474+360,474016,444,8401.22%+16,444,840
PFIZER INC(PFE)0151,013+151,01304,240,4380.31%+4,240,438
DEVON ENERGY CORP NEW(DVN)052,150+52,15002,624,1660.19%+2,624,166
DIREXION SHARES ETF TRUST05,992+5,9920590,4000.04%+590,400
NETFLIX INC.(NFLX)046,867+46,86704,506,2630.33%+4,506,263
JOHNSON & JOHNSON(JNJ)012,000+12,00002,933,3020.22%+2,933,302
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,391+1,3910470,0710.03%+470,071
COSTCO WHOLESALE CORPORATION(COST)010,349+10,349010,312,1790.76%+10,312,179
HONEYWELL INTL INC(HON)011,626+11,62602,627,8630.19%+2,627,863
WELLTOWER INC(WELL)035,505+35,50507,019,7090.52%+7,019,709
ISHARES TR0100,110+100,11009,937,9170.74%+9,937,917
CAPITAL GRP FIXED INCM ETF T0398,120+398,120010,840,8210.80%+10,840,821
JANUS DETROIT STR TR0235,083+235,083011,486,1680.85%+11,486,168
FIRST TR EXCHANGE TRADED FD0119,437+119,43704,709,4150.35%+4,709,415
ISHARES TR0108,325+108,32505,693,5650.42%+5,693,565
BRISTOL-MYERS SQUIBB CO(BMY)043,677+43,67702,649,0400.20%+2,649,040
CIENA CORP(CIEN)0807+8070313,3020.02%+313,302
WISDOMTREE TR(WT)06,340+6,3400307,0960.02%+307,096
WALMART INC(WMT)020,764+20,76402,580,5410.19%+2,580,541
MARATHON PETE CORP(MPC)01,211+1,2110295,7020.02%+295,702
SPDR SERIES TRUST05,164+5,1640292,2010.02%+292,201
PEPSICO INC(PEP)024,865+24,86503,861,3040.29%+3,861,304
SSGA ACTIVE ETF TR0264,486+264,486010,616,4600.79%+10,616,460
AMERICAN CENTY ETF TR03,053+3,0530236,7600.02%+236,760
GE VERNOVA INC(GEV)0270+2700235,8000.02%+235,800
STARBUCKS CORP(SBUX)030,612+30,61202,742,5120.20%+2,742,512
ISHARES TR050,498+50,49807,359,5360.54%+7,359,536
FIRST TR EXCH TRADED FD III029,247+29,24702,057,8230.15%+2,057,823
INVESCO EXCHANGE TRADED FD T01,802+1,8020207,6620.02%+207,662
ONTO INNOVATION INC(ONTO)01,000+1,0000205,0700.02%+205,070
UNITED PARCEL SVCS INC(UPS)036,336+36,33603,574,6950.26%+3,574,695
J P MORGAN EXCHANGE TRADED F0116,744+116,74406,617,0550.49%+6,617,055
LEGG MASON ETF INVT048,516+48,51601,966,8180.15%+1,966,818
ALTRIA GROUP INC(MO)014,088+14,0880929,6760.07%+929,676
BLOOM ENERGY CORP03,907+3,9070529,3590.04%+529,359
FIRST TR EXCHANGE-TRADED FD024,807+24,80701,260,2040.09%+1,260,204
KLA CORP(KLAC)0601+6010885,1830.07%+885,183
GENERAL DYNAMICS CORP(GD)018,627+18,62706,393,1960.47%+6,393,196
ANALOG DEVICES INC(ADI)03,251+3,25101,034,2730.08%+1,034,273
ISHARES U S ETF TR020,617+20,61701,048,0720.08%+1,048,072
J P MORGAN EXCHANGE TRADED F0100,506+100,50604,731,8190.35%+4,731,819
AMGEN INC(AMGN)07,098+7,09802,497,4970.18%+2,497,497
J P MORGAN EXCHANGE TRADED F0356,185+356,185017,032,7701.26%+17,032,770
ISHARES TR027,333+27,33301,006,9600.07%+1,006,960
PACER FDS TR041,027+41,02702,566,6590.19%+2,566,659
PACER FDS TR026,474+26,47401,224,1590.09%+1,224,159
FIFTH THIRD BANCORP(FITB)07,659+7,6590355,8410.03%+355,841
SCHWAB STRATEGIC TR035,533+35,53301,090,1470.08%+1,090,147
INVESCO ACTIVELY MANAGED EXC0236,800+236,80005,928,2980.44%+5,928,298
SPDR SERIES TRUST080,541+80,54102,421,8710.18%+2,421,871
STATE STR SPDR S&P MIDCAP 40(MDY)07,552+7,55204,657,5640.34%+4,657,564
INVESCO ACTIVELY MANAGED EXC0378,854+378,854017,741,7101.31%+17,741,710
SCHWAB STRATEGIC TR070,689+70,68901,968,6980.15%+1,968,698
AMERICAN CENTY ETF TR07,681+7,6810848,5600.06%+848,560
T-MOBILE US INC(TMUS)03,761+3,7610789,9440.06%+789,944
SIMON PPTY GROUP INC NEW(SPG)02,430+2,4300453,1750.03%+453,175
VANGUARD INDEX FDS01,715+1,7150372,5840.03%+372,584
AT&T INC(T)010,375+10,3750300,7720.02%+300,772
CAPITAL GRP FIXED INCM ETF T077,882+77,88201,739,8940.13%+1,739,894
INVESCO EXCHANGE TRADED FD T03,426+3,4260657,5180.05%+657,518
OWENS CORNING NEW(OC)05,298+5,2980573,3950.04%+573,395
MARRIOTT INTL INC NEW(MAR)029,103+29,10309,518,7280.70%+9,518,728
ISHARES GOLD TR(IAU)05,392+5,3920475,3590.04%+475,359
INVESCO EXCHANGE TRADED FD T014,483+14,48301,497,0890.11%+1,497,089
SOUTHERN CO(SO)04,440+4,4400428,5630.03%+428,563
NIKE INC(NKE)05,089+5,0890268,7830.02%+268,783
ISHARES TR02,720+2,7200369,1580.03%+369,158
SAIA INC(SAIA)01,534+1,5340538,8640.04%+538,864
ISHARES TR035,038+35,03801,397,6840.10%+1,397,684
EATON CORP PLC(ETN)0883+8830315,7520.02%+315,752
YUM BRANDS INC(YUM)08,140+8,14001,265,6070.09%+1,265,607
VANGUARD SCOTTSDALE FDS086,944+86,94407,194,5770.53%+7,194,577
BEST BUY INC(BBY)04,348+4,3480279,1420.02%+279,142
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