KMG Fiduciary Partners, LLC holds a diversified book of 207 stocks worth $1.1B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened JPMorgan Ultra-Short Income and trimmed Apple Inc. Their largest long position is Apple Inc at 6% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1773205/holdings"
Use Arkolith to show KMG FIDUCIARY PARTNERS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
73% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $69.6M | 240.4K | 6.5% | ▼−16% Reduced · −45K sh | |
| 2 | Nvidia Corporation COM | $56.5M | 282.2K | 5.2% | ▼−29% Reduced · −115K sh | |
| 3 | Alphabet Inc CAP STK CL A | $50.0M | 140.0K | 4.6% | ▼−22% Reduced · −40K sh | |
| 4 | Microsoft Corp COM | $43.7M | 117.1K | 4.1% | ▼−11% Reduced · −15K sh | |
| 5 | Ishares TR CORE S&P500 ETF | $37.8M | 50.5K | 3.5% | ▼−16% Reduced · −10K sh | |
| 6 | Amazon Com Inc COM | $37.0M | 155.1K | 3.4% | ▼−17% Reduced · −32K sh | |
| 7 | JPMorgan Chase & Co COM | $34.2M | 104.5K | 3.2% | ▼−14% Reduced · −17K sh | |
| 8 | SPDR Series Trust ST STR P500ETF | $32.3M | 367.3K | 3.0% | ▼−12% Reduced · −50K sh | |
| 9 | Advanced Micro Devices Inc COM | $30.6M | 52.7K | 2.8% | ▼−8.4% Reduced · −5K sh | |
| 10 | Eli Lilly & Co COM | $29.6M | 24.6K | 2.7% | ▼−16% Reduced · −5K sh | |
| 11 | Goldman Sachs Group Inc COM | $21.3M | 21.0K | 2.0% | ▼−24% Reduced · −7K sh | |
| 12 | Berkshire Hathaway Inc Del CL B NEW | $19.0M | 38.0K | 1.8% | ▼−0.6% Reduced · −230 sh | |
| 13 | Meta Platforms Inc CL A | $18.5M | 32.8K | 1.7% | ▼−26% Reduced · −11K sh | |
| 14 | J P Morgan Exchange Traded F INTL BD OPP ETF | $17.7M | 366.2K | 1.6% | ▲+2.8% Added · +10K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $17.4M | 117.6K | 1.6% | ▼−7.9% Reduced · −10K sh | |
| 16 | Ishares TR CORE S&P MCP ETF | $17.4M | 225.2K | 1.6% | ▲+4.5% Added · +10K sh | |
| 17 | First TR Exchange-Traded FD FIRST TR TA HIYL | $16.8M | 413.8K | 1.6% | ▲+0.1% Added · +498 sh | |
| 18 | Invesco Actively Managed Exc TOTAL RETURN | $16.3M | 348.8K | 1.5% | ▼−7.9% Reduced · −30K sh | |
| 19 | Abbvie Inc COM | $15.9M | 63.1K | 1.5% | ▼−18% Reduced · −14K sh | |
| 20 | Qualcomm Inc COM | $15.2M | 82.4K | 1.4% | ▼−21% Reduced · −21K sh | |
| 21 | Procter & Gamble Co COM | $15.1M | 102.9K | 1.4% | ▲+12% Added · +11K sh | |
| 22 | Coca Cola Co COM | $12.9M | 158.6K | 1.2% | ▼−10% Reduced · −19K sh | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $11.5M | 228.3K | 1.1% | ▲New New position | |
| 24 | Broadcom Inc COM | $11.2M | 29.7K | 1.0% | ▼−21% Reduced · −8K sh | |
| 25 | RTX Corporation COM | $11.1M | 58.6K | 1.0% | ▲+2.9% Added · +2K sh | |
| 26 | Marriott Intl Inc New CL A | $11.0M | 29.7K | 1.0% | ▲+1.9% Added · +555 sh | |
| 27 | Ssga Active ETF TR ST STR BL LN ETF | $10.5M | 260.2K | 1.0% | ▼−1.6% Reduced · −4K sh | |
| 28 | Cisco Sys Inc COM | $10.3M | 87.9K | 1.0% | ▼−38% Reduced · −55K sh | |
| 29 | American Express Co COM | $10.0M | 29.7K | 0.9% | ▼−5.2% Reduced · −2K sh | |
| 30 | Fortinet Inc COM | $9.9M | 64.5K | 0.9% | ▲+4.9% Added · +3K sh | |
| 31 | Chevron Corporation COM | $9.7M | 58.5K | 0.9% | ▼−26% Reduced · −21K sh | |
| 32 | Oracle Corp COM | $9.6M | 65.3K | 0.9% | ▲+3.6% Added · +2K sh | |
| 33 | BlackRock Inc COM | $8.8M | 9.2K | 0.8% | ▲+2.0% Added · +183 sh | |
| 34 | Alphabet Inc CAP STK CL C | $8.5M | 24.0K | 0.8% | ▼−7.1% Reduced · −2K sh | |
| 35 | Costco Wholesale Corporation COM | $8.3M | 8.8K | 0.8% | ▼−15% Reduced · −2K sh | |
| 36 | Welltower Inc COM | $7.5M | 32.9K | 0.7% | ▼−7.2% Reduced · −3K sh | |
| 37 | Lowes Cos Inc COM | $6.8M | 31.0K | 0.6% | ▼−27% Reduced · −12K sh | |
| 38 | Applied Matls Inc COM | $6.8M | 9.4K | 0.6% | ▼−72% Reduced · −24K sh | |
| 39 | Visa Inc COM CL A | $6.7M | 19.5K | 0.6% | ▼−41% Reduced · −14K sh | |
| 40 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.6M | 116.4K | 0.6% | ▼−0.3% Reduced · −369 sh | |
| 41 | Cardinal Health Inc COM | $6.5M | 27.4K | 0.6% | ▼−47% Reduced · −25K sh | |
| 42 | Prudential Finl Inc COM | $6.4M | 59.1K | 0.6% | ▲+25% Added · +12K sh | |
| 43 | Duke Energy Corp New COM NEW | $6.3M | 50.1K | 0.6% | ▼−19% Reduced · −12K sh | |
| 44 | Palo Alto Networks Inc COM | $6.0M | 17.7K | 0.6% | ▼−53% Reduced · −20K sh | |
| 45 | Fidelity Merrimack STR TR TOTAL BD ETF | $5.9M | 129.2K | 0.5% | ▼−64% Reduced · −231K sh | |
| 46 | Ishares TR ISHS 1-5YR INVS | $5.8M | 111.6K | 0.5% | ▲+3.0% Added · +3K sh | |
| 47 | Kinder Morgan Inc Del COM | $5.7M | 178.1K | 0.5% | ▲+25% Added · +35K sh | |
| 48 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $5.3M | 7.5K | 0.5% | ▼−0.1% Reduced · −8 sh | |
| 49 | Morgan Stanley COM NEW | $5.3M | 25.4K | 0.5% | ▼−26% Reduced · −9K sh | |
| 50 | Global X FDS GLB X MLP ENRG I | $5.3M | 71.6K | 0.5% | ▲+4.8% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 9, 2026 | 207 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 261 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 262 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 10, 2025 | 297 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 288 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 284 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 270 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 267 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.