KMG FIDUCIARY PARTNERS, LLC - Portfolio overview

KMG FIDUCIARY PARTNERS, LLC has 311 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 4.97%
2. NVDA - NVIDIA CORPORATION, 4.75%
3. GOOGL - ALPHABET INC, 3.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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