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Disclosed positions
KMG FIDUCIARY PARTNERS, LLC: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $69,562,424
- Reported amount
- 240,401
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000440Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| APPLE INC | AAPL | COM | $69,562,424 | 240,401 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $56,473,316 | 282,240 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $50,028,475 | 139,991 | SH | None |
| MICROSOFT CORP | MSFT | COM | $43,681,384 | 117,102 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $37,849,078 | 50,540 | SH | None |
| AMAZON COM INC | AMZN | COM | $36,965,620 | 155,096 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $34,194,135 | 104,464 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $32,276,037 | 367,274 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $30,632,895 | 52,733 | SH | None |
| ELI LILLY & CO | LLY | COM | $29,561,131 | 24,646 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $21,279,733 | 21,041 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $19,016,952 | 38,004 | SH | None |
| META PLATFORMS INC | META | CL A | $18,471,396 | 32,792 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIB | INTL BD OPP ETF | $17,705,054 | 366,185 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $17,435,757 | 117,563 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $17,361,340 | 225,150 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | HYLS | FIRST TR TA HIYL | $16,820,756 | 413,795 | SH | None |
| INVESCO ACTIVELY MANAGED EXC | GTO | TOTAL RETURN | $16,346,183 | 348,756 | SH | None |
| ABBVIE INC | ABBV | COM | $15,872,986 | 63,078 | SH | None |
| QUALCOMM INC | QCOM | COM | $15,221,792 | 82,373 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $15,094,673 | 102,937 | SH | None |
| COCA COLA CO | KO | COM | $12,885,820 | 158,556 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $11,543,462 | 228,267 | SH | None |
| BROADCOM INC | AVGO | COM | $11,218,909 | 29,699 | SH | None |
| RTX CORPORATION | RTX | COM | $11,117,692 | 58,597 | SH | None |
| MARRIOTT INTL INC NEW | MAR | CL A | $10,991,050 | 29,658 | SH | None |
| SSGA ACTIVE ETF TR | SRLN | ST STR BL LN ETF | $10,481,843 | 260,160 | SH | None |
| CISCO SYS INC | CSCO | COM | $10,319,159 | 87,853 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $10,044,878 | 29,697 | SH | None |
| FORTINET INC | FTNT | COM | $9,916,171 | 64,550 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $9,698,256 | 58,508 | SH | None |
| ORACLE CORP | ORCL | COM | $9,577,087 | 65,350 | SH | None |
| BLACKROCK INC | BLK | COM | $8,812,446 | 9,165 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $8,470,408 | 23,973 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $8,276,148 | 8,847 | SH | None |
| WELLTOWER INC | WELL | COM | $7,477,940 | 32,947 | SH | None |
| LOWES COS INC | LOW | COM | $6,833,237 | 30,991 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $6,826,561 | 9,442 | SH | None |
| VISA INC | V | COM CL A | $6,699,161 | 19,526 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $6,572,842 | 116,375 | SH | None |
| CARDINAL HEALTH INC | CAH | COM | $6,504,133 | 27,379 | SH | None |
| PRUDENTIAL FINL INC | PRU | COM | $6,383,738 | 59,147 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $6,345,289 | 50,129 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $6,031,572 | 17,687 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $5,879,045 | 129,238 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $5,846,653 | 111,556 | SH | None |
| KINDER MORGAN INC DEL | KMI | COM | $5,694,061 | 178,106 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $5,305,760 | 7,544 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $5,302,913 | 25,368 | SH | None |
| GLOBAL X FDS | MLPX | GLB X MLP ENRG I | $5,272,280 | 71,576 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.