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Portfolio (Quarterly) Guide ↗

KMG FIDUCIARY PARTNERS, LLC

· CIK 0001773205
13F Portfolio $1.1B AUM 207 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 61 Added 104 Reduced 66 Exited
Page 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 NEAR ISHARES U S ETF TR 20,617 $1.0M 0.08% SOLD
42 USHY ISHARES TR 27,333 $1.0M 0.07% SOLD
43 KLAC KLA CORP Technology 601 $885K 0.07% SOLD
44 DWAS INVESCO EXCH TRADED FD TR II 8,961 $882K 0.07% SOLD
45 BK BANK NEW YORK MELLON CORP Financial Services 7,056 $837K 0.06% SOLD
46 VO VANGUARD INDEX FDS 2,871 $824K 0.06% SOLD
47 AVSC AMERICAN CENTY ETF TR 11,090 $691K 0.05% SOLD
48 DWM WISDOMTREE TR 9,747 $681K 0.05% SOLD
49 DGRE WISDOMTREE TR 19,153 $634K 0.05% SOLD
50 EES WISDOMTREE TR 8,106 $471K 0.04% SOLD
51 MDYV SPDR SERIES TRUST 4,848 $413K 0.03% SOLD
52 MFC MANULIFE FINL CORP Financial Services 11,217 $386K 0.03% SOLD
53 INTU INTUIT Technology 757 $327K 0.02% SOLD
54 UNIY WISDOMTREE TR 6,340 $307K 0.02% SOLD
55 T AT&T INC Communication Services 10,375 $301K 0.02% SOLD
56 MPC MARATHON PETE CORP Energy 1,211 $296K 0.02% SOLD
57 SPYV SPDR SERIES TRUST 5,164 $292K 0.02% SOLD
58 POCT INNOVATOR ETFS TRUST 6,685 $288K 0.02% SOLD
59 PSEP INNOVATOR ETFS TRUST 6,390 $275K 0.02% SOLD
60 PYPL PAYPAL HLDGS INC Financial Services 5,802 $262K 0.02% SOLD
Page 3 of 4  ·  66 positions
Sector Allocation
Technology 38.1%
Financial Services 14.9%
Communication Services 11.7%
Healthcare 10.2%
Consumer Cyclical 10.0%
Consumer Defensive 5.7%
Industrials 4.4%
Energy 2.0%
Real Estate 1.5%
Utilities 1.2%