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Portfolio (Quarterly) Guide ↗

KMG FIDUCIARY PARTNERS, LLC

· CIK 0001773205
13F Portfolio $1.4B AUM 261 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 102 Added 78 Reduced
Page 9 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IHDG WISDOMTREE TR 22,992.0 $1.1M 0.08% +754.0 +3.4% $48.15 +10.7%
162 SCHD SCHWAB STRATEGIC TR 35,533.0 $1.1M 0.08% $30.68 +14.4%
163 VNQ VANGUARD INDEX FDS 12,217.0 $1.1M 0.08% -109.0 -0.9% $88.70 +11.1%
164 AOM ISHARES TR 22,695.0 $1.1M 0.08% -401.0 -1.7% $47.37 +5.0%
165 RWL INVESCO EXCH TRADED FD TR II 9,146.0 $1.1M 0.08% $114.90 +16.5%
166 NEAR ISHARES U S ETF TR 20,617.0 $1.0M 0.08% +3K +16.9% $50.84 -0.6%
167 IYH ISHARES TR 16,784.0 $1.0M 0.08% $61.64 +20.1%
168 ADI ANALOG DEVICES INC Technology 3,251.0 $1.0M 0.08% $318.14 +18.4%
169 F FORD MTR CO Consumer Cyclical 88,929.0 $1.0M 0.08% -42K -32.1% $11.54 +25.5%
170 USHY ISHARES TR 27,333.0 $1.0M 0.07% +4K +17.2% $36.84 -0.0%
171 DTD WISDOMTREE TR 11,058.0 $955K 0.07% +142.0 +1.3% $86.36 +12.7%
172 MO ALTRIA GROUP INC Consumer Defensive 14,088.0 $930K 0.07% +763.0 +5.7% $65.99 -0.2%
173 TXN TEXAS INSTRS INC Technology 4,701.0 $913K 0.07% -444.0 -8.6% $194.14 +36.4%
174 KLAC KLA CORP Technology 601.0 $885K 0.07% $1472.85 -87.5%
175 DWAS INVESCO EXCH TRADED FD TR II 8,961.0 $882K 0.07% -18K -67.2% $98.47 +16.1%
176 AVUV AMERICAN CENTY ETF TR 7,681.0 $849K 0.06% +106.0 +1.4% $110.48 +14.5%
177 BK BANK NEW YORK MELLON CORP Financial Services 7,056.0 $837K 0.06% $118.62 +19.6%
178 VO VANGUARD INDEX FDS 2,871.0 $824K 0.06% -253.0 -8.1% $287.16 -71.1%
179 TMUS T-MOBILE US INC Communication Services 3,761.0 $790K 0.06% +160.0 +4.4% $210.04 -13.1%
180 VGT VANGUARD WORLD FD 1,090.0 $761K 0.06% -11.0 -1.0% $697.73 -83.0%
Page 9 of 14  ·  261 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.1%
Financial Services 15.3%
Healthcare 11.0%
Communication Services 10.5%
Consumer Cyclical 9.3%
Industrials 7.1%
Consumer Defensive 5.1%
Energy 3.6%
Real Estate 1.3%
Utilities 1.1%